Introduction
Ever lost a job to “someone cheaper” after a solid site visit? Often it’s not the price—it’s uncertainty. Homeowners want to know how you’ll protect their home, control mess, and hand it back safely. That’s where a short, plain‑English method statement inside your proposal wins. In general, clear method statements cut pre‑start questions by 30–50% and make your offer feel “start‑ready” instead of “we’ll figure it out later”. In this guide, I’ll show you why it works, exactly what to include, and how to deliver it fast—right from the driveway—using voice capture and photos. No fluff. Practical steps you can use today.
Table of Contents
Key Takeaways
- Plain‑English method statements remove fear, reduce questions by roughly a third to a half in general, and help clients decide faster.
- Keep it short: 5–8 lines covering protection, isolation, sequence, checks, waste, and handover is usually enough.
- Reusable snippets save time. Many contractors report saving 1–2 hours per week after templating common methods.
- Proposals sent the same day are commonly read within 2–4 hours; pairing e‑sign with a method statement often cuts acceptance time from days to 24–48 hours.
- Donizo’s voice‑to‑proposal lets you narrate the method on site, add photos, send a branded PDF with e‑signature, and convert to invoice in one click after acceptance.
Why Method Statements Win Work
The Problem: Vague Quotes Create Doubt
Many quotes list tasks and a price but skip the “how”. For homeowners, unknowns around dust, noise, safety, and clean‑up are red flags. Commonly, this triggers 2–3 follow‑up calls or emails before they’re ready to say yes.
The Solution: A Short, Plain‑English Method Statement
Spell out how you’ll protect the home and execute the work. In general, this reduces pre‑start questions by 30–50% and makes your offer feel more professional than a bare price.
Real‑World Example
Small bathroom extract fan replacement, lived‑in flat:
- Without method: “Supply and replace fan, core drill, make good.” Client hesitates.
- With method: “Protect floor and vanity with film; isolate power at consumer unit; core drill with dust control; seal external grille; test extraction and RCD; remove waste; wipe down surfaces; show you the test reading before we leave.” Client sees the plan and books.
What To Include In A Homeowner Method Statement
Essentials (5–8 Lines)
- Access and protection: entry plan, floor coverings, furniture protection.
- Isolation and safety: power/water/gas isolation where relevant; safe working area.
- Sequence and checks: the order of tasks plus key quality checks.
- Dust/noise control: extraction, sheeting, work hours if sensitive.
- Waste and recycling: how you’ll bag, remove, and tidy daily.
- Handover: tests, photos, user brief, and what “done” looks like.
- Assumptions: hidden conditions, client responsibilities (e.g., clear access).
Compliance Notes (Plain English)
- Electrical: work to BS 7671 standards; test and label circuits.
- Plumbing: pressure tests where joints are altered; temperature/flow checks.
- Structural: temporary support where needed; fixings suitable for substrate.
- Finishes: cure/dry times respected to avoid rework.
Comparison Table
| Element | Typical Quote | Method Statement Proposal |
|---|
| Protection | Not mentioned | Floors sheeted; furniture covered; dust extraction listed |
| Safety | “Isolate as needed” | Isolation at board; lock‑off noted; test before energising |
| Sequence | Task bullets only | Step order with checks at each stage |
| Waste | “Remove rubbish” | Daily bagging; licensed disposal; area wiped |
| Handover | “Job complete” | Tests shown; photos attached; maintenance note |
In general, adding 3–5 site photos reduces “What exactly are you doing?” messages by around half. A couple of labels on the photos—“core drill here”, “protect this cabinet”—go a long way.
Implementation: Build A Reusable Method Snippet Library
The Problem: Writing From Scratch Kills Momentum
When you’re busy, typing the same method detail over and over is the first thing to get dropped. That’s when quotes turn vague and win‑rate dips.
The Solution: Create Short Snippets For Common Tasks
Build 6–10 reusable mini‑methods you can paste or dictate in seconds:
- Dust‑controlled drilling on plasterboard/brick
- Small‑room painting sequence with drying windows
- Tap, trap, and waste swap with leak checks
- Extract fan swap with core drilling and sealing
- Appliance rough‑in and commissioning checks
- Small tiling patch with substrate prep and grout curing
Many contractors report saving 1–2 hours per week on admin after templating these notes. It also keeps quality consistent across jobs.
How To Do It In Donizo
- Free (Discover): dictate your method in the field using voice, add photos, export a PDF (watermark) and send for e‑signature.
- Ascension: use basic templates, custom branding (logo/company details), analytics to see what’s getting accepted faster, and no watermark PDFs.
- Autopilot: advanced templates for more complex scopes, multi‑language support for bilingual clients, and work report exports for tidy handovers.
Deliver It Fast: Voice-To-Proposal Workflow
The Problem: If It’s Not Sent Today, You Lose The Heat
In general, proposals sent the same day are read within 2–4 hours. Leave it 48 hours and you’re competing with three other quotes and fading memory.
The Solution: Narrate, Snap, Send Before You Drive Off
- Capture: open Donizo and dictate the scope and method in natural language; snap 3–5 photos.
- Generate: Donizo turns your voice, text, and photos into a clean proposal.
- Send: email the branded PDF with client portal access for a clean review.
- Sign: client uses the built‑in e‑signature for a legally binding yes.
- Convert: after acceptance, convert the proposal to an invoice in one click.
Commonly, pairing e‑sign with a clear method statement cuts acceptance time from 3–5 days to 24–48 hours, because the client has everything they need to decide.
Plan Notes That Matter
- Discover is great for unlimited proposals and fast e‑sign testing.
- Ascension adds credibility (branding, no watermark) and an analytics dashboard to see which proposals land fastest.
- Autopilot shines for multi‑language proposals—handy in mixed‑language households—and advanced templates for bigger scopes.
Measure The Results And Keep Improving
The Problem: You Can’t Improve What You Don’t Track
If you’re not watching acceptance time, revision rate, and conversion to invoice, you’re guessing.
The Solution: Track Four Simple Metrics
- Time to send: minutes from site visit to proposal out. Target: under 60 minutes.
- Acceptance time: hours to yes. With e‑sign and a method statement, many see 24–48 hours.
- Revision rate: proposals needing changes. It’s common for this to fall by 20–30% when assumptions are explicit.
- Invoice conversion: accepted proposals converted to invoices. Aim for “same‑day conversion”.
With Donizo’s analytics dashboard (Ascension and above), you can see which jobs sign faster and which snippets correlate with fewer questions.
Example Improvement Cycle
- Month 1: Add dust control and handover checks to every proposal.
- Month 2: Add labelled photos and assumptions. Acceptance time drops from about 4 days to roughly 36 hours.
- Month 3: Translate core snippets for bilingual households (Autopilot). You pick up referrals from family members who prefer another language.
Frequently Asked Questions
Is A Method Statement Overkill For Small Jobs?
No—keep it to 5–8 lines. In general, that’s enough to reduce questions by a third to a half while signalling professionalism. For tiny works, a single paragraph covering protection, sequence, and clean‑up is plenty.
You’re already responsible for safe, competent work. A clear, plain‑English method reduces disputes because it sets expectations. Include assumptions (e.g., “access cleared by client”, “no hidden water damage found”) and you’re protecting both sides.
How Long Should The Method Part Be?
Commonly, 100–200 words. Add 3–5 labelled photos if layout matters. The goal is clarity, not a manual. Save the long technical method for internal use if needed.
I Don’t Have Time To Type This Every Day. Any Shortcut?
Dictate it. With Donizo, you can speak the method on site, attach photos, and send a proposal with e‑signature in minutes. Contractors often report they save 1–2 hours a week once they template the common bits.
What If The Scope Changes After They Sign?
Update the method and scope, resend via Donizo, and have the client e‑sign the revision. Keeping a signed paper trail takes the heat out of changes and keeps everyone aligned.
Conclusion
Most quotes lose to uncertainty, not price. A short, plain‑English method statement turns your offer into a plan the client can trust—today. Start with 6–10 reusable snippets, add a few labelled photos, and send while you’re still parked outside. Use Donizo to capture by voice, generate a clean branded PDF, collect a legal e‑signature, and convert to invoice in one click. Less back‑and‑forth, faster yes, better jobs. That’s a real competitive edge you can implement this week.