Site Visit & Quotation Sheet

Take the guesswork out of quoting—and stop relying on memory.

This easy-to-use quoting template is designed specifically for trades and construction business owners to fill out during site visits, so you capture all the key details upfront—without missing a thing.

No more scribbled notes or forgotten info when it’s time to write up the quote later.

With clear sections for:

• Customer name & address
• Job description & scope of works
• Preferred timeframes
• Key site notes (e.g. access issues, materials needed, extras discussed)
• Your own notes or sketch area

Use it on your tablet, phone, or print it out and write as you go—whatever works best for you.

Why it works:

• Keeps your quoting process consistent
• Helps you avoid mistakes and missed charges
• Speeds up your admin when you’re back at the office
• Makes you look more professional with your clients

Perfect for sole traders and growing teams who want a clear, stress-free quoting system.

Instant download – ready to use straight away.