Practical Solo workflow guidance
Construction quote template for small jobs
Draft a construction quote with labour, materials, optional work and payment stages. Load a worked example and download your draft to review.
Published by VCMP · Reviewed
Build a quote from your site notes
Enter the work you agreed to price. Separate optional extras and spell out what the price excludes. Edits stay in this tab. Download a copy to keep it.
Quote summary
- Base quote
- £0.00
- Optional work
- £0.00
- Including options
- £0.00
Add a job name and at least one complete line to download.
Worked example for a utility room refit
These example figures show how the draft separates the agreed job from extra work.
- Labour
- £960.00
- Materials
- £540.00
- Base quote
- £1,500.00
- Optional decorating
- £180.00
List moving the water supply, new electrics and work to repair hidden damage as exclusions for this example. If the customer requests those items, agree the change to scope and price before adding them.
Example payment stages
- Materials ordered (20%) · £300.00
- Units fitted (50%) · £750.00
- Handover completed (30%) · £450.00
Take the quote through to an invoice
Once you agree the work, keep the scope, customer’s approval and quote lines together. In Solo, you can turn an eligible quote into an invoice and review the amount and payment terms before sending.
See the quote-to-invoice workflow in SoloSources and next checks
VCMP publishes this guidance for evaluating its own product. Follow the linked workflow pages for the relevant capabilities and setup requirements. Examples explain a process; they are not customer results or independent product tests.