DVLA licence checks for employers: how to get a share code and set re-check reminders
To check a worker's driving licence, employers must obtain a DVLA share code and follow a structured process for verification and record-keeping.
UK Trades
VAT threshold for trades: rolling 12‑month calculator and simple workflow to avoid fines
The article provides UK tradespeople with guidance on tracking their VAT threshold using a rolling 12-month calculator in Google Sheets to ensure compliance.
VAT bad debt relief for construction: step-by-step for Xero and QuickBooks (with templates)
The article provides a comprehensive guide on reclaiming VAT through bad debt relief for construction businesses using Xero and QuickBooks, detailing necessary steps and common pitfalls.
Measure a room with your phone: Polycam vs Pix4Dcatch for quick site surveys
The article compares Polycam and Pix4Dcatch for measuring rooms using iPhone LiDAR, highlighting their strengths, limitations, and appropriate use cases for accuracy.
Send a ServiceM8 invoice on WhatsApp with a Pay now link (fast UK setup)
ServiceM8 users can quickly send invoices via WhatsApp with a Pay now link, enabling faster payments through Apple Pay, Google Pay, or card transactions.
Bilingual toolbox talks on WhatsApp: 3‑minute voice notes that crews actually understand
Utilising WhatsApp for bilingual toolbox talks enhances comprehension among multilingual crews by delivering concise, auditable voice notes and capturing attendance effectively.
EV charger installs playbook: WhatsApp quotes, site‑survey checklist, deposits and OZEV grant (installer pack)
The article outlines a comprehensive guide for small electrical contractors on installing EV chargers, covering WhatsApp quotes, site surveys, deposits, and OZEV grants.
CIS payment and deduction statements: what to include and how to send them in Xero and QuickBooks
This article outlines the requirements and procedures for issuing CIS payment and deduction statements to subcontractors using Xero and QuickBooks, including deadlines and common mistakes.
Maintenance contract renewals playbook: WhatsApp reminders, e‑sign, recurring jobs and Direct Debit in Xero or QuickBooks
The article outlines a comprehensive playbook for automating maintenance contract renewals using WhatsApp reminders, e-signatures, recurring jobs, and Direct Debit through Xero or QuickBooks.
AI invoice chasing with WhatsApp: set up Xero or QuickBooks payment links and cut DSO in 14 days
Integrating WhatsApp for AI-driven invoice chasing with Xero or QuickBooks can significantly reduce days sales outstanding (DSO) within 14 days.
Construction site induction video: script, kit and a simple process that meets CDM
To comply with UK CDM 2015 regulations, create a concise, site-specific induction video, capturing attendance and understanding through a QR code and quiz.
Artex asbestos: how to test, NNLW vs non-licensed, safe drilling and removal steps
The article provides comprehensive guidance on handling Artex containing asbestos, including testing, safety protocols, and compliance with HSE regulations for various work scenarios.
How to use a thermal camera on site: find leaks, damp and hot connections
This guide provides practical steps for UK electricians, plumbers, and contractors to effectively use thermal cameras for diagnostics, leak detection, and documentation.
WhatsApp booking bot for trades: setup, costs and Xero deposit links
The article outlines how tradespeople can efficiently use a WhatsApp booking bot for scheduling jobs, collecting deposits via Xero, and ensuring compliance with regulations.
LOLER and PUWER on site: simple plant inspection setup with QR codes, WhatsApp and a printable checklist
The article outlines a streamlined plant inspection process using QR codes, WhatsApp, and checklists to ensure compliance with LOLER and PUWER regulations.
Provisional sums explained: defined vs undefined, JCT wording, examples and how to avoid disputes
The article clarifies the distinctions between defined and undefined provisional sums in construction contracts, outlining their definitions, applications, and strategies to prevent disputes.
Release of retention in construction: JCT and NEC payment timeline, letters and automation tips
The article outlines the retention release processes under JCT and NEC contracts, including payment timelines, necessary documentation, and automation tips to ensure timely payments.
WhatsApp enquiry QR to job: set up a 5 minute intake that creates jobs in ServiceM8 or Jobber
The article outlines a method for using WhatsApp QR codes to streamline job enquiries and automate job creation in ServiceM8 or Jobber, enhancing efficiency.
Website chat to job: capture address and photos, then auto‑create jobs in ServiceM8 or Jobber
This guide explains how to automate job creation in ServiceM8 or Jobber using Tidio chat, Zapier, and client data capture, enhancing efficiency and reducing admin tasks.
Construction performance reviews: templates, KPIs and how to run them on site
The article outlines the importance of structured performance reviews on construction sites, detailing KPIs, templates, and processes to enhance safety, quality, and productivity.
Subcontractor onboarding checklist: right to work, CIS, induction and paperwork (UK construction)
The article outlines a comprehensive subcontractor onboarding checklist for UK construction, detailing essential compliance steps including right to work, CIS verification, insurance, contracts, RAMS, and site induction.
Van wrap cost and ROI for trades: prices, design that converts and a simple payback calculator
The article outlines van wrap costs in the UK, effective design strategies for lead generation, ROI calculations, and practical tips for implementation and maintenance.
Work out your trade charge‑out rate: simple formula, examples and calculator links
The article provides a comprehensive guide for sole traders and small contractors on calculating their charge-out rates, including formulas, examples, and common pitfalls to avoid.
Hot works permit template: UK checklist, fire watch times and how to use it on site
This guide provides UK contractors with essential information and a template for managing hot work permits, ensuring compliance with HSE regulations and insurer requirements.
Voicemail to job: auto‑transcribe missed calls and create jobs in ServiceM8, Jobber or Tradify
The article outlines a process for automating the transcription of missed calls into job creation within CRM systems like ServiceM8, Jobber, or Tradify.
Lift alarms and site phones after the landline switch off: EN 81-28 checklist, GSM/4G options and power backup
With the UK landline transition to digital by 2027, lift alarms must comply with EN 81-28 using GSM/4G or VoIP, ensuring power backup and regular testing.
Near miss reporting on construction sites: simple steps, examples and a QR code setup
The article outlines effective near miss reporting procedures for construction sites, emphasising the importance of a simple process, QR code usage, and team training.
CIS subcontractor verification: what to collect, where to check and a simple automation to log rates
This guide outlines the process for verifying subcontractors under the Construction Industry Scheme, detailing necessary information, verification methods, and automation options for record-keeping.
Late payment fees for trades: charge interest legally, template wording and a chase flow (UK)
Small construction trades and subcontractors can legally charge late payment fees on B2B invoices, including statutory interest and fixed compensation, using provided templates and guidelines.
Automate CSCS, CPCS and SMSTS renewals: simple rota holds and reminders that keep sites compliant
The article outlines a streamlined process for automating the renewals of CSCS, CPCS, and SMSTS certifications to ensure compliance on construction sites.
Roof inspection report from photos: a simple workflow that tags defects and builds a PDF
A streamlined workflow enables roofers to efficiently generate photo-led inspection reports, reducing preparation time from 45 to 10 minutes using AI automation.
Google Business Profile for home-based trades: hide your address, set service areas and pass video verification
Home-based trades can optimise their Google Business Profile by hiding their address, defining service areas, and completing video verification to enhance visibility and compliance.
Predictive van stock: how to lift first-time fix and cut repeat visits
The article outlines a method for plumbing and multi-trade firms to enhance first-time fix rates and minimise repeat visits by optimising van stock through predictive analytics.
Turn voice notes into quotes: a simple pipeline for ServiceM8 or Tradify that posts invoices to Xero and QuickBooks
This article outlines a process for tradespeople to convert voice notes into structured quotes and invoices using ServiceM8 or Tradify, integrating with Xero or QuickBooks.
Send invoices on WhatsApp: QuickBooks and Xero setup for trades
This guide explains how sole traders and small contractors can send invoices via WhatsApp using QuickBooks or Xero, ensuring compliance and efficiency.
CIS monthly return: deadlines, how to file in Xero and QuickBooks, penalties and nil returns
Construction contractors must file a CIS300 monthly return to HMRC by the 19th, even if no payments were made, to avoid penalties.
Google Local Services Ads for plumbers and electricians: setup, verification and cost per lead
This guide explains how plumbers and electricians in the UK can set up Google Local Services Ads, ensuring verification and managing lead costs effectively.
PAT testing for trades: legal requirements, how often to test, and a simple setup that prints certificates
The article outlines the legal requirements and recommended practices for PAT testing in various settings, emphasising risk assessment and compliance for trades and landlords.
AirTag vs GPS tracker for vans and tools: what to use and how to set it up
The article compares Apple AirTags and Samsung SmartTags with dedicated GPS trackers for tracking vans and tools, highlighting their functionalities, setup, legal considerations, and insurance requirements.
Route planning for trades: simple setup to cut drive time and fit in one extra job per day
This article outlines a streamlined approach for UK trades teams to optimise daily routing, reducing drive time and increasing job efficiency using various apps and AI.
Tenant refusing access for gas safety check: what UK engineers and landlords must do
Landlords and gas engineers in the UK must document reasonable attempts to gain tenant access for gas safety checks, without resorting to forceful measures.
Auto text back for missed calls: simple setup for iPhone, Android, WhatsApp and VOIP lines
This guide provides simple methods for tradespeople to set up automatic text responses for missed calls on iPhone, Android, WhatsApp, and VOIP systems.
O&M manual for construction: what to include, UK checklists and a fast handover process
The article outlines essential components and processes for creating an Operations and Maintenance manual in construction, aimed at facilitating efficient handover and documentation for UK contractors.
How to set up QR code site induction and CSCS Smart Check that records checks
This guide outlines how to implement a QR code site induction and CSCS Smart Check process for efficient, auditable site access without coding.
Create jobs from Outlook emails: ServiceM8, Jobber, Tradify and Simpro step-by-step
The article outlines methods for converting Outlook emails into job entries using platforms like ServiceM8, Tradify, Jobber, and Simpro, aimed at UK trade businesses.
JCT extension of time notice template: clause numbers, examples and what to attach
The article provides a comprehensive guide on JCT Extension of Time notices, including templates, clause references, evidence requirements, and common pitfalls to avoid.
Domestic reverse charge VAT for construction: simple checklist, invoice wording and VAT return boxes
The article provides a comprehensive guide on the Domestic Reverse Charge VAT for construction, detailing its application, requirements, invoice wording, and VAT return procedures for UK firms.
How to get more Google reviews for your trade business: legal ways that work now
To enhance Google reviews for trade businesses, implement strategies like direct requests, timely follow-ups, and automated systems while adhering to legal guidelines.
Geofencing timesheets on construction sites: auto clock in, stop buddy punching and stay compliant
Geofencing timesheets automate clocking in and out for field service teams, improving accuracy and reducing administrative tasks while ensuring compliance with UK data protection laws.
Assign the right engineer every time: a simple skills‑matching rota that lifts first‑time fix
The article outlines a skills-matching rota system for efficiently assigning engineers to jobs, enhancing first-time fix rates and reducing operational stress.
Training matrix template for construction: free Excel, CSCS and IPAF expiry reminders, and an automation you can copy
This article provides a free training matrix template for UK construction firms, featuring expiry reminders and automation options to manage employee training efficiently.
Variation order in construction: simple JCT procedure, pricing and templates that get paid
The article outlines the JCT procedure for variation orders in construction, detailing steps for pricing, documentation, and ensuring timely payments for subcontractors and contractors.
Starlink for building sites: setup, power from a van, best plans and CCTV tips
The article provides guidance for site managers and contractors on using Starlink for reliable internet connectivity, including setup, power options, and CCTV integration.
How to follow up a quote: templates, timing and simple automations for trades
This guide provides UK tradespeople with effective follow-up strategies, templates, and automation tips to enhance quote approval rates without being pushy.
Voice notes to job report: step-by-step for trades with templates and tools
This guide offers tradespeople a streamlined process for creating job reports using voice notes, transcription tools, and templates to enhance efficiency and accuracy.
Best rugged phones for builders and trades in 2025: what to buy and what to avoid
In 2025, builders and tradespeople should consider rugged phones like the Samsung Galaxy XCover 7 and HMD XR21 for durability, support, and functionality.
WhatsApp appointment reminders for trades: message templates, Google Calendar setup and a 7‑day follow‑up plan
This guide offers small construction and maintenance businesses practical strategies using WhatsApp reminders to reduce missed appointments and improve customer communication.
Snagging list template for construction: free checklist, photos to capture and a 5‑step closeout flow
The article provides a comprehensive snagging list template and guidelines for construction professionals in the UK to ensure quality checks before project completion.
Construction phase plan made simple: CDM checklist, free template and how to brief the team
This guide simplifies the Construction Phase Plan process for small builders and contractors, detailing requirements, setup steps, and essential components for effective health and safety management.
Toolbox talks UK: what HSE expects, free 5‑minute scripts and a printable sign‑in sheet
The article outlines the expectations of the HSE regarding toolbox talks in the UK, providing guidance on topics, frequency, and record-keeping for safety briefings.
Xero invoice reminders UK: best settings, copyable chase emails and a 30‑minute weekly routine for trades
The article provides UK trades using Xero with strategies for setting invoice reminders, crafting effective chase emails, and establishing a weekly payment routine.
RAMS for UK construction: simple steps, free template and how to brief your team
The article provides UK construction professionals with essential guidance on creating effective RAMS, including a free template, key regulations, and common pitfalls to avoid.
Outlook ↔ ServiceM8/Jobber/Tradify (UK): stop duplicate calendar entries and fix BST/GMT shifts
The article provides guidance for UK plumbing, electrical, HVAC, and building firms on resolving duplicate calendar entries and time zone issues in Outlook with ServiceM8, Jobber, or Tradify.
Jobber to WhatsApp (UK): automate booking confirmations with Make.com and cut no-shows
UK plumbing, electrical, HVAC, and building firms can automate appointment confirmations via WhatsApp using Jobber and Make.com to reduce no-shows.
Stripe to Xero UK: reconcile payouts, fees and VAT the right way
The article provides a comprehensive guide for UK businesses using Stripe and Xero, detailing the setup and reconciliation of payouts, fees, and VAT treatment.
ServiceM8 to WhatsApp Business UK: automate booking confirmations with Make.com and cut no‑shows
ServiceM8 enables UK plumbing and electrical firms to automate appointment confirmations via WhatsApp, reducing no-shows and improving customer communication through Make.com integration.
Square to Xero UK: daily sales, fees and payouts using the Square Balance clearing account
The article outlines the setup and daily operations of integrating Square with Xero for UK businesses, focusing on VAT compliance and efficient reconciliation processes.
Zettle to Xero UK: how to reconcile daily sales, fees and payouts with a clearing account
The article outlines how UK businesses using Zettle and Xero can efficiently reconcile daily sales, fees, and payouts through a dedicated clearing account setup.
GoCardless to Xero UK how to reconcile payouts properly with a clearing account and get VAT on fees right
This guide details how UK trades firms can effectively reconcile GoCardless payouts in Xero, ensuring accurate VAT treatment and streamlined accounting processes.
ServiceM8 to Google Drive with Zapier UK how to auto save job photos into client folders
This guide explains how UK trades teams can automatically save job photos from ServiceM8 to Google Drive using Zapier, without requiring coding skills.
SumUp ↔ Xero (UK): bullet‑proof reconciliation and VAT on fees for trades
This guide provides UK plumbing, electrical, and HVAC firms with a streamlined process for reconciling SumUp payments and managing VAT in Xero.
ServiceM8 ↔ Google Calendar (UK): fix one‑hour shifts, duplicates and missing jobs around BST/GMT
This guide addresses common issues UK trades teams face when integrating ServiceM8 with Google Calendar, including time shifts, duplicates, and missing jobs, offering practical solutions.
Tradify ↔ Xero (UK): how to stop duplicate invoices and contacts before they snowball
This guide outlines best practices for UK trades teams using Tradify and Xero to prevent duplicate invoices, payments, and contacts, ensuring streamlined job administration and accurate bookkeeping.
ServiceM8 ↔ Xero for UK trades: correct Domestic Reverse Charge (DRC) and CIS workflows that actually reconcile
This guide outlines the correct workflows for UK contractors using ServiceM8 with Xero to ensure accurate Domestic Reverse Charge and CIS reconciliations.
How to Set Your Day Rate in 2025 (UK Trades)
To set a competitive day rate in 2025, UK tradespeople should research local rates, calculate expenses, and adjust for market demand and personal factors.
VAT for Trades: Flat Rate vs Standard in 10 Minutes
Understanding VAT options for UK trades reveals that the Flat Rate Scheme offers simpler accounting, while Standard VAT allows for reclaiming more VAT but requires more administration.