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Cleverlio

13 resources · 3 steps

Free resources for Home Services & Trades

Plumbers, electricians, builders, cleaners, gardeners and other businesses that work at the customer’s property.

Work at a customer’s home or premises usually runs the same way: visit and measure, price it, quote it, agree what is included, do the job, handle the extras, then get paid and ask for a review.

This selection follows that order. Start wherever you are — each resource works on its own.

These are general small-business resources chosen because they fit this kind of work. Unless its name says otherwise, none is made only for one industry — adapt the wording and figures to your business.

Step 1: Visit, price and quote the job

  1. 1. Quotes & PaymentsSite Visit & Measurement FormRecord measurements, access and conditions on site, so the quote is based on what you saw.TemplateYou get: Word · PDFDownload form
  2. 2. Pricing & ProfitJob / Service Pricing CalculatorTurn labour, materials and other costs into a price at the margin you want.CalculatorYou get: Copyable textOpen calculator
  3. 3. Quotes & PaymentsQuote & Estimate BuilderSend a clear quote or estimate as a PDF, with deposit, discount and tax.Document builderYou get: PDFOpen quote builder
  4. 4. Quotes & PaymentsScope of Work TemplatesWrite down what the job includes and excludes before work starts.TemplateYou get: Word · PDFDownload templates
  5. 5. Quotes & PaymentsQuote Follow-up TemplatesFollow up quotes that went quiet without sounding pushy.TemplateYou get: Copyable textOpen templates

Step 2: Do the work

  1. 6. Quotes & PaymentsChange Order TemplateAgree extra or removed work, and its price, in writing on the day it comes up.TemplateYou get: Word · PDFDownload template
  2. 7. Running Your BusinessWork Order & Handover PackA job sheet with a completion record and a handover for the customer.TemplateYou get: Word · PDFDownload templates
  3. 8. Running Your BusinessCommercial Cleaning Walkthrough & Inspection PackFor cleaning businesses: a pre-quote walkthrough and a post-clean inspection form for commercial sites.TemplateYou get: Word · PDFDownload forms
  4. 9. Money & Cash FlowBusiness Mileage LogLog the miles driven between jobs, with totals at your own rate.SpreadsheetDownload spreadsheet

Step 3: Get paid and get found

  1. 10. Quotes & PaymentsInvoice GeneratorInvoice the finished job, showing payments already received and the amount due.Document builderYou get: PDFOpen invoice generator
  2. 11. Quotes & PaymentsPayment Reminder TemplatesPolite reminders for late payers, ready to edit and send from your own phone or email.TemplateYou get: Copyable textOpen templates
  3. 12. Customers & ReviewsReview Request KitAsk happy customers for a review with a message and a printable QR card.Document builderYou get: PDF · Image · Copyable textMake review requests
  4. 13. Website & SEOLocal SEO ROI CalculatorCheck how many extra calls local SEO must bring before it pays for itself.CalculatorOpen calculator

Not covered yet

There is no job-booking or scheduling tool, and nothing here covers safety certificates or trade regulations. Tell us what would help.

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