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Scope of work template

A scope of work says what will be done, where, and what is out of scope. Copy the blank below, or walk the job in Walkflow and let it draft the scope from what you said, with each line linked to the photo or the moment. You edit that draft before it goes out.

SCOPE OF WORK

Job:
Address:
Date:
Prepared by:

What this job includes
1.
2.
3.

Where the work is
-

What is out of scope
-

Assumptions
-

Client to supply
-

Next step
-

When to use a scope of work template

  • Before you give a price. A written scope means the quote and the client's expectations describe the same job.
  • When a client has described the job in a few words and you have walked it and seen more. Write down what you actually saw.
  • When more than one trade or person will touch the job and each needs to know where their part starts and stops.
  • After a site visit, while the details are still fresh. A scope written a week later is a scope written from memory.

Example: bathroom refresh

SCOPE OF WORK

Job: Bathroom refresh
Address: 14 Smith St
Date: 12 October
Prepared by: A. Tradie

What this job includes
1. Remove existing vanity, mirror and toilet suite.
2. Supply and fit new 900 mm vanity and tapware.
3. Supply and fit new close-coupled toilet suite.
4. Re-seal around bath and shower screen.
5. Patch and paint walls and ceiling.

Where the work is
- Main bathroom, first floor. Access through the hallway.

What is out of scope
- Tile replacement or re-grouting.
- Any plumbing behind the walls beyond the fixtures listed.
- Removal of the bath.

Assumptions
- Existing isolation valves work and can be reused.
- Walls behind the vanity are sound.

Client to supply
- Vanity, mirror and tapware, chosen before the start date.

Next step
- Client confirms choices; start date set once fixtures arrive.

Common mistakes

  • Leaving out what is out of scope

    Most disputes start with something the client assumed was included. Name the obvious extras (tiling, removal, patching, painting) and say they are not in the job.

  • Vague verbs

    "Update the bathroom" can mean anything. Use what will physically happen: remove, supply, fit, seal, patch, paint.

  • No assumptions

    If the price depends on the walls being sound or the isolation valves working, say so. When an assumption turns out wrong, you have a reason to talk about a variation.

  • Not saying who supplies what

    Fixtures and finishes that arrive late hold the job up. Write down what the client is supplying and by when.

  • Writing it from memory

    Details drop out within a day. Write the scope on site or straight after, or record the walk and edit a draft from it.

Common questions

What is a scope of work?

A scope of work is a short written description of what a job includes, where the work happens, what is not included, and what you are assuming. It sits behind a quote so both sides agree on the job before it starts.

How detailed should a scope of work be?

Detailed enough that someone who was not on site could tell what is and is not included. Short numbered lines beat long paragraphs. If you find yourself explaining a line out loud, it needs more detail on the page.

Is a scope of work a contract?

Not by itself. It can sit alongside a quote or contract and give it detail. If you need legal advice about what binds you, ask a professional. Walkflow drafts documents for you to edit and does not give legal advice.

Can Walkflow write the scope for me?

Walkflow drafts a scope from your walkthrough, with each line linked to the photo or the moment you said it. It is a draft. You edit it before it goes anywhere.

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 a scope of work

Related templates: Quote items template, Variation record template