Written Quote Assignment
Overview: You will be writing a professional quote.
Purpose: Knowing how to write a clear quote and invoice is essential because it provides transparency, and it gives both you and the customer a clear idea of the overall cost of a job. A well-written quote conveys professionalism.
Due date: Friday, February 13
Note: You may work with a partner, but you will receive the same grade for the written quote.
Click here to let your professor know if you will be working with another student.
Assignment Details
Context: The Dunnville Lifespan Centre (DCLC) in Dunnville, Ontario has contacted Zeus Construction in Hamilton because theyre experiencing ongoing issues with part of their building.
Theyve reported that:
- A large multi-purpose room isnt functioning properly
- The issue affects daily programs, events, and rentals.
- The facility manager has contacted Zeus Construction to inspect the problem, diagnose it, and propose either a repair or a replacement solution.
- Zeus Construction is sending you, their employee, to do the inspection and to prepare a professional written quote and invoice for the proposed work, including a brief description of what youll do, estimated labour, materials, and total cost.
Your task is to
- Suggest a repair, replacement, and/or maintenance package
- Write a clear, itemized quote for the work. Address the quote to the DCLC Board Chair. His name is Elton Juan.
Instructions
- Read the details about the situation here:
- Review course material related to Quote Writing
- Draft your quote. Consult the list of Required Content below
- You may use the Quote Template in the Modules section or create your own.
- Consult a pricing guide for the specific equipment but do not call an actual business unless you identify yourself as a Mohawk College student working on a school project.
- People have different ways of solving problems. Don’t worry if your numbers are different from those of other students.
- Note that it is up to you to figure out what materials you need to complete the work.
- Consult the following reading for information on how to price your job: https://www.method.me/pricing-guides/Links to an external site.
- Revise and proofread your quote.
- Submit your quote to the course Dropbox.
- Note that you will be required to present this quote to the class later in this course. It will be shown on the projector. Further details about the presentation assignment will follow.
Required Content Written Quote
Company Information:
- Name, address, and contact details of the company
- Your name (since you are representing the company)
Customer Information:
- Name, address, and contact details of the customer requesting the service.
Service Information:
- Type of Service: Whether it’s a routine maintenance checkup, seasonal service, or emergency service.
- Equipment Type: The HVAC systems being serviced (e.g., furnace, air conditioner, heat pump, etc.)
- System Details: Manufacturer, model, and serial number of the equipment to be serviced
Scope of Work:
- An overview of the work that will be performed during the maintenance, such as cleaning, inspections, replacements, safety checks, etc.
- Your customer needs to understand what they are paying for and why
Labour Charges:
- Estimated time for completing the tasks and the hourly rate for the technicians labour.
- Some people choose to include a bit more detail to explain the number of hours needed
Parts and Materials:
- If you select an install, include the model number of the new replacement equipment.
- If any other parts need to be replaced, these will be listed with individual costs. This can include items like air filters, refrigerant, capacitors, and other components that might wear out over time
Total Cost Estimate:
- The overall price that the customer will pay for the service, which includes the labor charges, parts, and any other applicable fees (e.g., diagnostic fees, disposal fees, taxes etc.).
- If you are selling a maintenance package, break it down for the customer
Terms and Conditions:
Quote Expiration Date
Warranty Information:
- Any warranties provided on the parts or labor after the service is completed
Payment Terms:
- Is there a deposit?
- The payment schedule (whether full payment is required at the time of service, or if a payment plan is available) and accepted payment methods (credit card, cash, etc.).
- Any additional information such as discount offers, terms of service, or exclusions (e.g., if certain repairs are not included in the quoted price).
A Signature Line
- Include a place for the customer to sign and date before you proceed with the work.
Rubric
10412 – Written Quote W26
10412 – Written Quote W26
Criteria Ratings Pts This criterion is linked to a Learning Outcome Written Quote – Overall
3 pts Full Marks The quote appeared professional. It was properly formatted. Information was concise, written in plain language, and clearly organized. It would give customers a positive impression.
2 pts Partial Marks The quote appeared somewhat professional. The quote may have contained information unnecessary for the customer and/or lacked organization. Some revisions would increase the efficiency and professionalism of the quote.
1 pts Partial Marks The quote did not appear professional. Its lack of formatting and organization would render it difficult for a customer to understand. It may have contained unnecessary information and/or relied too heavily on the use of AI tools.
0 pts No Marks
3 pts
This criterion is linked to a Learning Outcome Written Quote – Basic Information
3 pts Full Marks The quote contained a date and clearly stated all necessary information about the company, the customer, and the service being offered.
2 pts Partial Marks The quote contained a date. It stated most necessary information about the company, the customer, and the service being offered. It may have benefited from revisions to formatting.
1 pts Partial Marks The quote contained some necessary information about the company, the customer, and the service being offered.
0 pts No Marks Most or all of the required information was missing.
3 pts
This criterion is linked to a Learning Outcome Written Quote – Cost Breakdown
3 pts Full Marks The quote provided a transparent breakdown of costs that would be clear to customers. It efficiently broke down the cost of labour, parts/materials, taxes, and other fees.
2 pts Partial Marks The quote contained most required information. Some formatting revisions would increase clarity. Customers may have questions about how the total estimated cost was reached. OR: The quote contained some unnecessary information.
1 pts Partial Marks The quote was missing some essential information and/or was inefficiently formatted. Customers would have difficulty understanding how the total estimated cost was reached. OR: The quote contained far too much unnecessary information. It may have relied too heavily on the use of AI tools.
0 pts No Marks Most or all of the required information was missing.
3 pts
This criterion is linked to a Learning Outcome Written Quote – Terms and Conditions
3 pts Full Marks The quote contained clearly stated Terms and Conditions. It included warranty information, payment terms and a payment schedule. There was a place for customers to sign.
2 pts Partial Marks The quote contained Terms and Conditions. Some required information was missing and/or more detail was required. Some formatting revisions would increase clarity.
1 pts Partial Marks The quote contained Terms and Conditions. Some required information was missing and/or more detail was required.
0 pts No Marks Most or all of the required information was missing.
3 pts
This criterion is linked to a Learning Outcome Written Quote – Accuracy
3 pts Full Marks There were no preventable errors in accuracy, spelling, grammar, or mechanics throughout the quote.
2 pts Partial Marks A customer would notice that there were some preventable errors in accuracy, spelling, grammar and/or mechanics.
1 pts Partial Marks The numerous preventable errors in accuracy, spelling, grammar, and/or mechanics decreased the professionalism of the document.
0 pts No Marks
3 pts
Total Points: 15