Contractor Estimate Checklist: Scope to Invoice

Keep the scope clear before it becomes an invoice. Use these 16 checks with your current tools, or try them on one sample job in Rivetra Contractor.

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Job / sample: ______________________________ Date: ______________

01 Define the work

Confirm the site and requested outcome.Note the work area, access constraints and what the customer wants finished.
Write inclusions and exclusions.Name preparation, demolition, disposal, protection, repair and cleanup decisions.
Record quantities and units.Keep measurements and assumptions next to the labor or material they affect.
List unresolved choices.Separate allowances and customer selections from confirmed scope.

02 Review the price

Check labor and material inputs.Use your current supplier information and company rates; record what still needs a quote.
Keep options separate.Show what each alternate adds, removes or replaces, without counting it twice.
Reconcile the total.Check quantities, units, discounts, tax treatment and the final displayed amount.
Explain payment expectations.Review the timing, amounts and conditions with your applicable agreement and local requirements.

03 Make approval clear

Identify the exact revision.Put a date or revision label on the version the customer is reviewing.
Review the customer view.Check descriptions and attachments; remove internal notes and private information.
Resolve open questions.Record decisions about access, materials, scheduling and responsibility before relying on them.
Keep the accepted record.Preserve the reviewed scope, selected options and approval evidence together.

04 Prepare the invoice handoff

Match billing to the approved work.Check that invoice descriptions refer to the accepted scope and approved changes.
Review prior invoices and payments.Distinguish recorded invoices, received payments and amounts still due.
Recheck amounts and customer details.Confirm the billing stage, recipient and final amount before sending anything.
Keep the trail with the job.Save supporting photos, decisions, revisions and billing records where you can find them later.

A workflow aid, not a contract or a statement of legal, tax or permit requirements. Check project-specific obligations with the appropriate professional or authority.

Rivetra Contractor · rivetra.app/resources/contractor-estimate-checklist/ · October 21, 2026

Contractor estimate checklist

01 Define the work

02 Review the price

03 Make approval clear

04 Prepare the invoice handoff