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Job packs, CIS papers and snagging lists, sent from one link.

Homeowners forget the paperwork, subcontractors forget their insurance and the snag list lives in a group chat. Docsroom asks once, gives everyone their own link and chases whoever has not replied.

8 templates80 requestsWritten for builders

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Eight templates for builders

Open a template to see every request in the order it is asked, and watch it written in and answered.

Homeowner starter checklistfor new customers · before we start on site12 requests12 requests
Homeowner starter checklist14 Elm Grove · rear extension9 of 12 back
  • About you and the site
  • FormOwner and site details7 questionsAssigned to GHGraham Holt, homeownerFrom Dawnin 2 daysComplete
  • QuestionAccess and keyswho is in, key safe, dogsAssigned to GHGraham Holt, homeownerFrom Dawnin 2 daysComplete
  • QuestionParking and skip spacedrive, road or permitAssigned to GHGraham Holt, homeownerFrom Dawnin 3 daysReady to check
  • Paperwork
  • UploadPlanning decision noticeif your job needed oneAssigned to GHGraham Holt, homeownerFrom Dawnin 3 days2 files sent
  • UploadApproved drawingsplans and elevationsAssigned to GHGraham Holt, homeownerFrom Dawnin 4 daysComplete
  • UploadStructural calculationsfrom your engineerAssigned to GHGraham Holt, homeownerFrom Dawnin 4 daysAwaiting reply
  • UploadFreeholder’s consentflats and leasehold onlyAssigned to GHGraham Holt, homeownerFrom Dawnin 5 daysReminder sent
  • QuestionParty wall noticesserved or not neededAssigned to GHGraham Holt, homeownerFrom Dawnin 5 daysComplete
  • DecisionBuilding control routecouncil or privateAssigned to GHGraham Holt, homeownerFrom Dawnin 5 daysReady to check
  • Before we start
  • ApprovalQuote and payment stagesread and approveAssigned to GHGraham Holt, homeownerFrom Dawnin 5 daysReady to check
  • ApprovalCancellation noticeread and approveAssigned to GHGraham Holt, homeownerFrom Dawnin 5 daysComplete
  • DecisionStart weekpick the best weekAssigned to GHGraham Holt, homeownerFrom Dawnin 6 daysAwaiting reply
Site staff starter checklistfor new site staff · before their first day on site12 requests12 requests
Site staff starter checklistCallum Reed · carpenter9 of 12 back
  • Right to work
  • QuestionRight to work share codenine charactersAssigned to CRCallum Reed, carpenterFrom Dawnin 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to CRCallum Reed, carpenterFrom Dawnin 3 daysComplete
  • Pay and contract
  • FormPayroll detailsbank details and tax codeAssigned to CRCallum Reed, carpenterFrom Dawnin 4 daysReady to check
  • QuestionNational Insurance numberone lineAssigned to CRCallum Reed, carpenterFrom Dawnin 4 daysReady to check
  • ApprovalEmployment contractread and approveAssigned to CRCallum Reed, carpenterFrom Dawnin 5 daysComplete
  • Site cards and health
  • UploadCSCS cardfront and backAssigned to CRCallum Reed, carpenterFrom Dawnin 5 daysAwaiting reply
  • UploadTrade qualificationNVQ or apprenticeshipAssigned to CRCallum Reed, carpenterFrom Dawnin 6 daysReminder sent
  • UploadTraining certificatesfirst aid or asbestosAssigned to CRCallum Reed, carpenterFrom Dawnin 6 daysComplete
  • FormFitness for site work5 questionsAssigned to CRCallum Reed, carpenterFrom Dawnin 6 daysReady to check
  • First day
  • QuestionEmergency contactname and numberAssigned to CRCallum Reed, carpenterFrom Dawnin 5 daysReady to check
  • FormPPE sizesboots, hi-vis and glovesAssigned to CRCallum Reed, carpenterFrom Dawnin 6 daysComplete
  • ApprovalSite rules and inductionread and approveAssigned to CRCallum Reed, carpenterFrom Dawnin 7 daysAwaiting reply
Subcontractor documentsfor new subcontractors · before they start on site12 requests12 requests
Subcontractor documentsNowak Brickwork · new subcontractor9 of 12 back
  • Business and CIS
  • FormBusiness and CIS details6 questionsAssigned to TNTomasz Nowak, bricklayerFrom Dawnin 2 daysComplete
  • DecisionYour CIS statusas HMRC has youAssigned to TNTomasz Nowak, bricklayerFrom Dawnin 2 daysComplete
  • QuestionVAT numberor “not registered”Assigned to TNTomasz Nowak, bricklayerFrom Dawnin 3 daysReady to check
  • FormBank details for payment4 questionsAssigned to TNTomasz Nowak, bricklayerFrom Dawnin 3 daysReady to check
  • Insurance and cards
  • UploadPublic liability insurancecover for site workAssigned to TNTomasz Nowak, bricklayerFrom Dawnin 4 daysComplete
  • UploadEmployer’s liabilityif you have staffAssigned to TNTomasz Nowak, bricklayerFrom Dawnin 4 daysAwaiting reply
  • UploadCSCS cardfront and backAssigned to TNTomasz Nowak, bricklayerFrom Dawnin 4 daysReminder sent
  • UploadTraining certificatesasbestos or heightAssigned to TNTomasz Nowak, bricklayerFrom Dawnin 5 daysComplete
  • UploadSafety accreditationCHAS or SafeContractorAssigned to TNTomasz Nowak, bricklayerFrom Dawnin 5 days1 file sent
  • For this job
  • UploadRAMS for this jobrisks and methodAssigned to TNTomasz Nowak, bricklayerFrom Dawnin 6 days2 files sent
  • ApprovalSite rules and inductionread and approveAssigned to TNTomasz Nowak, bricklayerFrom Dawnin 6 daysComplete
  • ApprovalSubcontract termsread and approveAssigned to TNTomasz Nowak, bricklayerFrom Dawnin 7 daysAwaiting reply
Choices before first fixfor customers on a live job · two weeks before first fix9 requests9 requests
Choices before first fix18 Chestnut Drive · kitchen extension7 of 9 back
  • Electrics and heating
  • UploadSocket and switch planmarked up drawingAssigned to RTRachel Thornton, homeownerFrom Dawnin 3 daysComplete
  • QuestionLights and spotlightswhere and how manyAssigned to RTRachel Thornton, homeownerFrom Dawnin 3 daysComplete
  • DecisionHeating in the new spaceradiators or underfloorAssigned to RTRachel Thornton, homeownerFrom Dawnin 4 daysReady to check
  • Kitchen and bathroom
  • ApprovalKitchen layoutread and approveAssigned to RTRachel Thornton, homeownerFrom Dawnin 5 daysReady to check
  • UploadAppliance sizesfrom the kitchen supplierAssigned to RTRachel Thornton, homeownerFrom Dawnin 5 daysComplete
  • FormBathroom fittings5 questionsAssigned to RTRachel Thornton, homeownerFrom Dawnin 6 daysAwaiting reply
  • Finishes
  • TableTiles and flooringroom, product and codeAssigned to RTRachel Thornton, homeownerFrom Dawnin 7 daysReminder sent
  • DecisionInternal door styleflat, panelled or glazedAssigned to RTRachel Thornton, homeownerFrom Dawnin 7 daysComplete
  • DecisionSkirting and architraveplain, bevelled or roundedAssigned to RTRachel Thornton, homeownerFrom Dawnin 7 daysReady to check
Extras and changes approvalfor customers asking for extras · before any extra work starts6 requests6 requests
Extras and changes approval6 Brook Lane · wider patio doors5 of 6 back
  • The change
  • QuestionWhat you would like changedone or two linesAssigned to ISImran Sheikh, homeownerFrom DawntomorrowComplete
  • UploadA photo or sketchmarked up if you canAssigned to ISImran Sheikh, homeownerFrom DawntomorrowComplete
  • DecisionWhich optionpick from our quoteAssigned to ISImran Sheikh, homeownerFrom Dawnin 2 daysReady to check
  • Cost and time
  • ApprovalExtra costread and approveAssigned to ISImran Sheikh, homeownerFrom Dawnin 3 daysReady to check
  • ApprovalRevised programmeread and approveAssigned to ISImran Sheikh, homeownerFrom Dawnin 3 daysComplete
  • ApprovalRevised payment stagesread and approveAssigned to ISImran Sheikh, homeownerFrom Dawnin 3 daysAwaiting reply
Handover and snagging packfor customers at completion · when the work is finished9 requests9 requests
Handover and snagging pack22 Meadow Rise · loft conversion7 of 9 back
  • Your walk round
  • DecisionWalk round daypick the best dayAssigned to SGSophie Grant, homeownerFrom Dawnin 2 daysComplete
  • TableSnag listroom and what is wrongAssigned to SGSophie Grant, homeownerFrom Dawnin 5 daysComplete
  • UploadPhotos of any snagsone for each problemAssigned to SGSophie Grant, homeownerFrom Dawnin 5 days1 file sent
  • DecisionBest time for snag fixesmornings or afternoonsAssigned to SGSophie Grant, homeownerFrom Dawnin 6 daysReady to check
  • Certificates and guides
  • ApprovalCertificates and manualsread and approveAssigned to SGSophie Grant, homeownerFrom Dawnin 6 daysComplete
  • QuestionName for the warrantyas it should readAssigned to SGSophie Grant, homeownerFrom Dawnin 6 daysAwaiting reply
  • Finishing up
  • ApprovalWork completedread and approveAssigned to SGSophie Grant, homeownerFrom Dawnin 7 daysReminder sent
  • ApprovalFinal accountread and approveAssigned to SGSophie Grant, homeownerFrom Dawnin 7 daysComplete
  • QuestionHow did we doone or two linesAssigned to SGSophie Grant, homeownerFrom Dawnin 8 daysReady to check
Supplier account setupfor merchants and hire firms · before the first order9 requests9 requests
Supplier account setupRidgeway Building Supplies · new account7 of 9 back
  • Their details
  • FormSupplier details6 questionsAssigned to AHAlan Hodgson, sales repFrom Dawnin 3 daysComplete
  • QuestionInvoice email addressstatements go there tooAssigned to AHAlan Hodgson, sales repFrom Dawnin 3 daysComplete
  • UploadPrice list or rate cardcurrentAssigned to AHAlan Hodgson, sales repFrom Dawnin 4 days1 file sent
  • Delivery
  • QuestionDelivery daysand cut-off timeAssigned to AHAlan Hodgson, sales repFrom Dawnin 4 daysReady to check
  • QuestionLorry and offloadingtail lift or craneAssigned to AHAlan Hodgson, sales repFrom Dawnin 4 daysComplete
  • QuestionReturns and creditshow they workAssigned to AHAlan Hodgson, sales repFrom Dawnin 5 daysAwaiting reply
  • Terms
  • QuestionPayment termsdays from invoiceAssigned to AHAlan Hodgson, sales repFrom Dawnin 5 daysReminder sent
  • UploadPublic liability insuranceif they come on siteAssigned to AHAlan Hodgson, sales repFrom Dawnin 6 daysComplete
  • ApprovalTrade termsread and approveAssigned to AHAlan Hodgson, sales repFrom Dawnin 7 daysReady to check
Yearly insurance and licencesfor the business · each year, before renewal11 requests11 requests
Yearly insurance and licencesMarlow Building Ltd · yearly pack9 of 11 back
  • Insurance
  • UploadPublic liability insurancecurrent certificateAssigned to KMKeith Marlow, directorFrom Dawnin 7 daysComplete
  • UploadEmployer’s liabilityif you employ anyoneAssigned to KMKeith Marlow, directorFrom Dawnin 7 daysComplete
  • UploadContract works insuranceschedule pageAssigned to KMKeith Marlow, directorFrom Dawnin 8 days1 file sent
  • UploadVans and plant insuranceall vehicles and plantAssigned to KMKeith Marlow, directorFrom Dawnin 8 days2 files sent
  • Licences and tests
  • UploadWaste carrier’s licenceregistration pageAssigned to KMKeith Marlow, directorFrom Dawnin 10 daysComplete
  • UploadPAT tests for site tools110 volt tools and leadsAssigned to KMKeith Marlow, directorFrom Dawnin 10 daysAwaiting reply
  • UploadFire extinguisher servicevans and site cabinAssigned to KMKeith Marlow, directorFrom Dawnin 12 daysReminder sent
  • UploadTrade body membershipFMB or similarAssigned to KMKeith Marlow, directorFrom Dawnin 12 daysComplete
  • Year end
  • TableVans and plant listregistration and driverAssigned to KMKeith Marlow, directorFrom Dawnin 12 daysReady to check
  • QuestionAccidents this yearyes or no, then detailsAssigned to KMKeith Marlow, directorFrom Dawnin 14 daysReady to check
  • ApprovalHealth and safety policyread and approveAssigned to KMKeith Marlow, directorFrom Dawnin 14 daysComplete

Written for builders. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

Subcontractor papers before day one

Each subcontractor gets one link for their CIS details, insurance and RAMS, so you can have the papers in before they start on site.

Homeowners answer from their phone

Customers send planning papers, approve the quote and pick their finishes from their own link, with no account to make.

A dated record of every document

Insurance certificates, method statements and snag lists arrive in one list, each with the date it came in.

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