Templates & checklists
Quote wording that protects you.
Plain, professional wording you can paste into your next quote. Start with the free checklist, then use the clauses below.
1. Scope of work, clearly defined
List exactly what's included, area by area. The client knows what they're paying for, and you have a clear reference if something is disputed later.
2. Exclusions, stated upfront
Write down what's not included. Without this, every grey area becomes your problem and your cost once work starts.
3. Materials and labour, itemised
Show materials and labour separately. It reads as more professional and protects you if quantities or scope change.
4. Payment terms, agreed before work
State deposit, balance and timing, for example 50% on order and the balance on completion. Agree it before you start.
5. Quote validity, to protect your price
Add a validity period of 14 to 30 days. Material costs and exchange rates move, and you shouldn't have to honour an old price.
6. Site and substrate assumptions
If your price assumes normal access, a sound substrate or no hidden damage, say so. Unstated assumptions become unpaid extra work.
Free sample clauses
Three clauses to add to every quote.
Replace anything in [brackets] for each job. These protect you on process and responsibility. Technical figures such as coverage rates and moisture limits must come from the manufacturer's data sheet.
This quotation is valid for [30] days from the date of issue. After this period, prices are subject to review due to changes in material costs, exchange rates or site conditions.
Any change to the scope, quantities, specification or site conditions described in this quotation will be treated as a variation and quoted separately before work proceeds. Where quantities are based on estimated measurements, the final invoice will be based on measurement of the completed work.
This quotation assumes the substrate is sound, adequately cured, free of contamination and within the moisture limits set by the manufacturer for the proposed system. Any remedial work, additional preparation or moisture mitigation required will be quoted separately as a variation.
Template packs
The full system, launching soon.
Quote Wording Pack
13 ready-to-paste clauses: validity, price basis and escalation, supply versus installation, substrate and moisture, surface preparation, access and programme, client responsibilities, standard exclusions, variations, payment terms, warranty limits, data sheet reference and slip resistance.
Proposal Templates
Editable proposal layouts with a cover page, scope schedule, itemised pricing, exclusions and terms. Built for Word and Google Docs.
Scope & Exclusion Examples
Worked examples for flooring, waterproofing and general trades, showing how to write scope that holds up in a dispute.
Follow-Up Scripts
A WhatsApp and email chase sequence for day 2, day 7 and day 14 after a quote goes out.
Get the packs first.
Early access members get the free checklist now and first access to each template pack at launch pricing.