Insurance repair triage over WhatsApp: photo checklist, XactAnalysis upload steps and a simple UK playbook
Process for insurance repairs using WhatsApp, covering quick photo collection, triage workflows, and portal uploads to improve claim handling.
Checklist
Reactive maintenance priorities for contractors: simple P1, P2, P3 rules, UK SLAs and evidence you can trust
Reactive maintenance priorities for UK contractors, covering P1, P2, and P3 classifications, recommended SLAs, evidence collection methods, and compliance strategies.
Site induction template for small contractors: what to include, printable checklist and digital options
Guide for small contractors on creating effective site induction templates, including essential content, digital options, and record-keeping practices.
As-built drawings for small contractors: quick wins, what to include and simple digital workflows
Essential practices for small contractors in creating as-built drawings, including quick wins, digital workflows, and common mistakes to avoid.
Golden thread made simple: a practical setup for small contractors
Practical approach for small UK contractors to set up the golden thread using accessible tools like Google Drive and QR codes for compliance.
Site supervisor competency checklist: CSCS Gold, SSSTS or SMSTS, NVQ levels and practical tests
Essential qualifications, practical tests, and documentation required for hiring competent site supervisors under CDM 2015 regulations, covering the importance of relevant training and experience.
Daily van checks for trades: DVSA list, printable sheet and a WhatsApp photo log
DVSA mandates daily van walkaround checks for safety, requiring operators to document defects and maintain records, keeping vehicles are roadworthy before use.
Power tool pre‑use checks and PUWER: simple daily checklist, QR logging and when to record inspections
Essential pre-use checks and recording requirements for power tools under PUWER regulations, including daily inspections, risk-based intervals, and QR/NFC logging methods.
Health and safety file: what to include and a simple digital workflow that builds itself
How small contractors can efficiently create a legally compliant health and safety file using Google Workspace, keeping accessibility and adherence to CDM 2015 regulations.
Waste transfer note template: what to include, UK rules and a simple digital workflow
Waste Transfer Note (WTN) is a legal document in the UK that records the transfer of non-hazardous waste, covering its description, quantity, and carrier information.
How to get customers to send pictures for a quote on WhatsApp (without sounding pushy)
Effective strategies for requesting customer photos via WhatsApp for quotes, keeping compliance with legal regulations while maintaining a non-pushy approach.
Permit to dig template: HSG47 checklist, LSBUD maps and NUAR in one simple pack
One-page Permit to Dig template, connecting essential safety checklists and guidelines for excavation work in the UK.
EV charger installs playbook: WhatsApp quotes, site‑survey checklist, deposits and OZEV grant (installer pack)
Guide for small electrical contractors on installing EV chargers, covering WhatsApp quotes, site surveys, deposits, and OZEV grants.
Method statement template for small works and maintenance: free example and how to brief your team
Guide on creating and using method statements for small works and maintenance, including templates, briefing techniques, and compliance with health and safety regulations.
HMRC VAT inspection checklist for construction: records to keep, reverse charge evidence and how to pass first time
HMRC's VAT inspection requirements for construction firms, covering necessary records, compliance checks, and tips for successful inspections.
Right to work checks on construction sites: what site managers must do in 2025
In 2025, construction site managers must conduct thorough right to work checks for all employees and subcontractors, keeping compliance to avoid significant penalties.
Scaffold inspection checklist: UK legal requirements, 7 day rule and QR tag setup
Scaffolding must be inspected before first use, at least every seven days, and after events affecting stability, with records retained for three months.
Artex asbestos: how to test, NNLW vs non-licensed, safe drilling and removal steps
Guidance on handling Artex containing asbestos, including testing, safety protocols, and compliance with HSE regulations for various work scenarios.
EPA portfolio evidence for construction apprentices: what to collect, monthly review workflow and simple automations
Essential evidence collection and management strategies for construction apprentices in England to successfully prepare for their End-point Assessment.
LOLER and PUWER on site: simple plant inspection setup with QR codes, WhatsApp and a printable checklist
Simple plant inspection process using QR codes, WhatsApp, and checklists to ensure compliance with LOLER and PUWER regulations.
Daywork sheet template for construction: what to include, JCT sign-off and pricing
Essential components of a daywork sheet in construction, including JCT sign-off procedures, pricing methods, and tips for successful submissions.
Pay less notice template: deadlines, wording and JCT examples
Guidance on issuing a Pay Less Notice in construction, covering deadlines, templates, common mistakes, and the importance of accurate calculations.
MCS heat pump handover checklist: what to include, BUS evidence and a simple workflow
Essential components of an MCS heat pump handover checklist, including required documentation and procedures for installers under the Boiler Upgrade Scheme.
CIS automation playbook: collect timesheets, auto‑verify subs, email statements and file your CIS300 on time
Automation playbook for managing CIS subcontractor payments, significantly reducing administrative time and errors through processes and software integration.
Subcontractor onboarding checklist: right to work, CIS, induction and paperwork (UK construction)
Subcontractor onboarding checklist for UK construction, covering essential compliance steps including right to work, CIS verification, insurance, contracts, RAMS, and site induction.
Hot works permit template: UK checklist, fire watch times and how to use it on site
UK contractors with essential information and a template for managing hot work permits, keeping compliance with HSE regulations and insurer requirements.
Construction photo report from your phone: simple workflow, templates and tools
Allows contractors to create professional construction photo reports in under ten minutes using their smartphones, cloud storage, and simple templates.
EICR codes explained: C1, C2, C3 and FI with real examples
EICR observation codes C1, C2, C3, and FI, covering their meanings, examples, and implications for safety compliance and landlord responsibilities.
Emergency lighting testing log: UK checklist, free template and how to stay compliant
Requirements for maintaining an emergency lighting testing log in the UK, covering testing frequency, record-keeping, and compliance standards.
NICEIC assessment checklist: paperwork, test gear and on‑site examples
Checklist for electrical contractors preparing for NICEIC assessments, covering paperwork, test equipment, job examples, and common pitfalls.