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The same job description, word for word, to every company you ask.

Three quotes only compare when three companies priced the same work. This is the document that holds the work still: one description, one inclusions list, one reply format, sent by you to everyone. Fill it in here, print it, or download it and keep it with the bids it produced.

Scope brief

Write the job once, so every contractor you ask is pricing the same list.

How this works, and what it does not tell you

How this works

You fill in the boxes below and the page assembles them, together with the standard inclusion lines printed further down, into one plain-text document. It runs in your browser, it keeps your answers on this device only, and it sends nothing to Coastal SD Pros or to any contractor. You send the brief yourself.

What it does not tell you

It does not price your job, it does not know which contractors are available, and it does not judge a bid or a business. It cannot make a company answer you. All it does is stop the description drifting between the first phone call and the third, which is the most common reason three numbers turn out not to be comparable.

There is a guided version of this document. Get three comparable quotes asks for a plumbing job type and drops that job's own inclusion list into the text for you. Use it when the job is plumbing and you want the wording chosen for you. Use this page when you want a trade-neutral blank you can print, hand-fill, or keep as a file — and when you want to record which company received the brief and when.

JavaScript is off, so this page cannot assemble the text for you. Nothing is lost. Every line the brief would contain is printed on this page, and the print layout turns the form below into a blank paper document with writable boxes — press Ctrl+P, or Cmd+P on a Mac, and fill it in by hand.

The job

Write this once. Whatever you put here is what every company gets, unchanged.

The brief works for any trade. Choose the one that matches the work.

It goes in the brief so a company can tell you straight away whether it covers the area.

Plain description. What you see or hear, where it is, when it started, and what you have already tried.

Optional, and worth the minute. Age of the home, slab or crawl space, where the equipment sits, parking, gate codes, stairs, pets, and any homeowners-association rules you already know about.

What I want priced

The cheapest patch and the long repair are two different jobs at two different prices. Ask everyone for the same one, or the bids will not line up no matter how carefully you read them.

Pick one and hold it for every company.

Timing moves price. Telling everyone the same window keeps that variable still.

Optional. Work you intend to do yourself, or later, or with someone else. Saying so up front stops it appearing as an extra halfway through.

Who received this brief, and when

This is your own record, and it is the part a builder cannot keep for you. Write the company name exactly as the company writes it, so it matches the name on the bid that comes back and the name on the public licence record. Coastal SD Pros never sees these names.

For example: the company name, then the date you emailed or handed over the brief.

Leave it blank until you have sent it.

Leave it blank until you have sent it.

How to reply to me

Optional. These two lines only sign the message you copy out of here. They are typed into the document and nowhere else.

Optional.

Optional. A phone number or an email address, in your own words.

Private by design. This form never leaves your browser. It saves your answers on this device so you can come back to them, and nothing is sent to Coastal SD Pros or to anyone else. "Clear this form" removes what this device holds.

Nothing built yet. Fill in the job and press Build my scope brief.

The brief you send Same words to every bidder

Paste this into an email or a text message. Send the identical text to every company. Changing a word between bidders is what makes bids stop comparing.

Please price every line below, in writing

These are questions, not findings. Coastal SD Pros is not telling you what your job costs or what it needs; it is making sure every bidder answers the same list, so a gap between two prices traces to scope rather than to guesswork. This block goes into your brief unchanged.

  • Permits: who applies for them, who pays the fees, and who is named as the contractor of record on them.
  • Debris haul-off and every disposal or dump fee — in the total, or billed on top.
  • Site protection, moving contents out of the work area, and the final cleaning.
  • Patching, sanding and painting anything you open, back to the finish it has now.
  • Removal and disposal of the old unit or the old material, including every existing layer that has to come out.
  • Brand, model number, grade and finish of every material and every piece of equipment in the bid.
  • Labour broken out by phase or by trade, with materials shown separately, rather than one lump sum.
  • Which parts of the job are subcontracted, and the company name of each trade partner.
  • The written process for pricing and approving a change once work has started.
  • Material allowances listed separately from fixed prices, so I can see which items are still open.
  • How many people are on site, and how many working days the job is expected to take.
  • The deposit: what it pays for, in writing, and the payment schedule set against work completed.
  • The warranty on your labour and the manufacturer warranty on the materials, stated as two separate things.
  • Anything you are excluding, named line by line.

Every bid should also state

This block goes into the brief unchanged, whatever the trade. It is the format half of comparability: same questions, same order, every time.

  • The total price, with labour and materials shown separately rather than as one lump sum.
  • The company name, the licence number the bid is issued under, and the name of the person who will be on site.
  • The start window and how many days the work takes.
  • Payment tied to work completed, and what the deposit pays for.
  • How change orders get priced and approved, in writing, before the extra work starts.
  • Labour warranty and manufacturer warranty, stated as two separate things.
  • The insurance the company carries, named policy by policy.
  • Whether any part of the job is subcontracted, and to whom.
  • Cleanup and haul-away: included or excluded.
  • How long the price stays good.

Workers' compensation is not general liability insurance. A bid that answers the insurance line with workers' compensation alone says nothing about whether the business carries general liability cover, so ask for both by name.

I am asking more than one company to price this exact list. Every company receives this same brief, word for word, so the prices can be compared line against line. Please reply in writing rather than over the phone.

Sending it

  1. Choose the companies yourself. The Oceanside and Vista registries list dated public records; the licence record page shows you how to read a public record before you let anyone into the house.
  2. Send the identical brief to each one. Do not tighten the wording for the second company and loosen it for the third.
  3. Ask for the reply in writing. A price read out on the phone cannot be compared to anything.
  4. Write each company and each date into the record above, so you know who has had it and who is late.
  5. When the written bids arrive, line them up on the bid comparison sheet.

Sources

The chip on the CSLB line records one thing only: that the page was open and reachable on that date. Coastal SD Pros does not speak for CSLB, and nothing on this page is a quotation of CSLB guidance or a statement of what any rule requires. The lines above are this template's own questions.

Important. Coastal SD Pros is a Roscoe Equity LLC publication and homeowner information service. Editorial decisions are independent of advertising and Roscoe Site Pro client status. It is not a contractor, regulator, insurer, law firm or emergency service. This page is general information, not legal advice, and is not a contract or any part of one. Rules and public records change; confirm anything that matters on CSLB's own pages before signing.

Nothing you type on this page is received, stored, or transmitted by Coastal SD Pros. It stays in this browser until you clear it.