Free Template: Team Training Record
Free team training record template for UK trades (Word, Excel, PDF). Tracks CSCS, Gas Safe, ECS & more, with auto expiry warnings. Get compliant
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Templates & Resources
Downloadable templates and resources.
Free Template: Project Timeline Planner
Free Gantt-style project timeline planner for UK trades. Excel/Sheets compatible, with auto-shading & dependency colours. Perfect for small builds
Free Template: Incident Report Form (HSE-Compliant)
Free incident report form template for UK trades (Word/PDF). Covers RIDDOR-reportable accidents, near misses, and dangerous occurrences. HSE-compliant
Free Template: Client Onboarding Checklist
Free 2026 client onboarding checklist for UK trades. Capture every detail before quoting or starting a job. Download Word, PDF and printable A4.
Free Template: 3-Month Rolling Cash Flow Forecast
Free 13-week cash flow forecast template for UK trades. Google Sheets/Excel ready, with CIS, reverse charge VAT, retentions, and AI auto-fill
Free Template: Trades Pricing Calculator
Free UK trades pricing calculator (Excel/Sheets). Auto-calculates labour, materials, VAT, profit & margin. Perfect for sole traders & small businesses
Free Template: Hazard Identification Form (HSE-Aligned)
Free HSE-aligned hazard identification form for UK trades. Captures hazard, harm, likelihood, severity, controls. 5x5 risk matrix for all firms
Free Template: Payment Terms & Late Payment Notice
Free payment terms & late payment notice template for UK trades. Complies with Late Payment Act 2026. Includes LBA wording & AI reminders
Free Template: Job Costing Sheet
Free 2026 UK job costing spreadsheet for tradespeople. Itemised labour, materials, overheads and profit per project. Download, formulas built in, ready to use.
Free Template: Monthly Business Financial Tracker
Free Google Sheets financial tracker for UK trades. Log revenue, expenses & profit. MTD-ready dashboard for your accountant. Download in 2 mins!
Free Template: Site Induction Checklist
Free 14-point site induction checklist for UK trades & construction. Covers CDM 2015, hazards, PPE, emergencies. Lamination-ready for new workers
Free Template: Heat Pump Installation Quote & Spec Form
Free heat pump quotation template: Covers MCS heat loss, system spec, BUS grant deduction, and installation timeline. Word, PDF, field service ready
Free Template: Future Homes Standard Compliance Checklist
Free Future Homes Standard compliance checklist for UK builders & heating engineers. Covers Part L, F, O, S for new-builds (England): pre-build to handover
Free Template: MTD Phase 2 Digital Record-Keeping Pack
Free MTD Phase 2 record-keeping templates for UK sole trader trades. Income and expense trackers ready for quarterly HMRC updates from April 2026.
Free Template: Weekly Team Meeting Agenda
Free 15-min weekly team meeting agenda for trades businesses. Use the 4Ps framework: pipeline, priorities, problems, praise. Includes AI prep
Free Template: Employee Handbook for UK Trades (2026)
Free employee handbook template for UK trades (5+ staff). Covers H&S, disciplinary, van use, uniform, and 2026 employment law changes (SSP, Fair Work Agency)
Free Template: Client Comms Scripts for Every Job Stage
Copy-paste client communication scripts for trade jobs. SMS, email, WhatsApp templates: quotes, bookings, ETAs, completions, review requests
Free Template: Renewable Energy Compliance Checklist
Free compliance checklist pack for UK renewable energy installers. Covers MCS, DNO (G98/G99), Part P electrical, and Part L energy efficiency
Free Template: Trades Business Financial Dashboard
Free Google Sheets financial dashboard template for UK trades. Track revenue, expenses, profit & cash flow. Optional Xero auto-import via n8n
9 Profit Drivers: Are They Leaking in Your Plumbing?
Plumbing & heating business owners: Track 9 profit drivers (pricing, conversion, costs) to find where your money is leaking. Practical framework
Free Gas Safety Cert Form for ServiceM8 (CP12 Template)
Free UK Gas Safe compliant CP12 landlord gas safety certificate form for ServiceM8. Auto-populates job data, works offline, generates branded PDFs on site.
Free ServiceM8 Quote Template UK: Download Word + PDF
Free 2026 ServiceM8 quote template for UK trades. Word and PDF with VAT calculations, T&Cs, payment terms and customer acceptance built in.
Free ServiceM8 Invoice Template UK (VAT-Ready)
2026 free HMRC-compliant ServiceM8 invoice template for UK trades. VAT fields, merge tags and payment terms. Word format, ready to upload.
Free ServiceM8 Job Report Form Template (Download)
Free 2026 ServiceM8 job report form template for UK trades. Download the Word template, map merge fields and generate branded PDF reports on site.
Free Template: Subcontractor Agreement (UK, 2026)
Free UK subcontractor agreement template for 2026. Covers CIS tax, Construction Act payment rights, insurance and dispute resolution.
Free Job Estimate Spreadsheet Template UK Trades (2026)
2026 free job estimate spreadsheet for UK tradespeople. Auto-calculates labour, materials, VAT and profit margin. Works in Google Sheets and Excel.