Quotation and Estimate Terms

Last reviewed: 23 July 2026Owner: Legal and compliance owner

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Quotation basis

Quotations are based on the information, inspection and scope available at the time. Estimates should be clearly distinguished from fixed quotations.

Validity and acceptance

Each issued quotation states its validity period, acceptance method and any required deposit or approval.

Scope changes

Additional defects, inaccessible conditions or customer-requested changes may require a revised quotation.

Exclusions

Exclusions, assumptions, customer responsibilities and third-party work should be stated clearly.

Scheduling after approval

Quotation acceptance does not create an appointment until timing and access are confirmed.

Related policies and actions

Continue to the relevant policy or request process.

Legal documents link to operational workflows instead of existing only as footer text.

Quotation controls

Check the scope, assumptions and exclusions before approval.

A useful quotation identifies the property, requested service, included labour, materials or products, access assumptions, validity period, payment schedule and any optional items.

Conditions discovered after access is opened can require a variation. Additional work should be explained and approved before proceeding unless immediate action is required to control a documented safety or property-damage risk.