Free templates for UK construction professionals

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.

Plan the scheme in Land365

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.

See budget, committed value and value to date by budget line in Construct365

Subcontractor Payment Tracker

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

Send subcontract orders and approve them under your approval policy in Construct365

Interim Valuation Model (CSA)

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

Run valuations, payment notices and retentions in Construct365

Single Dwelling Valuation

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

Run valuations, payment notices and retentions in Construct365

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 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.