Business Documents

Forms, spreadsheets, documents and presentations, made for your business and built to be used every day.

Fillable PDF forms

The forms your people fill in every day, made to work on a phone, tablet or PC.

  • —Job cards, inspection checklists, incident reports, snag lists
  • —Consent, intake, booking, enrolment and lease forms
  • —Tick boxes, drop-downs, dates and signature boxes
  • —Totals, VAT and line amounts that add themselves up
  • —Locked layout: people fill it in, nobody can change the form
  • —Your logo, colours and wording

Excel spreadsheets and dashboards

Registers and calculators with the formulas already built and protected.

  • —Quotes, invoices, progress claims and price lists
  • —Timesheets with overtime, registers, logs and checklists
  • —A dashboard that updates when you add a row
  • —Only the input cells can be typed in; formulas are locked and hidden
  • —Drop-down lists you can edit yourself
  • —Works in Excel on Windows and Mac

Word documents

Documents that look like one business wrote them.

  • —Contracts, service agreements and engagement letters
  • —Company policies, procedures and safety files
  • —Letterheads, report and letter templates
  • —Proper styles, numbering and tables of contents

PowerPoint presentations

Presentations for clients, tenders and your own team.

  • —Company profiles and capability statements
  • —Tender and pitch presentations
  • —Master slides in your branding, so new slides match
  • —Charts and tables that are easy to update

Any other business document

Checklists, registers, price lists, staff files, client packs. If you use it, we can make it better. Send us what you have now.

See Samples

How It Works

01

Send

Send the forms or spreadsheets you use now (a photo is fine) and tell us what should be easier.

02

Quote

We reply with what we will make and a fixed price. No work starts until you agree.

03

Build

We build it with your name, fields, prices and rules, and test every formula and field.

04

Use

You get the finished files, ready to use, plus short notes on how they work. Changes after delivery are quoted the same way.

Who we make documents for

Security companiesBuilding and civil contractorsWorkshops and service centresCleaning and hygienePest controlElectrical, aircon and refrigerationProperty managers and agentsTransport and logisticsFuneral parlours and burial societiesPractices and clinicsCreches and schoolsTraining providersAccountants and bookkeepersMining and plant hire

Prices depend on how many documents you need and how much they calculate. Every job is quoted before it starts.

Get a Quote

Tell us what you need: a trading tool, business documents or a website. You get a fixed quote before any work starts, usually within one working day.

Or email contact@iamtheprocess.com

We use your details only to reply to this enquiry (POPIA). You can send files or screenshots when we reply.