Subcontractor compliance tracker: free Google Sheets template with QR capture and expiry alerts
Free Google Sheets template for subcontractor compliance tracking, featuring QR capture, expiry alerts, and essential tracking tips for UK regulations.
Google Drive
Read temporary power meter from a photo: WhatsApp to Google Drive and Sheets (with OCR)
Method for automating temporary power meter readings via WhatsApp, Google Drive, and Sheets using OCR technology for quick billing and audits.
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.
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.
Extract data from certificate PDFs straight into a Google Sheets compliance register (no code)
How to automate data extraction from certificate PDFs into a Google Sheets compliance register, including email reminders and optional OCR integration.
One-take snagging: turn a walkthrough video into a punch list automatically
Process for creating a punch list from a single walkthrough video using AI transcription, improving speed for contractors and site managers.
Plant hire off-hire: step-by-step process, checklist and email template
Off-hire process for plant equipment, covering steps, evidence requirements, templates, and dispute management for site managers and finance teams.
Get customers to accept quotes on WhatsApp: create a one‑tap link that books the job
Businesses can simplify quote acceptance via WhatsApp by creating a one-tap link that automatically books jobs and captures necessary customer information.
Turn supplier delivery notes and photo PODs into van stock updates automatically (Tradify or Simpro)
Automated system for updating van stock using delivery notes and photo proof of delivery, aimed at builders and tradespeople using Tradify or Simpro.
Scan to quote with your iPhone: a simple LiDAR workflow UK builders actually use
UK builders can efficiently use iPhone LiDAR technology to scan rooms in under five minutes for quick quotes, achieving reasonable accuracy with proper techniques.
CIS reconciliation Google Sheet: track subcontractor deductions, HMRC payments and Xero/QuickBooks checks
CIS reconciliation Google Sheet template assists UK contractors in efficiently tracking subcontractor deductions, HMRC payments, and reconciling accounts with Xero or QuickBooks monthly.
Auto-file WhatsApp photos straight into Google Drive job folders (no faff)
Guidance on automatically filing WhatsApp photos into Google Drive job folders using the WhatsApp Business API or alternative methods for UK trades.