Templates

Free templates for trade businesses: forms to print and messages to copy

Job sheets, enquiry forms and the messages you send customers, ready to print for the van or copy into your phone, a spreadsheet or your job app. Each one sits in a guide that explains how to use it, with a filled-in example.

Office worker taking a printed form from a desktop printer

Every template is free and needs no sign-up. Pick the stage of the job you want to sort out first.

Calls

Taking enquiries so anyone can make the callback.

A joiner standing in his workshop doorway holding a phone to his ear while he records a voicemail greeting

Messages to copy

Voicemail greetings

Greetings to record for working hours, out of hours and holidays, and a missed-call text to send with them.

Working hours · Out of hours or away · Missed-call text

Printable form

Enquiry form

Ten fields for every call, text and web form, so anyone can make the callback. Print it for the desk or copy it into your phone.

Quotes

Writing quotes customers can say yes to, then following them up.

Spreadsheet to download

Quote tracker spreadsheet

Excel quote tracker with headings, drop-down lists, red and amber follow-up colouring and a summary tab.

Printable form

Quote

A quote layout with scope, exclusions, allowances, VAT, validity and payment stages, plus the cancellation details home customers must get.

Messages to copy

Quote follow-up messages

Three short messages for the day after, a week on and before the quote expires, ready to copy into a text or email.

Day after the quote · About a week on · Before it expires

Jobs

Recording each job so the office can invoice without ringing you.

A plumber kneeling by an opened-up bathroom floor showing a homeowner a damaged section of floorboard

Printable form

Variation

One page for each change to a job: the extra work or credit, the price with VAT, and who approved it and how.

Printable form

Job sheet

Eight fields that let the office invoice without ringing site, plus an "If relevant" section for certificates and extra work.

Getting paid

Invoicing, then chasing overdue invoices calmly and on time.

An electrician at a desk in a small home office folding a printed letter into an envelope

Printable form

Invoice template for trades

An invoice to print or copy, with the VAT, reverse charge and CIS lines ready to fill in.

Letters to copy

Letter before action

The formal letter that comes before a court claim: a letter of claim for homeowners with the enclosures it needs, and a shorter letter for business customers.

Homeowner or sole trader · Business customer

Messages to copy

Payment reminder messages

Three reminders, from a friendly note the day after the due date to a final reminder, with the lines to leave out.

Day after the due date · Fourteen days overdue · Final reminder