Retention and Final Account Sheet
Track what a job finished at and, more importantly, when the money still being held falls due to come back.
Site and construction · SI-14
A free printable variation order template — what changed, who asked for it, what it costs, what it does to the programme, and a signature at the bottom.
2 pages. Choose your paper size — both versions are laid out identically, so neither one gets shrunk to fit.
Print it and write on it
Fill it in type and save
The fillable versions have real form fields — open them in any PDF reader, type into them and save. Printing help.
Record a change to a job at the moment it is agreed, priced and signed, instead of arguing about it at the end when nobody's account matches.
Builders, electricians, plumbers, joiners, groundworkers, small contractors and anyone whose customer keeps asking for one more thing.
The layout is fixed at a size that fits both A4 and US Letter, so the A4 and Letter files are visually identical and print at full size on either. Rows are set at a height that an adult can actually write a date and a few words into with a pen — most printable tables are built in a word processor and never tested with one.
No sheet can do that. What you are entitled to comes from your contract, and the sheet prints no terms, percentages or entitlements. What it does is make sure the change, the price and the agreement exist in writing — which is usually the thing missing when these arguments happen. If there is real money in it, take advice.
Write down that you asked, when, and what they said, then confirm it by email or message the same day so there is a dated record outside your own paperwork. That is worth considerably more than nothing, which is the usual alternative.
Track what a job finished at and, more importantly, when the money still being held falls due to come back.
Get the customer's signature that the work is done while you are still standing there, with anything outstanding written down rather than remembered differently.
Price a job in writing, with the exclusions written down, so both sides know what was and was not covered before the work starts.
We are building this library out steadily. Leave an address and we will send the new sheets as they are finished — nothing else, and no more than one email a week.
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