Free templates for tradespeople
The paperwork every trade job needs, free. Each template downloads as a Word file to edit or a PDF to print, with no email asked for. Or build the finished document online with your own logo and details, and export it. Nothing you type leaves your browser.
Method statement and RAMS template
A risk assessment and method statement for one job and one site, with trade hazard libraries, the 5 by 5 risk matrix and a briefing sign-off sheet.
Word and PDF, or build it online
Job sheet template
The record of one job: the work done, materials, hours and the customer's signature. A numbered pad to print, or one to fill in on your phone on site.
Word and PDF, or build it online
Builder quote template
A quote or estimate with VAT shown the right way for homeowners and businesses, payment stages, terms, and the cancellation notice the law asks for.
Word and PDF, or build it online
An invoice template is planned. Until then, the job sheet's totals are what you invoice from.
Know the price before you call
Three quick questions and you'll have a fixed price and a timescale. No sales calls, no pressure.