Trades Security Kit

Format: ZIP with PDF and editable Word guides and templates, plus an Excel workbook.

For small trades and field-service teams handling jobs, customer addresses, photos, access instructions, subcontractors and invoices.

Inside: 13-page guide to putting the steps into practice; 6-page working-template pack (both PDF and Word); 11-tab workbook. Includes a process for recording who holds each work phone, a safe handover of property-access instructions, limits on what subcontractors can access, payment checks using a number you already trust, a step-by-step lost-phone guide, two team exercises and a 30-day plan for putting the changes into use.

Records use references, not real door codes or customer information. Practical templates for working steps, not a replacement for the free account and device guide. Suggested companion: The Essential Security Kit.

Published by William Baptist | Tidy Desk Digital

General guidance, not legal advice, official security certification or a promise that you meet legal or security requirements. Not endorsed by cited organisations. Workbook recalculated and checked in LibreOffice, an office-program suite, not tested in Microsoft Excel itself. Guidance from the Information Commissioner's Office (ICO), the UK data protection regulator, is under review following the Data (Use and Access) Act.