Tradify Quote & Job Templates

$250-750 AUD

Closed

Posted about 2 months ago

$250-750 AUD

Paid on delivery

I’ve recently shifted my plumbing operation onto Tradify and now need polished, easy-to-reuse templates set up directly in my account. First, the quote template: it must automatically pull client details, then present an itemised list of services with individual and total costs, followed by a clear description of the work to be done and my standard terms & conditions. I want the layout to feel tidy and branded, so headings, logo placement and colour accents should mirror my current letterhead. Second, the job template: once a quote is accepted I should be able to convert it straight into a job that already lists the agreed description and step-by-step tasks, plus dedicated fields for the exact materials and parts my team will record on site. I’ll grant you login access to a blank Tradify template set as well as brand assets (logo, colour codes, preferred fonts). Build the two templates, test them with a dummy client/job so I can see the workflow, and provide a brief screencast or PDF walkthrough showing where I can tweak text blocks in future. Deliverables: • Multiple Tradify quote template with auto-fill sections and branding • Multiple Tradify job template linked to the quote workflow • Short user guide or screencast demonstrating usage and edit points If you’ve created Tradify, ServiceM8 or similar trade software templates before, let me know and share an example. I’m ready to start as soon as I find the right fit and can answer any extra questions promptly.

Project ID: 40197155

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30 proposals

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Active 15 days ago

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30 freelancers are bidding on average $442 AUD for this job

@ArtisticQueens

GoodDay, I’ve gone through your project description "I’ve recently shifted my plumbing operation onto Tradify and now need polished, easy-to-reuse templa......" and understand your expectations. I’m a professional artist/designer with 10+ years of experience in Website Design, HTML, Data Entry, Editing, Branding, Graphic Design, Digital Marketing, Project Management, PHP and Plumbing. Portfolio: https://www.freelancer.com/u/ArtisticQueens

$250 AUD in 3 days

5.0

(222 reviews)

7.8

@TheSecondSource

Hi! We’re a team of 62 professionals with over 9 years of experience setting up trade software workflows like Tradify, ServiceM8, and similar platforms. We can create polished, branded templates that save you time and ensure consistency across quotes and jobs. Here's how we can help: We’ll build your Tradify quote template to auto-fill client details, present itemized services with costs, and include your branded headings, logo placement, and colour accents. The job template will convert accepted quotes into detailed jobs with step-by-step tasks, fields for materials and parts, and a clean workflow for your team. Once complete, we’ll test everything with a dummy client/job and provide a concise screencast or PDF walkthrough showing how to tweak text blocks or branding in the future. Could you confirm if you’d like multiple variations of each template for different service types, or just one master template of each? We can get your Tradify templates fully functional and branded quickly, so your team can start using them immediately.

$600 AUD in 7 days

4.8

(16 reviews)

5.5

@ail5a9f298b597ed

I specialize in customizing Tradify workflows and can create polished, brand‑consistent quote and job templates that pull client details automatically, calculate itemised costs, and seamlessly convert accepted quotes into fully populated jobs with task lists and material fields. Using the logo, colour palette, and fonts you provide, I will design tidy layouts that mirror your letterhead, set up dynamic auto‑fill sections, and test the end‑to‑end process with a dummy client and job. I will also deliver a concise user guide plus a short screencast illustrating how to edit text blocks and adjust the templates for future use, ensuring you can maintain the workflow independently.

$500 AUD in 7 days

4.7

(9 reviews)

4.4

@Specgi

I understand the crucial nature of having efficient, accurate, and streamlined templates in your plumbing operation. My name is Usman Haider, a skilled programmer with expertise in numerous software like Google Cloud Vision and data analytics for efficient data collection and seamless integration. With my extensive knowledge in MATLAB, computational intelligence, data mining, and deep computing to assist in developing templates that cater to your unique needs. Being enthusiastic about solving intricate engineering challenges, I have over the years honed my skills to meet your most stringent standards. For instance, I can employ artificial intelligence and machine learning to construct multiple Tradify templates with auto-fill sections that effortlessly pull client details while also accommodating branded visual elements such as color accents mirroring your existing letterhead. My experience with PLC design and control engineering aids in determining the specific materials, as well as parts for each job that your team will need; this would enable me to create dedicated fields for this purpose directly on template constructions. In line with your preference, I'll provide an easy-to-understand user guide or screencast to assist you tweak text blocks in the future. Choose me for an impeccable project delivery tailored to exceed your expectations.

$250 AUD in 7 days