Contractor quote checklist: 12 things to include

A quote that is specific gets accepted faster and paid without arguments. Use this checklist before you send the next one.

Customer and site. Name, service address and the best phone number, so there is no doubt which job the quote covers.
Scope of work. Describe what you will do in plain words, room by room or system by system.
Exclusions. List what is not included, such as drywall repair, permits or disposal, so surprises do not become arguments.
Materials. Name the brand or grade where it matters, and say who supplies it.
Price and how it is built. Show labor and materials in clear lines. A single lump sum invites haggling.
Deposit and payment schedule. State the deposit, the milestones and when the balance is due.
Timeline. Give a start window and an expected duration, and say what delays it, such as weather or backordered parts.
Change orders. Say that any change to scope is priced and approved in writing before the work starts.
Warranty. State what your workmanship warranty covers and for how long.
Quote expiry. Material prices move. Give the quote an end date.
License and insurance. Add your license number where your state requires it, and note that you carry insurance.
Acceptance. Leave a clear way to say yes: a signature line or a pay-deposit link.

Common questions

Many contractors use 14 to 30 days, shorter when material prices are volatile.

A deposit on accepted work is common. Deposit limits and required wording vary by state, so check your state's rules or ask your attorney.

Working out your price? Try the free markup and margin calculator.

General information, not legal advice. Contract and licensing rules vary by state: verify with your attorney.

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