Quotation scope
What does one electrical point include in your quotation?
An electrical point count tells you how many items you have identified. Your quotation also needs to say what work the price for each item covers.
Before you apply a rate, define the item, the quotation unit and the included work. Use the worksheet below to make those decisions visible and carry unresolved questions into the scope review.
1. Name the item behind the point
Replace a broad description such as “electrical point” with the item you intend to price. Record its label on the drawing and any type, location or specification that affects the description. Keep different item types in separate rows while you review them.
Use the electrical drawing legend register to match the marks to the drawing’s own definitions. A label in the legend identifies the item for that drawing. Your quotation still needs a description of the work you will supply.
State the quotation unit as well as the quantity. For example, explain whether a counted mark represents one outlet assembly, one luminaire or another defined item in your estimate. Keep the original count and any later scope adjustment traceable.
2. Describe what the rate covers
Ask what the customer expects to receive for the line price. Write the confirmed work in plain language rather than relying on the word “point” to carry the whole description.
- Identify the accessory, fixture or equipment to be supplied, with its agreed type or specification.
- Record the installation work included in the line, or the separate line that will price it.
- Identify how wiring, routes, lengths and containment will be assessed and priced.
- Record responsibility for testing, access arrangements and making good, where these form part of the job.
- Keep existing-work, removal or reinstatement decisions beside the affected item rather than hiding them in a general allowance.
If a decision is still open, give it a question reference. Keep the line provisional until the information needed for your price is settled. A clear quantity does not resolve a missing scope decision.
3. Copy this point-scope worksheet
Use one worksheet row or entry for each item type that needs its own definition. The completed entries below describe a fictional request for six SO locations on drawing E-04, revision A. They show a scope review in progress, with no prices or installation design.
| Field | What to record | Fictional example |
|---|---|---|
| Drawing reference | Sheet, revision and quoted area | E-04, revision A; Office C |
| Counted item | Exact legend label and description | SO; twin socket outlet |
| Quotation unit | What one priced unit represents | One twin-outlet assembly |
| Quantity | Reviewed count and adjustment basis | 6 assemblies; 6 SO locations |
| Confirmed work | What has been agreed for this line | Supply of the agreed accessory only |
| Open work | What needs a scope or pricing decision | Installation, wiring, testing and making good |
| Question reference | Who will confirm the open scope | Q-01; project contact to clarify |
| Review status | Keep scope questions visible | Draft; price pending Q-01 |
In this example, six SO marks become six twin-outlet assemblies under the stated unit definition. The two outlets within each assembly do not turn that into twelve assemblies. The supply-only entry also does not describe a completed installation. The open-work row shows what still needs to be resolved.
When Q-01 is answered, update the included work, any separate lines and the pricing basis together. Keep a dated note of the clarification with the estimate so the final description can be checked against the decision.
4. Separate counted quantities from other work
Keep the point tally connected to the drawing, then list the other work that the quotation needs. If your price uses measured lengths, an allowance or a separate task line, label that basis clearly and record the information used to prepare it.
Check that the same work is not charged in both a point rate and a separate line. If you combine tasks into a single rate, retain a working breakdown so you can explain what changed when the scope changes.
The room-by-room takeoff checklist helps reconcile the item quantities. The electrical quotation template outline gives the reviewed descriptions, quantities and scope notes a place in the final document.
5. Review the description before using the price
- Can the reader identify the actual item from the quotation line?
- Does the stated quantity use the same unit as the rate?
- Are the supplied items and included work clear?
- Is related work accounted for once, with its pricing basis recorded?
- Have the questions that affect the price been resolved and carried into the quotation?
When using Quotractor, review the AI-assisted quantities, drawing revision and job scope before applying your company rates. A reviewed count and an agreed description work together. Check both before you send the quotation.