Free templates for trades businesses
Free templates trades businesses can copy and use today: invoices, estimates, maintenance agreements, change orders, call scripts, follow-up texts and review requests. Each template is shown in full on its page, with notes on what to include for your trade.
Money and accounting
- Invoice templateFree contractor invoice template you can print or edit: every field explained, a filled plumbing example, trade variations and mistakes that delay pay.
- Job costing spreadsheetFree job costing spreadsheet for contractors: estimated vs. actual cost by category, gross margin, overhead and net profit per job, plus a cost log.
- QuickBooks chart of accountsFree QuickBooks Online chart of accounts for contractors and service trades: a ready-to-import CSV with account types, detail types and import steps.
Calls, AI receptionists and answering
- HVAC CSR scriptFree HVAC CSR script for booking calls: greeting, triage questions, safety calls, fee disclosure, price objections and the close. Copy or download it.
- Plumbing call scriptFree plumbing call booking script: emergency shutoff steps, drain, water heater and sewer triage, tenant calls, fee disclosure and the close. Free .txt.
Licensing, liens and insurance
- Change order templateFree change order form for contractors: reason, scope, price, running contract total, schedule impact and signatures, with a filled remodel example.
- Maintenance agreement templateFree HVAC maintenance agreement template: covered equipment, visits, discounts, exclusions, renewal and cancellation terms, plus a filled example.
Marketing and reviews
Material and job estimating
Operations and dispatch
Sales, leads and follow-up
Let BRIX run the phones and the books.
You run the work.
BRIX answers every call, follows up every lead, sends the quotes and invoices, and keeps QuickBooks tax-ready.