Free resource library

Kits, templates and scorecards for running a better shop.

The same worksheets we'd hand a friend who runs a trade business. Pick one, enter your email, and it downloads straight away.

7 resources

Contract timeline, every export to run, a cut-over plan and the questions to ask before you give notice.

Download · PDF + Excel

Weight what matters to your shop, score up to five systems, and see year-one cost side by side.

Download · Excel

Work out your true hourly cost, set your billable rate, and price every task with good, better and best options.

Download · Excel

A plain-English membership agreement you can edit, plus a one-page plan sheet for your techs to hand over.

Download · Word

Printable tune-up checklists for AC, heat pump and furnace visits, with readings to record.

Download · PDF

Track the 12 numbers that run a service business, week by week, with formulas already built in.

Download · Excel

A fill-in-the-blanks business plan for HVAC, plumbing, electrical and other home service companies.

Download · Word

Ready to run a tighter shop?

Try the TradesWork AI plan free for 14 days. Bring your customers and price book, or start fresh with a price book made for your trade.