Downloadable templates and resources.
Free Word and PDF incident report form template for UK trades. Covers RIDDOR-reportable accidents, near misses, and dangerous occurrences with HSE-compliant sections.
Free 2026 client onboarding checklist for UK trades. Capture every detail before quoting or starting a job. Download Word, PDF and printable A4.
Free 13-week rolling cash flow forecast template for UK trades businesses. Built for Google Sheets and Excel with CIS deductions, reverse charge VAT, retentions and an AI auto-fill workflow.
Free UK trades pricing calculator (Excel and Google Sheets). Auto-calculates labour, materials markup, VAT, gross profit and margin. Built for sole traders and small trade businesses.
Free HSE-aligned hazard identification form for UK trades. Captures hazard, who is harmed, likelihood, severity, control measures and review date. Built around the 5x5 risk matrix and ready for site supervisors, lone workers and small firms.
Free downloadable payment terms and late payment notice template for UK trades. Built around the Late Payment of Commercial Debts (Interest) Act and the 2026 statutory interest framework. Includes Letter Before Action wording, statutory interest rates, and AI-powered reminder workflows.
Free 2026 UK job costing spreadsheet for tradespeople. Itemised labour, materials, overheads and profit per project. Download, formulas built in, ready to use.
Free Google Sheets monthly financial tracker for UK trades. Logs revenue, expenses and profit with a pivot table dashboard, ready for Making Tax Digital and your accountant. Download and copy in under two minutes.
Free 14-point site induction checklist for UK trades and construction sites. Covers CDM 2015 duties, site-specific hazards, PPE, emergency procedures, welfare, first aid and accident reporting. Lamination-ready and built for new workers on day one.
Free heat pump quotation template covering MCS heat loss, system specification, BUS grant deduction, and installation timeline. Download for Word, PDF, and field service software.
Free Future Homes Standard compliance checklist for builders and heating engineers. Pre-construction, during-build and handover sections covering Part L, Part F, Part O and Part S for new-build dwellings in England.
Free MTD Phase 2 record-keeping templates for UK sole trader trades. Income and expense trackers ready for quarterly HMRC updates from April 2026.
A free 15-minute weekly team meeting agenda built for trades businesses. The 4Ps framework: pipeline, priorities, problems, praise. Includes software shortcuts and an AI prep workflow.
Free employee handbook template for UK trades businesses with 5 or more staff. Covers health and safety policy, disciplinary procedures, van use policy, uniform requirements, and 2026 employment law changes including day-one SSP and the new Fair Work Agency.
Copy-paste client communication scripts for every stage of a trade job. SMS, email and WhatsApp templates for quote follow-ups, booking confirmations, on-the-way alerts, completion summaries and review requests.
Free printable compliance checklist pack for UK renewable energy installers. Covers MCS certification documents, DNO notification (G98/G99), Part P electrical safety, and Part L energy efficiency requirements.
Free Google Sheets financial dashboard template for UK trades businesses. Tracks monthly revenue, expenses, profit margin and cash flow with optional Xero auto-import via n8n.
The nine drivers of profit every plumbing and heating business owner should track, from pricing and conversion rates to cost management and systemisation. A practical framework for finding where your money is leaking.
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 2026 ServiceM8 quote template for UK trades. Word and PDF with VAT calculations, T&Cs, payment terms and customer acceptance built in.
2026 free HMRC-compliant ServiceM8 invoice template for UK trades. VAT fields, merge tags and payment terms. Word format, ready to upload.
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 UK subcontractor agreement template for 2026. Covers CIS tax, Construction Act payment rights, insurance and dispute resolution.
2026 free job estimate spreadsheet for UK tradespeople. Auto-calculates labour, materials, VAT and profit margin. Works in Google Sheets and Excel.