Free tools
Templates and calculators we'd actually use
Free tools for service-business operators — no email gate, no signup wall. Take what's useful.
Templates
Invoice template
Plain HTML invoice template you can fill in, save as PDF, and send. Includes line items, tax line, payment terms, and a signature block.
Quote template
Branded quote template with line items, scope description, terms-of-service field, and an acceptance signature block. Works as a print-and-mail or save-as-PDF document.
Customer import CSV
Pre-formatted CSV template with the columns most FSM platforms accept (name, address, phone, email, notes, plus optional service-history rows). Fill in, then import to the platform of your choice.
Service agreement template
Recurring service agreement with scope, pricing, cancellation terms, and signature blocks. Use for maintenance plans, monthly service, or annual contracts.
Maintenance proposal template
Three-tier proposal layout (basic / standard / premium) for selling annual service plans. Pre-filled with HVAC, plumbing, and electrical sample tiers — adapt for any trade.
Technician onboarding checklist
30 / 60 / 90 day checklist for new technicians: paperwork + truck + tools + training + first solo dispatch. Adapt to your trade.
Employee handbook outline
Outline for a service-business employee handbook: at-will, attendance, dress code, vehicle use, drug/alcohol, social media, time-off, performance review. Edit freely; consult an attorney before publishing.
Calculators
Hourly rate calculator
What should you charge per hour? Plug in target take-home, fixed costs, billable hours per year, and we'll compute the rate.
Suggested hourly rate
$88/hr
(includes overhead and target margin)
Job-cost calculator
What does it cost you to do this job? Labor + parts + drive-time + overhead — see the gross margin before you quote.
Total cost
$336
Gross margin
$214
Margin %
38.9%
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