SITE NOTES SCRIPTS
For tradie bosses who are sick of slow invoicing and mystery profits
Ever finished a job, opened it up, and thought… “Wait…what the heck do I do now?”
You’re not alone.
If your tradies leave site without proper notes, you end up chasing info, losing time, and invoicing late… or worse, wrong. That means missed margins, missed materials, and money left on the table.
This isn’t just annoying. It’s wrecking your cashflow.
So we built some simple, copy-paste Site Notes Scripts that make sure your team gives you everything you need to invoice fast, bill accurately, and actually know if you made money.
Whether it’s quoted work, charge-up, or a job still in progress, these scripts have you sorted.
Copy and Paste the templates below to your job scripts
SCRIPT 1
QUOTED JOB COMPLETE
SCRIPT 2
QUOTED JOB NOT COMPLETE
What did you do today?
Is there anything the office needs to know about the job or customer (issues, feedback, etc.)?
Did you use any materials from stock that you didn't add to the job?
Did you order anything to the job that you didn't use?
Was any extra work done that wasn’t in the quote?
Was there anything else you noticed on site that needs to be done?
What:
Materials Needed:
How Long:
Have you taken photos?
What did you do today?
What else needs to be done to finish this job?
What:
Materials Needed:
How Long:
Is there anything the office needs to know about the job or customer (issues, feedback, etc.)?
Did you use any materials from stock that you didn't add to the job?
Did you order anything to the job that you didn't use?
Was any extra work done that wasn’t in the quote?
Was there anything else you noticed on site that needs to be done?
What:
Materials Needed:
How Long:
Have you taken photos?
SCRIPT 3
DO & CHARGE JOB
HOW TO USE IN SIMPRO
What did you do today?
Do they need a quote? If YES, what materials are needed and how long would it take?
What:
Materials Needed:
How Long:
Is there anything the office needs to know about the job or customer (issues, feedback, etc.)?
Did you use any materials from stock that you didn't add to the job?
Did you order anything to the job that you didn't use?
Was there anything else you noticed on site that needs to be done?
What:
Materials Needed:
How Long:
Have you taken photos?
SETUP INSTRUCTIONS
1. In Simpro, go to Systems Setup > Scripts > Job
2. Press + Create Script
3. Give the script a name
4. Copy and paste the templates to the Script box
5. Add the cost centre(s) it will be used for
6. Set “Available in Mobile” to Yes
7. Press Create
USE INSTRUCTIONS
When your team use the service module in Simpro Mobile to submit their job card:
1. Go to Work Completed Notes
2. Press “Script”
3. Add the relevant site notes script
4. Fill in a response to each question
They can use voice to text for this!
Discover the Scalable Tradie Operating System Tradies are Using with Simpro to Keep Their Cash and Time Flowing
Want free resources, tips, and training sent straight to your inbox?
Copyright 2026 | Bell Consulting Group Pty Ltd