Your price list, once
Labour and materials with your own rates. A quote becomes picking lines, not retyping last time's document.
TEMPLATES / BUILDERS & TRADES
Turn a site visit into a priced quote before you leave, then track which quotes turned into paid work.
Send the quote the same day instead of a week later.
01 What you get
Labour and materials with your own rates. A quote becomes picking lines, not retyping last time's document.
On a phone, in front of the customer, while they are still interested — instead of on Sunday evening.
What stage each one is at, what was agreed, what changed since, and what is still unpaid.
Quotes with no answer come back to the top of the list instead of disappearing into a sent folder.
02 Who it is for
Builders, electricians, plumbers, installers and renovation firms quoting several jobs a week.
AND THEN YOU CHANGE IT
No two businesses in the same trade work identically, so the template is a starting point rather than a finished product. You describe how yours differs — the extra field, the different rule, the report someone asks for every month — and it is adapted. That keeps happening for as long as you use it.
03 Other starting points
What each car came in for, what was actually done, and what it needed last time — by registration plate.
Who is at which site today, whether they arrived, and what the contract says has to be done there.
What is out, what is back, what is booked next week, and whose deposit you are still holding.
Close, but not quite your business? That is normal — the templates are a head start, not a catalogue. Tell us what you do →