Remodel Estimate and Scope Workbook: client summary, scope and unknowns

Remodel Estimate & Scope Workbook

CA$89
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Remodel Estimate and Scope Workbook: client summary, scope and unknowns
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  • Remodel Estimate and Scope Workbook: client summary, scope and unknowns
  • What's included: the workbook, scope checklist and Start Here guide
  • Benefits of pricing a remodel by room with allowances for unknowns
  • Close-up of the Unknowns sheet with allowances by likelihood
  • Close-up of the Rooms sheet
  • Close-up of the estimate by trade
  • How it works: rooms, scope, unknowns, estimate and client summary
  • Example and blank versions of the workbook
  • Remodel Estimate and Scope Workbook: client summary, scope and unknowns
  • What's included: the workbook, scope checklist and Start Here guide
  • Benefits of pricing a remodel by room with allowances for unknowns
  • Close-up of the Unknowns sheet with allowances by likelihood
  • Close-up of the Rooms sheet
  • Close-up of the estimate by trade
  • How it works: rooms, scope, unknowns, estimate and client summary
  • Example and blank versions of the workbook
Remodel Estimate & Scope Workbook
Back-Office

Remodel Estimate & Scope Workbook

CA$89

Prices in Canadian dollars. Any tax that applies is shown at checkout.

A remodel estimate workbook that prices by room, carries allowances for what you cannot see yet, and prints a one-page client summary, with a walk-through checklist.

List the rooms, add the scope by phase and trade, and enter the conditions you cannot see until the walls are open. The workbook carries an allowance for each unknown from the likelihood you set, then adds markup and tax by room. The Client Summary prints the price by room, the total and the conditions under your name.

Take the three-page checklist on the walk-through: protection, demolition, what you can check now, and what to carry as an allowance. An estimate is not a contract, and allowances are estimates: use your own terms of business. For hazardous materials or other site safety questions, ask your own adviser and follow your local safety regulator's rules.

  • Workbook Rooms, scope, unknowns, estimate and client summary, example and blank
  • Checklist 3-page walk-through scope checklist
  • Start Here 4-page PDF guide
  • Page size Letter, 8.5 × 11 in

Instant download after checkout, with the link also sent by email

30-day money-back guarantee, no questions asked

Secure checkout through Shopify

One business, unlimited use on its own projects

What's inside

Remodel estimate workbook, Excel (.xlsx), seven sheets, in two versions. Up to 20 rooms, 300 scope lines and 40 unknowns. Estimate Summary by room and by trade, with markup, tax and a check that the room and trade totals match the lines. Client Summary of one page for the client. Start Here and Settings sit in front.

Scope checklist, 3-page PDF. Protection and access, demolition, existing conditions with an allowance table, and scope by phase for the walk-through.

Start Here guide, 4-page PDF. What is included and how to price a remodel with the workbook.
Formats
  • Excel (.xlsx): the workbook in example and blank versions, standard formulas and no macros. Shaded cells are inputs; formula cells are locked with sheet protection that has no password. Made for Microsoft Excel: desktop Excel 2016 or later and Excel for the web.
  • PDF, letter size: the scope checklist (3 pages) and the Start Here guide (4 pages).
  • Fonts: the PDFs use Cormorant Garamond and Inter, both free open-licence fonts built into the files. The workbook uses Georgia and Arial.
  • Not included: PowerPoint, Word or Canva files, and page-preview images.
  • Delivery: one ZIP file (about 0.19 MB) holding all four files, on the order page right after checkout and by email.
Licence

One purchase covers one business, with unlimited use on that business's own projects. Your employees may use it for the business's work. Edit it freely and give your clients the finished documents. Reselling, sharing or uploading the template files, edited or not, is not permitted. Read the full licence.
Refunds

If the workbook isn't right for you, email support@thebuildersledger.com within 30 days of purchase with your order number for a full refund, no questions asked. After a refund the licence ends and the download link is turned off, so please delete your copies of the files. Refund policy.
FAQ

Is an estimate a contract?

No. Use your own terms of business, and ask your own lawyer about contracts. Allowances are estimates: if a condition is found, price the work and agree it before it starts.

How is an allowance worked out?

Cost if found × the share you carry for that likelihood on Settings (Low, Medium or High). Markup and tax are then added with the room.

What if a room or trade is renamed?

Use the Check columns. The Estimate Summary warns if room or trade totals no longer match the scope and allowance lines.
A note on tax and retainage

The markup and tax rates in this workbook are sample settings that you change on the Settings sheet. Whether tax applies to the contract price, to materials only or not at all depends on your contracts and where you build, so have your accountant confirm the tax setting before you send an estimate. Sample documents, not legal or tax advice. Confirm with your accountant and lawyer.