Free contractor tool · No sign-in
Before the price,
get the scope clear.
Choose the kind of project, review the details you know, and leave with a list of questions to resolve. Keep a copy for your next customer conversation.
Your entries stay in this open page. Nothing is uploaded or saved to an account. Download before closing or refreshing.
Your scope review
Choose your project type to begin.
A completed checklist means you reviewed these topics. It does not confirm measurements, specifications, pricing or the full project requirements.
What belongs in a contractor quote checklist?
- Work and deliverables: describe what the customer expects and what the quote will include.
- Quantities and measurements: identify the measurements supplied, their source and what you still need to verify.
- Site and access: clarify where work happens, delivery access and preparation responsibilities.
- Timing and dependencies: discuss the desired timing and other work that must happen first.
- Costs and exclusions: verify the actual costs and clearly state what the customer quote leaves out.
A different project needs different questions.
The roofing checklist asks about measurements, existing roof details, decking, flashing and disposal. The pole barn/shop checklist covers dimensions, enclosure, openings, site work and responsibilities. Concrete and branding/print checklists focus on their respective scope details.
The tool organizes questions. Enter and verify the actual project specifications with the appropriate people before pricing or approving the work.
Bring the answers into your customer workflow.
BuiltRelay’s workspace connects inquiry forms, Lead Desk and reviewed quotes. This free checklist does not create a saved lead or quote. Start guided setup to use the full workflow with your approved business facts.
Start your workspace ↗Explore quote preparationEarly access · No card required · Paid subscriptions are not open yet
Common questions
Can I use this for a roofing or pole barn quote?
Yes. Choose the corresponding project type, review each topic and download the checklist. It does not supply measurements, engineering specifications or material prices.
Does the checklist approve my quote?
No. It records your review of these scope topics. The final scope, costs, exclusions and customer quote still need a separate review.
Where are my notes saved?
They stay in the current page until you close or refresh it. Download or copy your checklist to keep it. Changing project type preserves each checklist only while this page remains open.