Statement of Work / Scope Attachment template and PDF guide...
Define scope, deliverables, and assumptions online, then generate a statement-of-work PDF. Use this as a detailed attachment to your contract when the scope is too complex for...
When to use this template
Define scope, deliverables, and assumptions online, then generate a statement-of-work PDF. Use this as a detailed attachment to your contract when the scope is too complex for the contract body alone, so every task, material specification, and quality standard is defined in one reference document.
What to include
- Project overview paragraph that ties this scope document to the parent contract by number and date, and states the overall project objective.
- Task-level breakdown: each work item numbered, with a description of what will be done, the specific materials or products to be used (brand, model, grade), and the acceptance criteria for that task.
- Material specifications and substitution rules: approved products, whether equivalent substitutions are allowed, and who must approve any substitution before installation.
- Quality standards and workmanship requirements: applicable building codes, manufacturer installation instructions to be followed, and any industry standards (e.g., ASTM, SMACNA) referenced.
- Exclusions list itemizing what is specifically not included in this scope, so the client cannot claim unwritten work was implied.
Common questions
- Can I define this Statement of Work / Scope Attachment online before contract finalization?
- Yes. Detail deliverables, boundaries, and acceptance criteria in-browser.
- Can I save this Statement of Work / Scope Attachment structure for future projects?
- Yes. With an account, save and reuse it as a baseline for similar scopes and service packages.
- Can I generate a client-ready PDF from this Statement of Work / Scope Attachment?
- Yes. Export a concise PDF attachment suitable for contracts and procurement workflows.
- Is a statement of work different from the contract?
- Yes. The contract covers legal and payment terms. The statement of work is the technical attachment that defines exactly what you will build, install, or repair.
- How detailed should each line item be?
- Detailed enough that another contractor could understand exactly what is included. Vague scope descriptions are the top cause of disputes.
- Should I include product brand names?
- Yes, or specify 'or approved equal.' Naming the exact product prevents the client from expecting a premium product at a budget price.
- What if the client asks for work not listed in the scope?
- Refer to the exclusions list and issue a change order. The scope document exists specifically to prevent unpriced scope additions.