Electrical Quoting & Invoice Template
Built for estimating, quoting, and producing clean invoices without extra software.
Includes: Quote, Change Order, Invoice + printouts
$89 USD • Digital download
Trade-specific quoting, invoicing, and job tracking templates for contractors
in the USA & Canada.
Trades-ready quoting & invoice, scheduling templates built for the field and the office.
USA & Canada ready.
Quotes and invoices are fully translated (English / Spanish / French).
Works offline. One-time purchase.
Independent of accounting and bookkeeping software.
Who Trades to Business Is For
This is for you if
- • You’re losing time to rework, handwritten notes, and copy/paste chaos
- • You need clean paperwork (quote → invoice → schedule → closeout) without subscriptions
- • You manage jobs across multiple categories and want one consistent workflow
- • You need field-ready templates that work offline (jobsite + office)
- • You want better control without changing your accounting/bookkeeping setup
Built for real trade work
- • Built as a practical back-office system for owner-operators
- • Covers quoting, change orders, invoicing, scheduling, job tracking, and safety paperwork
- • Works fully offline after download — files stay on your computer
- • One-time purchase — no logins, no subscriptions, no vendor lock-in
- • Designed to run alongside any accounting/bookkeeping software you already use
Quoting & Invoice Templates
Professional quoting, invoicing, and change order templates built for real trade work — without extra software.
Quotes, invoices, and change orders are handled in the same file.
Trade-specific files include fully customizable material lists that you control.
Plumbing Quoting & Invoice Template
Fast quotes and clean invoices for service calls and larger jobs.
Includes: Quote, Change Order, Invoice + printouts
$89 USD • Digital download
HVAC Quoting & Invoice Template
Structured quoting and invoices for installs, repairs, and maintenance.
Includes: Quote, Change Order, Invoice + printouts
$89 USD • Digital download
Drywall & Taping Quoting & Invoice Template
Quote rooms and scopes cleanly, then produce a professional invoice.
Includes: Quote, Change Order, Invoice + printouts
$89 USD • Digital download
Painting Quoting & Invoice Template
Clean estimate structure for prep, materials, labor, and invoicing.
Includes: Quote, Change Order, Invoice + printouts
$89 USD • Digital download
Flooring Quoting & Invoice Template
Quote materials and labor fast, then print a clean invoice.
Includes: Quote, Change Order, Invoice + printouts
$89 USD • Digital download
Concrete Quoting & Invoice Template
Clean estimating, quoting, and invoicing for pours, formwork, and finishing scopes.
Includes: Quote, Change Order, Invoice + printouts
$89 USD • Digital download
Landscaping Quoting & Invoice Template
Quote jobs clearly by scope and produce an invoice that looks professional.
Includes: Quote, Change Order, Invoice + printouts
$89 USD • Digital download
Roofing Quoting & Invoice Template
Organized quoting and invoicing for repairs and full replacements.
Includes: Quote, Change Order, Invoice + printouts
$89 USD • Digital download
Handyman / General Repair Quoting & Invoice Template
Simple quoting structure that stays professional across mixed scopes.
Includes: Quote, Change Order, Invoice + printouts
$89 USD • Digital download
Universal trade template
A fully customizable starting point for any trade or specialty.
Includes: Quote, Change Order, Invoice + printouts
$89 USD • Digital download
Scheduling Templates
Excel-based scheduling templates for trades and contractors.
Use standalone or alongside Quoting & Invoice Templates.
Designed for daily work planning and project execution.
Job Scheduling Template
Plan single or multiple jobs, gantt chart with completion status, clean view.
Includes: Calendar view + daily plan
$69 USD • Digital download
Crew / Labor Scheduling Template
Assign crews and track availability without extra tools.
Includes: Calendar view + daily plan
$69 USD • Digital download
Management Tools
Job Management & Performance Tracker
Track jobs from quote through completion — without affecting your accounting software.
Includes: Job tracking, hours, crews, materials used, lessons learned, performance review
$149 USD • Digital download
What this tool does
- • Starts from your accepted quote
- • Tracks actual hours, crews, and materials used
- • Compares planned vs actual job performance
- • Captures lessons learned for future quotes
- • Supports job-level performance and profit review
- • Works offline alongside your quoting templates
- • Does not replace accounting or bookkeeping software
Safety Templates
One workbook built for field-ready safety documentation.
JHA (Job Hazard Analysis), Toolbox Talks (90 topics), Hazard ID + action tracking.
Works offline. One-time purchase.
Safety Workbook (JHA + Toolbox Talks + Hazard ID)
A single Excel workbook with prebuilt tabs for jobsite safety planning, daily talks, and hazard tracking.
Includes: JHA + Toolbox Talks (90 topics) + Hazard ID tracker
$149 USD • Digital download
Video Demonstrations
See how the templates work in real jobs, from inputs to print-ready output.
Quote & Invoice — English
Quote & Invoice — Spanish
Scheduling
FAQ
Does this work offline?
Yes. Once downloaded, the templates run offline on your laptop — jobsite or office.
Is this accounting or bookkeeping software?
No. These are quoting and invoicing templates. Use any accounting system you prefer — or none.
Do I need a Microsoft 365 (Excel) account to use these files?
Yes. An active Microsoft 365 account is required to use these products.
How it works
1) Choose a template
Pick the trade template you need (or the universal trade template).
2) Download and use offline
Run it on your laptop — jobsite or office. One-time purchase. No subscriptions.
3) Quote and invoice cleanly
Produce professional quotes and invoices with a workflow designed for trades.