All free tools and templates
85 free calculators, document builders, spreadsheets and templates for the numbers and paperwork small businesses deal with. No account needed: calculators and document builders run in your browser. Or start from your type of business
All 85 resources
Pricing & Profit
Set a price that covers your costs, check the margin and see what each job really made.
- Job / Service Pricing CalculatorPrice a job from its labour, materials and other costs at the margin you want.CalculatorYou get: Copyable textOpen calculator
- Profit Margin CalculatorCalculate margin and markup, the price for a target margin, and what a discount costs you.CalculatorOpen calculator
- Billable Hourly Rate CalculatorFind the hourly rate that covers your pay and overhead, after unbillable time.CalculatorOpen calculator
- Break-Even CalculatorFind how many jobs or units cover your fixed costs, and whether you have the capacity.CalculatorOpen calculator
- Job Profitability SpreadsheetCompare a job’s estimated and actual costs, including your own time, to see its real profit.SpreadsheetDownload spreadsheet
- Price Increase Letter & Email TemplatesClear, respectful emails, texts and printable letters for telling customers about a price change.TemplateYou get: Copyable textOpen templates
- Service Price-List MakerTurn your services and prices into a printable PDF or PNG price list.Document builderYou get: PDF · ImageOpen price-list maker
Quotes & Payments
Quote the job, agree the scope and changes, invoice it and follow up until you are paid.
- Payment Reminder TemplatesPolite emails and texts for six late-payment situations. Fill in, edit and copy.TemplateYou get: Copyable textOpen templates
- Quote & Estimate BuilderCreate an itemised PDF quote or estimate to send to a customer.Document builderYou get: PDFOpen quote builder
- Scope of Work TemplatesSet out what a job does and does not include, in short and detailed versions.TemplateYou get: Word · PDFDownload templates
- Change Order TemplateRecord added or removed work, the price difference and new dates, with a decision record. Word and PDF.TemplateYou get: Word · PDFDownload template
- Client Intake & Discovery PackA client intake questionnaire and a discovery-call worksheet, with examples.TemplateYou get: Word · PDFDownload templates
- Customer Statement of AccountShow a customer their invoices, payments and credits in date order, and the balance owed.SpreadsheetDownload spreadsheet
- Invoice GeneratorCreate an itemised invoice PDF that shows payments received and the amount due.Document builderYou get: PDFOpen invoice generator
- Payment Receipt GeneratorCreate a receipt PDF for a payment received, including part payments.Document builderYou get: PDFOpen receipt generator
- Quote Follow-up TemplatesPolite emails and texts for following up a quote you have sent.TemplateYou get: Copyable textOpen templates
- Service Proposal BuilderTurn your notes into a service proposal, as a PDF and an editable Word file.Document builderYou get: PDF · WordOpen proposal builder
- Site Visit & Measurement FormRecord measurements, conditions, access and photos on a site visit before you quote.TemplateYou get: Word · PDFDownload form
- Unpaid Invoice TrackerTrack outstanding invoices, partial payments, ageing and follow-ups due.SpreadsheetDownload spreadsheet
Money & Cash Flow
Track income and spending, forecast cash, budget the year and produce your financial statements.
- 13-Week Cash-Flow ForecastAn Excel workbook that shows your weekly cash balance for 13 weeks, and what happens if customers pay late.SpreadsheetDownload spreadsheet
- Balance Sheet TemplateAssets, liabilities and equity at one date, with the difference left visible and missing items listed.SpreadsheetDownload spreadsheet
- Business Bills & Renewal CalendarTrack regular bills, renewals and cancellation deadlines, with what is due next.SpreadsheetDownload spreadsheet
- Business Budget & Actuals TemplateSet a 12-month budget, record actuals and see the variance line by line.SpreadsheetDownload spreadsheet
- Business Loan CalculatorSee the monthly payment, total interest and schedule for a fixed-rate loan.CalculatorYou get: SpreadsheetOpen calculator
- Business Mileage LogLog business trips in miles or km, with monthly totals and an amount at your own rate.SpreadsheetDownload spreadsheet
- Cash Runway CalculatorEstimate how many months your cash lasts at your current monthly figures.CalculatorOpen calculator
- Expense Reimbursement ClaimA printable expense claim that keeps claimed, approved and reimbursed amounts apart, with a decision record.SpreadsheetDownload spreadsheet
- Income and Expense TrackerRecord money received and paid, with monthly totals and a closing cash balance.SpreadsheetDownload spreadsheet
- Monthly Sales Forecast & ActualsCompare expected and actual sales by product across 12 months.SpreadsheetDownload spreadsheet
- Profit & Loss Statement TemplateA monthly profit and loss statement, from revenue to profit before tax.SpreadsheetDownload spreadsheet
- Startup Cost & Funding Gap WorksheetAdd up what opening will cost and see the gap against the money you have confirmed.SpreadsheetDownload spreadsheet
Marketing & Sales
Plan a marketing budget, measure ads and campaigns, and follow up every enquiry.
- Break-Even ROAS CalculatorFind the minimum ROAS that covers your costs per sale, and your max ad cost.CalculatorOpen calculator
- CAC CalculatorWork out what it costs to win one new customer, from ads alone or fully loaded.CalculatorOpen calculator
- Lead Value CalculatorFind what an enquiry is worth and the most you can pay for one.CalculatorOpen calculator
- Marketing ROI CalculatorSee what your marketing returned after the costs of the sales it brought.CalculatorOpen calculator
- Revenue Goal CalculatorTurn a revenue target into the sales, enquiries and visitors you need.CalculatorOpen calculator
- ROAS CalculatorSee the revenue each unit of ad spend brings in, and whether it covers your costs.CalculatorOpen calculator
- Cost Per Lead CalculatorFind what each lead costs, and what each customer from that source costs.CalculatorOpen calculator
- Customer Case Study TemplateA customer case study built on evidence, with an internal checklist for claims and publication permissions.TemplateYou get: Word · PDFDownload templates
- Email Marketing ROI CalculatorEstimate what an email campaign leaves after its cost, from your own rates.CalculatorOpen calculator
- Email Signature GeneratorMake a text-based email signature to copy into your email app or save as HTML.Document builderYou get: Copyable text · HTML fileMake a signature
- Funnel Conversion CalculatorSee conversion and drop-off at each stage of your sales funnel.CalculatorOpen calculator
- Google Ads Budget CalculatorEstimate the ad budget a goal needs, from your own cost and conversion assumptions.CalculatorOpen calculator
- Marketing Budget CalculatorPlan a budget from the customers you want and what each costs to win.CalculatorOpen calculator
- Sales Enquiry & Follow-up TrackerTrack enquiries, follow-ups due and overdue, and what you won or lost.SpreadsheetDownload spreadsheet
- Average Order Value CalculatorFind what a typical order is worth from revenue and order count.CalculatorOpen calculator
- CPA CalculatorSee what each lead, booking or sale from a campaign costs.CalculatorOpen calculator
- CPC CalculatorWork out how much each ad click costs from your campaign spend.CalculatorOpen calculator
- CPM CalculatorCalculate your cost per 1,000 ad impressions.CalculatorOpen calculator
- CTR CalculatorSee what percentage of ad impressions turned into clicks.CalculatorOpen calculator
Website & SEO
Work out what your website and SEO must deliver, and plan the content to get there.
- Content Calendar & Keyword PlannerPlan content, campaigns and keyword research in one workbook, and record results.SpreadsheetDownload spreadsheet
- Conversion Rate CalculatorTurn people reached and people who acted into a conversion rate.CalculatorOpen calculator
- Landing Page ROI CalculatorSee how long a landing page conversion improvement takes to pay back.CalculatorOpen calculator
- Local SEO ROI CalculatorFind the extra calls or bookings local SEO must bring to pay for itself.CalculatorOpen calculator
- SEO ROI CalculatorFind the extra traffic SEO must bring each month to pay for itself.CalculatorOpen calculator
- Website Traffic Needed CalculatorEstimate the website visitors you need for a monthly revenue goal.CalculatorOpen calculator
Customers & Reviews
Welcome new clients, handle complaints, ask for reviews and know what a customer is worth.
- Customer Lifetime Value CalculatorEstimate lifetime revenue and contribution over a horizon you choose.CalculatorOpen calculator
- Review Rating CalculatorFind how many new reviews you need to reach a target star rating.CalculatorOpen calculator
- Client Welcome & Onboarding PackA welcome document for new clients and an internal onboarding checklist, in Word and PDF, with two examples.TemplateYou get: Word · PDFDownload templates
- Customer Complaint & Resolution LogTrack each complaint, who owns it, what you promised and whether it was resolved.SpreadsheetDownload spreadsheet
- LTV:CAC Ratio CalculatorCompare customer lifetime value with acquisition cost, on the basis you choose.CalculatorOpen calculator
- Project Communication PackA client progress report, a feedback sheet and a decision log for projects.TemplateYou get: Word · PDFDownload templates
- Review Request KitMake a review request email, a text message and a printable QR card from your review link.Document builderYou get: PDF · Image · Copyable textMake review requests
Running Your Business
Suppliers and stock, jobs and procedures, staff and hiring, and planning the business.
- Business Model & Lean Canvas PackBusiness Model and Lean Canvas templates, with a worked example and assumption tests.TemplateYou get: Word · PDFDownload templates
- Client Content & Asset Request PackRequest logos, copy and images from a client, and track what has arrived.TemplateYou get: Word · PDFDownload templates
- Commercial Cleaning Walkthrough & Inspection PackA pre-quote walkthrough form and a post-clean inspection checklist.TemplateYou get: Word · PDFDownload forms
- Delivery Note & Receiving ChecklistA delivery note against the order, and a checklist for checking in deliveries.TemplateYou get: Word · PDFDownload templates
- Employee Onboarding & Offboarding PackChecklists for a new starter’s first weeks and for someone leaving.TemplateYou get: Word · PDFDownload templates
- Employee vs Contractor Cost CalculatorCompare what an employee and a contractor would cost for the same work.CalculatorOpen calculator
- Equipment Maintenance & Loan PackAn equipment register with a maintenance and fault log, plus an issue-and-return form for lending equipment.SpreadsheetYou get: Word · PDFDownload templates
- Inventory & Reorder SpreadsheetAn Excel workbook that tracks stock in and out, shows what is on hand and on order, and lists what to reorder.SpreadsheetDownload spreadsheet
- Job Description & Interview Scorecard PackA job description, an internal hiring brief and an interview scorecard.TemplateYou get: Word · PDFDownload templates
- One-Page Business PlanSet out customer, offer, money and next steps on one page, with an assumptions worksheet.TemplateYou get: Word · PDFDownload templates
- Project Timeline & Milestone PlannerPlan tasks and milestones on a weekly timeline, with overdue and blocked work listed.SpreadsheetDownload spreadsheet
- Purchase Order GeneratorCreate a PDF purchase order with delivery details, discount, shipping and tax.Document builderYou get: PDFOpen PO generator
- Small-Business Pitch Deck TemplateA 10-slide editable pitch deck for a local business, with a worked example, speaker notes and a short guide.TemplateYou get: Word · PDF · PowerPointDownload templates
- SOP & Checklist PackWrite a standard operating procedure and a matching checklist for a task.TemplateYou get: Word · PDFDownload templates
- Staff Leave TrackerTrack leave requests, allowance used and remaining, and who is away each month.SpreadsheetDownload spreadsheet
- Staff Training & Competency MatrixTrack who needs which skill, training status, sign-off and reviews due.SpreadsheetDownload spreadsheet
- Supplier Quote Comparison SheetCompare up to five supplier quotes like for like: upfront, recurring and total cost over the same period.SpreadsheetDownload spreadsheet
- SWOT & Competitor Analysis PackA SWOT that leads to actions, and a sourced competitor comparison workbook.TemplateYou get: Word · PDF · SpreadsheetDownload templates
- Team Meeting & 1:1 PackA weekly team meeting record built around decisions and actions, and a private manager–employee 1:1 template.TemplateYou get: Word · PDFDownload templates
- Time Card CalculatorAdd up a week’s worked and billable hours from start and end times and breaks.CalculatorYou get: Spreadsheet · Copyable textOpen calculator
- Weekly Employee SchedulePlan a small team’s weekly shifts, with hours per person and overlap checks.SpreadsheetDownload spreadsheet
- Work Order & Handover PackA work order with a completion record, a customer job handover, and a staff shift handover, in Word and PDF.TemplateYou get: Word · PDFDownload templates