Product

All featuresECHOEstimates & quotesProjects & schedulePhone & texts

Company

IndustriesPricingResourcesSign in

Resources/Templates/Scope of work

Free template

Free scope of work template

Spell out what’s included, what isn’t, who supplies what, and who handles permits and cleanup. Attach it to your contract so everyone works from the same page.

Preview

Scope of work

[Your company name] · License # [License #]

1. Project summary

2. Included work by area

Area or phase
Work included
Demolition
[Describe]
Plumbing
[Describe]
Tile and flooring
[Describe]

3. Not included

Asbestos, lead or mold testing and abatement · Structural engineering · Repairs to hidden damage · Permit fees

10. Sign-off

Client and contractor signatures

What’s in it

What’s in the construction scope of work

Project summary

Two or three sentences on what you’re building or changing and the result the client wants.

Included work by area

A table of areas and phases, from site protection and demolition to fixtures and trim-out.

Not included

Common exclusions to check off, such as abatement, engineering, hidden damage and permit fees, plus your own.

Materials and allowances

Who supplies each item and the allowance amount, tied to the selections sheet.

Client duties and site conditions

What the client handles, plus working hours, parking, debris, restroom and known conditions.

Permits, cleanup, assumptions and sign-off

Who pulls permits, expected inspections, cleanup level, what your price assumes, and signatures.

How to fill it in

How to write a scope of work, step by step

  1. Summarize the job.Write two or three sentences anyone on your crew could read and understand.
  2. Go area by area.For each area or phase, list the work in enough detail that someone who missed the sales meeting could build it.
  3. List what’s not included.Check the common exclusions and add your own. This is where most “I thought that was included” talks get settled.
  4. Say who supplies what.Mark each material as contractor- or owner-supplied, and list allowance amounts. Track choices on the selections sheet.
  5. Cover the job site.Fill in client responsibilities, working hours, parking, debris and any conditions you already know about.
  6. Finish and sign.Check permits and cleanup, write down your assumptions, and have both parties sign. Attach it to the contract.

FAQ

Common questions

How detailed should a scope of work be?

Detailed enough that someone who wasn’t at the sales meeting could build the job from it, and that the client can tell exactly what the price covers.

Why list what’s not included?

Because “I thought that was included” is a hard conversation once work has started. A clear exclusions list settles it before anyone signs.

What’s the difference between a scope of work and an estimate?

The estimate prices the work; the scope describes it. Keep both, and attach both to the contract.

What is a scope of work in construction?

A scope of work is the written description of exactly what you’ll build or change: the work included by area, what isn’t included, who supplies which materials, and who handles permits and cleanup. In construction it’s attached to the contract so the price and the work match. In ECHOPS, your crew sees the scope on their portal sheet, in English or Spanish.

Can I see a scope of work example?

The preview at the top of this page shows the layout, with sample rows for demolition, plumbing, and tile and flooring under included work, plus common exclusions such as abatement, structural engineering, hidden damage and permit fees. For your own construction scope of work example, write each area in enough detail that someone who missed the sales meeting could build it.

Does the scope of work template come in Word and PDF?

Yes. The free scope of work template comes as an editable Word file and a printable PDF. Type the job into Word and save a blank master for the next one, or print the PDF when you’d rather fill it in by hand. Attach the finished scope to your construction contract so everyone works from the same page.

Related

More free tools

Your next job,
from one place

Try ECHOPS free for 14 days with your own leads and jobs. No credit card, and your workspace is ready in minutes.

Special price: your first 2 months from $49/mo. Limited spots, so sign up today.