Templates that save you an afternoon — pre-filled, paste-ready.
229 templates covering quotes, invoices, variations, RAMS, handovers, letters before action, HMRC appeals and more. Fill the gaps, print, send.
Every template has been built from a real dispute, a real HMRC letter or a real site argument. They cover the thing the textbook one always misses.
All templates are free to download — no signup, no email, no catch.
Green - Low risk, general use
Amber - Medium risk, check your contract first
Red - High risk, get legal advice before sending
Invoices, payment chasers, receipts, retentions and getting paid.
Template: Payee's Default Payment Notice (when payer fails to issue)
Low risk - use as-is for most situations
Letter
Template: Payer's Pay Less Notice (Construction Act s111)
Check against your contract - may need tweaking
Letter
Template: Payer's Payment Notice (Construction Act s110A)
Low risk - use as-is for most situations
Letter
Template: Section 112 suspension notice (non-payment)
Get professional advice - high stakes
Letter
Template: Notice of Adjudication (Construction Act s108 / Scheme)
Get professional advice - high stakes
Letter
Letter Before Action -- Unpaid Final Invoice (Domestic Customer)
Check against your contract - may need tweaking
Letter
Template: Firm "pay up" email (missed notices / notified sum)
Low risk - use as-is for most situations
Letter
Template: Retention release request - first or second half
Low risk - use as-is for most situations
Letter
Template: Retention abuse - firm chase and adjudication warning
Low risk - use as-is for most situations
Letter
Template: Final account application / covering letter (smash-and-grab ready)
Low risk - use as-is for most situations
Letter
Template: "We don't accept your final account" - response letter
Low risk - use as-is for most situations
Letter
Template: "You can't just knock money off" - pay less / set-off challenge
Check against your contract - may need tweaking
Letter
Holding reply to Letter of Claim (Pre-Action Protocol)
Get professional advice - high stakes
Letter
Template: "As discussed - this is extra work" variation confirmation email
Low risk - use as-is for most situations
Letter
Template: Approach to client about direct payment / step-in (administration)
Low risk - use as-is for most situations
Letter
Template: Access to site and recover materials/plant (administration)
Low risk - use as-is for most situations
Letter
Retention of title claim notice
Check against your contract - may need tweaking
Letter
Template: VAT Domestic Reverse Charge Invoice Example
Low risk - use as-is for most situations
Letter
Payment Schedule and Deposit Terms -- Domestic Building Work
Check against your contract - may need tweaking
Letter
Cashflow Forecast 12 Week
Low risk - use as-is for most situations
CSV
Cashflow Forecast 6 Month
Low risk - use as-is for most situations
CSV
Extension of time / delay notice (JCT and NEC versions)
Low risk - use as-is for most situations
Letter
Apprentice Pay Check Sheet -- Are You Paying the Legal Minimum?
Low risk - use as-is for most situations
Letter
Apprentice Pay and Training Add-On -- Small Firm Template
Low risk - use as-is for most situations
Letter
Pre-Action Protocol Letter of Claim -- Unpaid Debt (Domestic Customer)
Get professional advice - high stakes
Letter
Template: Company Letter Before Action (Late Payment Act)
Check against your contract - may need tweaking
Letter
Template: Challenging a low interim valuation
Low risk - use as-is for most situations
Letter
Template: Domestic client - polite final invoice reminder
Low risk - use as-is for most situations
Letter
Template: Late commercial payment - adding statutory interest (B2B)
Low risk - use as-is for most situations
Letter
PI insurer / broker notification letter
Low risk - use as-is for most situations
Letter
Template: Referral Notice (Referring Party's detailed case)
Get professional advice - high stakes
Letter
Template: Reply when they say "we haven't been paid"
Low risk - use as-is for most situations
Letter
First Job Pricing Worksheet
Low risk - use as-is for most situations
CSV
Price Increase Notice — Repeat Domestic Customer
Low risk - use as-is for most situations
Letter
Price Increase Notice — Landlord / Managing Agent
Low risk - use as-is for most situations
Letter
What's NOT Included — Master Checklist (All Trades)
Low risk - use as-is for most situations
Letter
Job Costing Record
Low risk - use as-is for most situations
CSV
Annual Price Review Checklist
Low risk - use as-is for most situations
Letter
Basic Invoice for Construction and Trade Work
Low risk - use as-is for most situations
Letter
Receipt for Payment or Deposit Received
Low risk - use as-is for most situations
Letter
Commercial Pricing Build-Up
Check against your contract - may need tweaking
CSV
Mileage and Travel Log
Low risk - use as-is for most situations
CSV
Final Account Statement
Check against your contract - may need tweaking
CSV
HMRC Deadline Tracker
Get professional advice - high stakes
CSV
Retention Tracker
Check against your contract - may need tweaking
CSV
Tax returns, CIS deductions, VAT and HMRC deadlines.
Template: Reverse charge VAT / end-user status check
Low risk - use as-is for most situations
Letter
Template: Ask contractor to correct CIS deductions / statements
Low risk - use as-is for most situations
Letter
Template: Firm CIS letter - HMRC involvement warning if not fixed
Low risk - use as-is for most situations
Letter
Template: Email / Letter to HMRC Requesting CIS Status Correction
Low risk - use as-is for most situations
Letter
Template: Auto-Enrolment Letter to New Employee
Low risk - use as-is for most situations
Letter
Template: Email to Contractor Querying Wrong CIS Deduction Rate
Low risk - use as-is for most situations
Letter
Template: Response to an HMRC Compliance Check Letter
Low risk - use as-is for most situations
Letter
Quotes, subcontractor agreements, handover certificates and warranties.
Settlement confirmation email
Get professional advice - high stakes
Letter
Subcontract sanity check -- 10 questions to ask before you sign
Check against your contract - may need tweaking
Letter
Confirmation of agreed terms (no signed contract)
Check against your contract - may need tweaking
Letter
Full and Final Settlement Agreement -- Domestic Building Dispute
Get professional advice - high stakes
Letter
Letter of intent -- acceptance with conditions
Check against your contract - may need tweaking
Letter
Construction Employment Contract -- Small Firm (Basic Template)
Check against your contract - may need tweaking
Letter
Practical Completion / Handover Certificate
Check against your contract - may need tweaking
Letter
Simple Subcontractor Agreement
Check against your contract - may need tweaking
Letter
Formal Standalone Quote
Check against your contract - may need tweaking
Letter
Warranty Certificate — Workmanship Guarantee
Low risk - use as-is for most situations
Letter
Complaint responses, adjudication notices, small claims and debt recovery.
Small Claims -- Pre-Action Checklist for Tradespeople
Get professional advice - high stakes
Letter
Small Claims Evidence Bundle Template -- Building/Trades Disputes
Low risk - use as-is for most situations
Letter
Trading Standards Enquiry -- Contractor Response Template
Low risk - use as-is for most situations
Letter
Offer to Remedy Defects -- Consumer Rights Act 2015 (Domestic Work)
Low risk - use as-is for most situations
Letter
Witness Statement Template -- Tradesperson (Small Claims)
Get professional advice - high stakes
Letter
Defect / snag notification
Low risk - use as-is for most situations
Letter
Confirmation of Change of Scope / Cancellation -- Payment for Work Done
Low risk - use as-is for most situations
Letter
Neighbour Damage -- Initial Holding Letter (For Client to Send)
Low risk - use as-is for most situations
Letter
Template: Pre-Action Protocol Letter of Claim (individual / sole trader debtor)
Get professional advice - high stakes
Letter
Initial Response to Defective Work Complaint (Domestic Client)
Low risk - use as-is for most situations
Letter
Letter to Executor Claiming Money Owed (Deceased Customer)
Check against your contract - may need tweaking
Letter
Work Completed Statement for a Deceased Customer's Estate
Check against your contract - may need tweaking
Letter
Responding to a Customer Warranty or Guarantee Complaint
Check against your contract - may need tweaking
Letter
Employment letters, right-to-work checks, references and wage disputes.
Training and Competence Record -- Workforce Skills Matrix
Low risk - use as-is for most situations
Letter
Route Planner -- From Labourer to Skilled Trade
Low risk - use as-is for most situations
Letter
Pregnancy Risk Assessment Request Letter
Low risk - use as-is for most situations
Letter
Harassment and Discrimination Log
Low risk - use as-is for most situations
Letter
Career Ladder -- From Tradesperson to Site / Contracts Manager
Low risk - use as-is for most situations
Letter
Route Planner -- From Builder to Retrofit Installer / Coordinator (PAS 2035 / TrustMark)
Low risk - use as-is for most situations
Letter
Route Planner -- From Electrician to EV Charge Point Installer
Low risk - use as-is for most situations
Letter
Route Planner -- From Heating Engineer to Heat Pump Installer (MCS-Ready)
Low risk - use as-is for most situations
Letter
Overseas Worker Onboarding -- Qualifications, Ecctis and CSCS Record
Low risk - use as-is for most situations
Letter
CITB Grants -- One-Page Quick Reference (2026 Onwards)
Low risk - use as-is for most situations
Letter
Employer Checklist -- Funding NVQs and Claiming CITB Grant
Low risk - use as-is for most situations
Letter
First 90 Days Checklist -- Going From Employed to Running Your Own Firm
Low risk - use as-is for most situations
Letter
Checklist -- Using Overseas Qualifications to Get a CSCS Card
Low risk - use as-is for most situations
Letter
Reference Letter for a Completed Apprentice
Low risk - use as-is for most situations
Letter
Right to Work Check Record Sheet
Get professional advice - high stakes
Letter
Letter Challenging an Unlawful Deduction from Wages
Get professional advice - high stakes
Letter
National Minimum Wage Check Calculator
Get professional advice - high stakes
CSV
Risk assessments, permits, checklists and site compliance forms.
Simple Site Waste Management Plan (SWMP-Lite)
Low risk - use as-is for most situations
Letter
Working at height: quick kit chooser (site checklist)
Low risk - use as-is for most situations
Letter
Toolbox Talk Record -- Topic, Attendees and Signatures
Low risk - use as-is for most situations
Letter
Variation Order -- Extra Work / Change to Agreed Scope
Low risk - use as-is for most situations
Letter
Variation Log
Low risk - use as-is for most situations
CSV
Work Exposure Diary / Log
Low risk - use as-is for most situations
Letter
Template: Email Refusing Confined Space Entry Without Proper Controls
Low risk - use as-is for most situations
Letter
Template: Email Requesting Proper Dust Controls and RPE
Low risk - use as-is for most situations
Letter
Template: Email Requesting Health Surveillance From Employer
Low risk - use as-is for most situations
Letter
Template: Email Raising Welfare Facility Concerns on Site
Low risk - use as-is for most situations
Letter
Sample Health and Safety Policy (Small Construction Firm)
Low risk - use as-is for most situations
Letter
Silica dust & COSHH: site checklist
Low risk - use as-is for most situations
Letter
Site Induction Checklist -- New Starters and Visitors
Low risk - use as-is for most situations
Letter
Template: Self Assessment Penalty Appeal -- Reasonable Excuse
Low risk - use as-is for most situations
Letter
Change of Scope Confirmation -- Work Added / Removed Mid-Job
Low risk - use as-is for most situations
Letter
Snagging and Remedial Works Record -- Domestic Job
Low risk - use as-is for most situations
Letter
Heat Stress Site Checklist
Low risk - use as-is for most situations
Letter
Template: Follow-Up Email After a Site Accident (Ensuring Proper Reporting)
Low risk - use as-is for most situations
Letter
Construction waste: duty of care site checklist
Low risk - use as-is for most situations
Letter
Checklist -- Duty of Care for Construction Waste (Keep in the Van)
Low risk - use as-is for most situations
Letter
Template: Internal Safety Concern Email (Before Going to HSE)
Low risk - use as-is for most situations
Letter
Method Statement Template -- Construction Work (Blank)
Low risk - use as-is for most situations
Letter
Pre-Existing Condition Record -- Before Work Starts
Low risk - use as-is for most situations
Letter
Template: Email Documenting Refusal of Unsafe Work
Low risk - use as-is for most situations
Letter
Template: Email Requesting PPE From Employer / Principal Contractor
Low risk - use as-is for most situations
Letter
Risk Assessment Template -- Construction Work (Blank)
Low risk - use as-is for most situations
Letter
Site Environmental Checklist
Get professional advice - high stakes
Letter
Waste Carrier Licence Check — Email to Waste Contractor
Check against your contract - may need tweaking
Letter
Spill Response Card
Get professional advice - high stakes
Letter
HSE in 10 Minutes — Site Compliance Quick-Check
Check against your contract - may need tweaking
Letter
HSE Inspection Visit Record
Get professional advice - high stakes
Letter
Site Waste Management Plan (SWMP)
Check against your contract - may need tweaking
Letter
Noise Complaint Response Letter
Check against your contract - may need tweaking
Letter
Hot Work Permit
Get professional advice - high stakes
Letter
Environmental Incident Report Form
Get professional advice - high stakes
Letter
Vehicle Daily Walkaround Check
Get professional advice - high stakes
Letter
Insurance trackers, renewal checklists and vehicle checks.
Insurance Claim Notification Letter
Get professional advice - high stakes
Letter
Insurance Renewal — Side-by-Side Quote Comparison
Check against your contract - may need tweaking
Letter
Insurance Policy Summary Sheet
Check against your contract - may need tweaking
Letter
Letter Disputing an Insurance Excess Charge or Claim Decision
Check against your contract - may need tweaking
Letter
Email to Main Contractor — Insurance Requirements Before Tendering
Check against your contract - may need tweaking
Letter
Email to Broker — Urgent Cover Note Request
Check against your contract - may need tweaking
Letter
Insurance Renewal Checklist — What to Ask Your Broker
Check against your contract - may need tweaking
Letter
Insurance Policy Tracker
Check against your contract - may need tweaking
CSV
Finding clients, building your reputation and growing your business.
Professional Introduction for Approaching Builders and Contractors
Low risk - use as-is for most situations
Letter
Tender Response Cover Letter
Low risk - use as-is for most situations
Letter
Company Capability Statement
Low risk - use as-is for most situations
Letter
Project Reference Sheet
Low risk - use as-is for most situations
Letter
Pre-Qualification Questionnaire (PQQ) Response Template
Low risk - use as-is for most situations
Letter
Follow-Up Email After Sending a Quote
Low risk - use as-is for most situations
Letter
Looking after yourself on and off site.
Mental Health Conversation Prompt Card
Low risk - use as-is for most situations
Letter
How to Check In on a Mate Who Seems to Be Struggling
Check against your contract - may need tweaking
Letter
Mental Health Resource Directory for Construction Workers
Low risk - use as-is for most situations
Letter
Business continuity, record-keeping, cyber security and general admin.
Tool Inventory
Low risk - use as-is for most situations
CSV
Tool Security Policy -- Staff, Subs and Site Rules
Low risk - use as-is for most situations
Letter
My Theft Plan -- Who to Ring, What Info, Who Tells the Client
Low risk - use as-is for most situations
Letter
Van & Site Security Checklist
Low risk - use as-is for most situations
Letter
Closing a limited company -- quick checklist (voluntary strike-off route)
Low risk - use as-is for most situations
Letter
Friends and Family Job Agreement -- Scope, Mates' Rates and Priority
Low risk - use as-is for most situations
Letter
Cross-Border Job Checklist — England ↔ Wales
Low risk - use as-is for most situations
Letter
Cross-Border Job Checklist — England ↔ Scotland
Low risk - use as-is for most situations
Letter
NI Job Checklist — For GB Firms Working in Northern Ireland
Low risk - use as-is for most situations
Letter
January Annual Checklist — Yearly Reset for Trades
Low risk - use as-is for most situations
Letter
Template: Domestic client - "last chance before small claim" letter
Low risk - use as-is for most situations
Letter
GDPR checklist for builders (print and tick off)
Low risk - use as-is for most situations
Letter
My Theft Plan -- One-Pager (Print and Keep in the Van)
Low risk - use as-is for most situations
Letter
"Ready, willing and able to return" letter
Low risk - use as-is for most situations
Letter
Template: Email Requesting Asbestos Survey Before Work Starts
Low risk - use as-is for most situations
Letter
Daily Job Sheet / Daywork Record
Check against your contract - may need tweaking
Letter
Pre-Work Neighbour Notification Letter
Low risk - use as-is for most situations
Letter
Responding to a Customer Complaint About Your Work
Check against your contract - may need tweaking
Letter
Defect Rectification Timeline Agreement
Check against your contract - may need tweaking
Letter
Hit by a Bus File — Business Continuity Emergency Record
Get professional advice - high stakes
Letter
Dispute Settlement Agreement (Settling Without Going to Court)
Get professional advice - high stakes
Letter
Scope Change Confirmation (Mid-Job Change Request)
Check against your contract - may need tweaking
Letter
Written Quote for Domestic Work
Low risk - use as-is for most situations
Letter
Job Completion Confirmation
Low risk - use as-is for most situations
Letter
Cooling-Off Period Notice (Consumer Contracts Regulations 2013)
Get professional advice - high stakes
Letter
Plant Ticket and Card Tracker
Check against your contract - may need tweaking
CSV
Cyber Incident and Fraud Response Checklist
Get professional advice - high stakes
Letter
Photo Log and Site Diary
Check against your contract - may need tweaking
Letter
Booking Confirmation with Deposit, Reschedule and Cancellation Terms
Low risk - use as-is for most situations
Letter
Cancellation and Partial Refund Notice
Check against your contract - may need tweaking
Letter
Customer-Supplied Materials — Quote Clause and Terms
Check against your contract - may need tweaking
Letter
Deposit and Booking Fee Terms for Quotes
Low risk - use as-is for most situations
Letter
Contract Termination Letter — Ending a Job Professionally
Get professional advice - high stakes
Letter
Self-Employed Baby Plan
Low risk - use as-is for most situations
Letter
Templates and checklists for apprentices and new starters.
Your First Customer Bundle — Everything You Need in One Place
Low risk - use as-is for most situations
Letter
"Am I Ready?" Self-Employment Checklist
Low risk - use as-is for most situations
Letter
First 90 Days Action Plan
Low risk - use as-is for most situations
Letter
Day Rate Calculator
Low risk - use as-is for most situations
CSV
Van Cost Calculator
Low risk - use as-is for most situations
CSV
Review Request Messages
Low risk - use as-is for most situations
Letter
Customer Complaint Response Templates
Low risk - use as-is for most situations
Letter
Mates' Rates Response Messages
Low risk - use as-is for most situations
Letter
Job Sign-Off Text Messages
Low risk - use as-is for most situations
Letter
Monthly Money Check
Low risk - use as-is for most situations
CSV
5-Year Plan Worksheet
Low risk - use as-is for most situations
Letter
Templates adapted for Welsh building regulations, planning and devolved rules.
Fire and CO Alarm Spec — By Country
Low risk - use as-is for most situations
Letter
Welsh Landlord Compliance — Checklist for Builders
Low risk - use as-is for most situations
Letter
UK Environmental Regulator — Quick Reference Card
Low risk - use as-is for most situations
Letter
Welsh Job Pre-Start Checklist
Low risk - use as-is for most situations
Letter
Welsh Planning — Quick Reference
Low risk - use as-is for most situations
Letter
Which Country Am I In? What Changes?
Low risk - use as-is for most situations
Letter
Templates adapted for Scottish building standards, planning and devolved rules.
Simple Procedure — Pre-Action Checklist for Tradespeople (Scotland)
Low risk - use as-is for most situations
Letter
Template: Pre-Action Letter of Claim (individual / sole trader debtor) (Scotland)
Low risk - use as-is for most situations
Letter
Scottish Landlord Compliance — Checklist for Builders
Low risk - use as-is for most situations
Letter
Simple Procedure Evidence Bundle Template — Building/Trades Disputes (Scotland)
Low risk - use as-is for most situations
Letter
Template: Company Letter Before Action (Late Payment Act) (Scotland)
Low risk - use as-is for most situations
Letter
Scottish Completion Certificate — Evidence Pack Checklist
Low risk - use as-is for most situations
Letter
Scottish Domestic Electrical Work — Checklist
Low risk - use as-is for most situations
Letter
Scottish Job Pre-Start Checklist
Low risk - use as-is for most situations
Letter
Witness Statement Template — Tradesperson (Simple Procedure) (Scotland)
Low risk - use as-is for most situations
Letter
Letter Before Action — Unpaid Final Invoice (Domestic Customer) (Scotland)
Low risk - use as-is for most situations
Letter
Scottish Planning — Quick Reference
Low risk - use as-is for most situations
Letter
Pre-Action Letter of Claim — Unpaid Debt (Domestic Customer) (Scotland)
Low risk - use as-is for most situations
Letter
Templates adapted for NI building regulations, Technical Booklets and devolved rules.
Sample Health and Safety Policy (Small Construction Firm) — Northern Ireland
Low risk - use as-is for most situations
Letter
Risk Assessment Template — Construction Work (Blank) — Northern Ireland
Low risk - use as-is for most situations
Letter
Site Induction Checklist — New Starters and Visitors — Northern Ireland
Low risk - use as-is for most situations
Letter
Small Claims Evidence Bundle Template — Building/Trades Disputes (Northern Ireland)
Low risk - use as-is for most situations
Letter
Small Claims — Pre-Action Checklist for Tradespeople (Northern Ireland)
Low risk - use as-is for most situations
Letter
Witness Statement Template — Tradesperson (NI Small Claims Court)
Low risk - use as-is for most situations
Letter
NI Planning — Quick Reference
Low risk - use as-is for most situations
Letter
Template: Internal Safety Concern Email (Before Going to HSENI) — Northern Ireland
Low risk - use as-is for most situations
Letter
Template: Follow-Up Email After a Site Accident (Ensuring Proper Reporting) — Northern Ireland
Low risk - use as-is for most situations
Letter
Template: Company Letter Before Action (Late Payment Act) (Northern Ireland)
Low risk - use as-is for most situations
Letter
Letter Before Action — Unpaid Final Invoice (Domestic Customer) (Northern Ireland)
Low risk - use as-is for most situations
Letter
NI Completion — Evidence Pack Checklist
Low risk - use as-is for most situations
Letter
Method Statement Template — Construction Work (Blank) — Northern Ireland
Low risk - use as-is for most situations
Letter
Pre-Action Protocol Letter of Claim — Unpaid Debt (Domestic Customer) (Northern Ireland)
Low risk - use as-is for most situations
Letter
NI Domestic Electrical Work — Checklist
Low risk - use as-is for most situations
Letter
Northern Ireland Job Pre-Start Checklist
Low risk - use as-is for most situations
Letter
Template: Pre-Action Protocol Letter of Claim (individual / sole trader debtor) (Northern Ireland)
Low risk - use as-is for most situations
Letter
Template: Email Documenting Refusal of Unsafe Work — Northern Ireland
Low risk - use as-is for most situations
Letter
Long-Term Health Self-Assessment for Construction Workers
Check against your contract - may need tweaking
Letter
Skills Translation Guide: Military to Construction
Low risk - use as-is for most situations
Letter
Ex-Forces Employer Briefing
Low risk - use as-is for most situations
Letter