Builder's quotation template
What a professional builder's quotation contains - and how JobBosh writes it for you
A quotation the customer trusts is specific, complete and honest about what is fixed and what is not. These are the eleven blocks JobBosh puts on every quotation, in the order a customer reads them - generated from your job, frozen as a version with its own hash, and accepted on a secure link.
The eleven blocks
- Who and what - Your brand - name, logo, address, VAT and company numbers - the customer, the site, the reference and version, the date and how long the price stands.
- Classification - Budget estimate, indicative estimate, quotation or revised quotation: each says in a line what kind of commitment it is.
- Your price, up front - The total including VAT, the net and the VAT beneath it, the validity date and the programme in one panel - then the detail.
- Scope of work - Each stage in plain English, written from the measurements you answered; itemised by stage or by item when you choose, and the items always add up to the net.
- Included and not included - What the price covers, what it does not, and the assumptions you have made without seeing.
- Provisional allowances - Items not yet chosen or seen, shown apart from the fixed price and confirmed with the customer before ordering.
- Price and payment - Net, VAT per treatment, total; the payment stages (deposit and balance, or thirds) with their triggers.
- Programme - Working days on site, the start, and the dependencies the site questions raised (licences, deliveries, quiet hours).
- Site arrangements and responsibilities - Who provides parking, power, water, welfare, access, protection, storage and waste - sentences that match the answers, with legal duties never disclaimed away.
- Changes and terms - Your standard terms and the variation procedure: any change priced and agreed in writing before it is done.
- Acceptance - A secure link the customer opens: accept this exact version (its hash recorded with the date, name and email), ask a question or request a change.
Three things it never does
- Never hides an unresolved cost inside a fixed price: a quotation with an unknown or unpriced line is refused until you price it, cover it with a provisional allowance or issue an estimate.
- Never shows your margin, your markup or a supplier's figure to the customer: the private cost sheet is yours alone.
- Never changes after acceptance: a change is a variation recorded against the accepted version, and the original stays as it was.