Most AMC quotations fail on one point: the customer cannot tell what they are paying for. This AMC quotation format works for any trade (AC, RO, CCTV, lift, pest control, electrical, IT) and puts scope, visits and two prices on one page. Download the Word file below.
AMC quotation format: sections
- Customer and site, quotation number, date, validity
- Equipment or area covered: list with quantity, make, model, location
- Preventive visits: number a year and what each includes (attach the checklist)
- Breakdown support: response time, working hours or round the clock
- Price options: non-comprehensive and comprehensive, per unit and total
- Exclusions
- Terms: payment, start date, renewal
Sample price table (fill your own figures)
- Non-comprehensive: [ ] visits, labour on breakdowns, parts charged. Rs [ ] per year.
- Comprehensive: non-comprehensive plus listed parts [list]. Rs [ ] per year.
- Taxes as applicable.
Build the price from your costs: see how to calculate AMC charges.
Versions for each trade
Mistakes that lose AMC quotes
- No equipment list, so the customer adds units later and expects them covered.
- "Parts extra" without saying which parts.
- No start date or validity.
From quote to contract
When accepted, turn the quote into the contract with the AMC contract format. ServicePilot keeps quotations with their status and sets up the AMC contract with its visit schedule on the same customer.
