Quote and job templates for UK builders
Spreadsheets that write your building quotes.
For UK builders. Type the job in. Get the quote, the invoice and your profit. VAT added for you. £25.
- 1
Get it.
Pay once. Download right away.
- 2
Open it.
Excel or Google Sheets.
- 3
Type your jobs.
The sheet does the maths.
How UK builders run a job
Provisional and PC sums
Allowances for kitchens, sanitaryware or unknown groundwork are shown as PC or provisional sums, so the client knows which figures can move.
Stage payments
Payments tied to stages such as foundations, wall plate, watertight and second fix, with what is invoiced and paid at each.
CIS for your subbies
Verify each subcontractor's CIS status, deduct 20% or 30% from labour, and keep the monthly return figures ready.
Tax and paperwork
The UK edition follows HMRC rules for VAT and the Construction Industry Scheme.
- VAT
- 20% on most building work once registered; some work, such as building a new dwelling, is zero-rated, and certain conversions qualify for 5%. Each line can carry its own rate.
- CIS as a contractor
- Paying subcontractors for construction work makes you a contractor: verify each sub, deduct CIS and file a monthly return to HMRC.
- Domestic reverse charge
- Applies between VAT-registered businesses on CIS work when the customer is not the end user; homeowners are always charged VAT normally.
- Retentions
- On commercial work a retention, often 3% to 5%, may be held until practical completion and the end of the defects period. The tracker records when each is due back.
What you get
4 spreadsheets. Each one comes blank, plus a filled example and a printable PDF.
Building Works Estimate & Quote (Trades, Overheads & Contingency)
Every line by trade, then contingency, overhead and profit, with your real margin.
Variations Log & Revised Contract Sum
Every variation with cost, price, days and signature, and the revised contract price.
PC Sums & Provisional Sums Tracker
Each PC sum against the client's real selection, overages marked up, credits passed back.
Interim Valuation & Payment Application (Retention, CIS)
Schedule of values, % complete, retention and the amount due each period.
Excel and Google Sheets files, each with a labelled sample copy and a printable PDF. Built with AI assistance, checked by hand.
Questions
What is a PC sum?
A prime cost sum is an allowance for an item the client has not chosen yet, like a kitchen. If the real cost differs, the price is adjusted. The quote lists PC sums separately.
Is an extension zero-rated for VAT?
No. Extensions to an existing home are standard-rated at 20%. New dwellings can be zero-rated and some conversions get the 5% rate.
Do I have to deduct CIS from my subbies?
If you are a contractor under CIS, yes, unless HMRC has given the sub gross payment status. Deduct from labour, not materials.
How should I set stage payments?
Tie each payment to a stage of the work rather than a date. The schedule makes the stages clear to the client.
UK (VAT, CIS)
Everything for your building jobs.
£25
- Building Works Estimate & Quote (Trades, Overheads & Contingency)
- Variations Log & Revised Contract Sum
- PC Sums & Provisional Sums Tracker
- Interim Valuation & Payment Application (Retention, CIS)
4 spreadsheets · Excel and Google Sheets · blank, filled example and printable PDF
One payment. Download for 365 days; the files are yours to keep. Sold on Whop.