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A growing library of quotes, compliance paperwork, job documents and more — organised by category. Fill in, send, done.

106 templates live now, across 22 categories — new documents added regularly.

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Quoting & Invoicing4 templatesOn-Site Job Documents3 templatesGas & Heating Compliance7 templatesElectrical Compliance6 templatesTerms & Conditions1 templateCustomer Communications13 templatesMoney Documents3 templatesLegal Documents3 templatesDrainage Compliance3 templatesHVAC Compliance2 templatesBuilders & Roofers Compliance6 templatesCross-Trade Extras2 templatesGuides8 templatesBranded One-Pagers4 templatesHealth & Safety10 templatesHR & Team7 templatesProperty & Facilities4 templatesVehicle & Pest Control4 templatesInstaller Compliance3 templatesTree Surgery & Locksmith4 templatesHome Improvement4 templatesMobile & General Trades5 templates

Showing 106 of 106 templates in All

Templates by category

Invoice

CIS domestic reverse charge invoice (construction services, B2B)

Invoice

Standard VAT invoice

Quotation

Standard fixed-price quote

Quotation — three options

Good / Better / Best comparison quote

Certificate of Completion

Confirms the job is finished and signed off

Job Sheet

On-site work record

Variation Order

Agreed change to the original scope of work

Boiler Installation / Commissioning Record

Benchmark-style commissioning checklist

Boiler Service Record

Annual service checklist and record

Carbon Monoxide Alarm Installation Record

BS EN 50291 compliant alarm

Gas Safety Record

Template — landlord / domestic gas safety inspection

Landlord Gas Safety Certificate — Renewal Tracker

Keep every property's renewal date visible in one place

Powerflush Certificate

System cleanse record

Unvented Hot Water Cylinder Installation Record

G3 Building Regulations compliance record

Electrical Installation Certificate

Template (EIC) — new work, alterations or additions

Electrical Installation Condition Report

Template (EICR)

EV-Charger Installation Compliance Record

Domestic or commercial EV charge point

Minor Electrical Installation Works Certificate

Template (MEIWC) — for work not requiring a full EIC

Part P Building Regulations Notification Record

For notifiable electrical work in dwellings (England & Wales)

PAT Testing Record

Portable appliance testing log

Terms and Conditions

Domestic customers

"On Our Way" / ETA Message

Send shortly before arrival

Appointment Confirmation

Send when the job is booked

Complaint Acknowledgement

Send as soon as a complaint comes in

Customer Satisfaction Survey

Short version — three questions maximum

Emergency Call-Out Acknowledgement

Send immediately on receiving an urgent message

Job-Complete Thank-You Message

Send right after the job

Late-Payment Reminder Sequence

Three-stage letter/email templates

Missed-Appointment / Reschedule Message

Send as soon as you know you'll miss a slot

New-Customer Welcome Pack

What-to-expect sheet — sent after first booking

Photo-Use Consent Form

Permission to use job photos in marketing

Referral Ask

Send a week or two after a good job

Review Request Scripts

Three ways to ask for a Google review

Seasonal Maintenance Reminder

Send when an annual service/check is due

Credit Note

Reduces or cancels a previously issued invoice

Pro-forma Invoice

Deposit request before work starts

Statement of Account

Running balance for a repeat or commercial customer

Blockage Clearance Certificate

Confirms the drain has been cleared and tested

CCTV Drainage Survey Report

Camera inspection findings

Water Regulations Compliance Checklist

WRAS / Water Fittings Regulations self-check

F-Gas Handling Record

Refrigerant work record

Refrigerant Leak-Check Log

Ongoing inspection schedule for F-Gas systems

Building Control Notification Record

Tracks how notifiable building work was signed off

Party Wall Notice

Template — Party Wall etc. Act 1996

Snagging List

Defects record and sign-off

Waste Transfer Note

Duty of Care record for controlled waste

Working-at-Height Equipment Inspection Checklist

Pre-use ladder / access equipment check

Workmanship Guarantee Certificate

10-year guarantee

Annual Compliance Calendar

One list for every certificate renewal date across your customer base

Asbestos-Awareness Pre-Work Checklist

For any work in a pre-2000 building

Guides

8 templates · Read the guide

CIS Deduction Statement

For a subcontractor you've paid under CIS

Health & Safety Policy

Starter template

How to Price a Boiler Job

A worksheet to work through before you quote

How to Write a Job Sheet That Actually Protects You

A short guide

Sole Trader vs. Limited Company

A decision worksheet — not tax advice

Starting a Trade Business

A first-90-days checklist

Van Stock Checklist

Core kit plus trade-specific additions

What to Put on a Quote So It Holds Up If a Customer Disputes It

A short guide

Free Template: Annual Compliance Calendar

Never let a Gas Safety Record, EICR or PAT test quietly go overdue

Free Template: Right-to-Cancel Notice

Do you actually have to give customers this notice? Probably — here's why

Free Template: Snagging List

Handover disputes almost always come down to one thing: nothing was written down

Free Template: Workmanship Guarantee Certificate

A proper guarantee certificate is a genuine selling point — most trades never bother

Accident / Incident Report Form

Record every incident, however minor

COSHH Assessment

Control of Substances Hazardous to Health

First-Aid Kit Inspection Checklist

Regular contents check

Method Statement

How the work will be carried out, step by step

PPE Issue Record

Confirms what's been issued, to whom, and when

RAMS

Risk Assessment and Method Statement — combined document

Risk Assessment

General template

Tool & Equipment Calibration Log

Keep test instruments and safety equipment in date

Toolbox Talk Record

Short, regular safety briefing — recorded

Vehicle Daily Check Sheet

Pre-use walkaround check

Apprentice Progress Logbook

Ongoing record of skills and competency

Company Vehicle Policy

Rules for driving and using company vehicles

Holiday Request Form

Annual leave request

Job Description

Template

New-Starter Onboarding Checklist

Everything to cover in week one

Reference Request & Response

Two-part template

Statement of Employment Particulars

Simple contract / apprentice contract starter

Garden Design Proposal

Landscaping quote and design brief

Garden Maintenance Schedule

Contract visit plan

Key-Holding Agreement

Terms for holding a client's keys

Property Condition Checklist

Before / after record for cleaning visits

Chemical Usage Log

Pesticide / rodenticide application record

Pest Control Treatment Record

Treatment and follow-up certificate

Vehicle Handover / Condition Checklist

Records condition on drop-off and collection

Vehicle Job Card

Garage work order

CCTV Installation Compliance Record

Covers data protection basics alongside the technical install

Solar PV Installation & Commissioning Record

MCS-standard installation record

Window / Door Installation Certificate

Building Regulations compliance record

Emergency Call-Out & ID Verification Record

Confirms identity before gaining entry

Key-Cutting Register

Record of keys cut, especially restricted/security profiles

Tree Risk Assessment

Survey and recommendation record

Tree Works Method Statement

Felling / pruning method and safety plan

Bathroom Fitting Specification

Fixtures, waterproofing, and price

Driveway Installation Record

Specification and drainage compliance

Glazing Installation Record

Glass specification and safety compliance

Kitchen Fitting Specification

Units, appliances, and connections

Appliance Repair Job Card

Diagnosis, repair, and warranty note

Garden Maintenance Visit Record

Regular round / route visit log

Handyman Job Sheet

With an explicit scope boundary

Mobile Callout Record

On-site / roadside work record

Removal Inventory & Condition Record

Itemised record for the move

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Every template is editable — adjust line items, VAT treatment and terms, then save it as your own house version.