Running the Business · 104 checkpoints
Quote Checklist for Trades
A checklist of everything a complete, accurate service quote should include, from business and client details through line items, taxes, terms, and the client's signature.
104 of 104 items on the sheet
Tick items off as you go, hide a section or a single line, write a note or add a photo on any row, then save it. Nothing you type, tick or attach here is saved or sent anywhere: a note and a photo print on the sheet and are gone when you reload.
The button opens your print dialog: choose Save as PDF as the destination (or print it straight to paper). The sheet carries only the items you kept.
Sheet details
Optional. Whatever you type prints across the top of the sheet; leave one blank and it prints as an empty line to fill in on site.
Service Provider Information 15/15
Client Information 10/10
Quote Details 3/3
Product Details 24/24
Service Request Details 9/9
Service Details 13/13
Invoice Summary 12/12
Terms and Conditions 4/4
Acceptance of the Quote 12/12
Additional Notes 2/2
Notes
Optional. Anything you write here prints at the foot of the sheet, after the last section: one place for whatever does not belong to a single line.
0 of 3,000 characters
That is the whole sheet.
The button opens your print dialog: choose Save as PDF as the destination (or print it straight to paper). The sheet carries only the items you kept.
This checklist is a working document, not a code inspection or a substitute for a licensed professional. Confirm the current code, permit and licensing requirements for your own jurisdiction before you sign anything off.
What the Quote Checklist for Trades Covers
104 checks across 10 sections: Service Provider Information, Client Information, Quote Details, Product Details, Service Request Details, Service Details, Invoice Summary, Terms and Conditions, Acceptance of the Quote, Additional Notes. Work through it on a phone on site, or export the PDF and carry the paper. Anything you tick prints ticked, a note you write on a line prints under it, and a section you do not need can be hidden before you export.
It is free, there is no account, and nothing you enter is kept. Use it as a starting checklist, not a standard. It is written for general Running the Business work, so add the checks your own standards and your local code require before you take it to a job.
Where Zeus comes in
The checklist is the easy half. Keeping it on hand every time is not.
Print this one as often as you like. Zeus keeps your own checklist on your phone instead, ready before the next job rather than back in a drawer, with a PDF out whenever you need one.
Free plan, no card. Your own checklists and PDF exports are on the free plan.
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