Good, better, best proposals for ServiceM8 jobs
Some jobs need a proper proposal: three systems side by side, add-ons the client ticks, photos from the visit, a plan of where it all goes, and a deposit paid when they sign. QuoteCloud builds that from a template; ServiceM8 keeps the job.
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When a ServiceM8 job needs a bigger quote, a Zap drafts a QuoteCloud proposal from your template. The template holds good, better and best options as a single choice, add-ons the client can tick, job photos, a marked-up photo and a plan page. The client signs and pays the deposit in the same document, through Stripe or PayPal.
Last reviewed by the QuoteCloud team
Three pages of Halden Climate Co.'s sample proposal HC-5124 for Arjun Rao, fanned out and taking turns at the front. Page 1: the cover and three ways to do it, two standard splits, two premium splits (recommended) and a multi-split on one outdoor unit. Page 2: a marked-up photo of where the outdoor unit goes and photos from the visit. Page 3: the price table, $7,076 plus tax, and Arjun's signature with a $3,891.80 deposit paid through PayPal.
When does a ServiceM8 job need more than a quote?
ServiceM8 has its own quotes, with quote options and online acceptance, and for a repair or a like-for-like swap they're the quickest way to a yes. Arjun Rao's call to Halden Climate Co. was a different kind of job: two rooms, three sensible ways to do it, a choice of outdoor unit position and a few extras worth explaining.
Jess Moreau logged it in ServiceM8 under the 'Split system installs' category. That category starts a Zap, so the QuoteCloud proposal was drafted before Leon Tsui arrived for the site visit. Leon added his photos and a marked-up photo of the side path from his phone, and sent it that morning.
- Good, better and best options sit side by side, and the one Arjun picks sets the price table.
- Add-ons are optional lines he ticks himself, and the totals and deposit follow.
- He signs and pays the deposit in the same document, by PayPal. Halden's office sees it signed and paid.
What's in a proposal for a big job?
HC-5124, part by part. Choose a different option or tick an extra and the totals follow.
Good, better, best
Three ways to do the job, as a single choice. The one Arjun picks becomes the system line in the price table.
Price tables and the product library: Essentials and up
When to quote in QuoteCloudChoose how to do it
Your quote
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Your systems | |||
Two premium splitsThe option you choose above
|
1 ea | $4,890 | $4,890.00 |
| Installation | $1,946 | ||
Installation, licensed technicianBoth rooms in one day
|
7 hr | $98 | $686.00 |
Pipework & wall bracketsBack to back in the living room, 6 m run to the bedroom
|
1 lot | $540 | $540.00 |
Dedicated circuit & isolatorsBy our licensed electrician
|
1 lot | $720 | $720.00 |
| Extras Tick to add | |||
| 1 lot | $240 | $240.00 | |
| 1 ea | $290 | $290.00 | |
| 1 lot | $160 | $160.00 | |
- Subtotal
- $7,076.00
- Tax (10%)
- $707.60
- Total
- $7,783.60
- Plus, monthly
- $0.00/mo
- Deposit to book (50%)
- $3,891.80
Extras he ticks himself
The pipe cover duct, a condensate pump and anti-vibration mounts are optional lines. Arjun ticks what he wants; a Zap never does.
What a Zap can't doYour quote
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Your systems | |||
Two premium splitsThe option you choose above
|
1 ea | $4,890 | $4,890.00 |
| Installation | $1,946 | ||
Installation, licensed technicianBoth rooms in one day
|
7 hr | $98 | $686.00 |
Pipework & wall bracketsBack to back in the living room, 6 m run to the bedroom
|
1 lot | $540 | $540.00 |
Dedicated circuit & isolatorsBy our licensed electrician
|
1 lot | $720 | $720.00 |
| Extras Tick to add | |||
| 1 lot | $240 | $240.00 | |
| 1 ea | $290 | $290.00 | |
| 1 lot | $160 | $160.00 | |
- Subtotal
- $7,076.00
- Tax (10%)
- $707.60
- Total
- $7,783.60
- Plus, monthly
- $0.00/mo
- Deposit to book (50%)
- $3,891.80
What Leon saw on site
Photos from the visit and a marked-up photo of where the outdoor unit goes, added from his phone after the Zap made the draft.
Image editor: Starter and up
How the draft is madeWhere the outdoor unit goes
- Slab, outdoor unit
- Pipe cover duct
- Keep path clear
Photos from the visit
Living room: head above the window Main bedroom: quiet mode at night The premium model, installed
Where everything goes
A floor plan page showing the two heads, the outdoor unit and the pipe run, dropped in as a PDF or image page.
What the Zaps carryFloor plan: head and outdoor unit positions PDF · Rev A
- Living room indoor head
- Main bedroom indoor head
- Outdoor unit on slab
- Pipe run in cover duct
- Isolator & circuit
Signed with the deposit paid
Arjun signs on his phone and pays the 50% deposit in the same document through PayPal. Stripe works the same way.
QuoteCloud Payments: Essentials and up · eSignatures: every plan
Book the job when the deposit is paidAccept, sign and pay the deposit
Arjun Rao · Homeowner
Signed online · Wed 21 Oct, 8:05 pm
Deposit to book (50%)
$3,891.80
Paid via PayPalPay with card or PayPal
Certificate of authenticity and audit trail attached
How does a job category start the proposal?
One trigger, one action. The template does the rest.
ZapNew split system job: draft the proposal
-
When
ServiceM8TriggerNew JobJob Category: Split system installs.Passes on
- Job number
- Job address
- Job description
-
Then
QuoteCloudActionCreate DocumentFrom the split-system template, with its three options and extras.Mapped in
- Template
- Document title
- ServiceM8 job number
- Job address
- What the client asked for
Add Find or Create Contact and Add Document Recipient if your New Job test data shows the client's email. See proposals from jobs for the full recipe.
Jess logs Arjun's job at 4:10 pm on Monday. At 4:12 the draft HC-5124 is in QuoteCloud, waiting for Leon's photos.
Result
A proposal with three options, extras and a deposit, drafted before the site visit and finished on site.
Essentials and up · per-document fee for each document a Zap creates
System options for HVAC businessesWhat goes back to ServiceM8 when he signs?
A new job at Work Order, if you build the Work Order Zap: the customer, the job address, a description with the quote's reference, and the job contact. The chosen option, the ticked extras and the photos stay in the signed proposal.
ServiceM8's Zapier app can't change job 3317 itself, so Halden's office closes the enquiry job when the Work Order job arrives.
Job · ID 3317Arjun Rao · Split systems6 Ashcroft Lane
- Quote
- Work Order
- Completed
- Status
- Quote
- Job category
- Split system installs
- Job address
- 6 Ashcroft Lane
- Job description
- Cooling for living room + main bedroom
- Staff
- Leon Tsui
Job diary
- Site visit doneLeon Tsui · photos taken for the quoteTue 20 Oct · 7:30 am
- Job created from a phone callBy Jess Moreau, officeMon 19 Oct · 4:10 pm
Illustration with sample data: a generic CRM record, not ServiceM8’s screen.
Build the template once
Every proposal the Zap drafts starts from it, so the work goes into the template.
Packages
Your good, better and best options with what each includes, and the one you recommend marked.
Price table
Labour, parts and installation from your product library, plus optional extras the client can tick.
Photos and plans
Gallery and image blocks the tech fills on site, and a page for a plan or drawing.
Deposit
A payment amount on the document, as a percentage or a fixed amount, paid through Stripe or PayPal after signing.
Data items
Job number, job address and what the client asked for, for the Zap to fill.
Signers
One signer or several, such as both homeowners, with a certificate of authenticity on every signed document.
Build your first options proposal
Start a free 14-day trial, build a good, better, best template and test it with a ServiceM8 job.
Questions about options proposals
Can ServiceM8 quotes have options too?
Yes. ServiceM8's own quotes support quote options and online acceptance, and for many jobs that's enough. Teams bring in QuoteCloud for the bigger proposals: options with what each includes, extras in one price table, photos, a plan page, several signers and a deposit paid in the document.
Can the client choose an option and tick extras themselves?
Yes. Good, better and best options work as a single choice that sets the price-table line, and extras are optional lines the client ticks. The totals and the deposit update as they choose. A Zap never ticks options or chooses content blocks for them.
Can the client pay a deposit when they sign?
Yes, on Essentials and up. Connect Stripe or PayPal, set the payment on the document as a percentage or a fixed amount, and the client pays straight after signing, in the same document. A Zap can then create the ServiceM8 job once the deposit is paid.
Do the chosen option and photos go to ServiceM8?
Not as such. The Work Order Zap creates a ServiceM8 job with the customer, address, job contact and a description with the quote's reference. The chosen option, extras and photos stay in the signed QuoteCloud proposal, which the team opens from the reference.
More on QuoteCloud and ServiceM8
Six use cases with the exact Zapier steps, when to quote where, then how to connect and what it costs.
- Draft QuoteCloud proposals from ServiceM8 jobsPut a job in a ServiceM8 queue from your phone and a Zap drafts the proposal from your QuoteCloud template.
- Turn a signed quote into a ServiceM8 Work OrderWhen every signer has signed, a Zap creates the ServiceM8 job at Work Order with the client, address and chosen option.
- Create the ServiceM8 job when the deposit is paidWait for the money: the Work Order job appears in ServiceM8 only once the client has paid the deposit in the quote.
- Keep ServiceM8 clients and QuoteCloud contacts matchedNew ServiceM8 clients found or created in QuoteCloud, and new QuoteCloud contacts created as ServiceM8 clients.
- Job status, notes and the signed PDF on the ServiceM8 jobWhat Zapier can and can't write back to the job you started from, and how teams close the gap.
- Connect ServiceM8 to QuoteCloud, step by stepCheck the plan, connect QuoteCloud and ServiceM8 in Zapier, build the Work Order Zap, test it and fix the usual snags.
- ServiceM8 to QuoteCloud field mapEvery field the ServiceM8 Zaps on this site pass, which way it travels and a sample value.
- When to quote in ServiceM8 and when in QuoteCloudAn honest split: quick job quotes stay in ServiceM8, bigger options-based proposals go to QuoteCloud.
- What QuoteCloud with ServiceM8 can and can't doWhat the Zaps do, where ServiceM8's Zapier app stops, Zapier or Make, and what we haven't confirmed.
- What the ServiceM8 connection costsEssentials and up for Zapier, plus a fee per document a Zap or the API creates.
- FAQAnswers to the questions trade businesses ask before connecting QuoteCloud and ServiceM8.
Three good options. One signature.
Start a free 14-day trial, build your options template and let ServiceM8 jobs start the proposals.