Getting started with QuoteCloud

Security & fire templates for reports, quotes and agreements

Real QuoteCloud templates for installation quotes, network and camera proposals, service agreements and handover sign-off, ready for your report blocks and price book.

QuoteCloud's template library has electrical services quotes, network installation proposals, service-level and service delivery agreements, a project acceptance form and bid proposals that security and fire contractors start from. Add your results and defect blocks, device-count sheet and price book; one template conversion is free during the trial.

Last reviewed by the QuoteCloud team

Four sample documents from the fictional Harrowfield Fire & Security behind index tabs, taking turns at the front, each started from a template: the cover of a six-monthly inspection and test report for Calder House; a defect rectification quote with the visit and four optional defect lines; the cover of a CCTV, alarm and access control proposal for Penrose Cold Stores; and a monitoring agreement's three monitoring tiers.

Real QuoteCloud templates to start from

None of these is made only for fire or security work, and that's fine: each is a close starting point for an installation quote, a network and camera proposal, a service agreement or a handover sign-off. Open one, then add the blocks below.

All QuoteCloud templates

Add your report blocks to any template

A test report template needs more than a letterhead. Add a results table by system and a defect list with each device's id, location, finding and severity, then a photo marked up on site and the two signatures.

Once those blocks are in the template, every technician's report reads the same way, whether it was typed up, created by your inspection app or drafted by your AI assistant. The results and any certification under the standard that applies to the site stay your licensed technicians'.

  • Results by system and a defect list
  • Photos marked up in the image editor
  • Technician and building manager signatures
Inspection & test reports
Harrowfield Fire & SecurityInspection & test report HF-TR-2611 Blocks added to a template · sample data

Results by system 186 devices inspected and tested on Tue 14 Oct 2026

SystemResultTestedPassedDefects
Fire detection & alarm 86 85 1
Emergency & exit lighting 34 33 1
Extinguishers & hose reels 22 21 1
CCTV cameras 18 17 1
Access control & intruder alarm 26 26 Pass
All systems1861824

Results recorded on site by Adaeze Nwosu in Harrowfield's inspection app. Harrowfield's licensed technicians test and certify; QuoteCloud presents the report.

Defects found 4 found

  1. SD-L3-07 Smoke detector · Level 3, open officeNo response to test smoke Critical
  2. EL-S2-04 Emergency light · Stair 2, Level 4Battery failed the 90-min discharge at 52 min Critical
  3. FE-L2-03 Extinguisher, 4.5 kg · Level 2 corridorGauge in the red, past its service date Critical
  4. CAM-B1-06 Dome camera · Basement car parkHousing cracked, image blurred Non-critical

Quoted for approval in HF-DQ-2611

Agreement templates with the charges and terms built in

Start from the Service-Level or Service Delivery Agreement template and add your monitoring tiers, the repeating charges with their term, the visit calendar and your terms.

Lock the terms on the Business plan so nobody edits a clause by accident, and keep the monitoring tiers and service lines in a content library so every agreement uses the same wording.

  • Repeating charges with a term, invoiced by you
  • Content libraries: Essentials and up
  • Content locking: Business plan
Monitoring & service agreements
Harrowfield Fire & SecurityMonitoring & service agreement HF-MA-0207 Sample · fictional business

Monitoring & scheduled services

ServiceHow oftenPer month
Monitoring: alarm + video verification24/7$129.00
CCTV & access control service, 2 visitsEvery 6 months$58.00
Fire detection & equipment inspectionEvery 6 months$64.00
Camera & recorder health checksMonthly, remote$24.00
Monthly
$275.00
Term
24 months · $6,600
  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. MonitoringStarts once the alarm and cameras are connected and tested with the monitoring centre.
  2. DefectsFound at a visit, they are quoted separately and fixed once you approve them.
  3. InvoicesHarrowfield invoices the charges above monthly; this agreement doesn't take payment.
  4. ExpiryThe agreement ends on 31 Oct 2028. A renewal is a new agreement for you to sign.

Six things to set up in every template

Do this once, and every report, quote and agreement your team sends starts right.

  • Your price book

    Defect fixes, devices, labour and visits as products, so lines come in priced.

    Defect quotes
  • Your device-count sheet

    A Spreadsheet block whose cells set the equipment lines' descriptions and unit prices. Essentials and up.

    Device calculators
  • Data items

    The site name, address, building manager and device numbers, filled in for each document.

  • Content libraries

    Scope wording, system descriptions and exclusions you reuse, on Essentials and up.

  • Locked blocks

    Terms and licence details that technicians can't change, with content locking on Business.

  • Approval rules

    Total value or discount triggers, so big quotes from any template wait for approval (Business).

    Approvals

Send us your report and we'll convert it

Free for 14 days, no credit card required. One template conversion is free during the trial on Essentials, Business and Enterprise.

From a template to your standard document

How a security and fire contractor turns a QuoteCloud template into the one every technician uses.

  1. Pick the closest template

    An electrical services quote, a network installation proposal or a service agreement.

  2. Brand it

    Your logo, colours, licence details and contact block on every page.

  3. Add your blocks

    Results and defects for reports, the device sheet for proposals, tiers and charges for agreements.

  4. Connect the price book

    Products and fixes from your price book, with costs and margins kept from the client.

  5. Lock and share

    Lock the clauses (Business) and make it the template your team starts from.

Template questions

Does QuoteCloud have fire or security specific templates?

Not yet. The closest real templates are electrical services quotes, network installation proposals, service-level and service delivery agreements, a service contract, a project customer acceptance form and a bid proposal. Security and fire contractors start from one of these and add their own results, defect and pricing blocks.

Can you convert my existing inspection report or quote into a template?

Yes. One template conversion is free during the trial on the Essentials, Business and Enterprise plans: send us your current report, quote or agreement and we rebuild it as a QuoteCloud template. More conversions are available as a paid professional service.

Can I stop technicians changing the terms in a template?

Yes, on the Business plan. Content locking stops a block such as your terms, licence details or exclusions from being edited in documents made from the template. Technicians still fill in the site details, results and price lines.

Can I bring my device-count spreadsheet into a template?

Yes. Import your .xlsx into a Spreadsheet block, on Essentials and up. It works like Google Sheets, with formulas and tabs, and any cell can be connected to a price line's description and unit price, so the proposal prices itself from the counts. Quantities stay on the price line as usual.

Does a template make my report a compliance certificate?

No. A template sets out your report's layout and wording. The testing, the results and any certification under the standard that applies to the site are your licensed technicians'; QuoteCloud presents the document, tracks it and collects the signatures.

More questions from security & fire contractors

Everything a security & fire business sends

Every document type, and the page that shows it working.

One template, every technician, the same report

Free for 14 days. No credit card required.