Free Templates

Free templates for UK construction professionals

Practical, ready-to-use spreadsheets and documents for builders, contractors and project managers — covering on-site cost control, project governance and handover. Free to download, no sign-up required.

On-site cost & payment control

Keep budgets, valuations and subcontractor payments under control across the build programme.

Budget Builder

Set out the full development budget line by line — land, build costs, professional fees and contingency — so you can see the cost of a scheme before a spade hits the ground.

Cost Tracker (EFC)

Track committed and forecast costs against budget as the job progresses, giving site and commercial teams an estimated final cost they can trust.

Subcontractor Payment Tracker

Log every subcontractor application, certified amount, retention and payment date in one place — handy for keeping CIS and cashflow tidy.

Interim Valuation Model (CSA)

Build interim valuations on a contract sum analysis basis so monthly applications for payment are accurate and easy to certify.

Single Dwelling Valuation

A lighter valuation model aimed at single-plot builders and small developers measuring progress and value on one dwelling.

Project governance & safety

Stay on top of programme tasks, risk and CDM duties from pre-construction onwards.

Project Checklist

A practical task checklist covering a development from appraisal through to completion, so nothing slips between design, build and handover.

Risk Register

Capture, score and assign project risks — from planning conditions to ground conditions — and keep mitigation actions visible to the whole team.

Construction Phase Plan (CDM 2015)

A ready-to-edit construction phase plan to help principal contractors meet their CDM 2015 duties before work starts on site.

Handover & close-out

Close schemes out cleanly with structured handover checks and tracking.

Handover Checklist

Run through every item needed at practical completion — O&M manuals, certificates, snagging sign-off and keys — for a smooth client handover.

Handover Tracker

Track multiple plots or units through the handover process so you can see at a glance what's been signed off and what's still outstanding.

ERP & software selection

Choose the right construction ERP with our independent, vendor-neutral buyer's guide and free, unbranded procurement templates — no sign-up required.

ERP Buyer's Guide (online)

Read the full independent guide on Construct365 — shortlists by company size, indicative costs, a step-by-step selection process and the questions to ask every vendor.

ERP Buyer's Guide 2026 (Word)

The complete written buyer's guide as an editable document — vendor comparison matrix, indicative first-year costs and size-band shortlists you can adapt for your board.

RFP / ITT Template (Word)

A ready-to-edit invitation-to-tender skeleton built around your must-have requirements and real-world scenarios, so vendors answer the questions that matter.

Vendor Scoring Spreadsheet (Excel)

A weighted scoring model to compare up to five ERP vendors objectively on the same criteria — turning a subjective decision into an evidence-based one.

These templates come from our sister brand accounting365.net. Need the full appraisal, funding and accounting toolkit — viability models, bank funding applications, cashflow and drawdown trackers and more?

Visit accounting365.net

Subscribe for Weekly Efficiency Tips & Tool Deals

Join UK builders, contractors and QS teams getting practical tech, cost-control and productivity insights — plus early access to tool deals. Free, no spam.

By subscribing you agree to receive our email newsletter. Unsubscribe at any time using the link in every email. See our Privacy Policy.