writing scopes in disaster restoration

Scopes, quotes and invoicing


Scopes are a mandatory part of the paperwork that is required by the person or company reviewing the work-related documentation.

There are typically two stages of the loss that require the point by point description of what work is required:

      • 1)emergency stage
        2)rebuild stage

They are normally written in a way that describes what you are going to do with that object in that particular room or area.

What do I mean…..
The emergency scope may look something like this:


Source of loss: supply line to upstairs main bathroom 

Bathroom (6’5″x 9’8″)

  • remove and reset toilet
  • remove and save baseboards
  • remove and dispose of vanity toe kick (attempt to save toe kick veneer)
  • remove and dispose of linoleum flooring
  • NOTE: will notify on state of substrate
  • apply antimicrobial
  • set up and monitor drying equipment
  • hook up related plumbing to toilet


Bathroom (6’5″x9’8″)

  • Remove and reset toilet
  • supply and install like, kind quality linoleum flooring
  • supply and install vanity toe kick backing
  • supply and install like, kind quality toe kick veneer
  • NOTE: veneer broke at the time of removal and was not salvageable
  • reset baseboards
  • paint and dap baseboards
  • hook up related plumbing to toilet
  • site clean

So what there needs to be is consistency between what was removed and to how and what needs to be replaced or reused. It also helps if your scopes correlate to the sequence of the actual process determined.

The emergency paperwork could possibly be sent to the customer at 2 different times. Once being at the start of the job so they know right away what to expect will be to the outline of removal needed (as best as you can speculate at the time of the loss) and the other time being when you have completed the emergency stage and are ready to invoice this out. This will include an exact scope of work performed, labor amount and cost associated, equipment rental and supplies etc.etc

The same would be with the rebuild specs. Once when you are a few days into the loss you can send a preliminary rebuild scope accompanied with a possible “reserve”. Then by the end of the emergency stage, you should have now compiled the exact scope of work needed as well as the cost or dollar amount of each sub-trade.

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