Templates & Forms

Free, ungated, fill-in-the-browser documents: quotes, invoices, estimates, service agreements, intake and inspection forms, checklists, logs, and schedules.

Templates in this topic

Field-service paperwork sorts into four families, and this hub holds 122 documents across them: the money documents that price and bill the work, the agreements that govern the relationship, the work orders and field forms that capture what happened on site, and the checklists, logs, and schedules you reuse on every stop. Most fill in your browser and print the same day; a handful download as an Excel workbook you fill offline and keep. Either way there is no signup and no email wall, and nothing you type leaves the page.

The money documents: the priced offer, the bill, and the rate sheet behind both

Three documents move money, and they arrive in a fixed order: a priced offer before the work, a bill after it, and a rate sheet that makes the first two a decision you already made rather than a fresh guess every time. What separates a firm quote from a soft estimate, and how the line-item math stacks discount against tax, is worked out on the quotes and invoices hub. Whether the number on the document is high enough to survive your overhead is the job pricing hub. This page assumes both and points you at the right blank document.

Before the job: estimates, bids, and proposals

Trades diverge here more than anywhere else in the paperwork. A general contractor estimate itemizes labor, materials, and allowances, and a plain, trade-neutral work estimate does the same with nothing pre-filled. A construction estimate adds subcontractor lines and allowances; a painting estimate prices by surface, prep, and coats; a roofing estimate prices by the square with a tear-off line, while its commercial sibling, the TPO commercial roofing estimate, scopes membrane, insulation, and fasteners instead. An auto repair estimate itemizes parts and labor by the job and carries the vehicle and authorization detail a shop needs on file.

On the recurring side, a pest control estimate prices an initial treatment plus the ongoing plan behind it, and the longer-form pest control proposal and quote carries the IPM scope, line-item pricing, and a warranty for accounts that want all of it in writing before they sign. Landscaping estimates and bids group lines by phase and lean on a material takeoff list done first. A lawn mowing estimate is the smaller recurring version of that document, setting a per-visit price, a frequency, add-ons like edging, trimming, blowing, and bagging, a seasonal total, and your terms on one printable page. A pool service quote carries one-time, green-to-clean, and recurring presets, because a pool quote is usually pricing a route slot rather than a project. And a cleaning proposal is the commercial bid you hand a prospect, deliberately a different document from the contract they sign later.

After the job: the invoice, in your trade’s language

An invoice is the same arithmetic with a due date bolted on, so the only real question is which one already speaks your trade. Reach for the service invoice or the general contractor invoice when nothing more specific fits. Otherwise there is a version for plumbing, electrical, HVAC, handyman, roofing, landscaping, pool service, pest control, cleaning, auto detailing, and snow removal with dated per-push, per-event and seasonal lines, snowfall depth in inches and salt in pounds. The Canadian snow removal invoice is the same document in CAD with depth in centimeters and a GST/HST line.

The differences between them are small, but they are exactly the ones customers notice: the system and equipment serviced on the HVAC bill, a per-visit stop on the pool bill, a square count on the roofing bill, a by-room or by-visit basis on the cleaning bill. The math underneath is identical, which is why the fastest path is almost always to bill from the estimate you already sent instead of retyping it.

The rate sheet behind both: price books, costing, and the awkward letters

A one-off estimate is a guess. A rate sheet is a decision you made once, in a quiet room, and then stopped relitigating in the customer’s driveway. The flat rate price book is the general version, good-better-best tiers per task, the shape described at flat rate pricing, and several trades get a purpose-built one: a house cleaning price list, a printable lawn care pricing chart, and a junk removal pricing sheet priced by load fraction. The pool service price list is the route version, publishing weekly and every-other-week rates by pool band, whether chemicals are included, the seasonal jobs, and repair labor on one sheet. Running a finished job backwards through a job costing sheet is what tells you whether the rate sheet is honest or wishful.

Four more documents handle the conversations nobody enjoys. A change order covers scope that moves mid-job. The unsigned version of that document, described at change order, is one of the most common ways trade work quietly loses money. A price increase letter covers the day a recurring route has to reprice and you would rather send something written than improvise on the phone. And the past due invoice letter covers the bill that went quiet, building a friendly reminder, a second notice on your own late fee terms, and a final notice from the same fill-in form. When the answer to that final notice is “I can pay half now,” the payment plan agreement template is the signed document that restructures the balance into a down payment, installment dates and a default clause rather than leaving the arrangement as a handshake.

When an invoice goes unpaid long enough to need a system rather than a phone call, the accounts receivable aging report template puts every open balance on one sheet, auto-bucketed into 0 to 30, 31 to 60, 61 to 90 and 90-plus days past due from an as-of date you set, so the collection conversation starts from a bucketed list rather than a gut feeling.

The plan that comes before any of the paperwork

Before there is anything to invoice, there is the document a lender, a landlord, or a prospective partner asks to see. A business plan belongs in this family because its load-bearing half is money: startup capital, the revenue model, and the break-even point. That half is genuinely trade-specific, which is why there are twelve trade versions rather than one generic outline, from lawn care to HVAC. Which one you want, and why the twelve differ, is its own question: the business plan templates hub compares all twelve and picks for you. On a recurring route the money half is the route itself, which is what the pool service business plan template makes you write out: weekly stops, chemicals as a running cost, and what the book of accounts is worth. The pest control business plan template does the same for a licensed trade, where the applicator licence and the mix of quarterly and monthly plans decide the revenue model.

Each one is a full working document rather than a section list, and none of them ship invented industry benchmark figures. You fill the financials with your own numbers, which is the only version a lender was ever going to take seriously.

The agreements: what the customer actually signs

A quote proposes a price. An agreement decides what happens when something goes wrong: scope creep, a missed visit, a severed irrigation line, a customer who wants out in month two. Every document in this family is editable text you put your own name, price, and terms on rather than a locked PDF, and each carries the clauses its trade actually argues about.

The general service contract covers one-off project work. If you operate in the UK, the UK service contract template handles VAT and the consumer/business split instead of US tax and state law. Recurring work is a different animal, and that is what the preventive maintenance agreement and the per-trade plans are for: an HVAC service agreement built as tiered plans with scheduled visits, member priority, and a repair discount, a lawn care service agreement with a scope menu, a no-auto-renewal term, and a weather clause, a pool service agreement that has to decide whether chemicals are included or billed on top, and a pest control service agreement that has to define a covered-pest list and a re-service promise. Termite work needs a different document again, and the termite bond agreement template is it: pick a retreatment-only bond, a repair and retreatment bond, or no warranty at all, and the coverage, inspection, renewal, claim and transfer clauses follow, with Florida and Georgia disclosure panels alongside. Property access drives the cleaning side: a cleaning service contract for standing residential or commercial work, and an Airbnb cleaning contract for short-term-rental turnovers, which adds turnover scope, photo documentation, and supply restock on top of a room list. For what “bonded and insured” actually means in a cleaning contract, see cleaning insurance and janitorial bonding. Project trades get their own: a handyman contract, a pressure washing contract with a surface-damage clause, a junk removal contract with a prohibited-items list, and a snow removal contract, a Northern-Hemisphere winter document and the only one here that has to set an accumulation trigger before it can price anything. The plow truck you sub out uses a different document: the subcontractor agreement carries the trigger, per-push rate, salt supply, insurance minimum and indemnity for a sub rather than a customer, with snow plow, lawn and cleaning presets.

Pest exclusion work generates its own warranty, and the rodent exclusion warranty template carries the warranty term, the list of sealed openings, the exclusions and the inspection schedule, so the customer knows what is covered once the entry points are closed.

For what a service agreement covers, clause by clause, the nine cross-trade clauses plus what each trade above adds on top, see the service agreement clauses guide.

One federal rule worth knowing before the kitchen-table signature

If you sell at the customer’s door, the FTC’s Cooling-Off Rule may apply to the paper you just had them sign. It gives the buyer three business days to cancel a sale made at their residence for $25 or more, or for $130 or more when the sale happens somewhere other than your permanent place of business (16 CFR 429.0), and it requires the seller to hand over a completed cancellation notice at the time of the sale (16 CFR 429.1). The exclusion operators reach for first is the maintenance-and-repair one, and it is narrower than it sounds: it covers a visit the buyer initiated and specifically requested for the purpose of repairing or maintaining the buyer’s personal property. Real property is not personal property, so work on the land and the structure, landscaping, roofing, pool shells, irrigation, installed HVAC and other fixtures, generally falls outside that exclusion, which is a large share of field-service work. Selling additional services at that door can pull you back inside the rule as well. Many states run their own version with different windows and thresholds on top of the federal one, so treat the federal rule as the floor and check yours.

None of these documents are legal advice. They are a professional starting point to adapt. Have a lawyer review anything with real money or real liability attached to it.

Work orders and the forms a single visit generates

A work order does three jobs at once: it authorizes the visit, it records what was actually done, and it leaves the customer holding proof. That combination is why every trade needs one and no two trades format it the same way; the term itself is defined at work order, and what goes on a work order, the fields and the order to fill them in, is covered at the how-to-write-a-work-order guide. The general work order is the neutral version. A UK operator wants the job sheet template (UK) instead, which speaks VAT and British field labels rather than US ones, and the maintenance work order is the scheduled-or-on-demand maintenance variant rather than a one-time job order. From there the trade versions diverge on what has to be captured: plumbing and electrical work orders carry permit and code-reference lines, an HVAC work order carries equipment make, model, and serial, a construction work order carries a cost code, an auto repair work order carries a VIN and an odometer reading, and a lawn and landscaping work order carries a crew, a route stop, and a gate code. A pest control work order carries what its trade is regulated on: target pest, treatment type, each product with its EPA registration number and rate, the area treated, the label re-entry interval, and the applicator license number. A pool service work order carries what a route stop generates instead: visit type, water readings, water level, chemicals added, filter pressure, equipment status, and the charges for the visit.

The visit is bracketed by two other kinds of form. Before it comes intake: a general client intake form, or a trade version that asks the questions that actually change the job: a lawn and landscape intake form for the property, its site conditions, and the services actually wanted, a pest control client intake form for pest history and the household and safety factors that drive product choice, and a pool service intake form for surface type, equipment, and gate access. After it comes the record: a pool inspection and condition form documenting the structure, equipment, and safety condition of a pool the day you took it on, a pool service report as the leave-behind at each stop, a bed bug inspection report written a row per room and per harborage site, with life stages, evidence, and monitor counts, for the landlord, hotel, or housing authority that has to act on it, a bed bug heat treatment log that records sensor locations, air and object temperatures, the time the target was reached and the hold duration room by room so the technician can prove the treatment hit lethal temperature everywhere, and a WDO and termite inspection worksheet, a field-notes sheet in the familiar NPMA-33 section order, not the official form, for the structural inspection some property transactions require. On a pest stop the record is the slip you leave behind, which is what the pest control service report and door hanger generator produces: findings, devices checked, products applied, a computed re-entry time, and recommendations, as either a full report or a door hanger for the stop where nobody was home. On a lawn treatment visit, the customer-facing counterpart is the lawn care service report template, which records services performed, products applied, watering and mowing instructions, the keep-off time, and the next visit date on a leave-behind the homeowner keeps.

Three others in this family are prep sheets and marketing pieces rather than service records: a bed bug prep checklist you hand over before a treatment visit, a flea treatment prep sheet that covers the different list a flea job requires (vacuuming and disposal, pet bedding, vet treatment for the pets before the visit, aquarium covers and the post-treatment no-mop window), and a lawn care door hanger, print-ready and correctly die-cut, for the neighbors’ doors while the truck is already parked on the street.

Checklists, logs, and schedules: the pages you print once and reuse

The last family is the cheapest to produce and the most reused. Checklists keep the work consistent across crews and across the months when you are not paying close attention: an HVAC maintenance checklist for a seasonal tune-up, a landscape maintenance checklist and a landscape inspection checklist for route work and walkthroughs, a sprinkler startup and winterization checklist that carries the zone-by-zone head, nozzle, valve and coverage inspection for the seasonal open or fall blowout of an irrigation system with backflow condition logged and customer sign-off, a weekly pool maintenance checklist, a pool opening and closing checklist for the two ends of the swim season (spring and autumn in the Northern Hemisphere, reversed south of the equator), and a commercial pool self-inspection checklist that walks the items a health inspector actually cites: signage, drain-cover certification, safety equipment, chemical storage separation, test kit reagent expiry, and records on file, with a drain-cover register built in. A vacation rental with a pool needs a similar walk before and between guests, and the vacation rental pool safety checklist maps barrier height, gate latches, drain covers and rescue equipment to Arizona, Florida and Texas statute sections plus the federal VGB Act. A freeze event is not the same as a seasonal close, and the pool freeze protection checklist covers the pre-freeze pump run order, a power-loss drain plan, the post-freeze restart inspection and a printable customer notice for the accounts that do not winterize. The other trades get a move-out cleaning checklist as a room-by-room turnover list for cleaners and tenants, a pest inspection checklist worksheet for walking a property area by area against a pre-filled pick-list, and a job site safety inspection checklist covering PPE, fall protection, electrical, housekeeping, and equipment.

The logs are the other half: a record you can produce later. The pool water chemistry log is one sheet per pool for the standard readings, and the pool water chemistry target chart is its laminate-ready companion reference. A public venue logs a page a day rather than a row a week, and the commercial pool daily log sheet is that page as an Excel workbook: free and combined chlorine, pH, temperature, flow, clarity, bather count, chemicals added, backwash, and incidents, at the reading cadence the MAHC sets. On the pest side, the pesticide application log worksheet takes one row per application: date, site, product, EPA registration number, rate, area, weather, REI, and the pesticide dilution and mixing chart is a printable ratio reference. A commercial account keeps a second, customer-facing record, and the commercial pest control log book template is that binder as an Excel workbook: device map, device checks, sightings reported by site staff, products applied, corrective actions, sign-off and a read me across seven tabs. The program behind the binder is written on the IPM plan template, which lays out monitoring, prevention and control on the EPA’s principles and leaves every action threshold blank for you to agree with the site. This hub deliberately does not tell you how to treat anything: for any chemical product the label is the law and the only authority on how it may be used, and your state lead agency, not this page, sets what a licensed applicator must record and how long that record has to survive.

Winter service generates its own log: the snow and ice service log is one row per visit with time in and out, the trigger or reason for the visit, accumulation, temperatures, product and quantity applied, crew and a witness line, in an Excel workbook kept one per route per season.

Then there are the sheets that follow the crew rather than the property: a crew timesheet with a federal 40-hour overtime split, the FLSA threshold above which a covered employee is owed at least one and a half times their regular rate (29 U.S.C. 207(a)(1)), a mileage log with an editable cents-per-mile rate cell, a pest control technician training record whose training row carries the technician, supervisor, date, topic, hours, method, and category together with an hours summary and a CEU log, a pesticide license recertification tracker that sits alongside it to track each license’s cycle end date, the credits required by state and category, credits earned so far, and the gap still outstanding, a pool technician training checklist and record that mirrors the pest control training record for a pool route across seven sign-off phases from water testing to a supervised solo service day, a recurring service schedule that computes each next-due date from the cadence you set per account, and an annual fertilization and lawn care schedule keyed to grass type and US region, a Northern-Hemisphere calendar you will need to shift if you work south of the equator. A pool route sheet is the day-level version of the same idea, laying out one day of stops in order with gate codes, dog and access notes, chemical reading columns, and a stops-per-day summary. A freshly plastered pool adds a schedule of its own: the new plaster startup schedule generator prints the 28-day brushing cadence, test frequency, first-chlorine timing and the no-heater rule so the crew and the homeowner both know what each day requires.

The timesheet in particular brushes up against a real retention obligation, so treat the printable as a capture sheet rather than as the record itself. Under the Fair Labor Standards Act’s recordkeeping rules a covered employer must preserve payroll records for at least three years (29 CFR 516.5), and supplementary basic records, time cards and work-time schedules among them, for at least two (29 CFR 516.6). A printed timesheet is a fine way to capture hours in the field. It is not certified payroll and it is not a system of record, and neither is anything else on this page.

How the four families fit together

Run in sequence, they are one workflow rather than four piles. You estimate or quote the job; you sign an agreement if the relationship is going to outlast a single visit; you dispatch the work on a work order and get it signed on site; you invoice from the estimate you already built. The checklists and logs are what make the second visit cheaper than the first.

The two hubs on either side of this one carry the reasoning this page deliberately skips. Job pricing is where you work out whether your number covers labor, overhead, and a real margin. Quotes and invoices is where the line-item math, payment terms like net 30, and the past-due conversation get handled properly. Everything on this page is a blank document; the thinking about what belongs in it lives one level up.

These templates are starting points to adapt to your business, not legal, tax, or accounting advice, and not a compliance or payroll record. Defaults are US-default and should be edited to your terms, prices, and jurisdiction. For agreements and anything with legal or regulatory weight, have a qualified professional review the final document.

Sources

16 CFR 429.0: Definitions (door-to-door sale: $25 at the buyer's residence, $130 elsewhere; the maintenance-and-repair exclusion, which reaches only the buyer's PERSONAL property, not real property). Cornell Legal Information Institute (Code of Federal Regulations). Retrieved Aug 23, 2026.
16 CFR 429.1, the Cooling-Off Rule: buyer may cancel within three business days; seller must supply the cancellation notice. Cornell Legal Information Institute (Code of Federal Regulations). Retrieved Aug 23, 2026.
29 U.S.C. 207(a)(1), FLSA maximum hours: overtime at not less than one and one-half times the regular rate for a workweek longer than forty hours. Cornell Legal Information Institute (United States Code). Retrieved Aug 24, 2026.
29 CFR 516.5: Records to be preserved 3 years (payroll records). Cornell Legal Information Institute (Code of Federal Regulations). Retrieved Aug 23, 2026.
29 CFR 516.6: Records to be preserved 2 years (supplementary basic records: time cards, work-time schedules). Cornell Legal Information Institute (Code of Federal Regulations). Retrieved Aug 23, 2026.

Templates in this topic

Work Order Template

Change Order Template

Client Intake Form Template

New Client Intake Form (Lawn & Landscape)

Pool Service Agreement Template

Preventive Maintenance Agreement Template

Service Invoice Template

Pest Control Client Intake Form

Snow Removal Contract Template

Snow Removal Contract Template (Canada)

Snow Removal Invoice Template (per push, per event, salt lines)

Snow Removal Invoice Template (Canada): per push, per event, salt lines, GST/HST

Annual Fertilization & Lawn Care Schedule Template

HVAC Maintenance Checklist Template

Landscape Inspection Checklist Template

Lawn & Landscaping Work Order Template

Pest Control Proposal & Quote Template

Pool Service Intake Form

Pool Service Quote Template

Pool Service Report Generator

Service Contract Template

Weekly Pool Maintenance Checklist

UK Service Contract Template

Bed Bug Prep Checklist (Customer)

Pesticide Dilution & Mixing Chart

Sprinkler Startup and Winterization Checklist Template

Crew Timesheet Template

Lawn Care Service Report Template

Flat Rate Price Book Template

Landscaping Estimate & Bid Template

Lawn Care Service Agreement Template

Mileage Log Template

Pest Control Invoice Template

Pest Control Service Agreement Template

Pool Service Invoice Template

Landscape Maintenance Checklist Template

Lawn Care Door Hanger Template

Landscaping Material Takeoff List Template

Pest Inspection Checklist Worksheet

Pool Opening & Closing Checklist Generator

Pool Water Chemistry Log

Pesticide Application Log Worksheet (Excel or Fill In Browser)

Pool Water Chemistry Target Chart

Recurring Service Schedule Template

Cockroach Treatment Prep Sheet

Flea Treatment Prep Sheet

Pool Inspection & Condition Form

WDO / Termite Inspection Worksheet

Junk Removal Contract Template

Airbnb Cleaning Contract Template

Cleaning Service Contract Template

Pressure Washing Contract Template

HVAC Service Agreement Template

Handyman Contract Template

Cleaning Proposal Template

Price Increase Letter Template

New Plaster Pool Startup Schedule Generator (28-Day)

Plumbing Invoice Template

Electrical Invoice Template

HVAC Invoice Template

Handyman Invoice Template

Contractor Invoice Template

Auto Detailing Invoice Template

Cleaning Invoice Template

Landscaping Invoice Template

Roofing Invoice Template

Roofing Estimate Template

TPO Commercial Roofing Estimate Template

Painting Estimate Template

Auto Repair Estimate Template

Construction Estimate Template

Contractor Estimate Template

Work Estimate Template

Pest Control Estimate Template

Maintenance Work Order Template

Plumbing Work Order Template

HVAC Work Order Template

Electrical Work Order Template

Auto Repair Work Order Template