Contractor & Trades
Trade work generates paperwork at every stage: a quote, a work order, a change order when the scope moves, a sign-off at the end. Most of it happens on site, where printing is not an option and a phone is the only device to hand. These templates are built for that — send a link, get a completed PDF back with the details recorded.
Change Order Form
Document a change to agreed scope, its cost impact and the customer approval, so a variation never turns into a dispute at invoicing.
Use this template →Equipment Sign-Out Sheet
Gear walks off between jobs when nobody wrote down who took it. One row per item: who has it, the serial, the date out, the date due, and its condition on collection.
Use this template →Final Walkthrough Sign-Off
Record the customer walkthrough at handover: what was inspected, what was raised and the customer acceptance of the completed work.
Use this template →Job Estimate Request
What the job is, what kind of property it sits in, how soon it is wanted and where a van can park. Enough for a trade to price most work without a first visit.
Use this template →Punch List
Capture the outstanding items still open at the end of a job, which trade is responsible for each one, and the date every item on the list must be cleared by.
Use this template →Site Safety Checklist
Run and record the pre-start safety checks for a site visit, with the hazards identified and the person who approved it.
Use this template →Subcontractor Agreement
Nobody should be on your site without an agreed rate, a defined scope and current liability cover on file. This collects all three before the start date.
Use this template →Work Order Form
Record the job, the site, the agreed scope and the target completion date, so the crew and the customer are working from the same instruction.
Use this template →