Templates
Working templates for the jobs every service firm repeats: closing the month, keeping rates current, staffing projects and keeping track of meters and contracts. Print them or save them as PDF, no sign-up needed.
- ChecklistMonth-end close checklist
Ten steps from complete timesheets to a closed month, each with its owner.
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- SheetBilling rate card
One row per person and project, with dates, so every rate keeps its history.
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- Printable formStaffing request form
Request a person for a role, check capacity and record the decision.
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- SheetMeter reading register
Every meter reading in one register, ready to bill or to check consumption.
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- SheetContract and agreement inventory
Every agreement with its dates, notice period, owner and next review.
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