← All free resourcesThe admin toolkit.
The admin toolkit.
A place for every job.
Eleven working sections for enquiries, customer updates, handovers, invoices and the loose ends you’re trying to keep in your head. Fill them in on screen or print a blank copy.
11 working sections · Online + printable Free
What you get
- An enquiry checklist and quote follow-up sheet.
- An unpaid-invoice tracker.
- A worksheet for estimated and actual job contribution.
- Your weekly admin checklist.
- Six written customer updates and a job handover worksheet.
- A customer concern record and response planner.
- Honest review requests, review-link checks and a Business Profile workbook.
- Landlord and agent enquiry messages with authority and access records.
Get your free copy.
Enter your email to unlock the resource library. No payment or booking needed.
Get my free toolkitThe email form opens here. Business tips are optional.
How to use it
Open your toolkit
Open it in your browser, or download the blank HTML file to use offline. You don’t need an app.
Pick a sheet and fill it in
Use the contents links to find the sheet you need. Replace any example figures with your own.
Save your completed work
Use “Print or save a PDF” before closing the toolkit. Entries are not saved automatically, and are not sent to us.
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