Service quote template
Scope, labour, and materials priced so the job is won before it starts.
A service quote is a promise about scope. This template separates labour from materials, spells out what's included, and states the terms — so the client knows exactly what they're approving and you don't absorb scope creep.
Who it's for
Agencies, consultants, installers, and service businesses quoting labour-plus-materials work where scope clarity protects the relationship and the margin.
What to include
- Your business name, logo, ABN/GST or company number, and contact details
- A unique quote number and the issue + valid-until dates
- The customer's name, company, and billing details
- Clear line items with description, quantity, unit price, and line total
- Subtotal, tax (GST/VAT/sales tax), and a bold grand total
- Payment terms, deposit requirements, and accepted payment methods
- Scope, assumptions, and exclusions so there are no surprises later
- An acceptance block — signature or a one-click approve link
- Labour broken out by role/rate and estimated hours
- A scope statement with clear inclusions and exclusions
Template structure
Copy this skeleton into your quote, or use it as a checklist before you send.
Scope
- Summary of the work and the outcome delivered
- Inclusions, exclusions, and assumptions
- Timeline / start date and milestones
Pricing
- Labour: role — rate — estimated hours — line total
- Materials / third-party costs — qty — unit price — line total
- Fixed-fee vs time-and-materials note
Terms
- Subtotal, GST/tax, grand total
- Deposit, progress payments, final payment
- Acceptance block and change-request policy
Tips for a quote that wins
- Name your exclusions. What's out of scope protects you more than what's in it.
- Quote a fixed fee where you can — clients approve certainty faster than an hourly estimate.
- Attach a change policy so extra work is a documented add-on, not an awkward conversation.
FAQ
What's the difference between a quote and an estimate?
A quote is a fixed price you commit to for a defined scope; an estimate is your best approximation that can change as the work is clarified. If the scope is clear, quote it — clients trust a firm number.
How do I stop scope creep on a service quote?
State inclusions and exclusions explicitly, quote a fixed fee for the defined scope, and reference a change-request process so anything extra is priced and approved as an add-on.