For your trade business, a scope of work acts as both the blueprint and an initial contract for your project. It outlines everything from timelines and responsibilities to payment terms and deliverables. It's a straightforward tool that keeps everyone accountable and gives clients confidence in your capabilities and professionalism.
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A scope of work template is a structured, editable document that captures the details of a project, including its purpose, timeline, and deliverables. This document becomes a reference sheet for everyone involved —helping your team stay organised while ensuring clients have a clear understanding of the project.
A solid scope of work template is about making life easier for you and your clients. Ideally, all the information should fit within two pages. To begin, sit down and make sure you've got the following sorted:
What's the purpose of the project? For example, if you’re installing a solar power system, specify the energy output or functionality expected upon completion. Be as specific as possible, noting exactly what you promise and what the customer expects removes any areas for confusion or argument at the end of the project.
List each task or output the client can expect. Be specific—for example, “Install plumbing in three bathrooms, including all fittings and fixtures."
Ensure all parties know their role. For instance:
Set the start and finish dates and set milestones for critical stages, like material delivery or inspection points.
Outline costs and how payments will be handled—such as deposits, progress payments, or full payment upon completion.
Prepare for unexpected changes by outlining how variations or delays will be managed. Include any information about warranties here as well.
Finish with signature fields for all parties.
Formatting documents not your thing? Get a head start with our free, professional scope of work template. Tailored for trade businesses, it’s designed to save time and is simple to download, customise, and use.
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