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Quotify Academy

Resource Library

Reusable checklists and reference structures for preparing, reviewing and handing over construction estimates.

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Construction checklists, drawings and a digital resource library arranged on a desk
4 focused lessonsResources are starting structures. Adapt them to the project, procurement route and commercial risk.
In this collection

Resource Library lessons

Reusable checklists and reference structures for preparing, reviewing and handing over construction estimates.

01
Preparation

Project pack checklist

A source list for drawings, specifications, schedules, site information, selections and supplier evidence.

02
Review

Fixed-price review checklist

A final check for scope, quantities, rates, allowances, exclusions, margin and report reconciliation.

03
Tendering

Tender comparison structure

A consistent layout for submitted totals, normalisation, clarifications and residual risk.

04
Handover

Client report handover

A short control list for revision, validity, tax basis, acceptance and the exact document issued.

Use this checklist

  • Copy the structure for the live project
  • Remove fields that do not apply
  • Add project-specific checks
  • Store the completed record with the estimate