Insulation retrofit quotation template
Insulation retrofit quotation template: loft top-up, cavity walls and floors priced per m² with material and thickness, plus the ventilation work.
Templates by industry
- Loft insulation top-up, per m²
- Cavity wall insulation, per m² of wall
- Insulation under suspended floor, per m²
- Ventilation check and added vents
Preparation guide
Example workflow
Confirm scope and quantities
Example: start with "Loft insulation top-up, per m²", confirm the required quantity and client inputs, then agree completion criteria for each item.
Review and approve the quotation
Confirm acceptance evidence for "Ventilation check and added vents", all line quantities, exclusions and quote validity with the customer, and retain the approved version.
Deliver and prepare billing
Confirm completed quantities, site photos, agreed test results and any remaining remedial work. When the agreed milestone is complete, prepare an invoice using actual quantities and approved changes.
Insulating an older home usually means several smaller jobs rather than one: topping up the loft, filling wall cavities, insulating under the floor. An insulation retrofit quotation lists each with its own area, material and thickness, so the homeowner can do the cheapest improvements first or apply for support where a scheme exists. It also covers ventilation, because a house that loses less heat can trap more moisture when vents are blocked or missing.
Fields to prepare
- Deliverables and line items
- Loft insulation top-up, per m², Cavity wall insulation, per m² of wall, Insulation under suspended floor, per m², Ventilation check and added vents: specify the planned quantity and delivery scope for each item.
- Loft insulation top-up, per m²
- Give the existing depth and the depth after topping up; boarded areas or stored items to be moved deserve a separate note.
- Cavity wall insulation, per m² of wall
- Confirm the cavity width and condition with an inspection camera, and say that walls found unsuitable will not be filled.
- Insulation under suspended floor, per m²
- Say how you reach the space under the floor, by lifting boards or through a crawl space, and who puts the flooring back.
- Ventilation check and added vents
- List the rooms where vents are added or cleared, and why, so the client does not cover them up later.
- Site and measured quantities
- Record the site, work zones, areas, lengths or counts, and access hours.
- Materials and work stages
- Specify materials, labor, removal, disposal and making-good allowances, and completion criteria for each stage.
- Scope to agree
- Measure each area separately, name the material and thickness on every line, and include the ventilation work that keeps the insulated house dry.
Before sending
- Does “Loft insulation top-up, per m²” say what is included and what quantity the price assumes?
- Would the customer read “Cavity wall insulation, per m² of wall” the way you do, including what it leaves out?
- Can you still honour the price of “Insulation under suspended floor, per m²” on the last day the quotation is valid?
Show 4 more
- Does “Ventilation check and added vents” say what is included and what quantity the price assumes?
- Agree how quantity changes following measurement or drawing revisions will be approved.
- Confirm client-supplied materials and work that other contractors must finish first.
- Check quote validity, the customer approval method and payment milestones.
Worked example with sample figures
The figures below are invented to show how the template adds up: 4 lines in USD, with an example tax rate of 8%.
| Item | Quantity × unit price | Amount |
|---|---|---|
| Loft insulation top-up, per m² | 48 × $14.00 | $672.00 |
| Cavity wall insulation, per m² of wall | 86 × $22.00 | $1,892.00 |
| Insulation under suspended floor, per m² | 40 × $31.00 | $1,240.00 |
| Ventilation check and added vents | 1 × $260.00 | $260.00 |
| Subtotal | $4,064.00 | |
| Sales tax (8%) | $325.12 | |
| Total | $4,389.12 | |
Quoted net amount $4,064.00, sales tax $325.12, quoted total $4,389.12.
What the document must show
The details a quotation has to show, and why each one matters, are set out in the guide below.
The sales tax depends on where the work is supplied, so set the rate that applies to your customer before sending.
Official rate reference: US government: state and local taxes
Full requirements: How to write a quotation: format, example and checklist
Frequently asked questions
Should the quotation promise energy savings?
Be careful with figures you cannot guarantee. Describe what is improved and how the insulation thickness changes, and leave savings estimates to an energy assessment if the client has one or wants one.
What if a wall turns out to be unsuitable for cavity fill?
Say in the notes that each wall is checked before filling and that unsuitable sections are left out and not charged. Offer an alternative, such as internal wall insulation, on a separate quotation.
How is the sales tax worked out on this quotation?
The worked example above uses an example rate of 8%: $325.12 on a net amount of $4,064.00, for a total of $4,389.12. The editor recalculates all three when you change a quantity, a price or the country.
How is the document numbered?
QuoteBill gives each new document a unique number of its own. A member can switch to numbers in sequence in settings, such as QUO-2026-0001: one sequence for each kind of document, starting again every calendar year. A number you type yourself is kept as it is.
Can I email it to the customer?
Yes, from your own mail app. With a free account, the editor’s download menu offers Email this document, which opens your mail app with a message about the document already written. QuoteBill sends nothing itself, so save the PDF and attach it before you send.
Read next
Reading for the Insulation retrofit quotation template: How to write a quotation: format, example and checklist and Estimate vs quote: what binds you, with a remodeling example. The VAT and GST calculator adds tax to your quoted prices.