Free Tools for UK Trade Businesses
Create the paperwork a trade business runs on — invoices today, with quotes, job sheets and more on the way. Every tool is free, works in your browser with no sign-up, and downloads as a clean PDF or editable Word file.
Choose a tool →What do you need to create?
Good trade paperwork does two jobs: it gets you paid faster and it keeps you compliant. These tools handle the fiddly UK-specific bits — like the VAT domestic reverse charge and CIS deductions — so the document is right before it leaves your hands. Pick a tool, fill it in, and download it.
Every tool, by category
Pick a tool, fill it in, and download it — free, in your browser. More categories fill in as we add tools.
Invoicing
Free Invoice Generator
Create a correct UK invoice as a sole trader, self-employed or small business — the right VAT handling, the right business details, and optional late-payment interest.
- VAT only if you're registered
- Sole trader vs limited company
- Statutory late-payment interest
- Free PDF + editable Word
CIS & VAT Invoice Generator
Build a construction invoice that gets the VAT domestic reverse charge and the CIS deduction right, with your bank details and payment terms.
- Reverse-charge invoice wording
- CIS deduction on labour
- Free A4 PDF
- Editable Word template
Credit Note Template
Issue a credit note to correct or reduce an invoice — links to the original invoice, records the reason, and reverses VAT correctly.
- Links to the original invoice
- Reason for credit recorded
- Correct VAT reversal
- Free PDF + editable Word
Proforma Invoice Generator
Request payment before you supply with a proper proforma — marked ‘not a VAT invoice’, with a valid-until date — then convert it to a real VAT invoice on payment.
- ‘This is not a VAT invoice’, done right
- Valid-until date + optional deposit
- One click: convert to a VAT invoice
- Free PDF + editable Word
VAT Invoice Generator
Build a UK VAT invoice with every HMRC element — VAT number, tax point and a per-rate VAT breakdown — or a simplified VAT invoice for retail supplies of £250 or less.
- Every HMRC-required element
- Tax point + per-rate VAT breakdown
- Full and simplified (£250 or less) modes
- Free PDF + editable Word
Job Documents
Daywork Sheet
Fill in a daywork sheet on screen — labour, plant and materials for instructed extra work, prime cost plus the agreed percentage additions, two signatures on the day — and download a branded A4 PDF free. Numbered, with a next-day button that keeps the crew.
- Labour, plant & materials tables that add up
- Prime cost + percentage additions
- Both signatures, on screen or on paper
- Free PDF + editable Word
Construction Waste Transfer Note Template
Fill in a construction waste transfer note on screen — the waste and its code from a pick-list, both parties with their registration numbers, single transfer or season ticket, both signatures — and download a branded A4 PDF free. Warns you when a code is hazardous.
- EWC & SIC codes from pick-lists
- Single transfer or season ticket
- Both signatures, on screen or on paper
- Free PDF + editable Word
Job Sheet Generator
Record work done on site — work required, work carried out, materials, labour and time — with a customer sign-off before you invoice.
- Work required + carried out
- Materials, labour & time
- Customer sign-off
- Free PDF + editable Word
Delivery & Handover Note Generator
Create a delivery note for goods dropped on site, or a handover note to sign off finished work — with a proof-of-delivery signature.
- Delivery or handover mode
- Quantities, not prices
- Short / damaged condition line
- Recipient sign-off
Snag List Template
Build a snagging list that closes a job out — every defect with location, priority, who's responsible and open/fixed status, plus a live count of what's still outstanding.
- Every snag: location, defect, owner
- Priority + open / in-progress / fixed
- Live outstanding-vs-fixed count
- Free PDF + editable Word
Timesheet Generator for Trades & Crews
A weekly trade timesheet — enter each day's start, finish and break, get the hours totalled, allocate them to a job and see the labour cost.
- Daily start, finish & break → auto hours
- Hours allocated to a job
- Hourly rate → labour cost
- Free PDF + editable Word
Work Order Generator
Authorise a job to start — the agreed scope and price, who authorised it, who it's assigned to, and a line to sign before work begins. The instruction before the job sheet.
- Agreed scope + optional agreed price
- Who authorised → who it's assigned to
- Sign-to-proceed before work starts
- Free PDF + editable Word
Site Diary Generator
Keep a dated daily site record — weather, labour on site, deliveries, instructions, variations and delays — as the contemporaneous evidence behind a delay or variation claim.
- Weather, workforce & plant on site
- Deliveries, instructions & variations
- Delays & stoppages, dated and signed
- Free PDF + editable Word
Certificate of Completion Generator
Confirm a job is complete and accepted, with handover notes and a guarantee — signed by both sides. A completion & handover record, not a regulated certificate.
- Work completed + completion date
- Guarantee / warranty terms
- Contractor + customer sign-off
- Free PDF + editable Word
O&M Manual Template
An O&M manual template that builds the whole handover pack from one set of answers — cover and contents, equipment schedule, operating instructions and isolation points, maintenance schedule, certificate register, warranties and sign-off. Pick the systems installed and the usual tasks fill in. Free A4 PDF.
- Cover, contents and 12 sections
- Equipment + maintenance schedules
- Certificate register and warranties
- Free PDF + editable Word
Payments
CIS Payment & Deduction Statement
Create the payment and deduction statement you must give each subcontractor — every HMRC-required field, the deduction worked out, the 14-day rule stated.
- Every HMRC-required field
- 20% / 30% / gross handled
- 14-day deadline stated
- Free PDF + editable Word
Remittance Advice Template
Tell a supplier or subcontractor which invoices your payment covers — the date, the method, a line per invoice.
- A line per invoice paid
- Payment date & method
- Total paid + reference
- Free PDF + editable Word
Statement of Account Template
Send a customer a clear statement of what they owe — every invoice and payment, a balance now due, and an ageing summary generic templates leave off.
- Every open invoice + payments applied
- Balance brought forward → now due
- Ageing summary (30 / 60 / 90+)
- Free PDF + editable Word
Payment Receipt Generator
Create a payment receipt — proof money was received — with paid-in-full or balance-remaining, the details a VAT receipt needs, and cash or deposit options.
- Proof of payment — not an invoice
- Paid in full or balance remaining
- VAT-receipt details when registered
- Free PDF + editable Word
Application for Payment Template
An application for payment template you complete on screen — value of work to date, materials on site, retention, less previously certified, the amount due — with the s.110A notice, pay less and final-payment dates filled in from the due date. Free A4 PDF.
- Gross → retention → net → amount due
- Variations and materials on site
- Notice, pay less and final dates
- Free PDF + editable Word
Health & Safety
Construction COSHH Assessment Template
Fill in a construction COSHH assessment on screen — one sheet per substance, with cement, silica dust, MDF, expanding foam, solvents, flux fume, diesel exhaust and more pre-filled from a trade library — and download a branded A4 PDF free. Controls in the order the regulations rank them.
- 13 site substances pre-filled
- Controls in regulation 7 order
- Review date & assessor's signature
- Free PDF + editable Word
Construction Phase Plan Generator
Produce a construction phase plan on HSE's six required sections under CDM 2015, proportionate to a small or domestic job. A document aid, not H&S advice.
- HSE's six required sections
- Roles, site rules & welfare
- Significant risks & controls; F10 field
- Free PDF + editable Word
Risk Assessment Generator for Trades
Build a risk assessment that auto-rates likelihood × severity, on HSE's 5 steps, for working at height, construction and trade tasks. A recording aid, not H&S advice.
- Auto risk rating (likelihood × severity)
- Structured on HSE's 5 steps
- Existing controls → further action → residual
- Free PDF + editable Word
Hot Works Permit Template
A hot works permit template you complete on screen — validity window, precautions checklist, timed fire-watch record and four signatures, built to the Joint Code of Practice. A record aid, not H&S advice.
- Valid-from / valid-to with a VOID line
- 12-point precautions checklist
- Timed fire-watch checks after work stops
- Free PDF + editable Word
Toolbox Talk Template
A toolbox talk template you fill in on screen — pick a topic from the library, brief the crew, record who attended and download a branded A4 PDF. A record aid, not H&S advice.
- Topic library with starter talking points
- Site, date & who delivered it
- Attendance register with signature lines
- Free PDF + editable Word
Method Statement Generator
Write a method statement — the safe system of work — with a numbered sequence of work, PPE, plant and personnel. Pairs with a risk assessment to form your RAMS.
- Numbered sequence of work
- PPE, plant & personnel
- Links to your risk assessment (RAMS)
- Free PDF + editable Word
Permit to Work Template
A permit to work template you complete on screen — general, working at height, confined space or electrical isolation, each with its own precautions list — a validity window with a VOID line, isolations, and the four signatures in order. Free A4 PDF. A record aid, not H&S advice.
- Four permit types on one form
- Valid-from / valid-to with a VOID line
- Isolations, precautions and PPE
- Free PDF + editable Word
RAMS Template
A RAMS template you complete on screen — the job and the sequence of work first, then the risk table (hazard, possible risks, required control measures) underneath, with mandatory PPE and emergency arrangements. Quick starts for MEWP, height, electrical, plumbing and site work. Free A4 PDF, no account.
- Method first, risks underneath
- Quick starts for five job types
- Competence cards, PPE chips, matrix legend
- Approval + record of briefing; free PDF
Van Check Sheet
A van check sheet for a week of daily walkaround checks on one A4 landscape page — gov.uk's van list plus ladder rack, racking and tools, a tick grid for each day, mileage and initials, and a defect log. Tick it on your phone or print it for the cab. Free PDF.
- A week of checks on one page
- Trade-van rows included
- Defect log with who fixed it
- Free PDF + editable Word
Electrical
Minor Electrical Installation Works Certificate
Complete a minor works certificate on screen — Sections A to E on the BS 7671 Appendix 6 content, A4:2026 fields, one circuit per certificate — and download a branded A4 PDF with the recipient guidance attached. You certify; we supply the form.
- Sections A–E, A4:2026 field set
- Earthing, circuit details & test results
- Declaration with on-screen signature
- Free PDF + editable Word
Fire Alarm Certificate Template
A fire alarm certificate template you complete on screen — design, installation, commissioning, acceptance, verification, test (inspection and servicing) or modification, on the BS 5839-1:2025 and BS 5839-6 content — and download as a branded A4 PDF. You certify; we supply the template.
- Seven certificates incl. the test certificate
- System, devices, supplies & variations
- Checks, defects & next service due
- Free PDF + editable Word
Emergency Lighting Certificate Template
An emergency lighting certificate template you complete on screen — the periodic inspection and test certificate or the completion certificate, on the BS 5266-1:2025 content, with the next test date filled in — and download as a branded A4 PDF. You certify; we supply the template.
- Periodic and completion certificates
- 23 items, tests & classification
- Luminaire schedule & next test due
- Free PDF + editable Word
COSHH Risk Assessment for Electricians
Fill in a COSHH risk assessment for electricians on screen — flux fume, PU foam, silica dust from chasing, MDF and plasterboard dust, resin and generator exhaust pre-filled from a trade library, one A4 sheet per substance — and download a branded PDF free.
- Electrician's substances first
- Controls in regulation 7 order
- Review date & assessor's signature
- Free PDF + editable Word
Electrical Installation Condition Report Template
Complete an electrical installation condition report on screen — sections A to K, the 60-item inspection schedule, and a landscape schedule of circuit details and test results per board with the max Zs filled in — or the electrical test sheet on its own. Free A4 PDF. You report; we supply the form.
- Sections A–K, A4:2026 field set
- 60-item inspection schedule with codes
- Test schedules per board, max Zs looked up
- Free PDF + editable Word
PAT Testing Form
A PAT testing form you complete on screen — one line per appliance with class, visual, earth, insulation, leakage and result — that prints as the record sheet for your register and as the certificate for the client, with the next test date worked out. Free A4 PDF.
- Record sheet + certificate from one list
- Class I / II with the IET guide values
- Failed items called out, next test date
- Free PDF + editable Word
Electrical Risk Assessment Template
An electrical risk assessment template you complete on screen — ten electricians' hazards pre-filled from a library with the usual controls in the Electricity at Work Regulations' terms, rated on the 5×5 matrix, every line editable. Free A4 PDF, no account. A record aid, not H&S advice.
- Ten electrical hazards pre-filled
- Isolate, lock off, prove dead controls
- 5×5 rating, further action, residual
- Free PDF + editable Word
Electrical Installation Certificate Template
An electrical installation certificate you fill in on screen — client and installation, the extent of the new work, design, construction and inspection signatures or one for all three, supply and earthing, schedule of inspections and a test schedule per board with max Zs checked. Free A4 PDF.
- EIC + schedule of inspections
- Test schedule per board, max Zs checked
- One or three signatures
- Free PDF + editable Word
Electrical Isolation Certificate
An electrical isolation certificate you fill in on screen — each point of isolation with its method, lock number, key holder and caution notice; the voltage indicator and proving unit, proved before and after, every conductor combination tested dead; and the four sign-offs. One A4 page, free PDF.
- Every isolation point, lock and notice
- Proving dead, step by step
- Single- and three-phase combinations
- Free PDF + editable Word
Schedule of Test Results Template
A schedule of test results you fill in on screen — circuit details and test results together, one landscape sheet per board, with the maximum Zs filled in for the device and every reading checked as you type. Works alone or behind an EIC, EICR or minor works. Free A4 PDF.
- Circuit details + test results per board
- Max Zs filled and checked
- Readings flagged before download
- Free PDF + editable Word
Three steps to a finished document
Every tool works the same way — there's no learning curve.
Pick the tool you need
Search or filter by category to find the document you need — invoicing, quoting, job documents, payments, health & safety and more.
Fill in your details
Type straight into the tool. Everything saves in your browser as you go, and nothing is sent anywhere.
Download and send
Export a print-ready A4 PDF for free, or an editable Word version to add your logo and reuse.
Built for how UK trades actually work
Compliant by default
UK VAT and CIS rules are built in, so the document reads correctly before it leaves your hands.
Free, no sign-up
Use every tool in your browser. No account, no card, nothing to install.
Download and edit
Every document exports as a clean A4 PDF, with an editable Word version to add your logo.
Grows with you
Handy on their own — and they connect into FieldHive when you want the full system.
Built for UK trade businesses
The tools are document aids to help you produce tidy, compliant paperwork — not tax, accounting or legal advice.
Frequently asked questions
Need to price a job or check a rate?
FieldHive also has free trade calculators — labour cost, day rate, pricing, margins and more.
Handy on their own — better together
These tools stand alone, but FieldHive connects your enquiries, quotes, jobs, invoices and payments in one system so nothing gets retyped.
