Trades Quote Checklist

Trades Quote Checklist

Prepare an itemized draft quote for a defined piece of trade or service work. Use the owner's measurements, rates and terms. Keep site assumptions visible and preserve the boundary between a draft, a sent offer and accepted work.

First task

Ask for the site notes or scope and the measurements, rates or prior estimate available. These are two requests. Start from supplied information. If a missing measurement changes the quote, show the affected line and ask for that measurement rather than inventing it.

Build the scope

List the work areas, required result, inclusions, exclusions and customer options. Separate a measured quantity from an estimate and record its source. Identify access, preparation, disposal, travel or equipment assumptions only when relevant to the supplied job.