Request
Capture calls, emails and customer messages while the context is fresh.
Free resources
Practical templates for requests, quotes, jobs and pending payments.
Follow the service workflow with four practical templates: log a request, follow up a quote, plan the job and track payment. A job can also come directly from a request when no quote is needed. Download the files and adapt them to your workflow—no sign-up or email address required.
Quote
Build priced lines, totals and customer-ready PDF quotes.
Job
Schedule accepted work and keep notes, maps and files together.
Payment
Track due dates, collections, refunds and unpaid work.
How to use these templates
Each CSV contains focused fields and clearly fictional examples to replace or delete. You can open the files in Excel, Google Sheets or another spreadsheet tool. They are not Cuotaro import templates and do not replace invoicing or accounting software.
Use them to decide which details matter and make the next action visible. If copied rows, separate files or multiple versions start obscuring the customer context, the linked guides explain how a connected workflow can help.
Before you begin
- Keep an untouched copy before changing columns or status values.
- Do not share files containing personal data through public links.
- Give every open item an owner, a date and a clear next action.
- Keep statutory invoicing and accounting in the appropriate systems.
- Watch the Cuotaro overview on YouTubeSee how customer requests, quotes, jobs and payments fit into one connected workflow.
Service request log template
Record who contacted you, how the request arrived, what the customer needs, where the work may take place and what should happen next. A consistent intake log stops calls, emails and messages from becoming disconnected fragments.
- Download the service request CSV templateUTF-8 CSV with one fictional example row; direct download, no form.
- Explore service request tracking softwareSee how status, notes, address, files and next action can stay with the customer context.
Quote follow-up template
A sent quote needs a review date and a defined next step. This template keeps value, validity, status, owner and follow-up action together so open proposals do not rely on memory.
- Download the quote follow-up CSV templateUTF-8 CSV for reviewing sent, accepted, declined and expired quotes.
- Explore quote and job trackingSee how to preserve approval context and turn accepted work into a scheduled job.
Job planning and task tracking template
Plan a job from a customer request or an accepted quote. Record the source reference, scheduled date and time, the person responsible for each task and the steps needed to carry out and check the work.
Use one row per task and keep the same job ID for tasks belonging to the same visit. The examples cover a job with several tasks and a separate request that needs no quote. Leave references that do not apply blank. Keep shared job details consistent across its rows.
Update task status and completion dates manually. Finish the job only after checking its tasks and recording any unfinished work and the next action. A completed task does not mean the whole job is finished, and a finished job does not mean payment has been received. The CSV has no automatic reminders or completion checks.
- Download the job planning and task tracking CSVUTF-8 CSV with one row per task, source references, schedule, owner, job and task status, and next actions. All examples are fictional.
- Explore service job schedulingSee how Cuotaro brings the customer, request or quote, schedule, assigned person, task checklist and completion notes together in the job record.
Pending payment tracker
Operational payment follow-up should show which job created the amount, when it is due and what action comes next. The template distinguishes pending, partial, paid, refunded and overdue amounts without trying to replace your accounting system.
- Download the pending payment CSV templateUTF-8 CSV for expected amounts, due dates, payment status and next actions.
- Explore pending payment trackingSee how each payment can remain connected to the relevant customer, quote or job.
When a spreadsheet stops being enough
A spreadsheet is often a sensible place to start and a useful way to clarify a process. Its limits appear when several people update different copies, documents sit away from the work or nobody can see what needs attention today.
At that point, moving from isolated rows to a workflow that connects requests, quotes, jobs, reminders, files and payments can reduce repeated checking and lost context.
- Compare a spreadsheet alternative for job trackingReview the practical signs that rows and tabs no longer provide enough operational control.
- Explore software for small service businessesSee the full daily workflow, from the first request through to payment follow-up.
Help and documentation
For guidance on how Cuotaro organizes a process, start with the public manual. For questions about an account, workspace, installation, billing or day-to-day use, go to Support.
- Read the public manualA practical guide to the connected workflow and the main areas of the app.
- Contact Cuotaro SupportUse the structured form for account, workspace, installation, billing and usage questions.
Questions
FAQ
Do I need to sign up to download the templates?
No. All four CSV files are direct downloads and require neither a form nor an email address.
Can I import these templates into Cuotaro?
No. They are practical spreadsheet resources, not Cuotaro import formats.
Do these templates replace invoicing or accounting software?
No. They support operational follow-up only. Keep statutory invoicing and accounting in the systems intended for those purposes.
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