Samples

Working files, not pictures of files. Every number on these pages comes from a live formula. The names and amounts are made up.

In every workbook

A dashboard (pick a month and everything updates), one register per type of paperwork, editable drop-down lists, settings for VAT and your rates, and locked formulas.

In every PDF form

Fill it in on a phone, tablet or PC, tick boxes, drop-downs, signature boxes, and a layout nobody can change. Job cards and order forms add up their own totals.

Your version

Your logo and colours, your own fields and wording, your prices and rules, as many rows as you need, and no sample marks.

Security company

Workbook: Dashboard, Incident reports, Patrol logs (late checks flagged), Shift registers (hours, overtime, pay). Form: Incident report.

Download workbook (.xlsx) Download form (.pdf)

Security company - Dashboard — Dashboard

Security company - Incident register — Incident register

Security company - Incident report form — Incident report form

Building contractor

Workbook: Dashboard, Quotes (VAT, expiry, follow-up), Snag lists (days open), Progress claims (retention, VAT, amount due). Form: Snag list.

Download workbook (.xlsx) Download form (.pdf)

Building contractor - Dashboard — Dashboard

Building contractor - Quote builder — Quote builder

Building contractor - Snag list form — Snag list form

Workshop

Workbook: Dashboard, Job cards (job value, days open), Vehicle inspection sheets (score, pass / fail), Quotes. Form: Job card.

Download workbook (.xlsx) Download form (.pdf)

Workshop - Job card register — Job card register

Workshop - Job card form — Job card form

Cleaning company

Workbook: Dashboard, Cleaning checklists (score per site), Invoices (due, overdue, paid), Timesheets (hours, overtime, pay). Form: Cleaning checklist.

Download workbook (.xlsx) Download form (.pdf)

Cleaning company - Dashboard — Dashboard

Cleaning company - Checklist register — Checklist register

Cleaning company - Cleaning checklist form — Cleaning checklist form

Opening the files. Workbooks open in Microsoft Excel (Windows or Mac). PDF forms work best in Adobe Acrobat Reader, which is free on phones and PCs.

Sample terms. These files are for testing only: not licensed for business use, and not to be copied or shared. They are deliberately limited to 50 rows per register.

Want one for your business? Tell us what you use now and we will quote for your own version.

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