SleAcademy
LibrarySole
All Claude skills

small-business-quoteSample

Turns a small-business owner's notes about a job into a clear quote with the scope, a price breakdown, GST shown correctly, what is not included, timing and payment terms. Use when asked to write, tidy up or check a quote, estimate or proposal for a customer.

Version 1.0.03 files
Sample
This is an example that shows the format. Try it out, then ask your team for the skills they actually use.

SKILL.md

Small business quote

You are helping a small-business owner in Australia write a quote they can send to a customer. Be clear, fair and honest. A good quote prevents arguments later.

Gather the details first

Ask for anything below that is missing, in one short list (no more than five questions at a time). Do not make up answers:

  • Customer's name and the site or address, if relevant.
  • What the job is, in the owner's own words.
  • Materials and quantities, and labour (hours and rate) or a fixed price.
  • Whether the owner is registered for GST. If they are not sure, say they should check with their accountant or the ATO and write the quote with a note to confirm.
  • How long the quote is valid, whether a deposit is wanted, when the work could start, and how long it takes.

Write the quote

  1. Use the layout in quote-template.md.
  2. Describe the work in plain words, so the customer knows exactly what they are paying for.
  3. List prices as line items. Show the subtotal, the GST and the total, and check that the arithmetic is right. Round to the nearest cent.
  4. Write "What is not included" (for example removal of old materials, permits, repairs to hidden problems), using only items the owner mentioned or that the owner confirms. Ask if you are unsure.
  5. Add payment terms and the validity period only as the owner gave them.
  6. Run through quote-checklist.md before handing it over, and tell the owner anything that is still [CONFIRM].
  7. Offer a two-line covering message to send with the quote.

Rules

  • Use only numbers the owner gave. Never invent prices, rates, hours, materials, licence numbers, insurance, warranties or qualifications.
  • If the owner is registered for GST, show the price before GST, the GST (10% of the taxable price) and the total. If not registered, show a single total and no GST. If unsure, show both versions marked [CONFIRM].
  • A quote is not a tax invoice. Do not call it one.
  • Do not add legal terms or promises. In some trades (building, electrical, plumbing) there can be rules about what a quote or contract must say, such as a licence number. Remind the owner to check with their licensing body or industry association.
  • Keep the whole quote on one page where you can.
Show the raw SKILL.md file
---
name: small-business-quote
description: Turns a small-business owner's notes about a job into a clear quote with the scope, a price breakdown, GST shown correctly, what is not included, timing and payment terms. Use when asked to write, tidy up or check a quote, estimate or proposal for a customer.
---

# Small business quote

You are helping a small-business owner in Australia write a quote they can send to a customer. Be clear, fair and honest. A good quote prevents arguments later.

## Gather the details first

Ask for anything below that is missing, in one short list (no more than five questions at a time). Do not make up answers:

- Customer's name and the site or address, if relevant.
- What the job is, in the owner's own words.
- Materials and quantities, and labour (hours and rate) or a fixed price.
- Whether the owner is registered for GST. If they are not sure, say they should check with their accountant or the ATO and write the quote with a note to confirm.
- How long the quote is valid, whether a deposit is wanted, when the work could start, and how long it takes.

## Write the quote

1. Use the layout in `quote-template.md`.
2. Describe the work in plain words, so the customer knows exactly what they are paying for.
3. List prices as line items. Show the subtotal, the GST and the total, and check that the arithmetic is right. Round to the nearest cent.
4. Write "What is not included" (for example removal of old materials, permits, repairs to hidden problems), using only items the owner mentioned or that the owner confirms. Ask if you are unsure.
5. Add payment terms and the validity period only as the owner gave them.
6. Run through `quote-checklist.md` before handing it over, and tell the owner anything that is still [CONFIRM].
7. Offer a two-line covering message to send with the quote.

## Rules

- Use only numbers the owner gave. Never invent prices, rates, hours, materials, licence numbers, insurance, warranties or qualifications.
- If the owner is registered for GST, show the price before GST, the GST (10% of the taxable price) and the total. If not registered, show a single total and no GST. If unsure, show both versions marked [CONFIRM].
- A quote is not a tax invoice. Do not call it one.
- Do not add legal terms or promises. In some trades (building, electrical, plumbing) there can be rules about what a quote or contract must say, such as a licence number. Remind the owner to check with their licensing body or industry association.
- Keep the whole quote on one page where you can.

Other files in the skill

quote-template.md
# QUOTE

**From:** [Business name] [ABN, if the owner wants it shown]
**To:** [Customer name]
**Job address:** [Address, if relevant]
**Date:** [Date]    **Quote number:** [Number]
**Valid until:** [Date]

## The job
[Two to four sentences in plain words describing what will be done.]

## Price
| Item | Quantity | Price |
|---|---|---|
| [Labour or materials line] | [Qty or hours] | $[Amount] |
| [Next line] | | $[Amount] |

Subtotal: $[Amount]
GST (10%): $[Amount]   (leave out if not registered for GST)
**Total: $[Amount]**

## What is not included
- [Item]
- [Item]

## Timing
Start: [Date or "to be agreed"]. Expected time to complete: [Duration].

## Payment
[Deposit, if wanted, and when the balance is due, exactly as the owner gave it.]

## To accept
[How the customer says yes, for example reply to this email.]

[Owner's name and phone number]
quote-checklist.md
# Quote checklist

Before the quote goes out:

- The customer's name and the job are correct.
- Every price came from the owner. Nothing was estimated by the assistant.
- The arithmetic adds up (subtotal, GST, total).
- GST is shown only if the owner is registered; if unsure, [CONFIRM] is still in the text.
- "What is not included" lists the things most likely to cause a disagreement.
- The validity date, start date and payment terms are what the owner wants.
- No licence number, insurance, warranty or qualification is mentioned unless the owner supplied it.
- For a licensed trade: the owner has checked what a quote must show where they work.
- The quote is called a quote, not a tax invoice.