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Quoting Best Practices

Here are the best practices when submitting a quote through the Lula Pros App.

Josh avatar
Written by Josh
Updated over a week ago

If you follow these rules, you will see a faster and higher quote approval rate.

The best Pros follow the rule, SCOPE IT

  • S - Scope of Work (Where/What/Why)

    • Provide the details of what you will be doing, where you will be doing it on the property, and why it is necessary. Along with that, each task should be provided separately. This should also include measurement (Linear feet, square feet, etc)

  • C - Cost Breakdown

    • Every quote should have a breakdown of labor and materials on each task in the quote

  • O - Options

    • If there is more than one option for repair, provide both. An example is a repair and a replacement option.

  • P - Photos

    • The more pictures you have, the more likely you are to receive approval. You should have photos of every quoted repair, including equipment details when necessary.

  • E - Equipment Details

    • If you are working on some mechanical equipment (appliances, water heaters, HVAC, etc) you should provide the make and model details of every unit, as well as measurements.

  • I - If Urgent

    • Is this an emergency, or will a delay potentially require resident displacement? Please let us know.

  • T - Timeline

    • Please let us know when you could start, if approved, and how long the repairs would take.

Please watch the video below for a deeper look at how to submit a quote and best practices.

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