Getting paid
Invoice
Bill a customer with itemized lines, tax and a total.
Receipt
Confirm a payment: who paid, how much, what for and how.
Quote
Price a job before it starts, with terms and a place to accept.
Credit note
Take money off a bill you've already sent.
Statement
Show a customer what they've been charged, paid and still owe.
Clients and projects
Client intake form
Learn what a new client needs before the first meeting.
Project brief
Agree what a project is, and isn't, before work starts.
Status report
Tell a client where the project stands in one page.
Change order
Put a change to an agreed job in writing, with its price.
Feedback form
Ask a customer how the job went, in two minutes.
Orders and stock
Running the work
Work order
Describe a job, list materials and labor, and get it signed off.
Timesheet
Record a week of hours, breaks and overtime for sign-off.
Expense report
Claim back what you spent, line by line, with approval.
Mileage log
Record business trips with odometer readings for a claim.
Petty cash log
Track small cash going in and out of the office tin.
Meeting agenda
Set out what will be discussed, by whom and for how long.
Meeting minutes
Capture who met, what was decided and who does what by when.
Sign-in sheet
Record who came, when they arrived and when they left.
Incident report
Write down an accident or near miss while it's still fresh.
Staff
Renting
How they work
- 1
Choose a template. It opens in the editor, empty and ready.
- 2
Type into the boxes, tick what applies, and add a signature or logo if you like.
- 3
Download the finished PDF, or save it to your account to come back to.
Have your own form already? Open your PDF and fill it in the same way.