Builders Quote Template: 12 Essential Parts That Win Jobs
A builders quote template saves you hours and helps you win jobs, because every quote comes out clear, complete and easy to say yes to. It also protects you when a client later questions the price or the scope. Below are the 12 essential parts every UK quote should include, plus a layout you can copy and the legal points to get right.
The short answer
- Quote or estimate: a quote is a fixed promise, while an estimate is your best guess, so label each one clearly.
- Must-haves: a builders quote template needs business details, scope, exclusions, price with VAT, payment stages, timeline and terms.
- For homeowners: show prices including VAT, and give cancellation information when they sign at home.
- Cash flow: take a deposit for materials, then short stage payments, as the FMB suggests.
- Winning more: send it quickly, link to similar projects and follow up within a week.

Quote or estimate: what your builders quote template promises
Before you design a template, decide what kind of price you are giving. Citizens Advice explains the difference to consumers in simple terms. A quote “is a promise to do work at an agreed price”, while an estimate is the trader’s best guess.
That difference matters. According to Citizens Advice, a trader cannot charge more than they quoted unless there is a good reason, and higher costs alone do not count. With an estimate, however, the final price should still be reasonable.
So label every document clearly. Use “Quotation” when the price stays fixed for the work you describe, and “Estimate” when you cannot yet see what is behind the walls. You can also mix the two, for example a fixed price for the extension plus provisional sums for unknowns such as drainage.
Tip: if part of the price depends on what you find, say so in the quote. A line such as “provisional sum for drainage repairs, confirmed after excavation” avoids arguments later.
Parts 1–6: the header and scope of a builders quote template
The first half of a builders quote template tells the client who you are and exactly what they are buying.
- Your business details. Trading name, address, phone, email and website. If you trade as a limited company, GOV.UK says your registered number, registered office and place of registration must appear on business letters, order forms and websites, so add them here too. Also add your VAT number, if you have one.
- Client details and site address. The client’s name and contact details, as well as the address of the work if it differs.
- Reference, date and validity. A quote number, the issue date and how long the price stands. The FMB lists the validity period as a key part of a clear quote.
- Scope of works. An itemised list of what you will do, stage by stage, with drawing references and specifications where they exist.
- Exclusions and assumptions. What is not included, such as decorating or building control fees, plus any assumptions you made.
- Materials and allowances. Key materials and brands, plus allowances for items the client has not chosen yet, such as tiles or a kitchen.
Vague scope invites arguments, because each side remembers the site visit differently. So write it as if a stranger had to price the job from your words alone.
Parts 7–12: price, payment and terms in a builders quote template
The second half of your builders quote template covers money, timing and the rules of the job.
- Price breakdown. Labour, materials, plant, waste removal and any other costs, with a clear total. Business Companion says price indications that consumers can see must include VAT, so show homeowners the total including VAT.
- Payment schedule. A deposit for materials, then stage payments tied to clear milestones. The FMB tells homeowners never to pay the whole cost upfront, and it suggests builders invoice every 7 to 14 days rather than monthly.
- Variations. How you price and agree any changes. The FMB advises builders to document every change and agree a written price for every variation.
- Programme. A likely start date, the expected duration and what could delay it, such as weather or late choices on fittings.
- Insurance and credentials. Your public liability cover, plus employers’ liability if you employ staff. GOV.UK says employers need at least £5 million of employers’ liability cover.
- Terms and acceptance. Your terms, how to accept, a signature line and, where it applies, the client’s cancellation rights.
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Legal points every builders quote template should cover
Cancellation rights. When a homeowner signs at their home, the Consumer Contracts Regulations usually give them 14 days to cancel. Business Companion warns that failing to give the cancellation information for an off-premises contract is a criminal offence, and the cancellation period can then stretch by up to 12 months. If the client wants work to start sooner, they must ask for that expressly on a durable medium, such as email. Then, if they cancel, they pay for the work done so far.
Health and safety roles. Under CDM 2015, HSE says that on a domestic project the contractor takes on the client’s duties when there is only one contractor. When there are several, the principal contractor takes them on instead. So a short note on who acts as principal contractor makes roles clear from day one.
Payment law. The Construction Act gives statutory payment rights on many construction contracts. However, section 106 excludes contracts with a residential occupier. As a result, the payment terms in your quote and contract matter even more for homeowners.
VAT. GOV.UK says you must register when your taxable turnover for the last 12 months goes over £90,000. Once registered, show your VAT number and the VAT on every quote.
Your website has legal duties too, such as a privacy notice for the quote form. Our guide to website legal requirements in the UK covers them.
Not legal advice: this guide covers the basics. For your own terms, speak to a solicitor or use a trade body contract. The FMB, for example, offers contract templates to its members.
A builders quote template layout you can copy
Here is a simple builders quote template layout that covers all 12 parts. Copy it into your quoting software or a branded document, then adapt the wording to your trade.
| Section | What to include | Example wording |
|---|---|---|
| 1. Header | Logo, business details, VAT and company numbers | “Quotation QT-0412, issued 1 October, valid for 30 days” |
| 2. Client | Name, contact details and site address | “Client name, 14 Example Road, postcode” |
| 3. Summary | A short overview of the project | “Single-storey rear extension with bifold doors and a roof lantern” |
| 4. Scope | Numbered stages with tasks | “Stage 2: foundations, ready for building control inspection” |
| 5. Exclusions | What is not included | “Decorating, flooring and kitchen units by others” |
| 6. Allowances | Provisional and prime cost sums | “Provisional sum for drainage, adjusted to actual cost” |
| 7. Price | Itemised costs and the total | “Total including VAT at 20%” |
| 8. Payments | Deposit and stage payments | “Deposit for materials, then payments at each stage” |
| 9. Variations | How changes get agreed | “No extra work without a written, priced variation” |
| 10. Programme | Start date and duration | “Start week commencing 3 November, around 12 weeks” |
| 11. Insurance | Cover you hold | “Insurance certificates attached” |
| 12. Acceptance | Terms, cancellation information and signature | “Cancellation form attached. Sign below to accept.” |
Keep it to two or three pages, so the client reads every line. Then attach drawings, your insurance certificates and links to similar projects on your website. Also, avoid these common mistakes:
- “Make good” with no detail of what that means
- Prices without VAT on a quote for a homeowner
- Missing validity dates, so an old price comes back to haunt you
- A missing variation process, so extras go unpaid
- No cancellation information when the client signs at home

How your website feeds a better builders quote template
A great quote starts with a good enquiry. When your website form asks the right questions, you arrive at the site visit already knowing the budget, timing and plans. As a result, filling in your builders quote template takes far less time. A good form asks for:
- Project type, such as extension, loft or full renovation
- Postcode, so you can check travel time
- Rough budget, as a simple range
- Ideal start date
- Whether drawings or planning permission are in place
- Photos or drawings, uploaded with the form
Your website also keeps selling after the quote goes out. The FMB advises homeowners to get three quotes, so expect a side-by-side comparison. Then link each quote to two or three similar projects on your site, because real photos make your price easier to accept.
Our construction websites include project galleries and smart quote forms as standard, and the Premium website adds online booking, so clients can book a site visit straight into your calendar. For more ways to fill the pipeline, read our guide to marketing for builders.
Our prices stay fixed and clear, so you can compare all our packages before you call. We also meet builders in person on request, for example in Billericay or Watford.

Following up after you send the quote
Once you fill in your builders quote template, send the quote while the visit is still fresh in the client’s mind, ideally within a few days. Then follow up once, about a week later, with a short message. Ask whether they have questions, rather than whether they have decided. If the quote has a validity date, remind them politely before it runs out.
Good: “Hi Tom, just checking the quote made sense. I am happy to walk you through the stages on a quick call this week.”
Avoid: silence, or a message that only asks “have you decided yet?”, because it puts pressure on without adding anything.
Finally, track your win rate. If you win fewer jobs than you expect, look at the scope, the speed and the presentation before you cut your margin.
Builders quote template FAQs
Is a builder’s quote legally binding?
Citizens Advice describes a quote as a promise to do the work at the agreed price, so you cannot usually charge more without a good reason. Once the client accepts it, it normally becomes part of your agreement, so make sure it is complete.
Should I charge for quotes?
That is your choice. Some builders quote small jobs for free and charge for detailed pricing on large projects. Either way, say so before the visit.
How long should a quote stay valid?
Long enough for the client to decide, but short enough to protect you from price rises. For example, 30 days gives clients time to compare, while it limits your risk. Whatever you choose, state it clearly.
Do I need to show VAT?
If you are VAT registered, yes. Show the VAT amount, and give homeowners the total including VAT.
Can I use the same builders quote template for every job?
Yes, for the structure. However, rewrite the scope, exclusions and programme for each project, because no two houses are the same.
Can my website send quotes automatically?
It can collect everything you need and book the site visit. However, building work needs a survey, so the written quote should still come from you.
Key takeaway: a builders quote template works when it removes doubt. So state the scope, exclusions, VAT-inclusive price, payment stages and cancellation rights clearly, then follow up once, politely.
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Sources
- Citizens Advice, Problem with building work or home improvements
- Federation of Master Builders, Create winning quotes: a guide for UK builders
- GOV.UK, Running a limited company: signs, stationery and promotional material
- Federation of Master Builders, How to get paid as a builder
- Business Companion, Providing price information
- Federation of Master Builders, Working with your builder
- GOV.UK, Employers’ liability insurance
- Business Companion, Consumer contracts: off-premises sales
- HSE, CDM 2015: domestic clients
- Legislation.gov.uk, Housing Grants, Construction and Regeneration Act 1996, section 106
- GOV.UK, Register for VAT
- Federation of Master Builders, How to choose a builder