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Trade job forms

The sheet that goes out in the van: what was quoted, what was fitted, what it took and what the customer signed.

A trade job generates three pieces of paper and usually only one of them gets written: the quote, the record of what was actually done, and the note of what was used. These are built for the second and third. None of them states a standard, an interval or a required test — those belong to the scheme you are registered with and the rules where you work.

Sheets in Trade job forms

Air Conditioning Service Sheet

Leave the site with one page that says what was serviced, what was measured and what was found, instead of a photo of a data plate and a memory of the rest.

TJ-01 2 pages

Alarm System Installation Record

Give the customer, the monitoring centre and whoever services the system next a single page that says exactly what is fitted and where.

TJ-02 1 page

Asbestos Presumed Material Register

Keep one honest list of what is presumed, what has been sampled and what was decided, so nobody drills into something because the register was in someone's head.

TJ-03 2 pages

Bathroom Fit-Out Job Sheet

Stop the end-of-job argument before it starts, by having every change written and initialled on the day it was agreed.

TJ-04 2 pages

Boiler Installation Record

Hold the whole installation on one page the customer keeps, so the warranty, the commissioning readings and what they were shown are never in dispute.

TJ-05 2 pages

Cable Run and Containment Record

Produce as-built information for the certificate, the client and the next person to open the ceiling, instead of reconstructing it from memory.

TJ-06 2 pages

Carpentry and Second Fix Sheet

Know at the end of the day which doors are hung, which rooms are finished and what is still snagging, without walking the whole house again.

TJ-07 2 pages

CCTV Camera Position and Setup Record

Be able to explain, months later, where each camera points, what was masked and who was given access — to the customer, a neighbour or anyone who asks.

TJ-08 1 page

Consumer Unit and Circuit Schedule

Leave a legible schedule in the lid of the board so the next person to open it knows what every way does without tracing cables.

TJ-09 1 page

Damp Proof Course Installation Record

Tie the survey, the treatment and the guarantee together on one page, so a claim years later can be answered from the record and not from memory.

TJ-10 2 pages

Drain Jetting and Clearance Record

Leave a clear record of a blockage call-out, so a repeat visit to the same run is recognised as a repeat and not treated as new.

TJ-12 1 page

Drain Survey and Findings Sheet

Capture a CCTV or walk-through survey on site in a form a customer can read, with the coded version ready to be written up to the standard the job asks for.

TJ-13 2 pages

Driveway and Paving Job Sheet

Keep the quoted construction and the actual construction on the same page, so the customer signs for what was built and the job's costs are all in one place.

TJ-14 1 page

Electrical Job Card

Tie every job to the circuits it touched and the certificate it produced, so the paperwork trail is complete without test results being copied onto a card.

TJ-15 1 page

EV Charge Point Installation Record

Record the design decisions for one charge point beside the unit they apply to, so the installation can be understood by whoever looks at it next.

TJ-16 1 page

Flooring Measure and Fit Sheet

Carry the measure visit through to the fit on one sheet, so the fitter arrives knowing the subfloor, the doors and who is moving the furniture.

TJ-18 1 page

Glazing Measure and Fit Record

Keep the survey and the fit for a window or door job on one sheet, so each opening's decisions travel with it from site to order to installation.

TJ-19 1 page

Groundworks and Excavation Day Sheet

Give one day's digging a record that says what was checked, what was dug and what moved, written on the day rather than reconstructed later.

TJ-20 1 page

Guttering and Fascia Job Sheet

Get the roofline job down run by run while you are still up the ladder. The rot and the nests are covered over an hour later and argued about a year on; this is where they are written down first.

TJ-21 1 page

Heat Pump Commissioning Record

Put the designer's figure and your reading on the same line. The record then shows not just what the system was set to but whether that was what it was meant to be.

TJ-22 1 page

Heating Engineer Service Visit Sheet

Leave a visit record that stands on its own. It shows what was read, what was done about it, and what the customer was told before the van pulled away.

TJ-23 1 page

Kitchen Fit-Out Job Sheet

Keep a kitchen fit straight across several trades and several days. A missing door, a damaged panel or an unconnected appliance is on paper the day it is noticed.

TJ-24 2 pages

Leak Detection and Repair Record

Show the reasoning as well as the repair. An insurer, a landlord or the next engineer can then see what was checked and what was ruled out.

TJ-25 1 page

Locksmith Callout and Key Record

Record why you let someone in and how many keys now exist, on one sheet. Those are the two things a locksmith is asked about later, and the customer signs for both.

TJ-26 1 page

Paint and Material Take-Off Sheet

Turn a walk round the house into an order that is right first time. The working is shown, so a short tin can be traced back to the wall that caused it.

TJ-27 2 pages

Pest Treatment Visit Record

Leave a treatment record that can be checked against the product label. The next technician, or a customer asking what was put down and where, can read it without you.

TJ-28 1 page

Plastering Job and Materials Sheet

Record what each surface actually was and what went onto it. A later crack, a blown patch or a paint failure can then be traced to the background rather than guessed at.

TJ-29 1 page

Plumbing Callout and Parts Record

Get the parts and the isolation down on paper at the job. The invoice is then right, the van stock is right and the next plumber can find the stopcock.

TJ-30 1 page

Radiator and Pipework Survey Sheet

Get the whole house down on one walk-round, so the quote, the order and the fitting day all come from the same list rather than three different memories of it.

TJ-31 1 page

Rendering and External Wall Record

Trace a crack, a colour difference or a failed bond back to the batch, the day and the weather, instead of guessing which wall was done when.

TJ-32 2 pages

Scaffold Handover and Off-Hire Record

Settle the questions a scaffold hire always raises — who asked for the extra lift, when off-hire was called and what went missing — from a signed record rather than a phone call.

TJ-33 1 page

Site Welfare and Cabin Check Sheet

Catch the empty soap, the full waste tank and the dead drying-room heater before the crew do, and show that somebody looked.

TJ-34 1 page

Socket and Lighting Point Count Sheet

Quote and first-fix from one count, so the number of sockets in the kitchen does not change between the visit, the quote and the day the chasing starts.

TJ-35 1 page

Solar Panel Installation Record

Leave behind one sheet that says exactly what is on the roof and in the loft, so the next engineer, the customer or the insurer does not have to climb up to find out.

TJ-36 1 page

Tiling Job and Adhesive Record

Answer the call a year later — a hollow tile, a shade difference, a grout that stained — from the batch numbers and the prep you actually did.

TJ-37 1 page

Underfloor Heating Installation Record

Keep the one record of what is under the floor, made on the only day it can be seen, so a future fixing, a fault or a floor change does not start with a guess.

TJ-39 1 page

Window and Door Survey Sheet

Quote for the job you will actually find — the boxed-in reveal, the alarm contact, the tiled cill — instead of the one you assumed from the front elevation.

TJ-40 2 pages

Elsewhere in the library

Other categories

Property records

The paperwork that covers the whole building — service history, registers, warranties and the seasonal rounds.

26 sheets

Home systems

Heating, hot water, ventilation, drainage and water supply — the fixed systems that need servicing on a schedule.

27 sheets

Safety checks

Alarm tests, extinguisher checks and the records that prove they happened.

24 sheets

Outdoor machines

Mowers, saws, generators, washers, compressors and tractors — hour-based servicing and the part numbers you can never find.

23 sheets

Vehicles

Cars, motorcycles, motorhomes, trailers and boats — service history, schedules and pre-use inspections.

23 sheets

Water and pools

Pools, hot tubs and private water supplies — chemistry logs and test records.

14 sheets

Rental property

Maintenance logs, periodic inspections and changeover checklists for let property.

17 sheets

Pets and animals

Vaccination and health records, sitter instructions and the emergency details somebody else would need if you were not there.

33 sheets

Trailers and marine

Trailers, horseboxes, caravans and boats — annual service records, pre-use inspections and the towing figures you should never be guessing at.

27 sheets

Workshop and tools

Inventories, service logs and the working paperwork a small workshop, a trade or a van actually runs on.

32 sheets

Cleaning and routines

Cleaning schedules, rotas, deep-clean checklists and the dated records a cleaning routine is supposed to leave behind.

10 sheets

Moving and buying

The paperwork of changing address — moving, viewing, snagging, renovating and switching the supplies over.

12 sheets

Garden and growing

Sowing plans, plot layouts, greenhouse logs, compost records and fruit tree histories — blank wherever the answer depends on where you garden.

37 sheets

Exotic and small pets

Husbandry records for reptiles, amphibians, fish, small mammals and birds — the readings, feeds and weights that keep an animal well.

26 sheets

Garage and vehicle workshop

Job cards, parts, road tests and the paperwork that follows a car through a workshop from booking in to handing back.

42 sheets

Professional drivers

Shifts, runs, checks and hours — for the people whose office is a vehicle.

38 sheets

Warehouse and logistics

Goods in, picked, packed, counted and despatched — the paper trail down the aisle.

25 sheets

Restaurants and bars

Prep done, tables planned, lines cleaned, waste counted and the till cashed up.

28 sheets

Retail shop floor

The till, the stockroom, the shelf edge and the routines that open and close the door.

25 sheets

Salon and studio

What was done to whom, with what, and what they said about it last time.

25 sheets

Music and performance

The gig booked, the stage plotted, the set played and the show reported.

34 sheets

Studio crafts and making

Firings, cuts, pours and settings — written down so the good one can be repeated.

35 sheets

Sports clubs by sport

Team sheets, scorebooks, training plans and the club admin behind a fixture.

30 sheets

IT and office systems

What kit exists, who has it, whether the backup ran and when the licence expires.

20 sheets

Livestock and smallholding

Flock and herd records, medicine and movement books, and the application records that have to be produced when somebody asks.

71 sheets

Craft and making

Project planners, stash inventories and machine logs — for quilting, sewing, printing, modelling and selling what you make.

15 sheets

Photography and media

Shot lists, kit inventories and job records — for getting the shot, insuring the kit and finding out what the work actually pays.

10 sheets

Outdoor pursuits

Logbooks and trip plans for time spent outdoors — dives made, water paddled, rounds played.

33 sheets

Vehicle buying and selling

Sheets for the hour you spend standing in front of a car you are thinking of buying, and for comparing it afterwards with the others you saw.

19 sheets

Beekeeping

Inspection records for hives and colonies, built so this week's visit can be read against the last three.

21 sheets

Equine records

Due-date charts and care records for horses and ponies, with the intervals left blank for the ones your own farrier, vet and dentist give you.

33 sheets

Access and visitor control

Visitor sign-in pages and key registers — who is in the building, who let them in, and what has not come back.

14 sheets

Running costs and fleet

Per-fill fuel and cost records, kept unit-neutral so the same sheet works wherever you buy fuel and whatever your odometer reads in.

21 sheets

Hobby and craft logbooks

Logbooks for the things people do for the love of it, built to hold hours, conditions and the incident nobody wants to reconstruct from memory.

10 sheets

Food preservation and pantry

What is on the shelf, how much of it you want there, and what needs reordering before the recipe stops.

10 sheets

Growing results and crops

What seed you actually have, whether it still germinates, and what the plot really produced.

20 sheets

Fitness and training

Session logs and equipment records for training — what you did, and what your kit has done.

10 sheets

Collecting and valuables

Itemised records for collections and valuables — what you own, what it cost, and what can be evidenced about it.

11 sheets

Office and committee

The paperwork a committee, a small office or a one-person project runs on — minutes, agendas, actions, decisions, risks and issues.

13 sheets

Invoicing and money

The money paperwork a one-person business runs on — invoices, estimates, receipts, orders, price lists and the sheets that show what a job really cost.

24 sheets

Staff records

The records a small employer actually needs: hours, leave, rotas, reviews, training and the two checklists that make starting and leaving orderly.

15 sheets

Site and construction

Permits, method statements, diaries and inspection registers for building sites, yards and anywhere work is done under control.

15 sheets

Classroom and childcare

Blank sheets for a classroom, a tutor, a club or an evening's babysitting — registers, marks, seating, reading and trips.

14 sheets

Clubs and teams

The paperwork a sports club, a society or a village hall committee runs on — members, subs, kit, duties, scores and fixtures.

13 sheets

Blank and universal

Sheets with no subject at all — blank logs, blank checklists, tally sheets and report forms you head yourself.

12 sheets

Kitchen and catering

Records for a working kitchen — what a dish costs, what was made from which batch, what was checked, cleaned and thrown away.

30 sheets

Travel and trips

Two sheets for going somewhere: a packing list you write once and reuse, and a road trip planned day by day.

10 sheets

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