Quoting Over the Phone, Sight Unseen
Clients ask for a number over the phone. How to give one without committing to a job you have not inspected.
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Quoting, invoicing, VAT and getting paid, for people running the business rather than the accountants advising them. Anything we publish about SARS or the VAT Act is checked against the source and carries the date it was verified.
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Electrical Quotation and Certificates
Certificates of Compliance change how electrical work is quoted. Line items, what to exclude, and where the liability sits.
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Construction Quotation: Sums and Staging
Provisional sums, retention, progress payments and variation orders. How construction quoting differs from every other trade.
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Cleaning Services Quotation
Cleaning is priced on time and area, and sold as a contract rather than a job. How to quote it so the margin survives month three.
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Photography Invoice: Fees and Usage
The shoot fee is not the whole invoice. Usage, deliverables, turnaround and the deposit that makes a booking real.
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Retainers: Structuring and Invoicing Them
A retainer is predictable income if it is defined properly and a slow disaster if it is not. How to scope, price and invoice one.
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Cash Flow Basics for a Small Business
Profitable businesses fail when the money arrives later than it leaves. A simple forecast, and the four levers that change the timing.
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Plumbing Quotation: Items and Exclusions
Line items, callout rates and the exclusions that stop a plumbing quote turning into an argument once the wall is open.
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Turnover Tax for Micro Businesses
An optional simplified tax for very small businesses, charged on turnover rather than profit. Who qualifies and when it is worth it.
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