Free templates, checklists, contracts, calculators and spreadsheets for NZ service businesses.
Each one exists because our research found the moment it covers is where jobs go wrong: the quote that did not hold, the variation nobody wrote down, the follow-up that never came. Built from what thousands of publicly posted NZ reviews praise and complain about. Download them, put your own name on them, use them tomorrow.
Free · No email wall · Yours to adaptQuote, scope, schedule, contract, subcontractors, cost tracking, handover and the first meeting.
Construction quote template
A two-page NZ construction quote with the sections that stop disputes: scope by stage, allowances, written exclusions, a variations clause, payment stages and acceptance.
Open and download →Scope of works and variation approval form
A signed scope of works and a one-page variation form.
Open and download →Schedule of works template (Excel)
A working-day schedule for a residential build, pre-filled with 21 typical stages from consent to handover.
Open and download →New client onboarding checklist for builders
A 26-point checklist from first site visit to the follow-up call after handover, built around what NZ construction clients praise and what they almost never mention.
Open and download →Pre-construction meeting agenda
A printable agenda with attendees, timed items, an actions table and a client-decisions-by-date table.
Open and download →Residential building contract template and mandatory-content checklist
A five-page contract as PDF and editable Word file: the work, price, payment claims, dates, variations, each party’s responsibilities, defects, ending early, disputes, a Schedule A of exclusions, and the mandatory-content checklist.
Open and download →Subcontractor management register (Excel)
Three working sheets: a register with licence and insurance expiry flags, a job allocation sheet that tracks value, claims and retentions, and a performance sheet scoring the four things clients notice.
Open and download →Subcontractor agreement template (NZ) with employee-or-contractor checklist
An eleven-clause agreement between a head contractor and an independent subcontractor, plus a one-page employee-or-contractor checklist.
Open and download →Practical completion certificate, defects schedule and handover inspection checklist
Three pages: the certificate (who issues it, what it triggers, the documents the Building Act requires at handover), a defects and omissions schedule with owners and dates, and a 15-area inspection checklist to walk the day before the client does.
Open and download →Construction cost tracker (Excel) and renovation budget worksheet
Budget versus actual by 18 cost codes, a variations log that feeds the budget once a change is approved, an invoice and payment claim register with overdue flags, and a printable budget to agree with the client before anything is ordered.
Open and download →The first visit, the intake, the price, the agreement, the schedule, the checklists, the roster, the keys and the follow-up.
First visit checklist for property maintenance
The first job at a new property sets the standard every later visit is judged against.
Open and download →Client intake form for cleaning services
A two-page intake form covering contact and property details, access and alarm, service and frequency, areas and priorities, products and health, billing and consent.
Open and download →Property maintenance service agreement template and checklist
Twelve plain-English clauses covering services, price, access, scope changes, cancellations, re-dos, insurance, ending and disputes, plus a before-you-sign checklist.
Open and download →Property maintenance schedule template (Excel)
Pre-filled with the lawn, garden, exterior, pest, interior, safety and water tasks a property needs through the year.
Open and download →Cleaning checklist pack: end of tenancy, short-stay turnover, commercial
Three printable checklists: an end of tenancy clean written to the Residential Tenancies Act standard, a short-stay and Airbnb turnover list with a consumables restock table, and a daily-to-quarterly commercial cleaning schedule.
Open and download →Maintenance log, request form and key register
A request form for tenants, clients and staff, a dated maintenance log, and a key register with sign-out and sign-in, as PDF, editable Word and an Excel workbook with due dates and overdue flags.
Open and download →Pest control service report and certificate of treatment
A two-page service report (findings by area, products with active ingredient and EPA approval, safety advice, recommendations, follow-up) and a one-page certificate of treatment landlords, property managers and food businesses ask for.
Open and download →Cleaning roster and timesheet (Excel and PDF)
A weekly roster by person and day with site codes, a timesheet that calculates paid hours from start, finish and breaks, weekly totals for payroll, and printable versions of both, with the break and record-keeping rules on the page.
Open and download →Rental property inspection checklist (NZ)
Section 48 notice rules in a box, a 12-room condition table with photo references, the five healthy homes standards, smoke alarms and safety, tenant obligations and an actions table with owners and dates.
Open and download →Cleaning and lawn job price calculator with annual contract pricing
Hours, people, pay and on-costs, travel time and kilometres, products, equipment and overhead in; the cost of the visit, the price at your margin (excl and incl GST), the profit and the effective hourly charge out.
Open and download →Onboarding, the engagement letter, pricing, GST, the month-end, year-end and every Inland Revenue date.
Monthly bank reconciliation template (Excel)
A three-sheet workbook: the reconciliation itself, an outstanding-items list that feeds it, and a 12-month sign-off checklist.
Open and download →Bookkeeping pricing and fee proposal template
A two-page proposal: what you understand about the client’s business, the scope line by line, three packages side by side, one-off set-up, exclusions, how fees change, payment terms and acceptance.
Open and download →13-week cash flow forecast template (Excel)
A rolling 13-week forecast with six receipt lines, twelve payment lines, a minimum-balance threshold and an assumptions sheet.
Open and download →New client onboarding checklist for accountants and bookkeepers
Before the engagement, access and information, expectations in writing, and the first 30 days.
Open and download →Accounts receivable ageing report (Excel)
An invoice list that calculates due dates, days overdue and the ageing bucket from today’s date, a summary by customer with share over 60 days and debtor days, and a next-action column so two people never chase the same invoice.
Open and download →Engagement letter template for accountants and bookkeepers
An eight-section letter (scope table, your responsibilities, ours, fees, information and timing, AML/CFT and privacy, liability and ending, acceptance) plus a ten-point pre-send checklist.
Open and download →Monthly bookkeeping checklist (PDF and Excel)
Nineteen weekly, monthly, GST-period, quarterly and annual tasks with the Inland Revenue dates built in, a signed month-close line, and an Excel tracker that holds twelve months on one sheet with red-until-cleared cells.
Open and download →Petty cash register (Excel) with vouchers and count sheet
An imprest-style register with a running balance, GST calculated where a receipt is held, a count and reconciliation sheet, and a PDF of vouchers and the monthly count.
Open and download →Year-end client information request list (PDF and Excel tracker)
A one-page request list for a 31 March balance date (bank, debtors, creditors, stock, assets, vehicles, home office, payroll, GST, drawings, income not in the bank, entities, Inland Revenue, questions) with sent and received columns, plus a tracker across all your clients.
Open and download →NZ tax and compliance deadline calendar 2026/27 (PDF and Excel)
GST, PAYE, FBT, provisional and terminal tax and return dates from April 2026 to March 2027, each shown with the working-day date it moves to when it falls on a weekend or public holiday, plus the first dates of 2027/28 and an Excel version with days-to-go flags.
Open and download →NZ GST and provisional tax calculator
Add 15% GST to a quote or take it out of a receipt, estimate a GST return from your period’s sales and purchases, and work out provisional tax under the standard option from last year’s residual income tax, with the instalment dates.
Open and download →Bookkeeping pricing calculator
Enter the client’s monthly transactions, accounts, employees, pay runs and GST frequency, and your own minutes per task and hourly rate.
Open and download →The intake, the quote, the job sheet, the invoice, site safety, the price list, the hourly rate and getting paid.
Client intake form and process for trade businesses
The five steps from enquiry to booking with a clock on each, what every new client is told in writing before booking, and a one-page intake form for the first call.
Open and download →Overdue invoice reminder templates
Day 1, day 7, day 14 with a phone script, and a 30-day final notice, written in plain NZ English with the brackets to replace.
Open and download →NZ tax invoice template for tradies (GST and non-GST)
A two-page PDF (tax invoice for GST-registered businesses, plain invoice for those not registered) and an Excel workbook that calculates GST, totals and the amount due after a deposit.
Open and download →Job costing and markup sheet with estimate template
Three working sheets (job costing with overhead recovery, what your hour must earn, markup versus margin) and a printable estimate with exclusions and terms.
Open and download →Work order and daily job sheet template
A work order the office fills and the person on the tools works from (job, access, hazards, materials, labour, extras agreed on site, completion), plus a daily job sheet with one line per job.
Open and download →Job completion and sign-off form
A two-page completion form (work done, extras, testing and compliance certificates, site, customer sign-off, follow-up) and a one-page practical completion and defects form for staged jobs.
Open and download →Customer feedback form and review request messages
A one-page feedback form, then the text, email, one reminder and the public reply to a bad review, with the rules that keep review requests legal.
Open and download →Site safety plan, hazard register and toolbox talk record
A site-specific safety plan written to the Health and Safety at Work Act 2015, a hazard and risk register pre-filled with the six hazards on most trade sites, an induction register and a toolbox talk record.
Open and download →Call-out fee and price list sheet
A two-page printable price list (call-out, hourly and after-hours rates, how the clock works, ten fixed-price jobs, materials and extras) and an Excel sheet that calculates the rates from your cost per hour.
Open and download →Booking confirmation, cancellation policy and message templates
A one-page booking and cancellation policy written to the unfair contract terms rules, then the confirmation, reminder, running-late, rebooking, late-cancellation and we-cancel messages with the brackets to replace.
Open and download →Hourly rate, markup and break-even calculator
Type in your overheads, the wage you want and the hours you can really bill.
Open and download →One-page keepers from the posts: run them against your own business.
Which process do you document first?
Score your core processes against four questions, then document whichever ranks highest before touching any software.
Open and download →Is energy now a bigger risk than you've priced for?
Run these checks against your own numbers to see if your energy exposure is actually covered.
Open and download →Is your back office ready for the next quarter
Run through these checks in a few minutes to see if your admin can handle more work and more hires, not just more confidence.
Open and download →Every figure on these pages is sourced.
The resources cite our own studies of publicly posted customer reviews: construction, property maintenance, trades and accounting and bookkeeping, each with its own methodology page stating the corpus, thresholds and exclusions. No business is ever named.
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