WORKING DOCUMENT
Estimating worksheet · v1.0

Sign estimating worksheet

Build a traceable cost basis from scope, quantities, evidence, labour and delivery assumptions.

Blank template

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Estimate / job reference

Customer / project

Estimator / owner

Estimate version

Evidence cut-off date

Record status

01 · Scope basis

Define before calculating

Included scope

Excluded scope

Dimensions / quantities and source

Assumptions / dependencies

02 · Materials and bought-in work

Use your current verified costs

Item / specification	Qty / yield basis	Unit cost	Waste allowance	Cost basis	Evidence / date

03 · Labour, process and delivery

Do not hide setup or travel

Stage / role	Hours / units	Approved rate	Cost basis	Owner / evidence

04 · Commercial build-up

Use the definition your business approves

Direct-cost total

Overhead / business allowance

Contingency basis

Markup or margin method

Calculated selling basis and formula

Tax / rounding treatment

05 · Review and release

Explain the number and its state

Risks / sensitivity

Revision reason / approval

Current proof / technical review state

Commercial acceptance / production release boundary

06 · Revision register

Never overwrite the previous basis

Version / date	Trigger	Changed scope / input	Price / time effect	Reviewer / decision	Status

07 · Estimate-to-actual review

Compare with the accepted version

Cost category	Accepted estimate	Approved change	Actual	Variance	Reason / evidence
Materials
Workshop labour
Bought-in work
Installation / delivery
Comparable cost base

Learning / action owner

Next-estimate change, if evidence supports it

This is not a rate card, pricing recommendation, quotation or accounting, tax, structural, electrical or safety advice. Use current supplier evidence, approved labour and overhead rules, competent review where required, and your own commercial controls. Quote acceptance, artwork approval and production release remain separate decisions.