Home services quotations writing

This page contains in-depth information on everything about making quotations for home services companies. Here you will find useful information and articles designed to make you even more skilled at writing proposals and winning the contract. We help you to make even better offers in a smart way and win more contracts.

A home services company needs to create business proposals and quotations for their sales process in order to win customers and close deals. By outlining the services they offer, the company can show potential customers what they would be getting if they were to choose them over the competition. This is an important part of the sales process as it allows the company to show off their unique selling points and convince the customer that they are the best choice for the job.

With the information & links below you can get the most out of your home services proposals and make quotations like a pro.

A home services company has to be able to create proposals that outline the services they offer in a way that is engaging, transparent, and provides all the details the potential customer needs to make a decision. The proposal should also be structured in a way that is easy to follow and understand. Additionally, the home services company needs to be able to show how their services will benefit the potential customer and address any concerns the customer may have.

What is a home services proposal

Quotations are proposals with an offer for the provision of home services products or services. quotations are made for companies, government agencies as well as for individuals (consumers).

The advantages of a quotation

There are home services organizations that doubt the value of releasing quotations. However, in many cases, proposals play an important role in the sales process. A quotation is a powerful sales tool. Many sales or transactions are based on quotations. It may not always be experienced that way, but creating a home services quotation has many advantages.

Sales process

The sales process is an important part of the business of a home services company. It is a carefully curated framework of activities designed to drive sales and achieve goals. These activities begin with research, followed by initial contact. The process ends with the completion of the transaction and after-sales service.


We communicate with customers and prospects on a daily basis. In the sales process, there is often deliberate communication. The sales process is the full path a prospect takes to complete a task or order. Communication plays an important role at every stage of the process. From proposal requests and customer interviews to after-sales communication.

How to create home services proposals

Legal aspects

The law does not have offers and offer agreements, but “bids” and “acceptance”. Legally, there is only an offer if this offer contains core conditions. Core clauses are the basic elements on which an agreement is based. This includes information about how and within what period the (potential) customer, offeror provider company details, quotation, price, supply agreement or quotation has been signed.

Creating and writing a quotation

Despite the many advantages mentioned, writing a home services proposal is sometimes underestimated. A good quotation is more than just a proposal text. The offer must also comply with legal requirements and it is advisable to maintain a certain structure.

Quotation design

Appearance also works in quotations. In fact, the appreciation and positive impact of beautifully designed offers has increased enormously in recent years, partly driven by a focus on customer experience. With the advent of a proposal program, a new era of quotation design has arrived. In a short period of time, the offer connects with the corporate identity, including colors and fonts. Layouts and layouts attract and attract the attention of prospects and customers.

Sending and presenting

When a quotation is ready, it can be presented to (potential) customers in various ways. For example, by email or simply by post. Proposals can also be presented online and offline. However, more and more companies are opting for online proposals and some organizations even offer quotations via whatsapp.

Winning and sometimes losing

If the bid is approved, that is a reason for congratulations, but certainly not a reason to think that the biggest job is done. On the contrary After all, an offer is the beginning of a hopeful sustainable cooperation. So more is needed than execution and invoicing. No matter how long and intense the proposal process is, winning a quotation is still the beginning of the sales process. For example, in the first phase after approval of the quotation, the customer mainly needs confirmation. Make sure they made the right choice. That is why communication plays a crucial role in this phase.

Quotation examples and templates

Not everyone who makes regular proposals has all the skills to create a good quotation quickly and quickly. In some cases, proposal templates or templates provide the solution. This also applies to sample letters. Lack of time and inspiration is often the reason to get started with a a proposal program. A quotation is created once as a template and used as a starting point later. Different templates can also be used and modified when sacrificing in Word.


This is really the era of automation and digitization. This is how growth is inspired and achieved. Customers and prospects expect suppliers to accept this. This also applies to quotations. In the past, customers and prospects were satisfied with a quotation or a mail offer. That time seems to be over. Customers choose speed, they choose quotations which all shows that they are understood and easy to share when working remotely. People want to be able to make their own interactive choices and of course sign digitally.

Home services proposal example

This home services proposal example is tailored to customers who need maintenance, repair or renovation services. Show your expertise, experience and results and give the customer confidence in your company. You can also use this template to present your own Home Services company. You have to customize the content of the proposal program to your own taste and add the information you want to present in the proposal. If you need a bit of inspiration, check out some tips for a successful home services proposal on our blog. In addition, we have developed an extensive template library that you can view by going to ‘My templates’.

Discover the home services example quotations and use the template as a starting point to take your proposals to the next level. The examples show the versatility of a proposal program and are available in Offorte.

View an example home services quotation

Home services example quotation made with a proposal program

Proposal software for home services

If you are a Home Services business, you know the importance of marketing. The biggest challenge for most Home Services businesses is keeping their marketing costs under control. When it comes to marketing, one of the most expensive areas is proposal writing. That’s why we created a proposal software that can help your business to save money. Try our free 14-day trial and see how you can improve your sales process today.

A home services quotation is made quickly with a proposal program. This allows sales departments to draw up their proposals in a standardized manner based on best practices and adjust them where necessary. Smart automation features save time, gain more insights and the home services customer will choose faster for your company.

Discover what proposal software can do for your home services company.


AI-powered solutions for home services proposal writing.

Integrated into your existing workflow, our solution streamlines the proposal process, making it easier than ever to create tailor-made proposals that address the needs of your customers. Leverage our AI-powered proposal tool to optimize efficiency and reduce costs while also delivering outstanding results.

AI Proposal software for home services

About home services

Sales team selling home services. Sales presentation, where team member was invited to family's home to explain options available for heating system. They were assisted by daughter who speaks English.


Discover all the functionalities with which you can easily create proposals in your corporate identity and win deals.
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Proposal information

All information regarding the subject of proposals can be found in the "Create proposal" section.
Read all about making proposals


Discover all the functionalities with which you can easily create proposals in your corporate identity and win deals.
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