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Guide

How to quote a job professionally

The short answer

Quote in writing, soon after you’ve seen the job, in words the customer understands. Show VAT properly if you’re registered, say how long the price stands and what isn’t included, and set out any deposit and stage payments with what each one is for. A quote that answers their questions before they ask is easier to say yes to.

Send it while they’re still deciding

Get the quote to them within a day or two of the visit, while the job’s fresh in their mind and yours. Take photos and notes while you’re there, so you price what you saw rather than what you remember. How to organise job photos.

Write it the way they’d say it

Describe what they’ll end up with, then the work that gets them there. Lines help them see what they’re paying for: split out anything they chose, such as the finish or the model, and anything optional, with its own price.

Where a trade word can’t be avoided, add a few plain words after it. Instead of “2nd fix”, say “fit the sockets, switches and lights once the walls are plastered”.

Show the VAT properly

Not VAT registered
Don’t add VAT, and don’t write “plus VAT”: you have to be registered to charge it.
VAT registered
Show three figures: the price before VAT, the VAT and the total. Most work is at the standard rate, currently 20%, so the total is the price before VAT times 1.2: £1,850 plus VAT at 20% is £370 of VAT and £2,220 in total. Some goods and services are charged at 5% or 0%, and GOV.UK lists which.
Lead with what they’ll pay
Only a VAT-registered business can claim VAT back, so a householder pays the total. Put it where they’ll see it first. A business customer who’s registered will look for the VAT as a figure of its own.
Your VAT number
Put it on the quote, so it matches the VAT invoice that follows, which must show it.

From GOV.UK on charging VAT, VAT rates, reclaiming VAT and what a VAT invoice must show, checked 28 September 2026.

Say how long the price stands

Give the number of days and the date it runs to: “Valid for 30 days, until 28 October 2026.” After that you’ll look at it again, which protects you when material prices move and your diary fills. If they come back later, check the price before you book them in.

Say what isn’t included

Anything a reasonable customer might assume is in the price. The usual ones:

  • Making good and decorating after the work.
  • Skip hire, and taking away waste.
  • Parking, where it has to be paid for.
  • Anything the customer is buying themselves, such as their own tiles or taps.
  • Anything you can’t see until you start, which you’ll price and agree with them before you do it.

The same goes for extras they ask for on the day: price it, get a yes, then do it.

if you do jobs where there are often extras make sure they are quoted in writing before the start, do not wait until the final bill is presented

Notch7, DIYnot forum, 31 January 2025

Deposits and stage payments

A deposit when they accept books the date and covers what you’re buying in for them. Give it as an amount or a percentage, and say what it’s for. On a bigger job, add stage payments, each tied to something you can both see is done, and the balance on completion.

An example: a £6,000 bathroom, including VAT
WhenWhat it’s forAmount
When you acceptA 25% deposit, to book the date and order the suite£1,500
When the first fix is doneThe first stage£2,000
On completionThe balance£2,500
Total£6,000

Each payment gets its own invoice when it’s due, and the final invoice shows what’s already been paid, so the balance is never a surprise.

Agreed in their home? The 14-day rule

They can cancel within 14 days
When a householder agrees a job with you in their home, they can usually cancel within 14 days of agreeing it, without giving a reason.
You tell them so, first
Before they agree, you must give them information about that right and a cancellation form, on paper or, if they agree, by email. If you don’t, they can cancel for up to 12 months longer.
Starting sooner
If they want you to start within the 14 days, they have to ask you to, on paper or by email. If they then cancel, they pay for the work done up to that point, as long as you gave them the cancellation information.
Urgent repairs
A visit they asked for to carry out urgent repairs is outside these rules, though extra work you agree on the day isn’t.

From the Consumer Contracts Regulations 2013: Consumer Contracts Regulations 2013, reg 10, reg 5 (“durable medium”), reg 28, reg 29, reg 30, reg 31, reg 36 and Schedule 3, the model cancellation form. Checked 28 September 2026.

Make yes easy, then follow up once

Tell them how to accept: reply, sign a printed copy, or tap Accept on a quote page. If you’ve heard nothing after a week, send one short, friendly message, then leave it with them.

After a week

Hi [name], just checking the [kitchen] quote came through. Happy to answer anything. [Your name]

Sources

Each source was read on 28 September 2026.

  1. GOV.UK: charging VAT
  2. GOV.UK: VAT rates
  3. GOV.UK: reclaim VAT on business expenses
  4. HMRC: VAT Notice 700, 16.3, information required on a VAT invoice
  5. Consumer Contracts Regulations 2013, reg 10
  6. reg 5 (“durable medium”)
  7. reg 28
  8. reg 29
  9. reg 30
  10. reg 31
  11. reg 36
  12. Schedule 3, the model cancellation form
  13. DIYnot forum: Bad or late payers, post by Notch7, 31 January 2025

Where Tools Down comes in

Deposits and stages, taken off the final for you.

Ask Tools Down for a deposit as a percentage of the quote or an amount, and bill each stage the same way (“Invoice 40% for first fix”). The final invoice takes every deposit and stage off and asks for the balance, with VAT worked out on it if you’re registered.

You: Invoice the Morgans for the balance.

Tools Down: Done. £2,076 to pay, with the deposit and first fix taken off.

InvoiceDraft

Rewire, 3 Hill Street

Mr and Mrs Morgan

Full rewire, as quoted
£5,500.00
Extra double socket in the kitchen
£80.00
Subtotal
£5,580.00
Less Deposit (INV-0003)
− £1,650.00
Less Stage 1 (INV-0004)
− £2,200.00
Total excluding VAT
£1,730.00
VAT (20%)
£346.00

Total£2,076.00

ShareMark paid
Each earlier invoice comes off at what it invoiced, and VAT is on the balance. A fictional customer.

Price and the free plan

Made for one. Priced for one.

£29.99 a month including VAT, or £24.99 if you reclaim VAT. One person, no minimum, no setup fee, no training.

  • Your first month is free, with no card.
  • After that, 50 messages a month to Tools Down stay free for good, and every screen keeps working.
  • Tools Down Pro is paid monthly through Apple. It lifts the message limit, and the price you join at is the price you keep.
  • Fair use applies on every plan, with limits set far above what one person books or asks for in a month.
What counts as a message, and how cancelling works

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