Source: https://www.quantsurv.com/library/tools/estimate-review-checklist Content format: Markdown version of the public page. Content reviewed: 2026-10-14 # 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. [Download blank Excel workbook]() 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. Estimate review checklist: completed fictional example | 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. [Browse the Library]()