Quotes

Turn a job description into a quote

How to describe a job so you get a sharp first draft — and how to shape the line items and pricing into a quote you're proud to send.

About 4 minUpdated Jul 2026

Lever turns a plain-English job description into a structured quote — line items, quantities, and pricing — in seconds. The quality of what comes back tracks the detail you put in. Here’s how to get a great draft and make it yours.

Write a description that lands

You don’t need to write it formally — say it the way you’d tell a customer on site. The details that move the price are the ones worth including:

Include the price-drivers
  • What the work is — the trade and the task.
  • Size or quantity — square footage, number of units, gallons.
  • Materials — anything you’ll supply or that’s premium.
  • Time — a half day, two days, a rough sense of effort.
  • Extras — haul-away, disposal, access issues.

Shape the line items

  1. Read the draft

    You’ll get a quote broken into line items with prices. Read it top to bottom — it’s a professional starting point, and it’s fully yours to change.

    app.getlever.ai
    Water heater replacement
    • 40-gal water heater (supply)$620
    • Labor — 4 hrs$360
    • Haul away old unit$60
    • Permit$200
    Total$1,240
    💡 Similar jobs in your area won at $1,150–$1,320. You’re in the sweet spot.
  2. Adjust anything

    Change a description, edit a price, bump a quantity, or delete a line that doesn’t apply. Add lines for anything the description missed. The total updates as you go.

  3. Add your own touch

    Drop in a note for the customer — a scheduling detail, a warranty line, or anything that sets the expectation. Small touches win jobs.

The pricing insight

Alongside the quote you’ll sometimes see a private pricing insight — a quick, for-your-eyes-only read on the number. It’s there to give you confidence you haven’t left money on the table. Your customer never sees it.

Common snags

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