Overview
Audio for slide 1 (mp3 |6|KB)
A quotation is a formal offer to carry out a particular job for a specified price.
It's formal in the sense that once the client accepts it, you're obliged to stick to that price and do all the work you've said you will do.
The only exception to this would be if you've made allowance for specific 'variations', such as different options or changes in the price of certain materials.
It's formal in the sense that once the client accepts it, you're obliged to stick to that price and do all the work you've said you will do.
The only exception to this would be if you've made allowance for specific 'variations', such as different options or changes in the price of certain materials.
Audio for slide 2 (mp3 |6|KB)
So you need to be very careful when you prepare a quotation, because it forms the basis of the contract you both sign when the client gives you the go-ahead.
In this section, we'll look at the process of talking to the client about their proposed job, collecting the information needed to estimate a price, planning the project, writing up a quotation, and finally putting all the documents in order.
In this section, we'll look at the process of talking to the client about their proposed job, collecting the information needed to estimate a price, planning the project, writing up a quotation, and finally putting all the documents in order.
Audio for slide 3 (mp3 |6|KB)
We'll cover the processes involved in carrying out the calculations in the second and third sections of this unit.
So in this first section we'll lay the groundwork and take a 'big picture' view of overall task.
So in this first section we'll lay the groundwork and take a 'big picture' view of overall task.
Completing this section
Audio 4 (mp3 |6|KB)The assignment for this section is designed to test your understanding of the steps involved in taking a customer enquiry through to the quotation and approval stages.
Have a look at the Assignment now to see what you'll need to do to complete it. You'll find the link in the menu bar.
Also in the menu bar are links to the lessons for this section:
- Meeting with the client
- Issues to consider
- Writing up the quotation
- Maintaining records.
These lessons will provide you with background information that will help you with the assignment.
The Just for fun exercise is a reminder of some of the on-site issues you need to check up on before the installation can proceed.
Go to Meeting with the client