Free downloads. Optional email updates.
Free Trade Business Templates & Tools
Download 38 practical resources built for solo tradespeople, owner-operators, and small crews. Every file is hosted on Goopuh and can be edited for your business.
Real files. Real previews.
See what you are downloading
Every resource is an editable Word document or Excel workbook. Use the arrows or swipe to see more examples.
Popular places to start
Featured free resources
Start with the tools that solve the most common estimating, paperwork, and service-call problems.
Trade Estimate & Profit Calculator
Build a quote, calculate expected profit, and compare estimated results with actual job costs.
Download Free XLSXService Invoice & Payment Tracker
Create a customer invoice, calculate totals, and track payments and the remaining balance.
Download Free XLSXElectrical Service Call Form
Document the reported issue, inspection, readings, work performed, parts, and final testing.
Download Free DOCXHVAC Preventive Maintenance Checklist
Record a structured cooling, heating, airflow, electrical, and system-condition inspection.
Download Free DOCXPlumbing Service Call Form
Record customer concerns, fixture and system findings, work performed, and testing.
Download Free DOCXLandscape Estimate & Materials Worksheet
Estimate areas, materials, labor, equipment, disposal, and total project cost.
Download Free XLSXComplete library
Browse all 38 downloads
Choose a category to see every editable resource available for that kind of work.
Business & Operations Core estimating, invoicing, job-costing, authorization, and closeout tools for nearly any service business. 10 resources
Business & Operations downloads
Trade Estimate & Profit Calculator
Build a quote, calculate expected profit, and compare estimated results with actual job costs.
Service Invoice & Payment Tracker
Create a customer invoice, calculate totals, and track payments and the remaining balance.
Job Costing & Profit Tracker
Track quoted revenue and actual job costs across your work to see which jobs are profitable.
Mileage & Vehicle Expense Log
Record business trips, odometer readings, mileage totals, and vehicle expense amounts.
Equipment Maintenance Log
Track tools, vehicles, equipment service intervals, and maintenance history.
Customer Intake & Job Request Form
Capture contact details, service needs, site information, scheduling, and lead source.
Work Order & Service Authorization
Define requested work, pricing, authorization, and completion details in one form.
Trade Job Change Order
Put scope, price, and schedule changes in writing before extra work begins.
Job Completion & Customer Signoff
Document completed work, walkthrough results, open items, and customer acceptance.
Seasonal Property Maintenance Checklist
Plan recurring exterior, interior, safety, and equipment checks by season.
Electrical Editable field forms, job checklists, panel records, and material-planning tools for electricians. 4 resources
Electrical downloads
Electrician Daily Job Checklist
A start-to-finish checklist for job preparation, customer confirmation, safe work, and closeout.
Electrical Service Call Form
Document the reported issue, inspection, readings, work performed, parts, and final testing.
Electrical Panel & Circuit Directory
Create a clean editable record of circuits, breakers, loads served, and verification status.
Electrical Materials Takeoff
Plan devices, wire, conduit, fittings, equipment, and other materials for a job.
HVAC Service, maintenance, installation startup, and customer handoff documents for HVAC professionals. 3 resources
HVAC downloads
HVAC Service Call Form
Document complaints, equipment, diagnostic readings, authorization, repairs, and final operation.
HVAC Preventive Maintenance Checklist
Record a structured cooling, heating, airflow, electrical, and system-condition inspection.
HVAC Installation Startup & Handoff
Guide installation verification, startup readings, controls checks, and customer orientation.
Plumbing Service-call documentation, materials takeoffs, and water-heater checklists for plumbers. 3 resources
Plumbing downloads
Plumbing Service Call Form
Record customer concerns, fixture and system findings, work performed, and testing.
Plumbing Materials Takeoff
Plan pipe, fittings, valves, fixtures, supports, and other job materials.
Water Heater Service & Replacement Checklist
Document diagnosis, safety checks, replacement planning, startup, and customer handoff.
Landscaping & Outdoor Services Estimating, recurring-service, route, and visit logs for outdoor service professionals. 4 resources
Landscaping & Outdoor Services downloads
Landscape Estimate & Materials Worksheet
Estimate areas, materials, labor, equipment, disposal, and total project cost.
Lawn Care Service Visit Checklist
Record mowing, edging, cleanup, turf observations, treatments, and customer notes.
Snow Removal Route & Service Log
Plan routes and record arrival, departure, labor, materials, charges, and site conditions.
Pool Service Visit Log
Document water readings, chemicals, cleaning, equipment checks, and customer notes.
Cleaning & Property Care Walkthrough, quote, completion, and service checklists for indoor and exterior cleaning work. 6 resources
Cleaning & Property Care downloads
Residential Cleaning Checklist
Organize room-by-room cleaning tasks, special requests, quality checks, and completion notes.
Commercial Cleaning Walkthrough & Quote
Assess a facility, frequency, scope, access, supplies, and pricing before proposing service.
Pressure Washing Walkthrough & Quote
Document surfaces, measurements, risks, preparation, treatment, and the quoted scope.
Window Cleaning Quote & Service Checklist
Count windows, note access and conditions, define the service, and verify completion.
Gutter Cleaning Quote & Completion Checklist
Assess access, gutter conditions, downspouts, risks, cleanup, and completed work.
Junk Removal Estimate & Load Sheet
Estimate volume, labor, access, disposal, special items, and final load details.
Painting, Roofing & Handyman Field-ready estimating, inspection, materials, prep, walkthrough, and work-order templates. 4 resources
Painting, Roofing & Handyman downloads
Painting Estimate & Room Measurement
Calculate wall and ceiling areas, paint quantities, coats, and planned labor by room.
Painting Prep & Final Walkthrough Checklist
Document protection, repairs, preparation, application, cleanup, and final acceptance.
Roofing Inspection & Estimate Worksheet
Record roof details, conditions, measurements, repair needs, scope, and estimate notes.
Handyman Work Order & Materials List
List requested tasks, labor, materials, approvals, completion notes, and open items.
Specialty Service Pros Diagnostic and work-order forms for appliance, garage-door, mobile-mechanic, and pest-control services. 4 resources
Specialty Service Pros downloads
Appliance Repair Diagnostic & Service Form
Capture appliance details, symptoms, diagnostic findings, parts, work, and testing.
Garage Door Service Call Form
Document door, opener, hardware, balance, safety checks, repairs, and recommendations.
Mobile Mechanic Inspection & Work Order
Record vehicle concerns, inspection results, diagnosis, parts, authorization, and road testing.
Pest Control Service Report
Document pest activity, inspection areas, treatment, materials, conditions, and follow-up.
Use them as a starting point
These resources are practical business templates, not legal, tax, accounting, licensing, code, or safety advice. Adapt them to your company and local requirements.