Templates & resources
Editable Word and Excel templates based on the documents we use on projects, coming soon. Looking for project support instead? See our services.
Coming soon. These packs are being finished and are not on sale yet. Register your interest and we'll email you when they're available.
RAMS templates for electrical, mechanical/HVAC and plumbing work, to tailor to your task and site.
A structure and templates for putting together a mechanical and electrical O&M manual for handover.
A register for recording statutory inspections and maintenance tasks for a building, with due dates.
For businesses outside construction that need to hire, check and manage contractors on their premises.
Important: Templates are a starting point. Each document must be reviewed and tailored by a competent person for your project, site and task. Using a template does not by itself make work legally, safely or regulatorily compliant, and it does not replace a project-specific risk assessment or any approvals your project needs.
Coming next
Join the mailing list to hear when each one is available.
| Product | Planned price |
|---|---|
| SSIP / CHAS Readiness PackPolicies and evidence ready for assessment | £69 |
| Permit-to-Work System PackPermits, registers and sanction-for-test forms | £45 |
| Tender & PQQ Answer Bank for M&E SubcontractorsModel answers for common pre-qualification questions | £89 |
| Planned Maintenance (PPM) PlannerExcel planner for small premises | £49 |
| M&E Toolbox Talk Pack52 talks, one for every week of the year | £35 |
| Commissioning & Handover Checklist PackAlso available bundled with the O&M kit | £29 |
| Quote, Variation & Daywork Sheet PackRecord and price every change | £19 |
| O&M Handover GuideA PDF guide to preparing a complete handover | £19 |
| Printed LogbooksFire alarm, emergency lighting, water hygiene and plant room | from £9.99 |
| Course: Managing Your Building's ComplianceFor building owners and managers who aren't engineers | £99 |
| Course: Writing RAMS That Get Accepted£89 with a RAMS pack | £59 |
| Course: Hiring and Managing Contractors SafelyFor businesses outside construction | £49 |
Free forms, coming soon
We're finishing the forms we use on a first site visit, so nothing gets missed at quote stage. Sign up and you'll be first to receive them, along with news of our templates.