Estimate review checklist
Review scope, quantities, rates, allowances and exclusions before relying on an estimate.
by Jack Butler-Kettle · About 2 min readShare
How to use it
Use an independent check where possible. Record the source, issue and action for each review point instead of marking a box without evidence.
Estimate review checklist
Use an independent check where possible. Record the source, issue and action for each review point instead of marking a box without evidence.
Free blank template for your own project. The completed example is shown below. No email address required.
View the completed example
Completed fictional example
Westhaven refurbishment · 14 October 2026 · Version 1.0
Estimate review checklist
Scroll across if needed to read the whole record. A dash means no value has been entered.
| Review area | Check performed | Finding | Action / owner | Status |
|---|---|---|---|---|
| Scope | Compare estimate with drawing register C | Services shown but no priced item | Estimator to add services allowance | Open |
| Quantities | Check partition take-off M-01/M-02 | 80 m² reconciles to measured sheets | Retain checked take-off | Complete |
| Rates | Review supplier quotation dates | Board quote expires 30 Oct | Reconfirm before order | Open |
| Risk and tax | Review risk register and tax basis | Ground risk separate; VAT excluded | Confirm funding budget includes applicable VAT | Open |
The completed example uses fictional people, events and records. Replace it with your own verified information and preserve supporting evidence.
Understanding your results
The completed example uses fictional people, events and records. Replace it with your own verified information and preserve supporting evidence.
How it works
The workbook provides blank working records. Grey cells calculate from the entered inputs; yellow cells are for your information. The completed example stays on this page.
Read the related guidance for the context and checks behind this template.
If you need help preparing or reviewing the project records, our quantity surveying services explain the tasks available under a separate appointment. Agree the deliverable, responsibilities and required specialist input before work starts.