Start with the effort involved
A straightforward job that can be scoped from a short visit may be sensible to quote for free. A complex assessment involving testing, plans or a long trip can take substantial time. In that case, a clearly explained inspection or consultation fee may be more sustainable.
Be upfront before booking
If you charge, tell the customer the amount, what they will receive and whether the fee will be credited against the job. Agree to the fee before the visit. Do not surprise someone with a charge after they thought the quote was free.
A paid assessment can be a useful service in its own right when it includes measurements, diagnosis or written recommendations. Keep the deliverable distinct from a simple price request.
A simple policy might explain
- Which jobs qualify for a free quote
- When an inspection fee applies
- What the customer receives
- Whether and when the fee is credited
Choose a policy that fits your business
Consider your travel area, conversion rate and the time spent quoting. Test the policy with customers and keep your language plain. Whatever you choose, make the fee and total price clear before the customer commits.