Trades Job & Quote OS – Free Notion Trades Job & Quote OS Template
Chasing unpaid invoices while a quote sits ignored in a text thread is a familiar headache for solo electricians — this free Notion Trades Job & Quote OS template ties client info, quotes, jobs, and payments together in a workspace you can pull up from your phone between calls.
What’s inside:
- A Clients database storing phone, email, property address, lead source, and full job history per customer
- A Quotes & Estimates database that auto-totals labor and materials, with status tags (Sent, Accepted, Declined) so nothing goes stale
- A Jobs pipeline moving from Quote Sent through Approved, Scheduled, In Progress, Done, and Paid, with an automatic Balance Due calculation
- An Invoices database flagging Sent, Paid, and Overdue status at a glance
- A Materials & Parts log tracking what’s used per job with automatic cost totals
- A Schedule calendar view covering site visits, quotes, and active jobs
- Sample data and a 5-step setup guide included, and it runs entirely on Notion’s free plan
Who it’s for: solo electricians and small trades crews who need to track a job from first phone call to final payment without juggling separate apps for quoting, scheduling, and invoicing.
Why we picked it: the Balance Due formula is the detail that sets this apart — instead of scrolling through invoices to figure out who still owes money, it surfaces that automatically, which matters more to a working electrician than another checklist database.
This one comes from Mijanur Rahman, who built the original template — visit his Notion page to duplicate it directly from the source.