Guide

Exclusions and assumptions: the two lists that protect your price

Last reviewed 12 September 2026

A price is only fixed against the work you described. These two short lists are what stop the space around that work becoming free.

Every dispute about a final bill is a dispute about scope. The customer believed something was included, you believed it was not, and neither belief was written down. Exclusions and assumptions are how you write it down, and together they take about ten minutes to produce.

The difference between the two

An exclusion is work you will not be doing. An assumption is a condition your price depends on. Exclusions protect the edges of the job. Assumptions protect the price of the job itself.

Exclusions worth listing on nearly every job

That last one is a useful sweeper, but it is not a substitute for the specific items. A single catch-all line reads as small print. A named list reads as professional care, and it is far harder to argue with.

Trade-specific exclusions people forget

Assumptions worth stating

How to write them so they hold

Three rules. Keep every item to one sentence, because a paragraph reads as an attempt to hide something. Put both lists on the face of the quotation rather than in attached terms, because a customer who has not read a term may not be bound by it, and on consumer work an unclear term is read against the person who wrote it. And explain the important ones out loud when you talk the customer through the price.

What to do when an assumption fails

The moment you find the assumption was wrong, stop and say so. Describe what you have found, what it changes, what it costs and how long it adds, and ask for confirmation before continuing. A written assumption plus a same-day notice makes a variation. A written assumption plus a surprise on the final invoice makes a complaint, and the exclusion list will not save you from it.

The honest test

Read your lists back and ask whether a fair-minded customer, reading them once, would understand what they are buying and what they are not. If the lists are doing anything other than that, they are the wrong lists.

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BidReady turns the answers to a short set of questions into a professional quotation with the scope, the exclusions and the terms already in it. Write your first quote free, or see how it works.

This guide is general information for UK trades, written by the BidReady team. It is not legal, tax or financial advice. Rules change and individual circumstances differ, so take professional advice before acting on anything that matters.