Mock customer quote pack

What the customer actually sees.

A professional quote pack that sells the job without drowning the homeowner in spreadsheet detail.

This mock pack shows the level of polish QuoteBuild should help a trade business send: clear scope, finish options, a proper programme, staged payment wording, and a simple email reply route.

Oak & Ash Renovations

Residential refurbishments, kitchens, and extensions

OAR-2026-014
Beautifully finished open-plan kitchen used in the mock customer quote pack

Project proposal

Ground floor kitchen & utility renovation

Prepared for

Mr & Mrs Wilson

Option

Recommended finish

Total

£47,850

Looks like a serious contractor, not a quick text message.
Gives the customer enough detail to trust the price.
Keeps money movement outside QuoteBuild and between builder and client.
Full mock pack

Client-ready, but still readable.

The pack keeps the presentation premium while using plain English, sensible totals, and just enough detail for a homeowner to make a decision.

Cover

Project proposal

01

Prepared by

Oak & Ash Renovations

Residential refurbishments, kitchens, and extensions

Quote ref

OAR-2026-014

Ground floor kitchen & utility renovation

Prepared for

Mr & Mrs Wilson

14 Meadow Lane, Harrogate, HG1 4DE

Recommended quote

£47,850

Valid until 21 June 2026

Beautifully finished open-plan kitchen used on the mock quote pack cover

Overview

Project summary

02

Thank you for inviting us to quote for the ground floor kitchen and utility renovation at 14 Meadow Lane, Harrogate, HG1 4DE. This pack sets out the proposed scope, programme, finish options, payment stages, and the next step if you would like to proceed.

Quote date

22 May 2026

Programme

8 week programme

Valid until

21 June 2026

Contents

Project overview01
Site standards02
Scope & exclusions03
Finish options04
Schedule of works05
Project investment06
Next steps07

Confidence

Site standards & customer care

03

Protected home

Floors, walkways, and retained finishes are protected before messy work starts.

Weekly update

A short progress note keeps the client clear on what happened and what is next.

Written changes

Any requested extras are priced and agreed before they are added to the job.

Clean handover

Final clean, snagging walk-through, and completion notes are included in the programme.

How we keep disruption down

  • Agree access and working areas before the start date.
  • Keep dusty or noisy work grouped where possible.
  • Protect retained finishes and keep walkways usable.

Customer note

This section is where the builder can add insurance, guarantees, certifications, or recent review snippets when they want the pack to feel more premium.

Scope

Scope of works

04
Included work packageAllowance

Preparation, protection & waste

Site setup, floor protection, strip-out, skip allowance

£3,250

Structural opening & builders work

Opening formed, making good, plaster preparation

£8,450

Electrical & plumbing first fix

Power, lighting, utility feeds, appliance connections

£7,280

Kitchen install & finish carpentry

Cabinet fitting, worktops, trims, second fix joinery

£18,920

Decoration, snagging & handover

Mist coat, finish coats, sealants, final clean

£3,980

Contingency & provisional sums

Client-approved allowance for unknowns and final selections

£5,970

Included

  • Protect existing hallway, dining area, and retained finishes before strip-out.
  • Remove existing kitchen, utility units, floor coverings, and redundant services.
  • Coordinate plumbing and electrical first fix before walls are closed.
  • Install supplied kitchen units, utility units, worktops, trims, and finishing details.
  • Complete decoration, final snagging, client walk-through, and handover notes.

Assumptions

  • Kitchen units, appliances, tiles, and flooring selections are based on the allowances shown.
  • Any structural design changes, hidden defects, or client-requested upgrades will be priced as variations.
  • Start date is subject to deposit being received directly by the builder and materials being available.

Not included unless agreed

  • Structural calculations, planning submissions, or party wall matters unless specifically agreed.
  • Repairs to hidden damp, rotten timbers, failed drainage, or unsafe existing wiring discovered after strip-out.
  • Appliances, tiles, flooring, or worktops above the stated allowance without a written variation.

Options

Choose the finish level

05

Essential

£42,900

Clean refurbishment using standard allowances and a practical finish level.

Recommended

Recommended

£47,850

Better fixtures, stronger finishing allowance, and a more complete handover package.

Premium

£54,600

Higher-end finishing allowance, extra lighting details, and upgraded worktop allowance.

The recommended option is used for the quote total in this pack. If you prefer another option, reply by email and the builder can revise the quote before the job is marked accepted.

Optional upgrades

LED under-cabinet lighting package

+£780

Quartz worktop allowance upgrade

+£2,400

Electric underfloor heating to kitchen area

+£1,650

Finished open-plan kitchen and living space reference for the mock quote pack

Open-plan

Finished kitchen cabinetry and warm lighting reference for the mock quote pack

Cabinetry

Finished kitchen dining space reference for the mock quote pack

Handover

Programme

Schedule of works

06
W1
W2
W3
W4
W5
W6
W7
W8

Pre-start & ordering

Selections, access, protection plan

Strip-out & preparation

Remove kitchen, make site safe

Builders work

Opening, making good, prep

First fix services

Electrical and plumbing routes

Boarding & plastering

Close walls, skim, drying time

Kitchen installation

Units, worktops, second fix

Decoration & handover

Paint, snagging, final clean

This programme is indicative. Exact dates depend on confirmed start date, access, material lead times, weather, and any agreed variations.

Investment

Project investment and payment stages

07

Recommended quote total

£47,850

Includes the scope and assumptions listed in this pack. Variations are agreed separately in writing.

Booking deposit

10% - Secures the programme and early ordering.

£4,785

Start on site

25% - Due when strip-out and site setup begins.

£11,963

First fix complete

30% - Due once core services and builders work are complete.

£14,355

Kitchen installation

25% - Due when fitting and finishes are underway.

£11,963

Handover balance

10% - Due after final walk-through and agreed snagging list.

£4,785

Payment is handled directly between the customer and Oak & Ash Renovations. QuoteBuild records the agreed stages for admin and margin tracking, but does not take deposits or card payments.

Next step

How the customer replies

08

Ready to go ahead?

Reply to the builder's email confirming the option you want and any final questions. The builder then marks the quote as accepted inside QuoteBuild and turns it into a live job budget.

Suggested email reply

Hi Oak & Ash Renovations, we have reviewed quote OAR-2026-014 and would like to proceed with the Recommended option. Please confirm the next step.

What happens next

1

Builder confirms final selections, start date, and payment method directly with the client.

2

QuoteBuild creates the job budget and keeps the agreed payment schedule visible.

3

Actual labour, material, and variation costs are tracked against this original quote.

Approval summary

Selected option: Recommended finish. Quote total: £47,850. Payment to be arranged directly with Oak & Ash Renovations.

Customer confirmation

Reply by email to proceed

Builder view

After the quote is accepted

09

Once the customer replies, the builder marks the quote as accepted and QuoteBuild keeps the original price connected to the live job budget. That is where the margin tracker starts doing the quiet admin work in the background.

Quoted scope becomes the baseline job budget.
Actual spend is logged against the same trade sections.
Margin pressure is visible before the final invoice.
QuoteBuild margin tracker after a quote becomes a live job
Create this from a real estimate

Make the quote look like the job is already organised.

Build first quote free