Win the job. Get paid on time. 12 systems for trades.
12 practical playbooks for plumbers, electricians, builders and other trades: catching missed calls, fast written quotes, cancellation rights for home jobs, job sheets, extras agreed in writing, certificates, invoices, deposits, reviews and repeat work.
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Built to be used, not read once
Built for the van
Short systems you can run from your phone between jobs: quote templates, job sheets and text replies.
Protects your money
Extras agreed in writing, deposits and stage payments, and invoices sent the day the job finishes.
Pointers to the rules
Consumer rights, certificates and waste are kept to the basics, with pointers to GOV.UK and the official guidance.
What's inside
Win the work 4 playbooks
More enquiries answered, more quotes accepted
- Answer every enquiry, even up a ladderWhen you can't pick up, callers get a quick reply and a call back time, instead of ringing the next trade on the list.45 minutes · Free
- A Google Business Profile that gets the callsWhen someone nearby searches for your trade, your profile shows the right area, photos, reviews and a clear way to contact you.1–2 hours · Free
- Quotes that go out the same dayEvery customer gets a clear written quote quickly, with what's included and what isn't, so it's easy to say yes.2 hours to set up · Free to low cost
- Contracts at the customer's home, done properlyWhen you agree a job in someone's home, they get the right information and cancellation rights in writing, so you're protected if they change their mind.1 hour · Free
Run the jobs 4 playbooks
Clear paperwork, fewer disputes, happier customers
- A job sheet for every jobEach job has one record with the address, what was agreed, photos, materials, time on site and the customer's sign-off.1 hour to set up · Free to low cost
- Extra work agreed in writingWhen the job grows, the customer agrees the extra work and price in writing before you do it.30 minutes · Free
- Certificates and notifications never forgottenEvery job that needs a certificate or building control notification gets one, on time, with a copy kept.1 hour to set up · Free
- Tidy sites and legal wasteCustomers see a clean, safe work area, and your waste goes to the right place with the right paperwork.1 hour · Low cost
Get paid and grow 4 playbooks
Paid on time, reviewed and recommended
- Invoice the same day, get paid soonerInvoices go out the day the job finishes, with clear payment details and polite reminders when they're late.1–2 hours to set up · Free to low cost
- Deposits and stage payments for bigger jobsBigger jobs are paid in stages that match the work, so you're never out of pocket for materials or weeks of labour.1 hour · Free
- A review after every happy jobSatisfied customers leave a Google review, and you reply to every review, good or bad.30 minutes to set up · Free
- Repeat work and referralsPast customers remember you for their next job and recommend you to friends and neighbours.1 hour to set up, 20 minutes a month · Free to low cost
Every playbook gives you
- The outcome, time needed, cost and tools, before you start
- Why it matters, in plain English
- Numbered steps you can tick off
- Ready-to-copy templates and prompts
- A "done when" checklist
- Common mistakes to avoid
- Search across every playbook
- A 90-day roadmap so you know what to do first
The honest bit
This is a self-serve guide, not a done-for-you service. You follow the steps in your own accounts, so nothing needs our access or your passwords. Legal points are a summary of well-established basics with pointers to the official guidance; they aren't legal advice and don't replace your scheme or trade body's rules. The Vault is new, so there are no customer reviews yet. If it isn't what you expected, email matthewcreighton181@gmail.com and Matthew will put it right.
12 playbooks · 17 templates · 90-day roadmap · instant access