Free Templates for UK Trade Businesses
Professional templates for tradespeople — invoices, quotes, job sheets, risk assessments, certificates, and checklists. All free to download in PDF format, ready to customise and use.
Core templates
Trade-neutral templates that work for any trade business — whatever you do, you need to quote, invoice, and keep records.

Invoice Template for Tradespeople
Professional invoice template for any trade business, with line items, VAT calculation, payment terms, and company branding. Free PDF download.

Job Quote Template
Professional job quote template for any trade, with scope of work, pricing breakdown, validity period, and clear terms. Free PDF download.

Job Estimate Template
Professional job estimate template for any trade, with price ranges, assumptions, exclusions, and clear caveats. Free PDF download.

Job Sheet Template
Daily job sheet template for any trade, with time tracking, materials used, work description, and customer sign-off. Free PDF download.

Risk Assessment Template for Tradespeople
Free risk assessment template for any trade, with hazard identification, a risk rating matrix, and control measures. Compliant with UK health and safety law. Free PDF download.

Trade Business Plan Template
Comprehensive business plan template for starting a trade business, with financial projections, marketing strategy, and operations planning. Free PDF download.
Electricians
Templates specific to electrician work — alongside the core templates above.

EICR Report Template
Electrical Installation Condition Report (EICR) template following BS 7671 standards. Includes all required sections and observation codes. Free PDF download.

Minor Works Certificate Template
BS 7671 compliant minor electrical works certificate template. Covers additions and alterations not requiring new circuits. Free PDF download.
EICR Tracker Spreadsheet
EICR tracking spreadsheet for landlords and property managers to monitor inspection dates, expiry reminders, remedial work status, and compliance across multiple properties. Free PDF download.

Fire Alarm Test Log Template
Fire alarm weekly test log and maintenance record template compliant with BS 5839-1 and the Regulatory Reform (Fire Safety) Order 2005. Free PDF download.

Void Property Electrical Checklist
Electrical safety checklist for void and empty rental properties covering isolation, re-energisation, testing requirements, and pre-let compliance checks. Free PDF download.

Landlord Electrical Compliance Checklist
Comprehensive landlord electrical compliance checklist covering EICR scheduling, tenant notification duties, remedial work tracking, and record keeping. Free PDF download.

Request EICR Letter Template
Letter template for tenants to formally request an EICR from their landlord, citing the Electrical Safety Standards in the Private Rented Sector Regulations 2020. Free PDF download.

Report Electrical Fault Letter
Free letter template to report electrical faults to your landlord. Includes legal references and escalation guidance. Download PDF and send today.
Plumbers
Templates specific to plumber work — alongside the core templates above.

Plumbing Inspection Checklist
Room-by-room plumbing inspection checklist covering water supply, drainage, hot water, sanitaryware, leaks and pressure for a full property survey. Free PDF download.

Unvented Cylinder Service Record
Annual service record for an unvented hot water cylinder covering expansion vessel, relief valves, tundish and discharge pipework. Free PDF download.

Water Leak Report Form
A form for plumbers to record a reported or discovered water leak: location, source, severity, damage, action taken and follow-up. Free PDF download.
Carpenters
Templates specific to carpenter work — alongside the core templates above.

Materials Take-Off Sheet
Materials take-off sheet for carpenters and joiners to quantify timber, sheet materials, ironmongery, and fixings from drawings before a job. Free PDF download.

Site Measurement Sheet
Site measurement sheet for carpenters and joiners to record accurate dimensions before fabricating doors, units, stairs, and worktops. Free PDF download.
Builders
Templates specific to builder work — alongside the core templates above.

Snagging List Template
Free snagging list template for builders to record defects and incomplete work before project handover, with location, trade, priority and sign-off. Free PDF download.

Variation Order Form
Free variation order form for builders to record changes to the agreed scope, capture cost and time impact, and get client sign-off before work proceeds. Free PDF download.

Construction Phase Plan Template
Free construction phase plan template for builders, meeting CDM 2015 requirements with project details, roles, site risk controls and welfare arrangements. Free PDF download.

Site Induction Checklist
Free site induction checklist for builders to brief workers and visitors on site rules, welfare, emergencies and hazards, with a sign-off record. Free PDF download.
Gas engineers
Templates specific to gas engineer work — alongside the core templates above.

Landlord Gas Safety Record (CP12) Template
Landlord Gas Safety Record (CP12) template covering appliance checks, flue and ventilation tests, defects and unsafe situation classifications. Free PDF download.

Gas Appliance Service Checklist
A Gas Safe engineer's checklist for servicing a domestic gas appliance: soundness test, operating pressure, flue and ventilation checks, combustion analysis. Free PDF download.

Request Gas Safety Certificate Letter
Letter template for tenants to request a copy of the current Gas Safety Record from their landlord, citing the Gas Safety (Installation and Use) Regulations 1998. Free PDF download.
Heating engineers
Templates specific to heating engineer work — alongside the core templates above.

Boiler Service Record Template
Annual boiler service record template covering visual checks, controls, flue and ventilation, combustion analysis, and safety devices. Free PDF download.

Heating System Commissioning Checklist
Commissioning checklist for a new or upgraded central heating system covering system flush, inhibitor dose, controls, balancing, and handover. Free PDF download.

Central Heating Power Flush Record
Central heating power flush record covering system condition, chemicals used, water test readings before and after, and customer sign-off. Free PDF download.
Handymen
Templates specific to handyman work — alongside the core templates above.

Handyman Price List Template
Free handyman price list template to set out hourly, half-day and day rates, call-out fees and common fixed-price jobs clearly for customers. Free PDF download.

Property Maintenance Schedule Template
Free property maintenance schedule template for handymen to plan recurring tasks by frequency with due dates, a completion log and costs. Free PDF download.
Window cleaners
Templates specific to window cleaner work — alongside the core templates above.

Window Cleaning Round Sheet
Printable window cleaning round sheet to track customers, frequency, price, last cleaned, next due, payments and access notes across your whole round. Free PDF download.

Window Cleaning Contract Template
Free window cleaning contract template covering scope, frequency, price, payment terms, cancellation, access, weather policy and insurance for domestic and commercial work. Free PDF download.

Working at Height Risk Assessment
Free working at height risk assessment template covering ladders, water-fed poles, towers, hazards and control measures under the Work at Height Regulations 2005. Free PDF download.
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