Getting started with QuoteCloud

Service and repair quotes that get the go-ahead from a phone

Put the scheduled service, the inspection photos and every repair, split into parts and labour, in one quote your customer ticks, signs and pays a parts deposit on.

QuoteCloud is quoting and eSignature software for mechanical workshops, smash repairers, tyre shops, fit-out specialists, detailers and fleet maintenance providers. Build a service or repair quote from your own price book, add inspection photos, put urgent and recommended work in as optional items, and the customer ticks, signs and pays a deposit for parts from their phone.

A sample inspection from a fictional workshop, Kettlebrook Auto Service: a side view of a car with seven numbered findings rated urgent, recommended or can wait, from the front brakes to cloudy headlight lenses. In front, the quote on the customer's phone: the 90,000 km scheduled service at $751.00, the urgent brakes and rear tyres ticked, the wheel alignment ticked by the customer, a total of $2,184.60 including tax, then approved from Nadia's phone with a $655.38 deposit for parts paid.

Try it: from the inspection to the go-ahead

Send the technician's findings to Nadia's phone, tick the work she wants done, then approve, sign and pay the parts deposit as she would. The total and the deposit follow every tick.

Inspection · KA-24817 · Bay 3Demo · fictional data

2019 mid-size SUV 2.0 L petrol · automatic · Plate KTB·482 · 90,412 km

1 2 3 4 5 6 7

UrgentTechnician's rating

  • 1 A front brake caliper and drilled rotor with the wheel removed Front brake pads & rotorsPads at 3 mm, rotors scored below the minimum · marked-up photo
  • 2 A worn tyre with the tread gone along its edge Rear tyres (pair)Inner edges worn to 1.4 mm

Can waitTechnician's rating

  • 6 The drive belt and pulleys on the front of an engine Drive beltLight cracking, still serviceable
  • 7 Headlight lens restorationBoth lenses cloudy

Your advisor puts each finding in its group as an optional row and ticks the urgent ones as defaults. Prices come from your own price book.

What the workshop sees

  1. Quote sent to NadiaEmail link · KA-24817
  2. Opened on Nadia's phone11:38 am
  3. Wheel alignment ticked+$140.80 inc tax
  4. Approved & signedCertificate of authenticity attached
  5. Deposit for parts paid$655.38 via Stripe
  6. Job card updatedIn your workshop system, through Zapier

11:36

Thursday 22 October

Kettlebrook Auto ServiceYour car is being inspected. Your quote will arrive by email.

Kettlebrook Auto ServiceKA-24817

Your 90,000 km scheduled service & inspection

2019 mid-size SUV · KTB·482 · 90,412 km

Valid until Fri 6 Nov

Included · 90,000 km scheduled service

PartsEngine oil, full synthetic, Oil filter, Air filter, Cabin filter, Spark plugs ×4, Brake fluid$351.00

Labour2.5 h at $160 an hour$400.00

Urgent · fix before driving far

Ticked by the workshop. Untick if you'd rather not.

Can wait · check next service

No need to decide today.

Parts
$1,138.00
Labour · 5.3 h
$848.00
Tax
$198.60
Total
$2,184.60
Deposit for parts · 30% on signing
$655.38

Prices are from our price book. The quote is valid until Fri 6 Nov; after that we'll re-check parts prices before booking the work.

Sign to approve the work you've ticked

Approved & signed

Deposit for parts$655.38Paid via Stripe · demo, nothing charged

Signed Thu 22 Oct, 11:42 am · certificate attached

Nadia's phone · the quote opens in the browser, no app or account

A demo with a fictional workshop: nothing is sent, stored or charged. In QuoteCloud the technician's ratings become groups in your quote template, each finding an optional row from your own product catalogue, with the urgent items ticked as defaults. The customer ticks, signs online and pays the deposit you set on the document (a percentage or a fixed amount, through Stripe or PayPal, Essentials and up). QuoteCloud doesn't decode VINs, look up supplier parts prices, book the job or send service reminders; the job card update shown runs through Zapier if you set it up.

How approval and parts deposits work

From drop-off to the go-ahead in five steps

What happens between the car coming in and your workshop seeing a signed quote with the parts deposit paid.

  1. Inspect

    The technician rates each finding and takes photos; mark up the worst one in the image editor.

  2. Quote

    Start from your service quote template and add parts and labour from your price book.

  3. Sort the work

    Put findings in urgent, recommended and can-wait groups as optional rows, and set an expiry date.

  4. Send

    The customer opens it on their phone, ticks what they want done and asks questions in the comments.

  5. Sign & pay

    They sign to approve and pay a deposit for parts; your workshop system can update through Zapier.

Five documents automotive businesses send

Each from its own template, each with the blocks that kind of job needs. Sample documents from fictional businesses.

Brightwater Panel & PaintSmash repair quote BP-3092 Sample · fictional business

Damage, marked up by our estimator

A grey car's rear quarter panel creased and dented above the wheel
  1. Crease, repair & refinish
  2. Tail-light, replace

Repair quote

ItemQtyRateAmount
Parts$1,184
Rear bumper coverNew, primed
1 ea $612 $612.00
Tail-light assembly, leftNew
1 ea $438 $438.00
Bumper clips & fasteners
1 set $134 $134.00
Repair & refit labour$902
Remove & refit, bumper and tail-light
3 h $95 $285.00
Panel repair, left rear quarterPull and repair the crease
6.5 h $95 $617.50
Paint$1,085
Paint labourBumper and quarter, blended into the door
7 h $95 $665.00
Paint & materialsColour-matched
1 lot $420 $420.00
Sublet$129
Wheel alignmentCheck after the repair
1 job $129 $129.00
Optional Tick to add
1 job $240 $240.00
Subtotal
$3,300.50
Tax (10%)
$330.05
Total
$3,630.55
A painter prepares an orange car masked in plastic in a spray booth

A smash repair quote, ready for the owner or the assessor

Damage photos marked up by the estimator, then parts, repair and refit labour, paint and sublet work as separate groups. The owner signs it as the authority to repair; the same quote can be emailed to an assessor as a PDF.

  • Parts, labour and paint itemised
  • Marked-up damage photos
  • Generic: no insurer platform integration
Smash repair & assessor quotes
Kettlebrook Auto ServiceTyre quote KA-T-0931 Sample · fictional business

Choose your tyres

Your tyre quote

ItemQtyRateAmount
Your tyres
All-terrainThe set you choose above, fitted
1 set $1,316 $1,316.00
Fitting$136
Balance & new valvePer wheel
4 ea $28 $112.00
Old tyre disposalPer tyre
4 ea $6 $24.00
Add-ons Tick to add
1 job $129 $129.00
1 job $40 $40.00
Subtotal
$1,581.00
Tax (10%)
$158.10
Total
$1,739.10
Deposit to hold the stock (20%)
$347.82
Tyres laid in overlapping rows

Three sets of tyres, one choice

Highway, all-terrain and mud-terrain side by side as a single choice. Pick one and the price table follows, with balancing and disposal per wheel and an alignment to tick.

  • Packages as a single choice
  • Fitting lines per wheel
  • A deposit to hold the stock

Price tables and payments: Essentials and up

Tyre & wheel quotes
Kettlebrook Auto Service4WD fit-out proposal KA-F-0412 Sample · fictional business

Choose your fit-out

Your fit-out quote

ItemQtyRateAmount
Package · parts
TourerThe package you choose above
1 pkg $8,960 $8,960.00
Fitting & wiring · labour$2,450
Fit-out & auto-electrical labourFitted, wired and tested
14 h $175 $2,450.00
Extras Tick to add
1 kit $1,690 $1,690.00
1 kit $890 $890.00
1 kit $640 $640.00
Subtotal
$13,740.00
Tax (10%)
$1,374.00
Total
$15,114.00
Deposit for parts, paid on signing (40%)
$6,045.60
A 4WD with a rooftop load parked on a rocky track below a mountain

A touring fit-out with a deposit for parts

Weekender, Tourer or Expedition, then drawers, an awning and a UHF radio to tick. Parts and fitting labour stay separate, and 40% is paid on signing so the parts can be ordered.

  • Good, better, best packages
  • Extras the customer ticks
  • Both owners sign
4WD, caravan & auto-electrical fit-outs
Kettlebrook Auto ServiceFleet maintenance agreement KA-FL-0207 Sample · fictional business

Per-vehicle service plans

ServiceVehiclesPer month
Van service plan × 14 ($89 each)14 vans$1,246.00
Pickup service plan × 3 ($109 each)3 pickups$327.00
Priority breakdown call-out coverWhole fleet$120.00
Monthly
$1,693.00
Term
24 months · $40,632
  1. N
  2. D
  3. J
  4. F
  5. M
  6. A
  7. M
  8. J
  9. J
  10. A
  11. S
  12. O

Agreement terms

Starts1 Nov 2026
Expires31 Oct 2028
  1. ServicesEach vehicle serviced to its maker's schedule; we contact your office to arrange each booking.
  2. RepairsQuoted to you first at the labour rate in this agreement, and only started once approved.
  3. ChargesThe monthly charges above, invoiced by Kettlebrook at the start of each month.
  4. Changes to the fleetVehicles added or removed by a signed variation to this agreement.
  5. ExpiryThis agreement ends on 31 Oct 2028. We'll send you a new agreement to review before then.
White work vans parked side by side

A fleet maintenance agreement priced per vehicle

Fourteen vans and three pickups on monthly service plans, shown as repeating charges in the agreement, with the term and an expiry date. The charges are invoiced by the workshop: QuoteCloud doesn't bill them.

  • Repeating charges per vehicle
  • Terms with start and expiry
  • Nothing renews by itself
Fleet maintenance agreements
Kettlebrook Auto ServicePaint protection quote KA-D-0718 Sample · fictional business

Choose your protection

Your quote

ItemQtyRateAmount
Protection
Ceramic, 3 yearsThe level you choose above
1 pkg $1,390 $1,390.00
Add-ons Tick to add
1 job $290 $290.00
1 job $480 $480.00
Subtotal
$1,680.00
Tax (10%)
$168.00
Total
$1,848.00
Deposit to book your car in (25%)
$462.00
A detailer machine-polishes the bonnet of a blue car

Paint protection for a new car

Gloss and seal, a three-year or a five-year ceramic coating, then interior protection or tint to tick, and a deposit to book the car in.

  • Coating levels as a single choice
  • Add-ons the customer ticks
  • A deposit to book
Detailing & paint protection quotes

Send your next service quote from QuoteCloud

Free for 14 days, no credit card required. Send us your current quote and we'll convert one template for you during the trial.

One service quote, page by page

Nadia's 90,000 km service and inspection as she reads it. Every part is a QuoteCloud content block from the workshop's service quote template.

  1. Kettlebrook Auto ServiceService & repair quote KA-24817 Sample · fictional business
    A mechanic in a grey uniform leans into the open engine bay of a car

    Service & repair quote

    Nadia's 90,000 km service and inspection

    Prepared for Nadia Haddad · Prepared Thu 22 Oct 2026 · Valid until Fri 6 Nov 2026

    Your car's 90,000 km scheduled service, plus what Hamish found on the inspection. Urgent items are ticked; tick anything else you'd like done today, then approve and sign.

    Vehicle
    2019 mid-size SUV · 2.0 L petrol, automatic
    Plate
    KTB·482
    Odometer
    90,412 km
    Service due
    90,000 km scheduled service
    Technician
    Hamish Boyd · Bay 3

    The car

    Open on the car, not the paperwork

    A cover from the workshop's template, then the vehicle as your service team typed it from the booking: plate, odometer and the service due.

  2. Kettlebrook Auto ServiceService & repair quote KA-24817 Sample · fictional business

    Inspection findings Multi-point inspection by Hamish Boyd, Thu 22 Oct

    • 2 urgent
    • 2 can wait
    • 3 checked, ok

    Urgent

    • Front brake pads & rotorsPads at 3 mm, rotors scored below the minimum
    • Rear tyresInner edges worn to 1.4 mm

    Can wait

    • Drive beltLight cracking, still serviceable
    • Headlight lensesBoth lenses cloudy

    Checked, OK

    • BatteryTested good
    • Suspension & steeringNo play found
    • Lights & hornAll working

    Ratings are the technician's. Photos taken on the inspection and placed in the quote.

    The inspection

    Findings, rated and photographed

    Every finding under the technician's rating, with a photo where one was taken. The ratings are yours; QuoteCloud puts them in front of the customer.

    Vehicle inspections, photos & findings
  3. Kettlebrook Auto ServiceService & repair quote KA-24817 Sample · fictional business

    Front left brake, marked up on the inspection

    A front brake caliper and drilled rotor with the wheel removed
    1. Pad at 3 mm
    2. Rotor scored

    Marked up

    The worn part, circled

    The front brake photo marked up in QuoteCloud's image editor, so 'pads at 3 mm' needs no explaining over the phone.

  4. Kettlebrook Auto ServiceService & repair quote KA-24817 Sample · fictional business

    Your quote

    ItemQtyRateAmount
    90,000 km scheduled service · labour$400
    Scheduled serviceTo the 90,000 km schedule, includes the multi-point inspection
    2.5 h $160 $400.00
    90,000 km scheduled service · parts$351
    Engine oil, full syntheticTo the oil specification for your engine
    5 L $18 $90.00
    Oil filterFrom our price book
    1 ea $26 $26.00
    Air filter
    1 ea $48 $48.00
    Cabin filter
    1 ea $39 $39.00
    Spark plugsDue at 90,000 km
    4 ea $29 $116.00
    Brake fluidFlush and replace
    1 L $32 $32.00
    Urgent · fix before driving far Tick to add
    1 job $629 $629.00
    1 job $478 $478.00
    Recommended · within a month Tick to add
    1 job $128 $128.00
    1 job $182 $182.00
    1 pair $58 $58.00
    Can wait · check next service Tick to add
    1 job $188 $188.00
    1 job $184 $184.00
    Subtotal
    $1,986.00
    Tax (10%)
    $198.60
    Total
    $2,184.60
    Deposit for parts, paid on signing (30%)
    $655.38

    The quote

    Parts and labour, then the choices

    The scheduled service split into labour and parts, then each finding as an optional row: urgent ticked by the workshop, the rest for Nadia to tick. The deposit for parts follows.

    Scheduled service & repair quotes
  5. Kettlebrook Auto ServiceService & repair quote KA-24817 Sample · fictional business

    Before we start

    • We order parts once you approve; the deposit covers the parts for the work you tick.
    • Your car will be ready by 4:30 pm today if you approve by 1 pm.
    • Anything new we find while working is quoted to you first. Nothing extra is done without your OK.
    • Prices valid until Fri 6 Nov 2026.

    Nadia HaddadCan the alignment be done today as well?

    Sam, KettlebrookYes. It's ticked in the quote and it'll be done before 4:30.

    Questions

    Questions answered in the quote

    Nadia asked whether the alignment could be done today in a comment, and the service advisor replied in the same thread.

  6. Kettlebrook Auto ServiceService & repair quote KA-24817 Sample · fictional business

    Approve the work and sign

    Nadia Haddad · Customer

    Signed on her phone · Thu 22 Oct, 11:42 am

    Deposit for parts, paid on signing (30%)

    $655.38

    Paid via StripePay with card or PayPal

    Certificate of authenticity and audit trail attached

    The go-ahead

    Signed on her phone, deposit paid

    A legally binding eSignature approves the ticked work, and 30% of the approved total is paid through Stripe straight after.

    Approval to proceed & parts deposits

Your price book, your margins

Parts, kits and labour rates live in your QuoteCloud product catalogue, imported from a CSV and kept up to date by your team. Advisors pick lines into the quote; the cost and margin stay hidden from the customer.

QuoteCloud doesn't connect to supplier parts catalogues or decode VINs: the prices are the ones you load.

  • Labour rates per hour, parts per unit, kits per job
  • Cost and margin your customers never see
  • Active, draft and inactive items

Product catalogue: Essentials and up

Parts price book & labour rates
Product catalogueKettlebrook Auto Service Sample · fictional business
  • All
  • Labour
  • Service parts
  • Brakes
  • Tyres
  • Fit-out

CSV import price-book-october.csv · 412 items updated, 6 marked inactive

ProductPriceUnitCostMarginStatus
Workshop labourLAB-WS · Labour $160 per hour $72 55% Active
Auto-electrical labourLAB-AE · Labour $175 per hour $80 54% Active
Engine oil, full syntheticOIL-SYN · Service parts $18 per litre $9 48% Active
Oil filter, type 24FLT-OIL-24 · Service parts $26 each $11 56% Active
Front pad & rotor kit, mid-size SUVBRK-KIT-F · Brakes $389 kit $214 45% Active
All-terrain tyre, 265/65 R17TYR-AT-265 · Tyres $329 each $236 28% Active
Dual-battery system, fittedFIT-DBS · Fit-out $1,890 kit $1,120 41% Draft
Front pad & rotor kit (superseded)BRK-KIT-F-OLD · Brakes $365 kit $205 44% Inactive

Cost and margin are for your team only: they never appear in the client's document

Rated, secure and in business since 2013

  • eIDAS compliant eSignatures
  • 256-bit encryption
  • Hosted on AWS
  • GDPR compliant

Where a repair usually stalls

The work is found quickly. Getting the OK takes longer. Here is what moves into one QuoteCloud quote.

The jobTodayWith QuoteCloud
Explaining the findings A phone call from the workshop floor, trying to describe a worn rotor. Photos and a marked-up image of each finding in the quote, rated by your technician.
Urgent vs recommended A long list read out once, and a customer who says 'just the urgent ones'. Urgent, recommended and can-wait groups of optional rows the customer ticks themselves.
Getting the OK Voicemail, then a verbal yes nobody wrote down. A legally binding eSignature from their phone, with the ticked work in the signed document.
Paying for parts Parts ordered on trust for a big job, then a card number read out over the phone. A deposit for parts paid by card or PayPal straight after signing.
Quotes that linger Old prices honoured months later because nobody noticed the date. An expiry date on every quote and the Expiring Soon filter for follow-up calls.
Into the workshop system The approved work retyped into the job card. A signed quote can update your workshop system or DMS through Zapier or the API.

Built for the way each workshop wins the job

The same quotes, photos, choices and signatures, set up around the work you do.

  • Mechanical & scheduled servicing

    Service quotes split into parts and labour, with findings the customer ticks.

    Service & repair quotes
  • Smash repairers & panel shops

    Itemised panel, paint and parts with damage photos and an authority to repair.

    Smash repair quotes
  • Tyre & wheel shops

    Three tyre options side by side and a deposit to hold the stock.

    Tyre & wheel quotes
  • Auto electricians & 4WD fit-outs

    Fit-out packages, extras to tick and a deposit for parts.

    Fit-outs & auto electrical
  • Fleet maintenance providers

    Per-vehicle plans as repeating charges in a signed agreement.

    Fleet agreements
  • Detailing & paint protection

    Coating packages, before-and-after photos and a booking deposit.

    Detailing quotes
  • Caravan & RV service

    Pre-trip service quotes with the extras a long trip needs.

    Caravan & RV work
  • Dealership service departments

    Approvals on big discounts, locked terms and your DMS through the API.

    DMS integrations

Everything a workshop sends

From the inspection to the signed quote, for workshops, smash repairers, tyre shops, fit-out specialists, detailers and fleet providers.

Automotive quote questions, answered

What is QuoteCloud for automotive services?

QuoteCloud is quoting, proposal and eSignature software for mechanical workshops, smash repairers, tyre shops, auto electricians and 4WD fit-out specialists, detailers, caravan service centres, fleet maintenance providers and dealership service departments. You send service and repair quotes from your own templates, with parts and labour, inspection photos and optional items customers tick, sign and pay a deposit on online.

Can a quote split parts and labour?

Yes. Price tables have section headings with group subtotals, so the scheduled service, each repair and each finding can show parts and labour as separate lines or groups. Labour can be priced per hour and parts per unit from your product catalogue, with tax and the total calculated as the customer ticks. Price tables are on Essentials and above.

Can customers choose recommended and urgent work themselves?

Yes. Put findings in urgent, recommended and can-wait groups as optional rows. You can tick the urgent items as defaults; the customer ticks or unticks the rest on their phone and the total and deposit update as they do. The signed document records exactly what was approved.

Can we include inspection photos and marked-up images?

Yes. Image and gallery blocks put inspection photos in the quote, and the built-in image editor lets you crop, add arrows, circles and text to show the worn part. Image blocks and the image editor are on Starter and above. The ratings and findings are your technician's own content.

Can we take a deposit for parts when the customer signs?

Yes, from the Essentials plan. Set a deposit as a percentage of the total or a fixed amount on the document, and the customer pays through Stripe or PayPal straight after signing; the document is marked Paid. QuoteCloud doesn't set up instalments, recurring billing or payment reminders.

Does QuoteCloud decode VINs or look up parts prices?

No. QuoteCloud doesn't decode VINs or connect to supplier parts catalogues. Vehicle details are typed into the quote by your team, and prices come from your own product catalogue, which you can import and update from a CSV file.

Does QuoteCloud book jobs or send service reminders?

No. QuoteCloud has no booking calendar and doesn't send automatic service reminders. You can bulk send a service offer to a customer list from one template (Essentials and up, volume-based costs) and track who opened and accepted it. A signed quote can create a calendar event or a job in another app through Zapier.

Does QuoteCloud connect to our workshop management system or DMS?

Through Zapier, Make or the QuoteCloud API, from the Essentials plan, where your workshop system or DMS has a connector or an API. There is no native workshop or DMS integration. Xero, QuickBooks Online and Pipedrive are native on Business, or connect through Zapier. Documents created through the API or Zapier carry a per-document fee.

Can smash repairers send quotes to insurers or assessors?

You can email the same quote or its PDF to an assessor and add them as a recipient. QuoteCloud doesn't integrate with insurer or assessor platforms, so claim numbers and assessor notes are typed by your estimator. The owner signs the quote as the authority to repair.

Is there a free trial?

Yes. QuoteCloud has a free plan and a 14-day free trial of Essentials or Business with no credit card required. During the trial QuoteCloud converts one of your existing templates for free on the Essentials, Business and Enterprise plans, and paid plans include a 45-minute training session.

More questions from workshops

Your next service quote, approved from a phone

Free for 14 days. No credit card required.