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.
Templates are free. You just need an email address, your region and your trade to download.
We don't ask for your name, your age, your gender or your company. Three fields and a tick box. That's it.
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: Email / Letter to HMRC Requesting CIS Status Correction
Low risk - use as-is for most situations
Letter
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: 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.
Risk Assessment Template -- Construction Work (Blank)
Low risk - use as-is for most situations
Letter
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
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
Site Waste Management Plan (SWMP)
Check against your contract - may need tweaking
Letter
HSE Inspection Visit Record
Get professional advice - high stakes
Letter
Hot Work Permit
Get professional advice - high stakes
Letter
Noise Complaint Response Letter
Check against your contract - may need tweaking
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
Hit by a Bus File — Business Continuity Emergency Record
Get professional advice - high stakes
Letter
Defect Rectification Timeline Agreement
Check against your contract - may need tweaking
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.
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
Simple Procedure — Pre-Action Checklist for Tradespeople (Scotland)
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
Skills Translation Guide: Military to Construction
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
Ex-Forces Employer Briefing
Low risk - use as-is for most situations
Letter