Trades Business Starter Kit | 48 Excel Templates, Quotes, Invoices, Jobs & Expenses

Run your trade business with a professional collection of 48 editable Excel templates.

The BusinessOSLab Trades Business Starter Kit is designed for tradespeople, contractors and service businesses that want a straightforward system for managing customers, jobs, quotes, invoices, expenses, materials and day-to-day business administration.

WHAT’S INCLUDED

The workbook includes 48 practical templates covering:

• Business Dashboard
• Lead Tracker
• Customer Register
• Customer Enquiry Form
• Customer Follow-Up Tracker
• Job Tracker
• Work Order Template
• Job Sheet
• Weekly Planner
• Quote Tracker
• Estimate Builder
• Invoice Tracker
• Payment Tracker
• Expense Log
• Cash Flow Planner
• Profit Tracker
• Mileage Log
• Materials List
• Stock Tracker
• Purchase Order Log
• Supplier Register
• Labour Timesheet
• Subcontractor Register
• Subcontractor Work Log
• Staff Availability Planner
• Vehicle Log
• Tool Register
• Equipment Maintenance Log
• Vehicle Cost Tracker
• Site Checklist
• Risk Assessment Outline
• Method Statement Outline
• Incident Report
• Quality Checklist
• Snag List
• Completion Sign-Off
• Handover Checklist
• Price List
• Service Catalogue
• Quote Follow-Up Tracker
• Quote Win/Loss Log
• Marketing Planner
• Social Media Planner
• Referral Tracker
• Review Request Tracker
• Business Goals
• Monthly Business Review
• Warranty / Complaint Records
• 
  

BUILT FOR TRADES

Ideal for builders, electricians, plumbers, decorators, joiners, roofers, landscapers, handymen, contractors, property-maintenance businesses and other service trades.

FULLY EDITABLE

Customise headings, categories, customers, jobs, company details and business information to suit the way you work.

DIGITAL PRODUCT

Microsoft Excel format. Instant digital download. No physical product will be shipped.