Document templates that automate and elevate

This quote template is perfect for showing prebuild pricing, including default labour.

How it works:

If you use standard prebuilds, the labour is shown separately on your Parts & Labour > Billable tab. This quote form pulls the material and labour prices together for the quote presentation, showing the total prebuild or catalogue item unit price, including the cost of the estimated labour. This makes maintaining your prebuild pricing much easier, as you can simply update your system labour defaults without having to update each prebuild.

If the total labour allowed in the cost centre does not match the estimated time in your prebuilds and catalogue items, an additional 'labour' line is added to represent the difference, ensuring your totals always add up.

With neutral branding and colours, it's a great starting point to make it your own. 

Equally suitable for service or project quotes, this template features an online acceptance function, terms and conditions page, and full subtotals for cost centres and sections. 

If there are no billable items in a cost centre, the parts and labour table won't show at all, meaning you can use non-billable cost centre descriptions to insert extra information such as inclusions and exclusions. 

If applicable, STCs, discounts and salesperson information will display on the quote. If these are not used, those fields will be invisible.

This quote template is perfect for showing line item pricing, including default labour.

How it works:

If you use standard prebuilds, the labour is shown separately on your Parts & Labour > Billable tab. This quote template pulls the material and labour prices together for the quote presentation, showing the total prebuild or catalogue item unit price, including the cost of the estimated labour. This makes maintaining your prebuild pricing much easier, as you can simply update your system labour defaults without having to update each prebuild.

If the total labour allowed in the cost centre does not match the estimated time in your prebuilds and catalogue items, an additional 'labour' line is added to represent the difference, ensuring your totals always add up.

With neutral branding and colours, it's a great starting point to make it your own. 

Equally suitable for service or project quotes, this template features an online acceptance function, terms and conditions page, and full subtotals for cost centres and sections. 

If there are no billable items in a cost centre, the parts and labour table won't show at all, meaning you can use non-billable cost centre descriptions to insert extra information such as inclusions and exclusions. 

If applicable, STCs, discounts and salesperson information will display on the quote. If these are not used, those fields will be invisible.

This service report is perfect for showing your customers a summary the result of your asset servicing, whether they be air conditioners, fire extinguishers, generators, cool rooms or any other piece of equipment that requires inspections, service and repairs. 

This report is a high level summary, without individual test readings, photos, or notes. When there are many assets onsite (e.g. emergency exit lights), a summary report is more legible and doesn't burden the customer down in unnnecessary details. 

Specific test readings and failure details can be provided using a separate report or quote.

This form is a neutral theme, in black and white and Arial font, ready to have your own branding, them and colours applied. 

This service report is perfect for showing your customers the result of your asset servicing, whether they be air conditioners, fire extinguishers, generators, cool rooms or any other piece of equipment that requires inspections, service and repairs. 

A detailed test report shows professionalism and transparency, helping to build trust. In the case of a pass, the customer knows that the inspection was thorough and completed. If the asset fails, a detailed report helps the customer understand why repair or replacement might be justified.  

The first page shows a summary of all assets serviced on the job, grouped by asset type.  Passes and Fails are colour-coded green and red so the customer can easily scan the results. 

The next section shows the full asset inspection details, for failed assets only, including:

• Asset custom fields (up to the first 12)
• All test readings
• Test notes
• Colour-coded test results
• Highlighted failure points with the relevant standards and severity
• Asset test photos

There is a page break between each asset, although these can be easily removed if desired. 

This form is a neutral theme, in black and white and Arial font, ready to have your own branding, theme and colours applied. 

This template lists the total amounts for each type of line item. It does not show quantities and unit prices. 

Like most Pro Suite invoice templates, this one is built to be as versatile as possible, to save you having to switch templates for different scenarios. It can be used for all invoice types, including : 

• Tax Invoice
• Deposit Invoice
• Progress Claim (claim per item and claim per cost centre)
• Request for Claim

The template includes a page break between the cost centre tables and the invoice summary, saving you from manually having to add page breaks when the totals spills across a page. 

If the invoice is a progress claim, the final page will show a full claim summary, with the cost centre totals, the current claim amount, and the amounts claimed to date. It will also show a retention table where applicable, making it perfect for project jobs. If it is not a progress claim, the claim summary will not show.

This form is a neutral theme, ready for you to add your choice of fonts, colours and styling.

This template lists all parts and labour quantities, unit prices, and total prices. If your parts (catalogue items or prebuilds) have images they will be shown under the part name.

Item prices and cost centre totals are shown ex tax, with a tax breakdown at the end.

Works With All Invoice Types

Like most Pro Suite invoice templates, this one is built to be as versatile as possible, to save you having to switch templates for different scenarios. It can be used for all invoice types, including : 

• Tax Invoice
• Deposit Invoice
• Progress Claim (claim per item and claim per cost centre)
• Request for Claim

No Page Break Issues

The template includes a page break between the cost centre tables and the invoice summary, saving you from manually having to add page breaks when the totals spills across a page. 

Progress Claim Summary Included

If the invoice is a deposit, progress claim, or request for claim, the final page will show a full claim summary, with the cost centre totals, the current claim amount, and the amounts claimed to date. It will also show a retention summary table where applicable, making it perfect for project jobs. 

Theme

This form is a neutral theme, ready for you to add your choice of fonts, colours and styling.

This template lists all parts and labour quantities, unit prices, and total prices. 

Like most Pro Suite invoice templates, this one is built to be as versatile as possible, to save you having to switch templates for different scenarios. It can be used for all invoice types, including : 

• Tax Invoice
• Deposit Invoice
• Progress Claim (claim per item and claim per cost centre)
• Request for Claim

The template includes a page break between the cost centre tables and the invoice summary, saving you from manually having to add page breaks when the totals spills across a page. 

If the invoice is a progress claim, the final page will show a full claim summary, with the cost centre totals, the current claim amount, and the amounts claimed to date. It will also show a retention table where applicable, making it perfect for project jobs. 

This form is a neutral theme, ready for you to add your choice of fonts, colours and styling.

Overview

This template lists the total quantities for each type of line item. If you are claiming per item, it will show the quantities claimed. If you are not claiming per item it will show the total quantities for each cost centre, then display claim amounts underneath.

Highly Versatile

Like most Pro Suite invoice templates, this one is built to be as versatile as possible, to save you having to switch templates for different scenarios. It can be used for all invoice types, including : 

• Tax Invoice
• Deposit Invoice
• Progress Claim 
• Request for Claim

No Page Break Issues

The template includes a page break between the cost centre tables and the invoice summary, saving you from manually having to add page breaks when the totals spills across a page. 

Assets Listed

The invoice also lists the job assets under each cost centre. This table can be removed if not required.

Claim Breakdown for Progress Claims

If the invoice is a progress claim, the final page will show a full claim summary, with the cost centre totals, the current claim amount, and the amounts claimed to date. It will also show a retention table where applicable, making it perfect for project jobs. If it is not a progress claim, the claim summary will not show.

This form is a neutral theme, ready for you to add your choice of fonts, colours and styling.

This service report is perfect for showing your customers the result of your asset servicing, whether they be air conditioners, fire extinguishers, generators, cool rooms or any other piece of equipment that requires inspections, service and repairs. 

A detailed test report shows professionalism and transparency, helping to build trust. In the case of a pass, the customer knows that the inspection was thorough and completed. If the asset fails, a detailed report helps the customer understand why repair or replacement might be justified.  

The first page shows a summary of all assets serviced on the job, grouped by asset type.  Passes and Fails are colour-coded green and red so the customer can easily scan the results. 

The next section shows the full asset inspection details, including:

• Asset custom fields (up to the first 12)
• All test readings
• Test notes
• Colour-coded test results (PASS or FAIL)
• Highlighted failure points with the relevant standards and severity
• Asset test photos

There is a page break between each asset, although these can be easily removed if desired. 

This form is a neutral theme, in black and white and Arial font, ready to have your own branding, them and colours applied. 

This template produces a detailed, sequential report of all job cards. It is ideal for do & charge work where you need to show a summary of what was done and by whom. 

For each day for each technician, it will show:

• Attendance date and times
• Work completed notes
• Materials used 
• Assets tested
• Technician and client signatures

It then displays:

• All public job photos
• The most recent JSA mobile audit (if any)

When generating this document from the job Forms tab, you can apply cost centre and date filters to show selected visits.

Or, to show the details of only one technician one day, simply open the job card and generate this report from the job card Forms tab. 

Most fields will not display if they don't have any content. For example, if there are no assets tested, the assets section will not be shown. But if you never want to show some elements, simply delete thhose sections of the template (make sure you save a backup first).

This template is a neutral theme, in black and white and Arial font, ready to have your own branding, theme and colours applied. 

This template produces a detailed summary of the information from all job cards (the information collected on simPRO Mobile). It is ideal for do & charge work where you need to show a summary of what was done and by whom. 

It will show:

• All confirmed attendance date and times (schedules must be locked).
• Work completed notes
• Materials used 
• Assets tested
• Technician and client signatures (if collected)
• All public job photos
• The most recent JSA mobile audit (if any)

When generating this document from the job Forms tab, you can apply cost centre and date filters to show details from selected visits.

Or, to show the details of only one technician one day, simply open the job card and generate this report from the job card Forms tab. They can also be triggered by notifications for external or internal reporting.

Most fields will not display if they don't have any content. For example, if there are no assets tested, the assets section will not be shown. But if you never want to show some elements, simply delete those sections of the template (making sure you save a backup first).

This template is a neutral theme, in black and white and Arial font, ready to have your own branding, theme and colours applied. 

This template is a simple and direct way to provide your customer with a description and photographic evidence of work completed. 

The form will show the description on the first page and the photos starting from the second page, but the page break can be easily removed if you prefer.

Job attachments must be marked as Public to appear on the form. 

This template is a neutral theme, in black and white and Arial font, ready to have your own branding, theme and colours applied.