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Quote

A working template with sample values filled in. Replace the bracketed fields with your own, or wire it to your booking system.

Worked example — fictional client, illustrative figures. Open the blank template
ERRANDABLESCONCIERGE & LIFESTYLE MANAGEMENT
QUOTE
No. QT-2026-04519
Issued 14 Sep 2026, 10:12
Valid until 16 Sep 2026, 10:12

Prepared for

Client

T. Bergeron
3120 Rosemont Way, Reston, VA 20191
(703) 555–0472
New client — no account yet

Requested

Sat 20 Sep 2026, 09:00–13:00
Same-day priority band
Two stops · SUV
Purchases authorised to $150

Scope quoted

PE-01 Grocery shopping & PE-19 Marketplace pickup. Full grocery list (attached, 34 items) from Wegmans Fairfax, then collect one dining chair purchased on Facebook Marketplace from a seller in Vienna. Both delivered to the client's garage, groceries put away in the kitchen.

Assumptions: Seller confirmed available 11:00–12:00. Chair fits an SUV folded — if it does not, a cargo van is $35 more and we will call before proceeding.

Quoted charges

Labour — 2.50 hr estimated at same-day priority $85.00/hr$212.50
Mileage — 18.2 mi, 3.2 mi beyond the included 15 at $1.25$4.00
Additional stop — 1 past the first two$12.00
Heavy item — dining chair over 25 lb$15.00
Purchase handling — 8% of $150.00 authorised ceiling$12.00
Service total, excluding purchases$255.50

Purchases up to $150.00 are charged at cost on top, with every receipt photographed. Actual time below the 2.50 hr estimate is credited back to you — we bill in 15-minute increments after the first hour.

What happens when you approve

Reply YES to this quote or click the payment link. That creates work order WO-2026-04519, assigns a named runner and locks the price. No line will appear on your receipt that is not listed above. If the task changes once begun, we stop and re-quote rather than continuing at our own discretion.

Client approval · signature · date
Errandables dispatch · date

Errandables · 14325 Willard Rd, Suite 100A, Chantilly, VA 20151 · (571) 662-2911 · info@errandables.com

All documents

During the work

Dispatch & execution

Work order

  • Issued when the quote is approved
  • Names the runner and spend ceiling
  • Access instructions and window
  • Signed by client and dispatch

Event run sheet

  • Minute-by-minute timeline
  • Crew assignment per line
  • Vendor contacts and arrival times
  • Scope note the crew can point to

Key custody record

  • Items tagged and sealed
  • Release log per runner, per task
  • Codes stored apart from keys
  • Closed against signature

After the work

Proof, reports & billing

Proof of delivery & custody

  • Chain-of-custody for courier work
  • Seal numbers, photos, GPS trace
  • Signature at release and receipt
  • The document that wins law firms

Equipment delivery report

  • Per-employee hardware movement
  • Serials photographed and logged
  • Condition recorded on handover
  • Reconciles to your asset register

Property visit report

  • Exterior and interior checklist
  • Dated, geotagged photographs
  • Findings that need a decision
  • Recommended action, never performed

Service receipt

  • Every line traceable to the quote
  • Purchases separated from service
  • Hours and reserve balance after
  • Tip field with no default

Monthly statement

  • Net-30 corporate billing
  • Volume tier applied retrospectively
  • Activity broken out by matter
  • Service level reported

Incident & claim report

  • 48-hour reporting window
  • Evidence reviewed honestly
  • Resolution against the cap
  • Corrective action recorded

Internal

Runner contractor agreement

Not client-facing, but the document the whole model rests on. It sets the pay bands, the vetting standard, and the list of things a runner must refuse on the doorstep.

Numbering

Quote
QT-YYYY-NNNNN
Work order
WO-YYYY-NNNNN
Receipt
RC-YYYY-NNNNN
Proof of delivery
POD-YYYY-NNNNN
Equipment
ED-YYYY-NNNN
Visit report
PV-YYYY-NNNN
Key custody
KC-YYYY-NNNN
Statement
ST-YYYY-MM-NNNN
Incident
IN-YYYY-NNNN

The quote's sequence number carries into the work order and the receipt, so all three reconcile without a lookup.