Good, better, best.
Three prices. One yes.
Three options on one sheet, and your gross margin live on every one while you type. The customer’s copy prints prices only.
Your costs stay on this side.
Compare three options.
It starts as a failed condenser, so you are pricing a job instead of facing an empty form. Your costs and margins never reach the printed sheet.
Options3 of 4
Your costs and margins stay on this side. The sheet prints prices only, and nothing is saved or sent.
Recommended option
$6,890
Margin 40% · $2,790 on the job, only you see this
Ellsworth Heating & Air
(555) 018-4420
Q-1042
Prepared for
Dana Whitfield
412 Marigold Lane, Springfield
The work
Condenser failed on a twelve-year-old 3-ton split system. The compressor is pulling locked-rotor amps and the coil is corroded at the header.
Your options
Replace the failed compressor and capacitor. One-year parts warranty.
25% deposit to schedule: $310
New 3-ton 14.3 SEER2 system, matched coil and line set. Ten-year parts warranty.
25% deposit to schedule: $1,723
New 3-ton 17 SEER2 variable-speed system. Ten-year parts, two-year labor warranty.
25% deposit to schedule: $2,363
Prices hold for the period above and assume the equipment is available. Permit fees are billed at cost.
Margin, not markup.
How the sheet is worked out.
Six steps, in order, with the judgment calls named.
- Each option, its price minus your costgross profit
- That profit divided by the price, not the costmargin
- Your deposit rate on each pricethe deposit printed on the quote
- Today plus the days you setvalid until
- Anything under 20% marginflagged thin, on your side only
- Totaled in cents, printed in whole dollarsa quote, not a bill
Three options, the middle one marked
Show different scopes beside their prices, and mark the option you recommend. The customer can compare what each includes; offering more options does not guarantee acceptance.
Example: 30-day validity
The document prints an end date from the number of days you enter. Thirty days is the example setting; choose a period that fits the work, your supplier pricing and your terms.
Example: 25% deposit
The example prints a deposit equal to 25% of each option. It does not collect payment or reserve an appointment. Set an amount appropriate for the job and the requirements that apply to your business.
What it can’t know. The margin here is gross: each option’s price against the direct cost of doing it. It does not carry your overhead, so a job at 35% gross is not 35% in your pocket. It also cannot know what your state requires on a written estimate. Nothing is saved, so print the PDF and keep it.
Then send it properly.
A quote they can accept from their phone.
Build the estimate from your price book and send a link by text or email. Customers can accept, decline or request changes. A proposed price is available when you enable counteroffers; scheduling is a separate step.
Quick quotes or itemized estimates
Priced from your services and materials
Accept, decline or request changes from a link
Questions about the quote builder.
The ones a skeptical owner asks, answered straight.
Why three options instead of one price?
Options let a customer compare different scopes and prices on the same sheet. Use them when the job has meaningful alternatives. One clear option may be enough for straightforward work; the tool supports up to four.
What margin should I aim for?
Choose a target using your costs and business needs. This tool flags results below 20% as an example review threshold, not an industry rule or a minimum profitable margin. It calculates gross margin; overhead and other costs may still apply.
Should my cost ever go on the customer’s copy?
No, and it cannot here. What you paid for a compressor is not what the job is worth: the price covers the truck, the license, the warranty and years of knowing which compressor to fit. Costs and margins stay on your side of this tool.
How long should a quote be good for?
The default is 30 days, and you can change it. Choose a period that fits your supplier pricing, project schedule and written terms, then make the date clear to the customer.
Is a signed quote a contract?
This tool formats a quote; it does not determine whether it is legally binding or meets local contract requirements. That depends on the terms, circumstances and applicable law. Have the final wording checked for your work and location.
Is anything I type here saved?
No. It runs in your browser, there is no account and nothing is sent anywhere. Close the tab and it is gone.
Sent before you leave.
Win the next yes.
Estimates from your price book, approved from the customer’s phone.
Try it free for 15 days. No credit card required.