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Readable examples of the questions and records inside the products. These are illustrations, not a review of a real customer’s quote.

Checklist excerpt · boiler example

Extra pipework and flue changes

Question to ask

Could extra pipework, flue extensions or condensate work be needed, and how will we agree the price before that work starts?

Why it matters

A boiler installation may need work beyond the appliance itself. Agreeing how extras are priced helps both sides understand what is being authorised.

What to confirm

The survey findings, proposed additional work, itemised price, any date change and written approval.

Clarify further if…

The answer is only “we’ll sort it when we get there”, with no agreement on evidence or approval.

The full checklist follows this question → explanation → confirmation format across eight sections.

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Agreement excerpt · fictional example

Record the payment stages.

Stage	Amount	Agreed trigger
Deposit	To agree	Named materials ordered; written receipt supplied.
Progress	To agree	Specified work completed and checked.
Final	To agree	Agreed completion, handover documents and snagging position.

These are example prompts, not recommended payment amounts or terms for your job.

Changes to the work

Record the change, reason, price difference, effect on dates and written approval by both parties.

The full agreement includes nine sections with editable fields, scope tables and signature areas.

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Make the next step a clearer one.

Ask the right questions. Put the answers in writing.

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Excerpts from the actual documents

Fictional boiler-installation example. These cropped, watermarked images show the format without supplying the full forms.

Actual Home Improvement Quote Checklist excerpt

Free guidance and independent checks

Use the pack alongside guidance from Citizens Advice and nidirect consumer advice. Check relevant businesses and work categories through the Gas Safe Register or TrustMark where applicable. A listing is not a guarantee of the outcome of your job. ProtectMyQuote is not affiliated with these organisations.