Should a quote be itemised?

Guide · Updated

Yes. Break the job into its parts, give each part its own line with a price, and put one total at the bottom. It is what customers are told to ask for — Citizens Advice says a written quote should include “a breakdown of all the work to be done and the materials needed” — and it is what lets you take a line off, add one, or point to one when the job grows. What you do not have to show is your margin: itemise the work, not your costs.

What customers are told to expect

The advice a homeowner finds before they ring you is consistent. Citizens Advice's page on getting work done on your home tells them to get a written quote with a fixed total price, a breakdown of the work and materials, “separate costs for each material and part of the work”, how long the price is valid for, and whether it includes VAT. A customer who has read that and receives one line — “Bathroom refit, £6,400” — has been told by a source they trust that something is missing.

They are also comparing you with two other quotes. A single figure can only be compared on price. A breakdown shows that your £6,400 includes the tanking and the extractor fan that the £5,800 quote left out.

What itemising does for you

  • The customer can trim the job instead of the price. Asked to come down on one figure, all you can do is discount. With lines, you can take the heated towel rail off and keep your rate.
  • Extras have somewhere to go. When the job grows, the new work is a new line with its own price, next to the lines already agreed. Without lines, every addition is an argument about what the original number covered.
  • It settles disputes early. “Is making good included?” has an answer on the page. A quote that never said is read, afterwards, the way that suits the reader.
  • You can reuse it. A line you have priced once is a line you can price again, which is where a price list of your own starts.

How far to break it down

By part of the job, in the words you would use to describe it to the customer. Each line wants a short title, a sentence on what is included, a quantity and a price: “First fix, kitchen — chase and run cable for 6 double sockets and cooker circuit, back boxes fitted”. Stop there. A quote that lists every clip, screw and metre of cable is a materials order, and it invites the customer to price-check each one at the merchant's counter.

Two rules of thumb. If the customer might want it without the rest, it is its own line. And if the same work happens in two places, it is two lines with the place named on each, so neither one looks like a mistake.

Labour and materials: together or apart?

Either is itemised, as long as each part of the job has its price. Most domestic quotes price a line as supplied and fitted, which keeps the document short and the customer's attention on what they are getting. Split them when the customer is supplying something themselves, when one material dominates the cost (the boiler, the worktops, the tiles), or when a deposit is tied to materials you have to order — see how much deposit to ask for.

Name the big items by make and model either way. “Supply and fit combi boiler” and “supply and fit Worcester Bosch Greenstar 4000 30kW” are different promises, and only the second can be compared fairly with another quote. Your hourly rate, your trade discount and your mark-up are yours; nothing about an itemised quote requires you to print them. The guide to pricing a job covers how those build into the figure on each line.

A builder's quote: stages and provisional sums

On a job that runs for weeks and involves other trades, the lines are stages — groundworks, structure, first fix, plastering, second fix — each with its own scope and price, because that is also how the payments fall. The parts nobody can see yet go in as provisional sums: a stated allowance, clearly labelled, to be adjusted when the ground is opened or the ceiling comes down. What should a builder's quote include? works through that structure, and the builder page has a worked example.

When one line is enough

A job that is one thing is one line. “Replace kitchen mixer tap — supply and fit, old tap removed, isolation valves fitted” needs no breakdown, and inventing three lines to look thorough helps nobody. The test is whether the line says what is included. A single line with a clear description is itemised; a single line that says “plumbing work” is not.

Optional extras belong on their own lines

The work the customer did not ask for but might want — the outside tap, the extra downlights, the loft boarded while the scaffold is up — is the strongest reason to itemise. Price each one separately and keep it out of the total, so the quote shows the job they asked for and what each addition would cost.

Speak to Quote builds quotes this way by default. Dictate the job and each part comes back as its own line with a title, a description, a quantity and a price from your price book. Mark a line as an optional extra and it prints in its own section, priced but outside the total; when the customer opens the link they tick the extras they want and accept the figure that results.