Organisation settings

Templates

MS

Quote

Templates for Quotes. The default is used for new ones.

TemplateLast editedActions
Standard QuoteDefaultMac Sweeny, 11/10/2026
Quote with scope and exclusionsRob Hendry, 22/09/2026
Service call Quote, one pageKate Lindqvist, 26/08/2026

Preview shows Standard Quote.

Printed at the foot of every new one.

Merge fields fill in when the email is sent.

  • {client_name}
  • {quote_number}
  • {quote_total}
  • {site_name}
  • {estimator_name}
  • {organisation_name}

Progress Claim

Templates for Progress Claims. The default is used for new ones.

TemplateLast editedActions
Progress Claim with RetentionDefaultMac Sweeny, 03/10/2026
Progress Claim, summary onlyDana Brooks, 09/08/2026

Preview shows Progress Claim with Retention.

Printed at the foot of every new one.

Merge fields fill in when the email is sent.

  • {client_name}
  • {claim_number}
  • {job_number}
  • {amount_due}
  • {due_date}
  • {organisation_name}

Invoice

Templates for Invoices. The default is used for new ones.

TemplateLast editedActions
Tax InvoiceDefaultDana Brooks, 14/10/2026
Tax Invoice with Purchase Order referenceDana Brooks, 09/09/2026

Preview shows Tax Invoice.

Printed at the foot of every new one.

Merge fields fill in when the email is sent.

  • {client_name}
  • {invoice_number}
  • {amount_due}
  • {due_date}
  • {organisation_name}