Pro Construction & Trades Bundle

Subbies to pay with the right CIS deduction, a new labourer starting Monday, a van MOT due, a near miss on site and a snag list for the handover. Five tools for the paperwork that comes with running a UK building firm.

Made for UK builders, contractors and trades firms with subcontractors, staff and vans, and for site managers handing over new homes. Each tool takes about 5 to 15 minutes to set up. Not accounting software: it does not file CIS returns or pay anyone.

▶ Easy Start Here guide for every tool included – video tutorials coming to our YouTube channel

What you get: 5 PHKSheets tools (4 spreadsheets and 1 offline app) in one download. Spreadsheets work in Microsoft Excel and Google Sheets, with no macros.

Save 39% compared with buying the 5 tools separately at our current listing prices (£54.95 separately, £32.99 for the bundle, both before VAT).

Works offline in any desktop browser (Windows, Mac, Chromebook) and on Android. iPhone and iPad are not supported yet.

What it does for you

• CIS Contractor Tracker: CIS deductions, payment statements and monthly CIS300 return figures for up to 100 subcontractors
• Right to Work Check Register: manual, share code and digital ID checks with follow-up dates for time-limited permission
• Snagging List App (app): room-by-room new build walk-round with photos and a builder defects report
• Accident Book & Incident Log: accidents and near misses with RIDDOR report-by dates and follow-up actions
• Fleet MOT & Tax Tracker: MOT, tax, insurance and service due dates for up to 100 vehicles, plus driver licence checks

How it works (3 steps)

1. Open each example file (and the Snagging app) to see how it works, then use the -BLANK copies.
2. Set up once: subcontractors, staff, vehicles and sites.
3. Check each Dashboard weekly: CIS returns, right to work follow-ups, MOT and tax dates, open incidents and snags.

What's included

• Start-here.pdf: open this first. It lists every file, says which one to open first, and includes each tool's one-page guide
• 1-CIS-Contractor-Tracker.zip: CIS Contractor Tracker (example .xlsx with fictional data, -BLANK .xlsx, Start-here guide)
• 2-Right-to-Work-Register.zip: Right to Work Check Register (example .xlsx with fictional data, -BLANK .xlsx, Start-here guide)
• 3-Snagging-List-App.zip: Snagging List App (.html app + Start-here guide)
• 4-Accident-Log-and-Fleet-MOT.zip: Accident Book & Incident Log (example .xlsx with fictional data, -BLANK .xlsx, Start-here guide); Fleet MOT & Tax Tracker (example .xlsx with fictional data, -BLANK .xlsx, Start-here guide)
• Why zips? To keep the download tidy, the 5 tools come as Start-here.pdf plus 4 clearly named .zip files. Each zip opens to one folder per tool

Compatibility

• Spreadsheets: Microsoft Excel 2010 or newer (Windows & Mac) and Microsoft 365, and Google Sheets (free Google account). To use Google Sheets: upload the .xlsx to Google Drive, right-click > Open with > Google Sheets, then File > Save as Google Sheets. Set File > Settings > Locale to United Kingdom for £ and UK dates
• Spreadsheets are not designed for Apple Numbers or mobile-only editing. A computer is recommended
• Apps (.html): Works offline in any desktop browser (Windows, Mac, Chromebook) and on Android. iPhone and iPad are not supported yet. Data stays in the browser on your device; download a backup regularly
• No macros, add-ons or subscriptions

Instant download

This is a digital product. Nothing physical will be shipped. Your download link appears straight after checkout and is also emailed to you. Stuck or have a question? Email info@phkmedia.co.uk and I'll gladly help you set it up.

Good to know

• Every example file uses fictional names and figures. In the apps, try the demo, then press Use my data
• Each spreadsheet has built-in checks that flag missing or odd entries
• FAQ: Does it file my CIS return? No. It gives you the monthly figures to enter in HMRC online services or your payroll software
• FAQ: Can I use the Snagging app on site? Yes, on an Android phone or tablet, and it works offline. iPhone and iPad are not supported yet
• FAQ: Is it a subscription? No. You pay once and keep the files

DISCLAIMER

These tools are record-keeping aids, not tax, legal or health and safety advice. Check gov.uk, HMRC, HSE or a qualified adviser for your situation. All names and figures in the example files are fictional.

Licence: Licensed for use within one business. Please do not resell, share or redistribute the files.

AI disclosure: These templates and their listing images were designed by PHK MEDIA LTD with the help of AI tools. All formulas were tested and the files were reviewed and finalised by the seller.

© PHK MEDIA LTD

Licence: Licensed for use within one business or household. You may edit and print the files for that business. You may not resell, share or upload them for others.