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Quote items template

Quote items are the labour and materials you talked through, written as lines, without a letterhead or a total. Copy the blank below, or record the walk in Walkflow and edit the draft it writes. Each line can point back to the photo or the moment you said it.

QUOTE ITEMS

Job:
Address:
Date:
Prepared by:

These are line items to edit. They are not a finished total.

Labour
- Item:
  Notes:

Materials
- Item:
  Notes:

Exclusions
-

Still to confirm on site
-

When to use a quote items template

  • After you have walked the job and before you build a final price. Lines first, total later.
  • When you want the client to see what the price is made of, split into labour and materials.
  • When you quote from site and want the list in your hands before you are back at the desk.
  • Whenever the quote might be questioned later. Clear lines are easier to explain than a single number.

Example: switchboard upgrade

QUOTE ITEMS

Job: Switchboard upgrade
Address: 22 Harbour Rd
Date: 3 October
Prepared by: A. Sparky

These are line items to edit. They are not a finished total.

Labour
- Item: Isolate supply and remove old board
  Notes: Half a day, supply off during this time
- Item: Fit new board and re-terminate circuits
  Notes: Existing circuit count, no new circuits
- Item: Test and label all circuits
  Notes: Includes written circuit schedule

Materials
- Item: New switchboard enclosure with safety switches
  Notes: Size to suit existing circuits
- Item: Circuit breakers and terminals
  Notes: To suit the board above

Exclusions
- Making good plaster around the board.
- Any rewiring found to be needed once the old board is open.

Still to confirm on site
- Whether the meter box needs to be moved.

Common mistakes

  • Mixing labour and materials into one line

    A single "supply and install" line hides what the client is paying for. Split them so a change to one does not reopen the whole price.

  • Skipping exclusions

    Anything you did not price should say so. "Making good" and "rewiring found once opened" are common ones.

  • Pricing the thing you spoke about, not the thing you saw

    If the walk showed something unexpected, add it as a line or a "still to confirm" note rather than quietly absorbing it.

  • Forgetting to flag what is still unknown

    Put open questions in one place. The client then knows which lines might move.

Common questions

What are quote items?

Quote items are the labour and materials for a job written as separate lines, before they are turned into a final price. They show what the quote is made of.

Does this template give me a total?

No. It lists lines for you to price. Walkflow drafts quote items from a walkthrough and does not produce a finished total or invoice.

Should quote items include GST?

That depends on how you invoice and your registration. Decide how you want to show GST in your own quote or invoice, and check with your accountant if you are unsure.

Can Walkflow draft quote items from a video?

Yes. Record the walk, talk through the labour and materials, and Walkflow drafts the lines. Each can point back to the photo or the moment you said it. You edit the draft before it is shared.

Faster from the walk

Walkflow drafts this document from the walkthrough. You still edit it before it goes out. The lines stay linked to the photo or the moment you said them.

Create your first walkthrough

Read the guide: How to write quote items for a bathroom reno

Related templates: Scope of work template, Variation record template