Contractor resource
Contractor estimate checklist
A practical checklist for clear scope, costs, options and payment terms.
Before you price
- Confirm client and site details; record who can approve the quote.
- Record measurements, access restrictions, existing conditions and useful photos.
- Separate included work, exclusions and assumptions.
Build the estimate
- Organize scope into phases such as demolition, rough-in and finishes.
- List material quantities and units; confirm supplier costs.
- Estimate labour and other direct costs, then choose a selling price.
- Review gross margin separately from markup.
- Identify optional upgrades and show their separate prices.
Before you send
- Check tax, currency, payment terms and deposit against company settings.
- Add expiry date, schedule assumptions and supporting documents.
- Preview the client view and company-branded PDF.
- Set the next follow-up; record approval before starting agreed work.