Job templates for the work you quote every week
Save each everyday job with its labour, parts, options and wording, so a quote on site starts priced and only needs the customer's details and photos.
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A job template in QuoteCloud is a saved quote for work you do often, such as a switchboard upgrade, a hot water replacement or a split-system install: the scope, price table with labour, parts and options, deposit, warranty and terms already in place. Start from a QuoteCloud trade template or your own; one is converted free in your trial.
Four job templates from a fictional business, Ridgeline Trade Services, behind index tabs that take turns at the front: a hot water replacement, a switchboard upgrade and a split-system install, each a price table of call-out, labour, the chosen option, parts and add-ons, and a café service plan listing monthly charges for air-con servicing, safety switch testing, test and tag and a backflow test.
Four templates that cover most weeks
Each card is one saved template from the sample business, read from its price table. On site, only the quantities, photos and customer change.
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Job template
Hot water replacement
Three systems as options, plumber and electrician hours, the parts every install needs, and add-ons.
- Call-out & labour
- $633
- Your new system option
- $3,480
- Parts
- $385
Default total inc. Tax$5,079.80
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Job template
Switchboard upgrade
Three levels of upgrade, electrician and apprentice hours, testing and the certificate, and smoke alarms as an extra.
- Call-out & labour
- $1,235
- Switchboard option
- $1,059
- Testing & paperwork
- $180
Default total inc. Tax$2,721.40
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Job template
Split-system install
Three sizes for the room, a standard install and its own circuit, and extra pipe priced per metre.
- Your system option
- $1,590
- Installation
- $940
Default total inc. Tax$3,069.00
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Agreement template
Café maintenance, 12 months
Service levels, the monthly charges for each service, a visit calendar and a 12-month term.
- Air-con service, 3 split systemsQuarterly
- $110/mo
- Safety switch testingEvery 6 months
- $30/mo
- Test & tag, kitchen appliancesEvery 6 months
- $40/mo
- Backflow prevention testYearly
- $25/mo
Monthly + tax$205.00
Maintenance & service agreements
Sample prices for a fictional business, ex tax on each line, with tax in the totals.
Start from a real QuoteCloud template
Templates from QuoteCloud's library for electrical, plumbing, HVAC, solar, roofing and repair work. Open one, add your logo, rates and terms, then save your own job templates from it.
- Quote template Electrical Services Quote Accurate quotes for electricians and electrical contractors: scope, labour and materials. View template
- Proposal template Electrical Services Template Installation, repair or inspection work, with service scope, rates and compliance. View template
- Quote template Plumbing Quote Template A clear scope, itemised pricing, payment methods, warranty notes and a signature. View template
- Contract template Plumbing Contract Template Service terms, responsibilities, payment, variations, cancellations and warranty. View template
- Proposal template HVAC Proposal Template Services, equipment specifications, cost estimates and payment terms for heating and cooling. View template
- Agreement template HVAC Maintenance Agreement Template Routine inspections, seasonal tune-ups, pricing and scheduling for HVAC maintenance. View template
- Quote template Solar Quote Template Professional solar installation quotes for installers, contractors and energy consultants. View template
- Proposal template Roofing Proposal Template Detailed cost estimates for roof replacements and repairs. View template
- Contract template Home Repair Contract Template Minor renovations, fixes and maintenance agreed with homeowners, for contractors and handymen. View template
Save the price table, not just the document
The part of a template that saves the most time is the price table: the right labour lines, the parts every job needs and the options in a single-choice group, all from your price book.
Save a finished table to your content library and drop it into any quote, or keep it inside the job template. Review it when your price book changes.
- Price tables saved as content library blocks
- Options and add-ons kept with the table
- Deposit set once in the template
Price tables and content library: Essentials and up
Price book: call-outs, labour & partsChoose your upgrade
Your quote
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Call-out & labour | $1,235 | ||
Call-out & inspectionBoard and wiring check
|
1 visit | $95 | $95.00 |
Licensed electricianRemove old board, install and connect
|
6 hr | $125 | $750.00 |
ApprenticeSecond pair of hands
|
6 hr | $65 | $390.00 |
| Switchboard | |||
New switchboardThe option you choose above
|
1 ea | $1,059 | $1,059.00 |
| Testing & paperwork | $180 | ||
Test every circuitWith a certificate of compliance
|
1 lot | $180 | $180.00 |
| Add-ons Tick to add | |||
| 1 ea | $240 | $240.00 | |
| 3 ea | $120 | $360.00 | |
- Subtotal
- $2,474.00
- Tax (10%)
- $247.40
- Total
- $2,721.40
- Plus, monthly
- $0.00/mo
- Deposit to book (20%)
- $544.28
Scope wording you never retype
What's included, what isn't, how long the water is off and what the warranty covers. Written once in the template, it's in every quote for that job, and the customer's questions arrive as comments beside it.
Licences, warranties & safetyScope & what's included
- Hot water off for about four hours on install day.
- Includes the tempering valve and a compliance certificate on completion.
- Excludes changes to the meter box or tariff.
- 12-month workmanship warranty on all labour.
Hannah WhitfieldCan you take the old unit away?
Mia, RidgelineYes, removal and disposal is in the parts.
Send us your current quote
Free for 14 days, no credit card required. During the trial QuoteCloud converts one of your existing templates for free (Essentials, Business and Enterprise).
Make a job template in five steps
Start from a quote you've already sent for the job, or from one of the templates above.
Pick the job
Choose work you quote every week, such as a hot water replacement.
Write the scope
What's included and excluded, timing and warranty, in plain words.
Build the price table
Call-out, labour and parts from your price book, options and add-ons.
Set the deposit
A percentage or fixed amount, with Stripe or PayPal connected.
Save it as a template
Add your company blocks and save it for the whole team.
Job templates
Price the job once. Quote it every week.
A template holds the thinking you'd otherwise redo in every driveway: the labour, the parts, the options and the words.
Job templates: questions
Are there quote templates for electricians and plumbers?
Yes. QuoteCloud's template library includes an Electrical Services Quote, an Electrical Services proposal template, a Plumbing Quote Template and a Plumbing Contract Template, plus HVAC, solar, roofing and home repair templates. Open one, add your logo, rates and terms, and save it as your own.
What is a job template?
A job template is a saved quote for work you do often, such as a switchboard upgrade or a split-system install, with the scope, the price table of labour, parts and options, the deposit, your company blocks and terms already in place. Each new quote for that job starts from it.
Can QuoteCloud convert my existing quote template?
Yes. During the trial QuoteCloud converts one of your existing document templates for free on the Essentials, Business and Enterprise plans, so your first job template looks like the quote you already send. More conversions are available as a paid add-on, billed per template.
How do I keep template prices current?
Keep your rates and parts in the product catalogue and build templates from catalogue items. When prices change, update the catalogue, for example with a supplier CSV import, and review the price tables in your job templates so new quotes start from current prices.
Can the whole team use the same templates?
Yes. Templates and Company content in the content library are shared across your account, and role permissions decide who can create or change them. Technicians quote from the same templates and price book the office maintains, so every van sends the same scope and prices.
Where templates are used
In every quote, option and agreement.
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Quoting on site from a phone or tabletPhotos, a job template and the price, built in the browser while the customer is standing there.Explore
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Good, better, best optionsThree ways to do the job in one quote. The customer picks one and the total follows.Explore
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Maintenance & service agreementsService levels, a visit calendar, repeating charges and a clear expiry date, signed once.Explore
- 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.
- Licences, insurances, warranties & safetyYour licence numbers, insurances, warranty terms and safety statements as reusable blocks.
- Teams, roles & discount approvalsOne price book for every van, roles for the office and techs, and approvals for big discounts.
- 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.
Your best quote, every time
Free for 14 days. No credit card required.