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.