Practical steps
Use this as a working checklist. The advice is useful on its own; MyTitan is introduced only where the workflow naturally benefits from being connected.
Step 1
Describe the work in plain language
A professional quote should make the scope clear enough that the customer understands what is included and what is not.
- Name the requested work
- Separate optional extras
- Avoid vague line items such as 'miscellaneous work'
Step 2
Show pricing assumptions
Customers trust quotes more when labour, parts, visits, VAT treatment and expiry are clear. This is operational guidance, not tax advice.
- State whether prices include VAT where relevant
- Include expiry or review date
- Make assumptions visible
Step 3
Plan the handoff into work
A quote is not finished when it is sent. Decide what happens if it is accepted, declined or needs revision.
- Define who follows up
- Record approval status
- Create the job from the accepted quote