Responding to Quote Requests
Quote requests are your opportunity to win new business. Learn how to respond effectively and professionally to convert inquiries into bookings.
Understanding Quote Requests
What You'll Receive
Each quote request includes:
- Customer's name, email, and phone number
- Service type and requirements
- Pickup and delivery locations (if applicable)
- Preferred date and urgency level
- Customer's message with specific details
- Photos of items (if provided by customer)
You'll receive an email notification when a new quote request comes in, and it will appear in your dashboard.
How to Respond
Step-by-Step Process
- Review the Request
Read through all the details carefully. Check the locations, dates, and specific requirements.
- Assess Feasibility
Determine if you can provide the service, if you're available on the requested date, and if the job fits your capabilities.
- Calculate Your Quote
Consider distance, time, complexity, and any special requirements. Provide a fair, competitive price.
- Write a Professional Response
Include a personalized message, confirm you understand their needs, and highlight why you're the right choice.
- Submit Your Quote
Enter your quote amount and response message, then submit. The customer will be notified immediately.
Response Best Practices
Tips for Success
- Respond Quickly
Aim to respond within 24 hours, or even faster for urgent requests. Quick responses show professionalism and increase your chances of winning the job.
- Be Personal
Address the customer by name and reference specific details from their request. Show that you've read and understood their needs.
- Provide Clear Pricing
Be transparent about your quote amount. If there are any potential additional costs, mention them in your response message.
- Highlight Your Strengths
Mention relevant experience, licenses, insurance, or special capabilities that make you the right choice for this job.
- Be Professional
Use proper grammar and spelling. A professional response builds trust and confidence.
- Include Next Steps
Let the customer know what happens next - when they can expect to hear from you, or how to proceed if they accept your quote.
When to Decline
Sometimes, it's better to decline a quote request. Consider declining if:
- The job is outside your service area or capabilities
- You're not available on the requested date
- The request doesn't align with your business model
- The customer's requirements are unclear or unrealistic
- You're unable to provide the service safely or legally
How to Decline Professionally
- Thank the customer for considering your services
- Briefly explain why you're unable to help (be honest but polite)
- Wish them well in finding the right provider
Tip: A polite decline can still leave a positive impression and may lead to future business.
Managing Quote Status
Quote Statuses
- Pending: New quote request waiting for your response
- Quoted: You've provided a quote to the customer
- Declined: You've declined the quote request
- Expired: The quote request has expired (based on urgency level)
Use the filter options in your dashboard to view quotes by status and manage them efficiently.
Pro Tips
- Set aside time each day to check and respond to quote requests
- Keep a template response that you can personalize for each request
- Follow up with customers if you don't hear back after a few days (via phone or email)
- Track which types of quotes convert best to improve your quoting strategy
- Ask satisfied customers for reviews to build your reputation