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Free tools: templates

Free workshop job card, quote and invoice templates.

Blank paperwork for a workshop that is not ready for software yet. Print the PDF, or fill in the spreadsheet and save a copy for each job.

Job card template

For the workshop floor: the customer, the vehicle, what they asked for, and what was done.

Quote template

A priced quote with GST shown, a validity date and a line for the customer to accept.

Tax invoice template

A tax invoice with the details the ATO asks for: your ABN, the date, what was sold and the GST. For a sale of $1,000 or more, add the buyer’s name or ABN.

Using the templates

Add your business name and ABN at the top of the quote and tax invoice. In the quote and tax invoice spreadsheets, enter a quantity and a unit price ex GST on each line; the GST, line amount and totals work themselves out at 10%. Check the GST on any GST-free item before you send it. The tax invoice has a place for each detail the Australian Taxation Office lists for a tax invoice, but it is a template, not tax advice: check the ATO's current requirements for your business.

The files carry a small “Template from pitlanehq.com.au” line at the foot. Downloading them does not ask for your email address.

Keep it all in one place

PitlaneHQ is workshop software for Australian workshops: jobs, quotes, invoices, bookings and service reminders in one place. Try it free for 14 days with no card, or book a walkthrough.