By then I have already spent the time gas and assets to get there why queer the deal if they did not ask by then.
AH! eureka.... if you are dealing with a cold call, then
they have spoken on the phone unless you are psychic.
i suggest you qualify people more before investing the
time and fuel to go lookie see....
last thursday, in the course of the days work, i got three
requests for pricing from existing customers. i use invoice2go,
on the ipad, so i get the details of what they wanted, make
up a number, and send a quote.... did two of them on my
iphone stuck in traffic on the 55 freeway, going to the wholesale
house. looked like this:
Provide five 2' x 4' lights in T Bar
ceiling in conference room- office
remodel. provide two 120 volt
outlets in same area.
modify existing wiring to facilitate
this.
will they have me do it? who knows?
i didn't burn up 2 hours and $25 worth
of diesel in the process, however.
i quote all work, before i do anything.
the invoice2go app works great for this.
you get their contact info in the ipad, and
just type out what you are gonna do, and
how much they are gonna give you to do
it, we both sign it, and it gets emailed to
each of us, with an embedded signature.
the ipad also geotags the location it was
signed at.
it's pretty hard for someone to complain
when it was signed by them, in their living
room... it works for me.
the funny thing is, as soon as the work is
done, i convert the estimate to an invoice,
and email it to them... people just seem
to pay it immediately. i have a paypal link
on it, so they can use a CC, or they can
use a CC with my ipad and squarup.
i've gotten stiffed for one check, for $6k,
once. that's it for 35 years.
haven't needed boilerplate, yet.