A short video walking through the problem and the options helps customers decide, even the ones who weren't home. Here is how to make video quotes that close.
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What a video quote is
A video quote is a short recording, usually one to three minutes, where you walk through the problem, explain what you recommend and show the price options. You send it by text or email after the visit or even based on photos and a video call. It replaces a PDF that the customer skims with a clear explanation they can watch, share with their partner and understand.
Why it closes more jobs
Customers often decide days after the visit, when the details are fuzzy. A video brings your explanation back exactly as you said it, with your face and voice. It builds trust and makes it easier for the decision-maker who wasn't home to say yes.
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A simple structure
- Greet the customer by name and remind them what they asked for.
- Show what you found, with the camera on the problem.
- Explain your recommendation and why.
- Present two or three options with prices.
- Tell them exactly how to approve and when you can start.
Keep it short and clear
Aim for under three minutes. Speak in plain language, avoid jargon and show the problem up close. The goal is clarity, not a polished production.
Send it fast
Send the video the same day as the visit, with a short message and the written estimate attached. Speed shows professionalism and puts you ahead of slower competitors.
Follow up
If the customer hasn't answered in two or three days, send a short text asking if they had a chance to watch it and if they have questions. Many jobs close on the second message.
Tools
A phone is enough. Some field service and quoting software lets you attach videos to estimates and see when the customer watched them, which helps you time the follow-up.
Common mistakes
Videos that are too long, filmed in bad light or full of technical terms lose the customer. Another mistake is sending only the video without the written estimate: some people want to read the numbers. Send both, keep it short and always end with the next step.
Measure the difference
Compare your closing rate on video quotes with regular estimates for a month. Many service businesses find the video version wins more jobs at the same price.
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Frequently asked questions
How long should a video quote be?
Aim for under three minutes: greet the customer, show the problem, explain your recommendation, present two or three priced options and tell them how to approve. Send the written estimate with it.