Define the scope before setting a price
An estimate starts with the fault, the fixtures to replace and the pipe runs. Specify the number of fixtures, pipe material and testing after installation.
Line items to include
- Leak detection (project)
- Faucet replacement (item)
- Pipe installation (linear ft)
- Site visit and assessment (project)
- Labor (h)
- Materials and supplies (project)
- Travel (project)
Define what is included
Separate opening walls, making good and disposing of old fixtures. A hidden leak may require an additional assessment before the final price is confirmed.
Start with the line items for your trade, then enter your own quantities and prices.
Check before sending
Check access to shutoff valves, fitting dimensions and parts availability.
Use one browser for each numbering sequence. A PDF export cannot maintain a sequence across several devices.
Questions before you send
How should I price this job?
Measure the actual quantities and enter your own costs and margin. Prices start blank so you can prepare a proposal for the agreed scope.
Which units should I use?
Use an hour, item, area or clearly defined fixed-price service as appropriate. Explain what each quantity covers so the client can check the amount.
Which taxes apply?
There is no single sales tax rate for every US business. Your state, locality, activity and transaction determine whether tax applies and which rate to use. The editor starts at 0% so you can enter the verified rate. Check the state tax authority and the SBA guidance. Quotisa calculates the entered rate; it does not determine nexus, exemptions or filing obligations.
Does the PDF replace a required invoicing system?
Include your business and client details, a unique number, issue and service dates, a clear description, quantities, prices, applicable tax and payment terms. Requirements vary by state, trade and transaction. A PDF can record your commercial invoice. Check state requirements and preserve the records needed for your business. Quotisa does not file taxes, transmit documents to authorities or verify your legal status.
Where are my documents saved?
Your saved documents will appear here. The latest 50 are kept. Your documents are saved in this browser. Clearing browser data removes them. Keep a JSON backup.