# Make one trade-service page useful before the quote.

By Hilvy. Updated 2026-10-25.

Use a real service and approved project material. Do not include private site plans or customer addresses in the worksheet.

Output: A service brief, proof checklist and initial-enquiry requirements.

- [ ] State the jobs you handle.
  Include important limits and the type of client or site the service suits.
  Keep: An approved service outline.
  Owner: ____________________
  Notes: ____________________

- [ ] Confirm the coverage area.
  Use actual operating coverage and relevant local information.
  Keep: Accurate location facts.
  Owner: ____________________
  Notes: ____________________

- [ ] Choose a relevant project.
  Explain the work performed and confirm image and testimonial permission.
  Keep: A credited project example.
  Owner: ____________________
  Notes: ____________________

- [ ] Check credentials.
  Verify the scope and current status of any published accreditation or licence claim.
  Keep: Evidence and review owner.
  Owner: ____________________
  Notes: ____________________

- [ ] Prepare the quote handoff.
  Agree minimal job context, recipient and the next discussion.
  Keep: Fields and follow-up expectations.
  Owner: ____________________
  Notes: ____________________

A blank review worksheet from Hilvy. Checkbox changes on the web page are not included in this download.
This is not an audit, certification, legal advice or a guarantee of search performance.
https://www.hilvy.io