Templates & downloads
Paperwork, ready to use
Every file is generated in your browser when you click download. No email address, no account, no tracking of the contents.
- CSVProfessional Trade Quote TemplateA quote structure that answers the questions customers ask before they say yes: what is included, what is not, when it happens, what it costs and how payment works.Use when: Every priced job. Use it as the skeleton for your own quote document or software template.
- CSVQuote-to-Payment WorkflowThe full operating loop — enquiry, site visit, cost, quote, deposit, schedule, purchase, deliver, variations, completion, invoice, payment, review — with the evidence to keep at each step.Use when: Pin it in the van and the office. Use it to onboard anyone who takes enquiries or runs jobs.
- CSVMaterial Deposit WorksheetA one-page justification for the deposit you are asking for, in the customer's language.Use when: Any job where you buy materials before the first payment.
- CSVVariation Approval FormOne page per change. Priced, dated, signed, before the work happens.Use when: The moment a customer says 'while you're here' or the job differs from the quote.
- CSVSite Visit ChecklistThe survey record that means you never price from memory or make a second trip.Use when: Every quoting visit.
- CSVJob Completion FormSign-off evidence that prevents 'it was never finished' three weeks after the invoice.Use when: The last hour on site, before you pack the van.
- TXTLate-Payment Email PackA written sequence so chasing runs on a timetable instead of on how annoyed you feel. Five stages, from a polite nudge to a final notice.Use when: The day after terms expire, and then on a fixed schedule.
- CSVTrades Cash-Flow TemplateThirteen weeks of money in and out, with the categories that actually appear in a trade business.Use when: Every Monday morning, in ten minutes.
- CSVVan Cost WorkbookA year of vehicle costs in one place, converted into the number that matters: recovery per billable hour.Use when: Once a year at rate review, and whenever you change vehicle.
- TXTEmployee Expense PolicyThe written rules that let people buy what they need without you approving every fitting — and without losing a receipt a week.Use when: Before the first card or fuel account is handed out.
- CSVSubcontractor Onboarding ChecklistEverything to have on file before a subcontractor sets foot on your job.Use when: Before the first day, every time — including for people you have known for years.
- CSV30-Day Trades Business ResetThirty short tasks, one a day, that together fix the pricing, payment and paperwork problems most trade businesses carry.Use when: After the Health Check, or any January when you have had enough.
Use them in sets
Four sets that fix four problems
Individually they are useful. Used as a set they change how a job runs from enquiry to cleared payment.
The quoting set
A quote that states scope, exclusions, validity and payment terms wins better work and stops arguments later. Start with the quote template, add the variation form, and never price a change verbally again.
The on-site set
Evidence protects your invoice. A site visit checklist before you price, a completion form signed at handover and a photo record turn disputes into short conversations.
The getting-paid set
Late payment is a process problem, not a personality problem. Send the same three escalating emails on the same three days, every time, and most accounts start paying earlier.
The team and vehicle set
Once you have a van on the road or a person on the books, the costs and the rules both change. These set out what you spend and what you expect.
How to use them
Four things worth knowing first
Downloads are generated in your browser
Click download and the file is built on your device from the text shown on the page. Nothing is uploaded, and no email address is collected.
Open CSV files in any spreadsheet
Excel, Google Sheets, Numbers and LibreOffice all open these directly. Save your own copy before you start typing over the example rows.
Edit them to match your business
Change the payment terms, deposit percentages and wording to reflect what you actually do. A template you have not adapted is a template you will not use.
Get them checked before they are contractual
Quote terms, expense policies and subcontractor paperwork have legal and tax consequences. Have a solicitor or accountant look at your final wording once.
Straight answers
Common questions about the templates
- Are the templates really free?
- Yes. Every file on this page downloads without an account, an email address or a payment. There is no upsell version behind them.
- Can I put my own logo and terms on them?
- Yes. They are plain CSV and text files with no branding or licence restrictions. Rebrand them, reword them and use them commercially in your own business.
- Is the quote template legally binding?
- A quote your customer accepts in writing generally forms a contract, which is why the wording matters. The template covers scope, exclusions, deposits, variations and payment terms as a sensible starting point, but it is not legal advice — have your final version reviewed by a solicitor.
- Which template should I start with?
- The quote template and the variation approval form. Together they close the two biggest leaks in most trade businesses: vague scope and unpriced changes.