Free Templates for Trade Contractors

Registers, a refrigerant log book and job paperwork, free for Excel and as PDFs to print. Each one's columns are named the way Deployr names them.

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The Templates

Electrical

  • Test and Tag Register

    Every appliance you test, with its tag number, where it's used, the latest result and the next test due.

    Excel, and a PDF: A4 landscape, 1 page.

  • Switchboard and RCD Test Record

    Each board you test, with a row per circuit for its RCD, trip time and current, insulation and earth readings.

    Excel, and a PDF: A4 landscape, 1 page.

Plumbing & Gas

  • TMV Service Record

    Every thermostatic mixing valve you service, with its set and outlet temperatures, result and next service due.

    Excel, and a PDF: A4 landscape, 1 page.

HVAC & Refrigeration

  • Refrigerant Cylinder and Gas Use Log

    Your cylinders, and every kilogram bought, added to a system, recovered, transferred or lost to a leak.

    Excel, and a PDF: A4 landscape, 1 page.

Every Trade

  • Job Sheet

    One job on one page: customer, site and contact, the work requested and done, parts used, time on site and sign-off.

    Excel, and a PDF: A4 portrait, 1 page.

  • Maintenance Visit Checklist

    One maintenance visit: the assets serviced, your checks, the readings taken, defects found and the next visit.

    Excel, and a PDF: A4 portrait, 2 pages.

The Same Records in Deployr

Each template's columns are named the way Deployr names them. These pages show what Deployr does with the same records.

Try It on Your Own Jobs

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