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A plumbing scope of work template: what is included, what is excluded and what is assumed, in that order

A plumbing scope of work template is three lists, and the order matters. What is included, by system and by stage, so the buyer can see the whole job. What is excluded, by name, so the argument about the trenching happens before the price and not after. What is assumed, so the price has a basis the buyer can check: the plans and revision, the access, the fixtures supplied by whom. The proposal template on this site prints the scope in that shape from your job's figures, with no account.

Included, by system and stage

Water supply, drain, waste and vent, gas, fixtures, each as a scope; rough-in, top-out and trim as stages within them. A scope that says all plumbing to the plans includes whatever the buyer imagines it does. One that lists the systems and stages includes what it says.

Excluded, by name

Trenching and backfill, the permit fees, the fixtures if the owner supplies them, the core drilling, the connection fees, the work outside the building line. Each named, because an exclusion that is implied is a variation argument that the contractor loses. The contract tool on this site holds the terms the exclusions sit under.

Assumed, so the price has a basis

The plans and revision the scope was priced from, clear access on the dates, water and power on site, the fixture allowances, the code the work is priced to. When an assumption fails, the variation is priced against it rather than argued about. The estimating tool on this site prices the scope as assumed.

Where the scope goes

Onto the proposal or bid, into the contract, and against the job in the software so the technician on site knows what is in and out. RoughInDesk Pro keeps the scope with the estimate and the work order; a scope that lives only in the proposal email is not read by the person doing the work.

Questions people ask about plumbing scope of work template

How detailed should a residential scope be?

Systems and stages, the exclusions, the assumptions: a page. The bid for a builder lists more; the shape is the same.

Should the scope include the fixture schedule?

By reference: the schedule and its revision are an assumption. Listing fixtures in the scope duplicates it.

Is the template free?

Yes: the proposal template and the contract tool print without an account.

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