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Construction quote template

A construction quote is the start of the contract. It should price each phase, list what is excluded and set the payment schedule, because those are the points every later dispute comes back to.

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Construction quote · example

FromFairhaven Construction Co.
ToNadia Hussain
CurrencyUSD
DescriptionQtyPriceAmount
Phase 1: site preparation and concrete slab for 14 x 20 ft garden studio1$6,800.00$6,800.00
Phase 2: framing, sheathing and roofing1$9,400.00$9,400.00
Phase 3: electrical rough-in and finish (licensed subcontractor)1$3,200.00$3,200.00
Allowance: windows and exterior door, client to select1$2,500.00$2,500.00
Total$21,900.00

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How to use the construction quote

  1. Describe the project and the site.
  2. Price each phase, splitting labour and materials if the client wants it.
  3. List allowances, exclusions and assumptions.
  4. Set the deposit and stage payments, then save.

Sections of a construction quote

  • Project description, site address and drawings referenced
  • Price per phase: site preparation, foundations, framing, roofing, services, finishes
  • Allowances for items the client will choose
  • Exclusions: permits, design fees, landscaping, furniture, unforeseen ground conditions
  • Programme: start date and duration
  • Payment schedule and retainage
  • Change order procedure
  • Validity period, insurance and licence details

Common mistakes

  • One lump sum with no breakdown, which turns every variation into an argument
  • No exclusions, so the client assumes everything is included
  • No validity date while material prices are moving
  • No written change order process
  • Deposit terms that break the state's home improvement rules

Questions

Should I separate labour and materials?

Homeowners often ask for it to compare quotes. Commercial clients usually want a schedule of values by phase. Either way the total must match.

What is an allowance?

An amount included for something not yet chosen, such as windows or kitchen fittings. The final cost is adjusted up or down when the client makes the choice.

How should payments be scheduled?

A deposit, then stage payments tied to milestones such as slab, framing, roof and completion, with retainage on larger jobs. Some states limit deposits on home improvement contracts.

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