Every van quoting the same way
One price book and one set of job templates for every technician, roles that decide who can change what, and big discounts approved by the owner before they go out.
- 5/5 on G2
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- Building QuoteCloud since 2013
QuoteCloud gives a trade team one price book, job templates and company blocks. Custom user roles from the Essentials plan decide who can edit prices and templates and who can only quote. On the Business plan, an approval workflow holds quotes with a discount over your limit In Review until the owner approves, and content locking keeps compliance wording fixed.
The users and roles of a fictional five-person trade business, Ridgeline Trade Services: the owner, who edits the price book and approves discounts; the office manager, who manages templates and company blocks and sends agreements; a plumber and an air-con technician, who quote from the van with discounts up to 10%; and an apprentice who sees the jobs he's on. A rule below: a discount over 10% goes In Review with the owner, on the Business plan.
A discount over your limit waits for the owner
Josh offered Tom 12% off the split system to win the job. Your limit for technicians is 10%, so the quote goes In Review instead of out the door. Sam sees it, approves or declines it, and only then can it be sent.
Set the trigger on discount percentage, total value, the creator's role or team, the template or the customer, and choose who approves.
- Discount percentage or total value as the trigger
- Approvers from a role, such as Owner
- Approve or decline, with the log on the quote
Approval workflow: Business plan
Approval workflowDocument workflow
In ReviewTriggered when Discount Percentage greater than 10%
- Sam KerridgeOwnerWaiting
Must be approved before it can be sent.
- Josh Bell added a 12% discount
- Approval request sent to Sam Kerridge
Approval workflow · Business plan
Who does what, in a five-van business
Roles are yours to define. This is how the sample business set them up.
Owner
Edits the price book and the rates, sets the discount rule and approves anything over it.
Office
Builds the job templates and company blocks, sends agreements and follows up quotes.
Technicians
Quote on site from the templates and price book, with photos, options and the customer's signature.
Apprentices
See the quotes they're working on, so they know the scope before they arrive.
One price book, costs kept in the office
Every technician quotes from the same catalogue, at the same rates. Role permissions decide who can add or change items, and product categories can be assigned to teams.
Costs and margins sit beside each item for the people who need them. Customers never see them.
Product catalogue and custom roles: Essentials and up
Price book: call-outs, labour & partsCSV import supplier-prices-oct.csv · 46 parts updated, 2 marked inactive
| Product | Price | Unit | Cost | Margin | Status |
|---|---|---|---|---|---|
| Call-out & first 15 minutesCALL-STD · Call-outs | $95 | per visit | $38 | 60% | Active |
| Licensed electricianLAB-ELEC · Labour | $125 | per hour | $72 | 42% | Active |
| Licensed plumberLAB-PLMB · Labour | $118 | per hour | $69 | 42% | Active |
| After-hours rateLAB-AH · Labour | $185 | per hour | $96 | 48% | Active |
| RCBO safety switchPRT-RCBO · Parts | $68 | each | $41 | 40% | Active |
| Tempering valve, 20 mmPRT-TV20 · Parts | $185 | each | $112 | 39% | Active |
| Hot water install kitKIT-HWS · Kits | $140 | per job | $84 | 40% | Draft |
| Ceramic fuse carrierPRT-FUSE · Parts | $18 | each | $9 | 50% | Inactive |
Cost and margin are for your team only: they never appear in the client's document
Bring the whole team into a trial
Free for 14 days, no credit card required. Try the Business plan to set up discount approvals.
Rolling QuoteCloud out to the vans
A sample order of work for a team of three to ten. Your own pace may differ.
Office first
The owner and office set up the price book, company blocks and the top job templates.
Roles and rules
Create roles for technicians and apprentices, and the discount approval if you're on Business.
One tech, one week
One technician quotes every job in QuoteCloud for a week and notes what's missing.
Fix the templates
Add the parts, options and wording that week turned up.
Every van
Invite the rest of the team; each signs in on their own phone or tablet.
Which plan does a trade team need?
QuoteCloud is priced per user per month. Most trade teams who take deposits choose Essentials or Business; the difference is in the controls.
Prices are in US dollars per user per month; see the pricing page for current plans.
- Essentials (US$39): price tables, the product catalogue, payments, custom user roles, document tracking, Zapier, Make and the API
- Business (US$59): everything in Essentials plus the approval workflow, content locking, Gantt charts, version history and native Xero, QuickBooks and CRM integrations
- Starter (US$14.95) and Free: eSignatures and documents, without price tables or payments
Teams and approvals: questions
Can I stop technicians giving big discounts?
Yes, on the Business plan. Set up an approval workflow triggered when the discount percentage, or the quote's total value, is over your limit. The quote goes In Review and can only be sent after the approvers, such as the owner, approve it. Rejected quotes go back to the technician to update.
Can different team members have different permissions?
Yes. Custom user roles, from the Essentials plan, decide what each person can do, such as editing the product catalogue or the content library, and product categories can be assigned to teams. The owner can keep prices and templates in the office while technicians quote from them.
Do technicians need their own login?
Yes. QuoteCloud is priced per user, and each technician signs in with their own login on their own phone or tablet, so quotes, signatures and activity are recorded against the right person and roles apply to each of them. Customers who sign your quotes never need an account.
Can each team use its own Stripe account?
Yes. Payment settings are set per team in Users & Roles, and each team can connect its own Stripe account. That suits a business with two trading names or separate divisions, such as electrical and plumbing. Payments are included on the Essentials plan and above.
Which plan suits a trade team?
Essentials (US$39 per user per month) covers price tables, the catalogue, payments, roles and Zapier. Business (US$59) adds the approval workflow, content locking and native Xero and QuickBooks integrations. Both start with a 14-day free trial, no credit card.
More for running a trade team
Set-up, content and integrations.
-
QuoteCloud implementation for trade businessesFrom your price list and job templates to the whole team quoting from their phones.Explore
-
Licences, insurances, warranties & safetyYour licence numbers, insurances, warranty terms and safety statements as reusable blocks.Explore
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Price book: call-outs, labour & partsCall-out fees, hourly rates by trade and parts with your margin, added to any quote in a tap.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.
- 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.
- Maintenance & service agreementsService levels, a visit calendar, repeating charges and a clear expiry date, signed once.
- Job management & accounting integrationsWon quotes into ServiceM8 or simPRO through Zapier, and into Xero or QuickBooks.
- Job templates for tradesSwitchboard upgrades, hot water replacements, split-system installs: priced once, reused every time.
- FAQQuestions trades ask about quoting on site, deposits, agreements, integrations and plans.
The same price from every van
Free for 14 days. No credit card required.