Make the scope clear before agreeing a price
Include business and client details, issue date, item descriptions, quantities, units, prices and applicable tax. State the validity date, proposed schedule and payment terms. Check any requirements specific to your trade and customer.
Describe deliverables, exclusions and how additional work is approved. A written acceptance helps both parties retain the agreed version; keep a copy in your own records.
Fictional example · Canada (English)
These amounts and the selected tax illustrate the calculation. Check the rate for your situation before sending.
| Description | Quantity | Unit | Unit price | Amount |
|---|---|---|---|---|
| Leak detection | 2 | project | $150.00 | $300.00 |
| Faucet replacement | 1 | item | $50.00 | $50.00 |
Subtotal: $350.00
Tax 0%: $0.00
Total: $350.00
An estimate starts with the fault, the fixtures to replace and the pipe runs. Specify the number of fixtures, pipe material and testing after installation.