12 resources
Quotes & Payments
The paperwork around a job decides how smoothly you get paid: a clear quote, a scope that says what is and is not included, changes agreed in writing, and an invoice that leaves no doubt about the amount due.
Build quotes, proposals, invoices and receipts as PDFs, use the scope, change-order and site-visit templates, and follow up quotes and late payments politely with ready-to-edit messages and an unpaid-invoice tracker.
12 resources in Quotes & Payments
- Payment Reminder TemplatesPolite emails and texts for six late-payment situations. Fill in, edit and copy.TemplateYou get: Copyable textOpen templates
- Quote & Estimate BuilderCreate an itemised PDF quote or estimate to send to a customer.Document builderYou get: PDFOpen quote builder
- Scope of Work TemplatesSet out what a job does and does not include, in short and detailed versions.TemplateYou get: Word · PDFDownload templates
- Change Order TemplateRecord added or removed work, the price difference and new dates, with a decision record. Word and PDF.TemplateYou get: Word · PDFDownload template
- Client Intake & Discovery PackA client intake questionnaire and a discovery-call worksheet, with examples.TemplateYou get: Word · PDFDownload templates
- Customer Statement of AccountShow a customer their invoices, payments and credits in date order, and the balance owed.SpreadsheetDownload spreadsheet
- Invoice GeneratorCreate an itemised invoice PDF that shows payments received and the amount due.Document builderYou get: PDFOpen invoice generator
- Payment Receipt GeneratorCreate a receipt PDF for a payment received, including part payments.Document builderYou get: PDFOpen receipt generator
- Quote Follow-up TemplatesPolite emails and texts for following up a quote you have sent.TemplateYou get: Copyable textOpen templates
- Service Proposal BuilderTurn your notes into a service proposal, as a PDF and an editable Word file.Document builderYou get: PDF · WordOpen proposal builder
- Site Visit & Measurement FormRecord measurements, conditions, access and photos on a site visit before you quote.TemplateYou get: Word · PDFDownload form
- Unpaid Invoice TrackerTrack outstanding invoices, partial payments, ageing and follow-ups due.SpreadsheetDownload spreadsheet
Also useful for quotes & payments
Filed under another task, but often used alongside the resources above.
- Pricing & ProfitJob / Service Pricing CalculatorPrice a job from its labour, materials and other costs at the margin you want.CalculatorYou get: Copyable textOpen calculator
- Running Your BusinessCommercial Cleaning Walkthrough & Inspection PackA pre-quote walkthrough form and a post-clean inspection checklist.TemplateYou get: Word · PDFDownload forms
- Marketing & SalesSales Enquiry & Follow-up TrackerTrack enquiries, follow-ups due and overdue, and what you won or lost.SpreadsheetDownload spreadsheet
Other tasks
- Pricing & ProfitSet a price that covers your costs, check the margin and see what each job really made.
- Money & Cash FlowTrack income and spending, forecast cash, budget the year and produce your financial statements.
- Marketing & SalesPlan a marketing budget, measure ads and campaigns, and follow up every enquiry.
- Website & SEOWork out what your website and SEO must deliver, and plan the content to get there.
- Customers & ReviewsWelcome new clients, handle complaints, ask for reviews and know what a customer is worth.
- Running Your BusinessSuppliers and stock, jobs and procedures, staff and hiring, and planning the business.
By type of business
- Home Services & Trades
- Beauty & Wellness
- Freelancers & Consultants
- Agencies & Professional Services
- Shops & Ecommerce
- Food & Hospitality