Guide

What to put on a quote so it holds up

The seven things that stop a quote turning into an argument three months later.

The scope, in your own words

Describe the work in enough detail that a stranger could tell whether it had been done. 'Rewire kitchen' is not scope. 'Replace consumer unit, install 6 sockets and 4 downlights in kitchen, make good, test and certify' is.

What is not included

The single most valuable line on any quote, and the one most often missing. Making good plaster, disposal, scaffolding, parking, permits, decoration, taking up and relaying flooring, working around someone else's delay. If it is not in the price, write it down.

A validity date

Prices move. A quote with no expiry can in principle be accepted whenever the customer feels like it, at last year's material prices. Thirty days is the usual default and nobody objects to it.

Deposit and payment terms

When you want money and how much. If you are ordering materials, say that the deposit covers them and is non-refundable once ordered, or you will end up carrying that risk yourself.

Provisional sums, clearly labelled

Where you genuinely cannot price something yet, carry it as a provisional sum with a note on what will settle it. That is honest, and it stops a genuine unknown from making the whole document an estimate.

Timescale, with a condition on it

Give a duration rather than a date where you can, and tie the start to acceptance and access. 'Four working days, starting within two weeks of acceptance and subject to access' is a commitment you can keep.

How to accept

Make it one step. Sign and return, or reply to this email saying yes. Ambiguity about whether a quote was accepted is how people end up doing work nobody agreed to pay for.

Do it now

Build a quote that itemises the work, states what is not included, and puts a date on how long the price holds. Free, no signup.

Open the free quote template