Construction profitability and cash flow dashboard with worked examples
Download a multi-job Excel dashboard that separates agreed value, forecast contribution, issued Invoices, receipts and period cash movements.
Read the articleA little reading. A clearer day.
Ideas for the work around the work. From the first phone call to the last loose end.
Job management software implementation and data migration checklist
Plan a controlled transfer with a downloadable Word pack for data cleaning, field mapping, sample reconciliation and team handover.
Read the articleMore for your next tea break.
Property maintenance contact management checklist
Download a Word role matrix for agent-managed repairs, document recipients and contact changes across properties.
Read the articleHow to increase prices in a building business
Compare three job types, future costs, selected overhead and capacity with a downloadable Excel price-review workbook.
Read the articleCIS contractor checklist for engaging subcontractors
An HMRC-linked Word checklist for applicability, employment-status review, verification, payment records and monthly responsibilities.
Read the articleHow to find a property's repair and maintenance work history
Trace work by property, area and source reference with a downloadable history-search worksheet and a worked repair example.
Read the articleSpreadsheets vs job management software for trade businesses
Download a Word diagnostic to separate workflow problems from capability gaps, test concurrent updates and rehearse an alternative tool.
Read the articleConstruction retention payments UK explained for small contractors
Use a dated reform-status summary and downloadable contract-review worksheet to identify retained amounts, release conditions and evidence.
Read the articleConstruction Job handover checklist and work pack template
Download a Word pack for selected scope, contacts, access, readiness and outcome information before the team attends.
Read the articleHow to calculate material quantities and waste allowances for a building job
Download an Excel order model with whole-pack rounding, allowance sensitivity, usable-stock inputs and layout-review prompts.
Read the articleHow to get more building work through referrals
Download a four-week referral-route planner with partner-fit prompts, an introduction draft and an enquiry-source log.
Read the articleSubcontractor work completion checklist and review template
Download a Word submission-and-review record that compares delivered work with the accepted package and identifies corrections or missing evidence.
Read the articleHow to calculate the full cost of job management software
Download an Excel model for paid users, recurring charges, one-off setup, old-tool overlap and internal migration or training time.
Read the articleHow to communicate construction delays with customer email templates
Download four operational update drafts and a dependency worksheet to explain checked facts, proposed changes and confirmed arrangements.
Read the articleHow to record partial Invoice payments and outstanding balances
Download an Excel Invoice-and-receipt ledger with multiple payments, unmatched references and duplicate checks.
Read the articleQuote follow-up email templates for tradespeople
Download five email drafts matched to actual customer response situations, with a conversation worksheet and outcome log.
Read the articleContractor snagging list template and completion checklist
Download a Word tracker that connects each observed item with its agreed basis, corrective owner, status and closure evidence.
Read the articleHow to compare estimated and actual construction Job costs
Download an Excel variance worksheet that separates quantity and rate effects, flags missing inputs and compares the selected cost basis.
Read the articleHow to compare job management software for UK trades
Download an Excel test scorecard with essential-requirement gates, weighted ratings and space for observed evidence across three candidates.
Read the articleLate payment reminder email templates for UK trade businesses
Download factual messages for overdue, queried and part-paid Invoices, with a balance check and communication log.
Read the articleHow to compare subcontractor Quotes with a bid comparison template
Download an Excel inclusion matrix and compare three supplier offers against one defined work package, with explicit allowances for exclusions.
Read the articleConstruction Variation form template with a worked example
Download a Word proposal form that separates the baseline agreement, proposed adjustment, programme questions and Customer response.
Read the articleHow to ask customers for Google reviews with message templates
Download neutral email and short-message invitations, a sending checklist and a log for a consistent review-request process.
Read the articleHow to calculate a tradesperson's hourly rate using billable hours
Download an Excel model that separates gross working time from billable capacity and calculates a rate from your selected annual cost basis.
Read the articleBuilder Invoice template UK and required information checklist
Download editable non-VAT and VAT Invoice forms with a worked example, then review identity, supply details, amounts and payment information.
Read the articleCustomer-supplied materials checklist for building and installation work
Download a Word responsibility matrix to review product selection, quantities, delivery and readiness before fitting customer-supplied items.
Read the articleHow to qualify building enquiries before a site visit
Download a Word fit questionnaire and decision table, then decide which enquiry needs clarification, a purposeful visit, waiting or a clear decline.
Read the articleConstruction daily report template and site diary example
Download a Word day record with a completed example, then capture work, deliveries, issues and next responsibilities clearly.
Read the articleConstruction safety templates for risk assessments and site inductions
Download a branded Word pack with risk-assessment, site-induction and method-statement planning forms, plus an action log.
Read the articleBuilder payment schedule template with worked examples
Download an Excel stage-payment planner with allocation checks and an example cash forecast, then define the trigger and amount for each stage.
Read the articleHow to price a building job in the UK
Build an estimate from quantities and cost inputs using a downloadable Excel worksheet, then review overheads, assumptions and the selling amount.
Read the articleSubcontractor scope of work template for UK construction projects
Download an editable work package with an interface matrix and floor-tiling example, then define the scope your subcontractor will price and deliver.
Read the articleRenovation project programme template and scheduling guide
Download an Excel programme with dependency calculations, a worked refurbishment example and a delivery-delay scenario.
Read the articleHow to set up a Google Business Profile for a building business
Use Google’s guidance to establish the right profile details, then download a Word checklist to audit the setup and track corrections.
Read the articleConstruction cash flow forecast template for small contractors
Download an eight-week Excel forecast with a completed example and delayed-receipt scenario, then calculate when cash falls short.
Read the articleBuilder Quote template UK with a completed example
Download one Word file containing the editable template and a completed joinery example, then use the field-by-field guide to prepare your own offer.
Read the articleConstruction markup vs margin calculator and worked examples
Calculate a selling price from your costs and target margin, convert between markup and margin, and see how omitted costs change the result.
Read the articleWondering where Jobsworth fits?
Take a look at Jobsworth alongside Tradify, Jobber and ServiceM8, and the questions worth asking before you choose.