Protect“That was part of the price.”
Write down the supplied equipment, installation, finishing and exclusions, so the agreed job is clear.
YOUR QUOTE · YOUR WORK · YOUR PAYMENT
Protect your quote.Before the job becomes a dispute.
Get the original work, price and payment stages in writing before you start. Agree extras before doing them, so a disputed invoice does not come down to memory.
Trade Job & Payment Pack
Three documents together in one fillable PDF.
£4.99 · One payment. Use for future jobs.
Download after payment · Keep and reuse your files
For domestic installation work across the UK, including Northern Ireland. Practical records and general guidance—not a guarantee of payment.
FROM THE ACTUAL AGREEMENTBOILER EXAMPLE
Your quote. Your payment terms. A shared record.
Agree the original job before work starts.
Agree the original job before work starts.
Actual PDF excerpt with fictional entries. Example price only—not a pricing or payment recommendation. The paid form is supplied blank.
See the quote and extras examples →Use for future jobs.Your business and its team
Three documents. One PDF.16 pages for your selected job
Seven installation typesUK coverage, including NI
Built for the installations you quote.
Supply and fit is included. England, Wales, Scotland and Northern Ireland.
BoilersRoofingDrivewaysKitchensBathroomsWindows & doorsSolar & batteries
WHEN THE AGREED JOB IS QUESTIONED
Less left to memory.
More agreed in writing.
Good paperwork gives you and your customer a shared record of the deal. That matters when the scope changes or an invoice is questioned.
“I never agreed to that extra.”
Record the variation, its price and the customer’s approval before carrying out additional work.
“I thought I paid that already.”
Set payment milestones and keep invoices, payments and the remaining balance together.
WHEN THE AGREED JOB CHANGES
Protect the original agreement.
Get extras approved separately.
The pack covers the job you quoted and the changes that follow. Keep the original scope, price and payment stages together, then record any agreed extra work.
One boiler job. Two clear records.
The original quote: agree the equipment, installation work, exclusions, £4,500 example total and payment stages.
The later change: the customer asks to move the boiler. Record the extra work, £180 example charge, revised total and effect on timing.
The approval: record what both sides accepted before carrying out the extra work.
Fictional amounts and approval only. Written records support clarity; they do not guarantee payment or prevent every dispute.
See both actual PDF excerptsPRACTICAL RECORDS FOR THE WHOLE JOB
What’s inside your pack.
Start with the relevant installation template instead of assembling your own forms from scratch. Complete a fresh copy for each job.
Trade Job & Payment Pack
All three documents together in one fillable PDF for your chosen job.
£4.99 total · pay once
- Installation Agreement
- Changes, Payments & Handover
- Cancellation & Early Start
- All seven installation types included
- No subscription or charge for each job
Download and save your copies after payment. Use a fresh copy for each customer.
Get the packSet the scope before starting.
Record the products, installation work, exclusions, price, payment stages and handover responsibilities.
Installation Agreement · 6 pages
Give extras a written record.
Get changes approved, note completed work and snags, record what’s paid and what’s still owed, and use the payment reminder wording.
Changes, Payments & Handover · 4 pages
Check which cancellation notice applies.
Check which notice applies to your job—labour only, or equipment you supply and fit. Includes cancellation notices and a separate request for work to start early.
Cancellation & Early Start · 6 pages
Seven-day satisfaction promise: if the pack is not useful, contact support within seven days for a refund of the price paid. Read the trade terms.
ONE PURCHASE. A SIMPLE ROUTINE.
Choose. Download. Use again.
01
Choose your first job
Enter your business name, job type and UK nation. This selects your first download; choose and save any other included job variants before leaving the page.
02
Pay once. Get one PDF.
Pay securely through Stripe. Download the 16-page pack with all three documents together.
03
Complete a fresh copy
Use a compatible PDF reader, or print and complete by hand. Save a finished copy and give the customer the relevant records.
Know the scope. These are general templates for domestic installation records, not a bespoke building contract, technical design, safety certificate or debt-recovery service. They have not been independently reviewed by a solicitor. Check suitability for your job and obtain qualified advice for complex terms or disputes. Customer rights remain unaffected.
BEFORE YOU BUY
Your questions, answered.
What if the homeowner already has an agreement?
Compare the existing paperwork with the job you are quoting. Agree missing details and changes in writing. Do not sign conflicting versions: keep one consistent record of the agreed work, price, payment stages and responsibilities. A homeowner does not need to buy the consumer agreement as well as your trade pack.
Can I use the pack for future jobs?
Yes. Reuse your saved templates for your business’s domestic installation jobs without paying again. After payment, select the job and UK nation on your download page, then save its combined pack. Download any other variants you need before leaving.
Does it cover supplied goods and installation?
Yes. Record the products you supply, installation work, payment arrangements, commissioning and handover. The cancellation section explains which notice to use for labour-only work or equipment you supply and fit. Choose the notice that applies to your contract.
Is Northern Ireland included?
Yes, alongside England, Wales and Scotland. Select the job’s UK nation. Country notes prompt you to confirm the local approval and certification route rather than assuming one scheme applies everywhere.
Does an early start remove the customer’s cancellation rights?
Starting work does not itself remove cancellation rights. How and where the contract is agreed, what it supplies and any relevant exception matter. The pack helps you choose the right notice and includes a separate request for work to start early. It is not a universal cancellation waiver.
Will it guarantee payment or recover an unpaid invoice?
No. The pack helps you record the agreement, approved changes and payment history. It cannot prevent every dispute or guarantee recovery. Its reminders are routine payment communications, not formal court documents or debt collection.
Can I fill it in on a phone?
Use a PDF reader that supports fillable forms. Save a completed copy and reopen it to check the values; support varies between apps. You can also print and write by hand. Signature fields are not verified digital signatures.
Can my employees and subcontractors use the pack?
The owner and employees of the purchasing business may reuse the templates for that business’s jobs. Subcontractors may complete relevant records only for jobs carried out for that business; they may not reuse the blank templates for their separate businesses. Completed records may be shared with the customer and relevant advisers. Blank templates must not otherwise be redistributed, resold or published.
Can I keep the PDFs and share them with customers?
Yes. Keep your downloaded templates and share completed records with customers and advisers. The business licence does not allow resale, publication or redistribution of blank templates to other businesses. Download the job variants you need before leaving your purchase page, and keep the files for future use.
Do you receive my customer’s details?
No. You complete the forms in your own PDF software or on paper. We store purchase and licence details, but do not receive the customer information you type into the downloaded PDF.
Can I see a little more before buying?
View the document preview and boiler example. It shows the format without providing the full pack.
BEFORE YOUR NEXT INSTALLATION
Get the work, extras and
payment terms in writing.
Download the Trade Job & Payment Pack and keep a fresh copy ready for your next customer.
Hiring a tradesperson instead? See the homeowner checklist and agreement.