Skip to content
Free template

A scope of work that says what is out, too

Most disputes start with work nobody wrote down. This template covers what is included, what is excluded, what you assumed, who is responsible for what, the allowances, and the milestones with the test each one has to pass, with a completed example for a bathroom renovation. It describes the work; it is not a contract.

Download the scope of work template (.xlsx)

Excel / Google Sheets compatible · no sign-up required

Template and page last reviewed November 3, 2026.

What is in the file

Example: ensuite renovation, Edmonton AB (fictional): scope of workThe completed example sheet. The blank sheet has room for eight included items, five exclusions, five assumptions, responsibilities, allowances, milestones with acceptance criteria, and sign-off. It describes the work; it is not a contract.
Included work
#Item
1Remove existing shower tile, floor tile, vanity and toilet; dispose of debris off site.
2Install waterproof membrane in the shower; tile shower walls and floor and the bathroom floor (52 sq ft).
3Supply and install vanity, toilet and fixtures within the $2,800 allowance.
4Licensed plumber to disconnect and reconnect fixtures; no relocation of drains or supply lines.
5Patch and paint walls and ceiling, two coats.
Exclusions
#Item
1Repairs to framing, subfloor or plumbing found behind finishes; priced as a change order.
2Fixtures above the allowance; the difference is priced as a change order.
3Permit fees (permit by owner), electrical work, and heating or ventilation changes.
Assumptions
#Item
1Existing drain and supply locations stay where they are.
2The room is empty and accessible on weekdays from 8:00 to 17:00.
3Tile selection confirmed before demolition starts.
Responsibilities
ItemWhoWhen
Tile and fixture selectionsClientBefore start
PermitClientBefore start
Plumbing disconnect and reconnectPlumbing subRough-in and finish
Site protection and daily clean-upContractorThroughout
Milestones and acceptance
MilestoneAcceptance criteria
Demolition completeWalls and floor open to inspection; client walk-through
Waterproofing and tile completeMembrane flood test passed; tile grouted and sealed
Fixtures set and paintedAll fixtures working; final walk-through and deficiency list signed

Download the scope of work template (.xlsx)

How to use it

Four steps to a working document

1

List what is included

One line per piece of work, specific enough that a stranger could check it was done: quantities, areas, the number of coats.

2

Write the exclusions

Everything a client might reasonably assume is in and is not: hidden damage, upgrades above an allowance, permits, other trades.

3

State assumptions and responsibilities

What the price relies on, and who supplies selections, permits and access, and when.

4

Agree how each milestone is accepted

A test or a walk-through for each stage, so 'done' means the same thing to both of you.

A scope of work is not a contract and this is not legal advice. Use it alongside your contract, and have your contract reviewed for your province or state.

When the spreadsheet stops scaling

In BuildersBridge you can ask Bridge AI to draft a scope for you to edit, and Bridge AI drafts the estimate lines from the scope you describe. The client approves the estimate in their portal.

See how it works in BuildersBridge
FAQ

Common questions

What should a construction scope of work include?

The work included, written specifically enough to check; exclusions; the assumptions the price relies on; who is responsible for selections, permits and access; allowances; and milestones with how each is accepted. The example in the download shows all of these for one job.

Is a scope of work the same as a contract?

No. The scope describes the work; the contract sets the legal terms, payment and remedies. Attach the scope to the contract so they agree, and have the contract reviewed for where you work.

How detailed should exclusions be?

Detailed enough to answer the questions that cause arguments: what happens if there is damage behind the wall, who pays for an upgrade over the allowance, and which trades are not yours. If you would have to explain it later, write it now.