Quote Follow-Up Tracker
Every quote you have sent, with its reference and value.
BW-474 Tracker PDF Excel Online
Business hub
Small Business Paperwork
Invoices, estimates, expenses, jobs, stock, hours and the monthly figures. Built to calculate, and free to use at work.
180 items on this subject: 19 resources, 154 printable sheets, 5 spreadsheets and 2 tools.
Planners, trackers and checklists
Printable, fillable and online — business and work.
Supplier and Contractor Register
Who supplies what, and the account number to quote.
BW-476 Register PDF Excel Online
VAT and Sales Tax Summary
Every sale and purchase in the period, with its reference.
BW-477 Budget PDF Excel Online
Client Onboarding Checklist
The contact and billing details you need before an invoice can go out.
BW-478 Checklist PDF Online
Delivery and Dispatch Log
What was dispatched, on which day and against which order.
BW-479 Log PDF Excel Online
Tool and Plant Hire Cost Tracker
Every item on hire, and who it is hired from.
BW-480 Tracker PDF Excel Online
Staff Holiday Planner
What each person is entitled to, taken from their own contract.
BW-481 Planner PDF Excel Online
Price List and Rate Card Worksheet
Every item or service you sell, with your own code for it.
BW-482 Form PDF Excel Online
Simple Invoice Generator
Line totals from quantity and unit price, with no arithmetic by hand.
BW-71 Generator PDF Excel Online
Job Estimate Generator
Materials and labour kept apart, so the customer can see what is what.
BW-72 Generator PDF Excel Online
Business Expense Tracker
What the business spent in the period, net, tax and gross.
BW-73 Tracker PDF Excel Online
Customer Contact Spreadsheet
Every customer's phone, email and address on one sheet.
BW-74 Register PDF Excel Online
Job and Project Tracker
Where every job is — quoted, booked, in progress, done, invoiced or paid.
BW-75 Tracker PDF Excel Online
Stock and Inventory Spreadsheet
How many of each item are on hand, and where.
BW-76 Inventory PDF Excel Online
Mileage and Business Travel Log
Distance per journey and in total, from two odometer readings.
BW-77 Log PDF Excel Online
Cleaning Business Job Sheet
What was done on the visit, ticked task by task.
BW-79 Form PDF Excel Online
Small Business Monthly Profit and Loss Spreadsheet
Total income for the month, by source.
BW-80 Budget PDF Excel Online
Record sheets
From the sheet library — workshop and tools · access and visitor control · premises and facilities checks · office and committee · invoicing and money · staff records · site and construction · kitchen and catering.
Tool and Equipment Inventory
Get every tool you own onto one register with its serial number, so a theft, a fire or a claim starts from a list instead of from memory.
WT-01 1 page Workshop and tools
Workshop Equipment Service Log
Keep a per-machine service history for fixed workshop equipment, so the consumable part numbers and the last service date live with the machine.
WT-02 1 page Workshop and tools
Visitor Sign-In and Site Attendance Book
Know who is on the premises at any moment, and be able to take that answer to the assembly point as a single sheet of paper.
AS-01 1 page Access and visitor control
Key Control Register
Know at a glance which keys are out and with whom, and be able to say honestly how many copies of any of them exist.
AS-02 1 page Access and visitor control
Washroom Cleaning Sign-Off Sheet
Show that a round actually happened, at what time and by whom, and get a reported fault in front of somebody who can fix it.
PF-01 1 page Premises and facilities checks
Water Temperature and Flushing Record
Keep a dated record of outlet temperatures and flushing so a trend is visible, rather than a single reading taken on the day somebody asked.
PF-02 1 page Premises and facilities checks
All workshop and toolsAll access and visitor controlAll premises and facilities checksAll office and committeeAll invoicing and moneyAll staff recordsAll site and constructionAll kitchen and catering
Spreadsheets
Client and Customer Record Spreadsheet
A customer list that is also a value list — contact details, how they found you, what they have spent, and when you last spoke.
3 tabs · 15 kB Open it
Invoice Tracker and Aged Debt Spreadsheet
Every invoice raised, what has been paid against it, and how many days overdue the rest is — with the aged debt split that tells you who to chase first.
2 tabs · 17 kB Open it
Quote and Job Tracker Spreadsheet
Quotes followed through to finished jobs, with your win rate, the gap between quoted and actual, and the margin you really made.
2 tabs · 18 kB Open it
Small Business Income and Expense Spreadsheet
Simple books for a small business — money in, money out, categorised, with a monthly profit line and a year-end category breakdown.
4 tabs · 22 kB Open it
Stock and Inventory Spreadsheet
Stock on hand valued at cost and at retail, with margin per line and a reorder flag against the minimum level you set for each item.
3 tabs · 24 kB Open it
Tools
Custom Sheet Generator
Build your own printable log, checklist, inventory or record sheet — your title, your columns, your rows.
2 minutes Open the tool
Equipment Maintenance Schedule Generator
Select the machines you run and get a servicing schedule with hour and interval columns to fill in.
3 minutes Open the tool
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