Planning guide

Home-project estimate checklist

Compare scope, allowances, exclusions, timeline, credentials and warranties—not just price.

8 minute guide · Reviewed September 2026
01

Match the scope

Start with the facts you can verify. Record the condition, timing and desired result before comparing solutions.

02

Identify allowances

Ask each professional to explain the scope, assumptions, exclusions and evidence behind the recommendation.

03

Check payment timing

Check identity, business information and category-specific credentials. Confirm who performs and supervises the work.

04

Confirm change orders

Keep estimates, photographs, approvals, changes, warranties and completion documents in the property record.