Industry kit

Electrician templates, from the site visit to the paid invoice

An electrical contracting business needs a quote that shows the licence and the scope, an agreement for staged work, an invoice, a flyer and a website that prices common jobs. Each card below is a finished example built for an invented Australian electrician.

What electrical work leaves on paper

Electrical work is licensed and certified, so the paperwork carries more weight than in most trades. A customer usually starts with a site visit request, receives a quote that names the circuits, the protection devices and the certificate the electrician will issue, and then signs before any parts are ordered. Larger jobs such as solar, rewires and fit outs need a contractor agreement with staged payments, a licence clause and a variations rule, because the scope often changes once walls are open. At the end comes a tax invoice and the safety certificate, which in most states the customer must receive by law.

What it needs online

The online side is small but specific. A website that lists real starting prices for common jobs filters out tyre kickers, a booking form that asks for the switchboard photo saves a wasted trip, and a flyer covers the suburbs a van already drives through. The cards link a finished version of each, so an electrician can see the layout and the wording rather than a list of headings. Read them in order once, then keep the two or three that match the work you actually quote each week.

Who the kit is for

It is written for a residential and light commercial electrician, a sole trader or a crew of up to a dozen, doing switchboards, lighting, power and some solar. The examples are Australian, priced in dollars with GST at 10%, and assume the contractor holds the licence and issues the certificate. A data and communications contractor will use the same quote and agreement with different line items.

The kit, piece by piece

Quote the certificate, not just the parts

Customers compare electrical quotes on the total, so the best quotes make the hidden items visible. List the safety certificate as its own line, name each protection device, and say what is excluded, such as patching walls or upgrading the meter box if the network requires it. A quote that reads like a checklist is easier to accept and harder to undercut, because the customer can hold the cheaper quote up against it and see what is missing.

Licences and safety regulators

Every state licenses electrical contractors and workers, and each has a safety regulator that sets the certificate rules. In Victoria that regulator is Energy Safe Victoria; in Queensland and New South Wales the licence sits with the state building and fair trading bodies. Put the contractor licence number on the quote, the agreement and the invoice, and keep the certificate number on the final invoice so the paperwork matches if an inspector or insurer asks.

From quote to paid without retyping

In the proposal builder a quote goes out as a tracked link, so the electrician can see when it was opened. The customer can tick optional items, such as a surge protector or an extra power point, and accept with a drawn signature. Accepting a quote with a deposit issues the deposit invoice immediately and keeps a draft balance invoice for the end of the job. Reminders can run on a gentle, standard or firm schedule if the balance is late.

The tools behind the kit

Step by step in the builders: Create a quote with AI, then Set invoice reminders.

Questions people ask

What should an electrical quote include?

An electrical quote should include the contractor licence number and ABN, the site address, each circuit or device as a line item, labour, the safety certificate, exclusions such as wall patching or network upgrades, GST and the total. Add how long the price holds and any deposit, and state that the work will be done to the wiring rules and certified when finished.

Do electricians need a contract for small jobs?

A small fixed price job is usually covered by an accepted quote, as long as the acceptance is in writing. Larger jobs, especially residential work above your state threshold, need a written contract with the licence number, payment stages and a variations clause. Check the threshold with your state regulator, because the figure and the required wording differ between states.

How do I stop wasted quote visits?

Ask for the information you would look at first before you drive out. A booking form that asks for the address, the age of the house, access notes and a photo of the switchboard lets you price many jobs from the office, and tells you when a visit is really needed. The site visit booking form in this kit is built around those questions.

Should an electrician website show prices?

Showing starting prices for common jobs, such as a power point, a downlight swap or a switchboard inspection, tends to bring better enquiries, because people who cannot afford the work do not book. Say clearly that the final price follows an inspection. The electrician website example in this kit lists prices this way and ends each section with a quote request.

Can I take a deposit by card?

Yes, on a paid plan with a connected Stripe account. The deposit invoice carries a pay link that opens Stripe Checkout, and the money goes to your own Stripe account, not to OneCraft. On the free plan the invoice still shows your bank details, and you mark it paid by hand when the transfer arrives.

Start the first piece of the kit

The button opens a generator with a starting description already filled in. Change the business details to your own before you run it.

Create a proposal with OneCraft

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Sources

Written and checked by the OneCraft team. Last checked .