01
Materials and consumables
What products, quantities and specifications are named?
ESTIMATE INCLUSIONS CHECKLIST
The price needs
a boundary.
A total does not say who supplies the materials, moves the furniture or returns for a touch-up. Make those questions visible before you finalize an estimate.
Review my scope ↘Free browser worksheet · No customer details needed · Nothing sent
IncludedWhat the proposed work covers
ExcludedWhat sits outside the proposal
To confirmWhat needs another conversation
SIX COMMON QUESTIONS
Draw the line in words.
These are starting prompts, not a complete checklist for every trade. Use the notes to name quantities, specifications and boundaries. Selecting a category does not record customer agreement.
02
Preparation work
Which preparation steps are actually part of the proposed work?
03
Moving items and access
Who makes the area accessible and moves belongings?
04
Removal and disposal
What is being removed, and who handles disposal?
05
Final cleanup
What condition should the workspace be left in?
06
Return visit or touch-ups
What follow-up, if any, is part of this proposed scope?
Every question has a category. Review the notes and confirm the details; classification is not acceptance.
Your discussion notes
“Materials included” is only a start.
It still leaves questions about product, quantity, finish and substitutions. Write the specific detail you know, or name the question you still need answered.
“Client responsibility” needs confirmation.
Do not silently assume someone will clear the room or supply an item. Make that handoff explicit and check that it is practical before relying on it.
Separate extra work.
If a new request changes the scope, keep a record of what changed and revisit the price and timing through your normal process.
Define the finish.
“Cleanup” can mean several things. Describe the intended condition of the workspace and anything deliberately left outside this proposal.
FROM SCOPE NOTES TO A QUOTE
Keep the job details
with the numbers.
ScopeBid builds contractor estimates, reuses past-job pricing and creates shareable PDF quotes and invoices. It also supports change orders and comparisons between estimated and actual job costs.
Explore ScopeBid on the App Store ↗The first three quotes are free; optional Pro unlocks further quoting features. Check the listing for current terms. These browser notes do not sync into ScopeBid or create a quote.
Keep the limits clear.
Is this a contract or a formal quote?
No. It is a worksheet for organizing discussion notes. It contains no price, acceptance record or trade-specific contract terms.
Does “unclassified” mean the job is risky?
No. The count only reports how many dropdowns still say “To confirm.” It is not a risk assessment or quality score.
What if a question does not apply?
Explain that in its notes. The six prompts are deliberately broad; your actual work may need other questions.
Are my notes saved?
No. The tool does not submit or store entries. Copying places the text on your clipboard, and you decide whether to share it.