Licences, warranties and safety in every quote
Write your licence numbers, insurances, warranty terms and safety statements once, as company blocks, and every quote and agreement carries the current wording.
- 5/5 on G2
- 4.2 on Capterra
- Building QuoteCloud since 2013
In QuoteCloud your licence numbers, insurance details, workmanship warranty and safety statements live in the content library as company blocks you drop into any quote or agreement, or build into your job templates. On the Business plan you can lock them so technicians use them but can't edit them. QuoteCloud does not check or verify licences or insurance.
A sample switchboard upgrade quote from a fictional business, Ridgeline Trade Services, behind a panel listing the company blocks it contains, ticking off one by one: electrical contractor licence, plumbing licence, public liability and workers compensation, and the workmanship warranty (each a locked block), then a safety statement and terms of trade.
One company block with every number
Licence numbers, your insurer's policy numbers, the warranty you give and how you keep a site safe, written once by the office in one block. Every quote that uses it shows the same, current details.
On the Business plan, lock it. Technicians can add the block to a quote, but nobody can change a licence number on site.
- Licences for each trade you hold
- Public liability and workers compensation
- Workmanship warranty and safety in brief
Content library: Essentials and up · Content locking: Business
Content lockingLicences, insurance & warranty Company block
Locked company block- Electrical contractor licenceEC 304918Sample number · fictional business
- Plumbing licencePL 77215Sample number · fictional business
- Public liability$20 millionPolicy PL-48120
- Workers compensationPolicy WC-52031Every employee on site
- Workmanship warranty12 months on labourParts carry the maker's warranty
- SafetyMethod statement for electrical workPower isolated and tagged before work starts
Sample details for a fictional business. Written once by the office and locked, so every quote carries the same current wording.
Every quote assembled from approved blocks
The compliance wording, the scope for each common job and your terms sit in the content library. A switchboard quote picks up the blocks it needs, in order.
- Licences & insuranceCompany block Locked
- Workmanship warranty12 months on labour Locked
- Electrical safety statementIsolation, testing, method statement
- Terms of tradePayment, access, variations Locked
- Switchboard scopeWhat's included and excluded
- Hot water scopeWhat's included and excluded
- Compliance certificate samplePDF
- 1CoverBen & Aisha Morrow · valid 14 days
- 2What we foundMarked-up photo of the old board
- 3Scope From library
- 4Options and priceFrom the switchboard job template
- 5Safety on site From library
- 6Licences & insurance Locked block
- 7Workmanship warranty Locked block
- 8Terms of trade Locked block
- 9Sign and pay the depositBoth owners sign
Write it once
Save compliance wording and job scopes as content library blocks, in Company content so the whole team can use them.
Content library: Essentials and up
Lock what must not change
Locked blocks can be added to any quote but not edited; only admins or permitted roles unlock them.
Content locking: Business
Or build them into templates
Put the blocks straight into your job templates so every new quote starts with them.
Warranty terms the customer signs
Spell out the workmanship warranty in the quote: what it covers, how long, what it doesn't and how to make a claim. When the customer signs the quote, they've signed to those terms.
Selling a longer labour warranty? Add it as an optional row in the price table, beside the warranty block that describes it.
eSignatures: every plan
Add-ons and optionsWorkmanship warranty
- What it coversFaults in our workmanship on the work in this quote.
- PartsNew parts carry the maker's warranty, which we register for you.
- Not coveredDamage from storms, power surges or work by others.
- Making a claimCall or email us with your quote number and we'll book a visit.
Accept, sign and pay the deposit
Aisha Morrow · Homeowner
Signed online · 15 Oct, 7:48 pm
Deposit to book (20%)
$544.28
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
Good to know
What QuoteCloud does with your compliance content, and what it leaves to you.
Your numbers, your wording
Licence and policy numbers are content you enter. QuoteCloud does not check or verify licences or insurance.
Update when a policy renews
Edit the block in your library when your insurance renews and use the updated block in quotes from then on.
Certificates as PDFs
Upload certificates and sample compliance documents to your library as PDFs or images and add them where a customer needs them.
Safety in plain words
A short statement of how you isolate, test and leave a site safe, so the customer knows before you start.
Roles decide who edits
Role permissions control who can create, change or delete library content (Essentials and up).
Signed with the quote
Terms and warranty in the document are signed with it, with an audit trail and a certificate of authenticity.
Set up your company blocks in a trial
Free for 14 days, no credit card required. Lock them when you're on Business.
Compliance content: questions
Can I put my licence number and insurance on every quote?
Yes. Save your licence numbers, insurance policy details, warranty and safety wording as a block in the content library, then add it to any quote or agreement, or build it into your job templates. The content library is on Essentials and above.
Can I stop technicians editing the compliance wording?
Yes, on the Business plan. Lock the block in the content library: technicians can still drag it into quotes and agreements, but it stays non-editable there, and only admins or users with the right permissions can unlock it. Unlocked blocks remain editable in each document.
Does QuoteCloud verify licences or insurance?
No. Licence and policy numbers are content you enter and keep up to date. QuoteCloud shows them in your documents exactly as written; it does not check them with any licensing body or insurer. Update the block in your library whenever a licence or policy renews.
How do I include warranty terms in a quote?
Write your workmanship warranty as a text block covering what it covers, for how long, what isn't covered and how to claim, and save it to your library. Add it to quotes or templates; when the customer signs the quote, they sign to the terms in it. An extended warranty can be an optional row in the price table.
Can I attach certificates or safety documents?
Yes. Upload PDFs and images to your content library, in a folder for compliance documents, then add them to a quote or agreement where a customer needs them, for example a sample compliance certificate or a summary of your safety method statement.
More for running a trade business
Templates, agreements and the team.
-
Job templates for tradesSwitchboard upgrades, hot water replacements, split-system installs: priced once, reused every time.Explore
-
Maintenance & service agreementsService levels, a visit calendar, repeating charges and a clear expiry date, signed once.Explore
-
Teams, roles & discount approvalsOne price book for every van, roles for the office and techs, and approvals for big discounts.Explore
- Quoting on site from a phone or tabletPhotos, a job template and the price, built in the browser while the customer is standing there.
- Good, better, best optionsThree ways to do the job in one quote. The customer picks one and the total follows.
- Price book: call-outs, labour & partsCall-out fees, hourly rates by trade and parts with your margin, added to any quote in a tap.
- Quote tracking & follow-upSee who opened which quote, what they looked at and which quotes are about to expire.
- Signed and deposit paid on the spotThe customer signs with a finger and pays the deposit by card or PayPal before you leave.
- Job management & accounting integrationsWon quotes into ServiceM8 or simPRO through Zapier, and into Xero or QuickBooks.
- QuoteCloud implementation for trade businessesFrom your price list and job templates to the whole team quoting from their phones.
- FAQQuestions trades ask about quoting on site, deposits, agreements, integrations and plans.
The right numbers on every quote
Free for 14 days. No credit card required.