Job management software implementation and data migration checklist
One Word file with a data inventory, cleaning and field-mapping worksheets, a four-row reconciliation exercise, cutover decisions and team acceptance checks.
Tools for the work. Yours to keep.
Practical calculators, editable templates and worked examples for UK trade businesses. Download the file and use it in Excel or Word. No signup required.
Construction profitability and cash flow dashboard with worked examples
One Excel file with your own multi-job dataset, a worked three-job dashboard, definitions and checks for missing costs, duplicate Job references and inconsistent cash snapshots.
Property maintenance contact management checklist
One Word file with a blank role matrix, work and document selections, a contact-change review table and a completed agent-managed repair example.
How to increase prices in a building business
One Excel file with your own three-job comparison, a worked price-and-cost review and a reduced-workload scenario. Yellow inputs separate proposed prices, future costs, accepted-job assumptions, overhead and hours.
CIS contractor checklist for engaging subcontractors
One Word file with applicability and status questions, verification-evidence fields, a payment handover, monthly review checklist and completed missing-information example. HMRC sources checked 1 October 2026.
How to find a property's repair and maintenance work history
One Word file with a Customer/Site/work map, search log, evidence timeline, current-context checks and a completed repair-history exercise.
Spreadsheets vs job management software for trade businesses
One Word file with a capability matrix, concurrent-update rehearsal, migration prompts and a decision record. It contains no vendor ranking.
Construction retention payments UK explained for small contractors
One Word file with contract and amount fields, release-condition records, illustrative arithmetic and questions for project-specific advice. Official reform sources were checked on 1 October 2026.
Construction Job handover checklist and work pack template
One Word file with scope and contact fields, a readiness matrix, selected-document prompts, an outcome record and an example handover.
How to calculate material quantities and waste allowances for a building job
One Excel file with a blank order model, an 18 m² example, allowance sensitivity, a usable-stock scenario and layout-review worksheet.
How to get more building work through referrals
One Word file with partner-fit prompts, a four-week plan, an introduction draft, a source-and-outcome log and review questions.
Subcontractor work completion checklist and review template
One Word file with a submission cover, scope-and-evidence comparison, correction request, outcome record and worked review example.
How to calculate the full cost of job management software
One Excel file with a blank model, monthly and annual worked examples and instructions. Provider charges and internal effort are shown separately.
How to communicate construction delays with customer email templates
One Word file with four update drafts, a dependency-review table, a supplier-delay example and a pre-send checklist.
How to record partial Invoice payments and outstanding balances
One Excel file with blank Invoice and receipt registers, a worked example, unmatched-payment checks and instructions.
Quote follow-up email templates for tradespeople
One Word file containing five email drafts, a pre-contact checklist, a conversation worksheet and an outcome log.
Contractor snagging list template and completion checklist
One Word file with a blank item tracker, two example entries, before-closure prompts and an unresolved-item handover summary.
How to compare estimated and actual construction Job costs
One Excel file with a blank comparison, a four-category worked example and instructions. Quantity and rate effects explain the arithmetic difference between estimated and actual costs.
How to compare job management software for UK trades
One Excel file with twelve adaptable test areas, three candidate slots, essential-failure checks and a worked scoring demonstration. The example contains no real vendor results.
Late payment reminder email templates for UK trade businesses
One Word file with four factual email drafts, a pre-send checklist, a £1,440 part-payment example and a review log.
How to compare subcontractor Quotes with a bid comparison template
One Excel file with a blank three-supplier comparison, a worked inclusion matrix and instructions. Unknown scope and missing comparison allowances withhold a completed result.
Construction Variation form template with a worked example
One Word file with a blank change proposal, a £750 shelf-unit example, response fields, a version log and a pre-issue checklist.
How to ask customers for Google reviews with message templates
One Word file with five neutral message variants, a request-process worksheet, a pre-send checklist and a small request log.
How to calculate a tradesperson's hourly rate using billable hours
One Excel file with a blank annual-capacity model, a worked rate, a lower-billable-hours scenario and instructions. Enter your own time and cost assumptions.
Builder Invoice template UK and required information checklist
One Word file containing separate non-VAT and full VAT forms, a worked arithmetic example and a pre-issue checklist. Choose the relevant form and remove the other pages before sending.
Customer-supplied materials checklist for building and installation work
One Word file with six planning sections, a responsibility matrix, readiness prompts and a worked internal-door supply example.
How to qualify building enquiries before a site visit
One Word file with seven fit questions, a decision table, visit-planning prompts and three contrasting decision examples.
Construction daily report template and site diary example
One editable Word file with a blank daily report, a completed installation-day example and practical before-and-after note prompts.
Construction safety templates for risk assessments and site inductions
One Word file containing three blank forms and a shared action log, with the actual Jobsworth logo and links to official guidance.
Builder payment schedule template with worked examples
One Excel file with six editable payment stages, a completed £18,000 example, a linked eight-week cash check and instructions.
How to price a building job in the UK
One Excel pack with general-building, labour-only, supply-and-fit and subcontract-led estimating templates, plus a worked example. Missing quantities or rates are flagged before a selling price is calculated.
Subcontractor scope of work template for UK construction projects
One Word file containing a blank work package, supply and interface matrix, submission checklist and completed floor-tiling example.
Renovation project programme template and scheduling guide
One Excel file with a twelve-task planner, a worked programme, a delivery-delay scenario, non-working-date inputs and instructions. The timeline shows the first 30 working days.
How to set up a Google Business Profile for a building business
One editable Word file with 11 audit areas, a description-planning sheet, an action log and links to official Google guidance.
Construction cash flow forecast template for small contractors
One Excel file with an editable eight-week forecast, completed example, delayed-receipt scenario and instructions. Yellow cells are inputs; formulas calculate closing cash and the largest weekly gap.
Builder Quote template UK with a completed example
One editable Word file with the blank template first and a completed example afterwards. Includes scope, price, exclusions, programme and response fields.
Construction markup vs margin calculator and worked examples
An editable Excel workbook with target-margin and markup calculations side by side, input validation and a completed examples tab. No signup required.