Free builder quote template UK · Excel-ready CSV
Download the Excel-ready CSV instantly — no email required. Use it to organise scope, preliminaries, labour, materials, subcontractors, allowances, exclusions, variation wording, VAT treatment and payment terms before you send a client price.
Scope. Cost. Terms. Acceptance.
A reusable starting point for a clearer client quote.
Template fields
Use the template as a practical checklist before you send a price. The right detail protects the agreed scope for the client and gives your team a record to work from later.
Start with the site, project description, inclusions and exclusions. For extensions and refurbishments, separate the work into useful stages such as preliminaries, groundworks, structure, first fix, second fix and finishes so the client can see what the price covers.
Keep labour, materials, subcontractors, plant, waste, access and other project costs visible in the working template. Enter your own current supplier and labour figures rather than relying on generic example rates that may not match the site, specification or region.
State VAT treatment where applicable, quote validity, payment terms, allowances and exclusions. If the scope can change, state how variations will be agreed and priced so the client knows what the original quote covers before work is agreed.
Use the template to check the job internally, then decide how much detail belongs in the client-facing quote. CostForge supports structured quote items, client-visibility controls and branded client output while keeping internal margin detail separate.
Example quote layout
| Category | Description | Qty | Amount (£) |
|---|---|---|---|
| Preliminaries | Site setup, access, protection and waste | 1 | Enter price |
| Groundworks | Excavation, foundations and concrete | Enter price | |
| Structure | Brickwork, structural steel and related labour | Enter price | |
| First / second fix | Trade-specific labour and materials | Enter price | |
| Finishes | Making good, decorating and final works | Enter price |
Use a template to standardise the commercial basics, then adapt the scope to the actual site and client.
Yes. The CSV downloads directly without an email form. Open it in Excel, Google Sheets or another spreadsheet tool, then replace the example structure with the real scope and current costs for the job.
A useful builder quote normally identifies the business, client and site; describes the scope; separates major labour, material and subcontractor costs; records inclusions, exclusions and assumptions; states VAT treatment where applicable; and includes issue date, validity, payment terms, variation wording and acceptance instructions.
Make the original scope and exclusions clear, then state how changes to that scope will be agreed and priced before the additional work proceeds. Adapt the wording to the contract and project rather than treating a template as legal advice.
Yes. Adapt the work sections to the actual project. Extensions and renovations often benefit from separate preliminaries, structural work, first and second fix, finishes, allowances and site-specific exclusions.
No. The download deliberately leaves job pricing for you to enter. Supplier prices, labour rates, access, specification and regional conditions change, so use current figures that apply to the actual project rather than generic example prices.
Not necessarily. The client needs a clear scope, price and terms, while the business may need more detailed working cost information. CostForge supports client-facing quote output that can keep internal costing and margin detail separate.
A template is the starting point
CostForge turns repeatable quote structures into a working record for the client, job, labour, materials, margin, and next step.
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