THE QUICK ANSWER
Use a construction quote to state the job, included work, exclusions, quantities and rates, validity and proposed timing. Open the editable preset and replace the fictional details with your own.
Define the job before filling in rates.
Prepare the agreed area for a small renovation.
Identify the customer and exact job location. Describe the desired result and anything the customer must provide. Keep completion timing separate from the acceptance deadline.
Copy and adapt these scope fields.
Proposed work: Prepare the agreed area for a small renovation.
Included: Eight hours of site preparation and the stated materials allowance.
Excluded: Structural changes, permits, concealed defects and additional finish work.
Assumptions: Access and measurements are confirmed before work starts.
A worked fictional price.
This demonstration totals $1,000 before tax or discounts. Rates are illustrative, not industry recommendations. The preset uses USD; CAD is available without automatic conversion.
- Site preparation — 8 hours × $75 = $600
- Materials supplied — 1 item × $400 = $400
Set timing and payment expectations.
The preset says the start date will be agreed after approval. Replace this with the schedule you can actually offer. If access, parts or weather affect timing, state that assumption plainly.
Choose any deposit request separately from the quote total. Do not mark a requested amount as received. Review tax treatment yourself; the preset starts with no tax rate selected.
Use the preset, then inspect the result.
Open the template, edit the business and customer, replace the scope and rates, and set the validity date. If a draft already exists, the builder asks before replacing it. Cancelling keeps your work.
Review the PDF and share for approval. The signature option begins off. After the customer approves, Create invoice opens a separate draft from that exact version, preserving the quote and its decision.
Common questions
General product guidance, reviewed September 16, 2026. Enter the details and tax treatment that apply to your business. Read about storage and privacy.
