Free templates
Spreadsheets for running a trade business
Each template is a CSV file that opens in Excel, Google Sheets or Numbers, with example rows so you can see the format. When a spreadsheet stops keeping up, each one imports into Taskr.
Test and tag register
A test and tag register records every electrical item you inspected and tested: what it is, where it is, who tested it, the result and when it is due again.
View templateAsset register
An asset register lists every piece of equipment you service on each site, with enough detail to find it, service it on time and show its history.
View templateDefect register
A defect register tracks every fault found on site from the day it is found to the day it is fixed, so nothing found on an inspection is forgotten.
View templateJob sheet
A job sheet is the record of one job: who it was for, what was done, how long it took, what was used and who signed it off.
View templateQuote tracker
A quote tracker lists every quote you have sent, its value, when you followed it up and whether you won it.
View templateMaintenance schedule
A maintenance schedule plans recurring service across your clients for the year, so every visit is booked before it is due.
View templateTimesheet
A timesheet records the hours each person worked and which jobs they worked on, for payroll and for job costing.
View templateVariation record
A variation record captures every change to the agreed scope, who approved it and what it costs, so extra work gets billed.
View templateInvoice and debtor tracker
An invoice tracker lists every invoice you have sent, when it is due, whether it has been paid and what you have done to chase it.
View templateAlso free: the revenue leakage calculator, which puts a number on missed jobs, quote follow-up and admin.