Resources by type of business
A short starting selection for each kind of business, in the order the work usually happens, with why each resource is there. They are general small-business resources chosen to fit — use any of them on their own, with no account.
Home Services & Trades
Plumbers, electricians, builders, cleaners, gardeners and other businesses that work at the customer’s property.
- Site Visit & Measurement Form
- Job / Service Pricing Calculator
- Quote & Estimate Builder
- Scope of Work Templates
Beauty & Wellness
Salons, barbers, beauty therapists, massage and wellness practitioners, and personal trainers.
- Billable Hourly Rate Calculator
- Service Price-List Maker
- Price Increase Letter & Email Templates
- Weekly Employee Schedule
Freelancers & Consultants
Independent designers, writers, developers, coaches, bookkeepers and consultants working on their own.
- Billable Hourly Rate Calculator
- Client Intake & Discovery Pack
- Service Proposal Builder
- Scope of Work Templates
Agencies & Professional Services
Marketing, design and web agencies, studios and small professional-services firms with a team.
- Sales Enquiry & Follow-up Tracker
- Client Intake & Discovery Pack
- Service Proposal Builder
- Scope of Work Templates
Shops & Ecommerce
High-street shops, online stores and makers who sell products.
- Profit Margin Calculator
- Break-Even Calculator
- Average Order Value Calculator
- Supplier Quote Comparison Sheet
Food & Hospitality
Cafés, restaurants, bars, caterers, bakeries and food trucks.
- Profit Margin Calculator
- Break-Even Calculator
- Supplier Quote Comparison Sheet
- Purchase Order Generator
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