1. Define the boundary
Describe where work occurs, what is included, and what finished result is expected.
Free Interactive Tool
Organize client details, included work, materials, exclusions, timeline, budget context, and approval notes into a formatted draft—without login or storage.
Preview
Describe where work occurs, what is included, and what finished result is expected.
List allowances, owner-supplied items, exclusions, unknown conditions, and required selections.
Connect drawings, measurements, photos, material specifications, and approval records.
Use this after your estimate is priced, before you send anything to the client — it turns your scope notes into a structured draft you can review and send for approval.
A deck-building estimate with materials, exclusions (permit by owner), a 3-week timeline, and a 50% deposit produces a formatted scope draft ready to attach to a proposal.
Next step
Turn this result into the next thing you actually need.
An estimate gives a rough cost early. A scope of work defines exactly what you will do, with materials, exclusions, and timeline. A quote is the formal price and terms. Write the scope with the proposal, then quote the agreed scope so the price and the work line up.
Include the project summary, specific included work, materials and allowances, exclusions, responsibilities, timeline assumptions, price reference, approval requirements, and change-order process.
No. The tool uses client-side state and does not submit the entered information to a database. Refreshing or leaving the page clears the draft.
No. It is a planning draft. Adapt it to the signed agreement and local requirements with qualified legal and construction professionals where needed.
Yes. The structure can support many project types, but the contractor must add project-specific quantities, materials, exclusions, drawings, and approval language.
Identify the allowance item, included amount or quantity, selection responsibility, adjustment method, tax or markup treatment, and decision deadline.
Document the revised work, price, schedule impact, attachments, and authorization through the project’s change-order process. Do not silently overwrite the approved scope.
A scope of work defines exactly what you will do — included work, materials, exclusions, and timeline. A quote is the formal price and terms for that scope. Write the scope first, then quote the agreed work so the price and the job line up.
Detailed enough that both sides agree on what is included and what is not. Name the materials and allowances, list exclusions, state responsibilities, and note the approval and change-order process. More detail up front means fewer disputes later.
Unclear scope leads to assumptions, missed items, and disputes over who pays for changes. A clear scope turns those into documented change orders instead of arguments.