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Templates / Home renovation

Quotes, certificates, planning papers and snags, from one link.

Quotes sit in one email, certificates in another and the snag list on a scrap of paper. Docsroom asks your builder and tradespeople once, gives each their own link and chases whoever has not replied.

7 templates76 requestsWritten for home renovation

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Seven templates for home renovation

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

Builder starter checklistfor your builder · before they start on site12 requests12 requests
Builder starter checklistRear extension · 4 Alder Close9 of 12 back
  • Their business
  • FormCompany details6 questionsAssigned to KPKevin Peel, builderFrom Rachelin 3 daysComplete
  • UploadPublic liability insurancecurrent certificateAssigned to KPKevin Peel, builderFrom Rachelin 3 daysComplete
  • UploadEmployer’s liabilityif they have staffAssigned to KPKevin Peel, builderFrom Rachelin 3 days1 file sent
  • QuestionTrade body membershipand membership numberAssigned to KPKevin Peel, builderFrom Rachelin 4 daysReady to check
  • The job
  • UploadAgreed quoteitemised, with exclusionsAssigned to KPKevin Peel, builderFrom Rachelin 4 daysComplete
  • UploadProgramme of worksstart, stages, finishAssigned to KPKevin Peel, builderFrom Rachelin 5 daysAwaiting reply
  • TablePayment stagesstage and when dueAssigned to KPKevin Peel, builderFrom Rachelin 5 daysReminder sent
  • TablePeople on sitename, trade, employerAssigned to KPKevin Peel, builderFrom Rachelin 6 daysComplete
  • Before work starts
  • UploadWaste carrier registrationif they take rubbish awayAssigned to KPKevin Peel, builderFrom Rachelin 5 days1 file sent
  • ApprovalBuilding contractread and approveAssigned to KPKevin Peel, builderFrom Rachelin 6 daysReady to check
  • ApprovalSite rules and working hoursread and approveAssigned to KPKevin Peel, builderFrom Rachelin 6 daysComplete
  • UploadSkip or parking permitif the road needs oneAssigned to KPKevin Peel, builderFrom Rachelin 7 daysAwaiting reply
Tradesperson starter checklistfor each tradesperson · before their first day at the house10 requests10 requests
Tradesperson starter checklistNowicki Electrical · first fix8 of 10 back
  • Who they are
  • FormBusiness details5 questionsAssigned to MNMarcin Nowicki, electricianFrom Rachelin 3 daysComplete
  • QuestionPeople coming to the housenames and mobile numbersAssigned to MNMarcin Nowicki, electricianFrom Rachelin 3 daysComplete
  • UploadPublic liability insurancecurrent certificateAssigned to MNMarcin Nowicki, electricianFrom Rachelin 3 days1 file sent
  • Certificates and skills
  • UploadRegistration cardGas Safe or NICEIC cardAssigned to MNMarcin Nowicki, electricianFrom Rachelin 4 days2 files sent
  • UploadTrade qualificationcertificate or cardAssigned to MNMarcin Nowicki, electricianFrom Rachelin 5 daysComplete
  • QuestionCertificate you will issueat the end of the jobAssigned to MNMarcin Nowicki, electricianFrom Rachelin 5 daysAwaiting reply
  • The work
  • UploadQuote for your partitemisedAssigned to MNMarcin Nowicki, electricianFrom Rachelin 4 daysReminder sent
  • QuestionMaterials you will supplyand what we buyAssigned to MNMarcin Nowicki, electricianFrom Rachelin 5 daysComplete
  • QuestionDays and hours on siteand how many visitsAssigned to MNMarcin Nowicki, electricianFrom Rachelin 6 daysReady to check
  • ApprovalHouse rules for tradesread and approveAssigned to MNMarcin Nowicki, electricianFrom Rachelin 6 daysReady to check
Builder quote requestfor builders you are asking · after the site visit10 requests10 requests
Builder quote requestRear extension · quote 1 of 38 of 10 back
  • The quote
  • UploadItemised quotelabour and materialsAssigned to IAImtiaz Ali, builderFrom Rachelin 7 daysComplete
  • QuestionWhat is not includedskips, plans, making goodAssigned to IAImtiaz Ali, builderFrom Rachelin 7 daysComplete
  • QuestionVAT includedyes or noAssigned to IAImtiaz Ali, builderFrom Rachelin 7 daysReady to check
  • Timing and payment
  • QuestionEarliest start dateand how long it takesAssigned to IAImtiaz Ali, builderFrom Rachelin 7 daysReady to check
  • TablePayment stagesstage and when dueAssigned to IAImtiaz Ali, builderFrom Rachelin 8 daysComplete
  • QuestionDeposit asked forand what it coversAssigned to IAImtiaz Ali, builderFrom Rachelin 8 daysAwaiting reply
  • Trust
  • UploadPublic liability insurancecurrent certificateAssigned to IAImtiaz Ali, builderFrom Rachelin 7 daysReminder sent
  • TableTwo recent referencesname, job and numberAssigned to IAImtiaz Ali, builderFrom Rachelin 8 daysComplete
  • UploadPhotos of similar workrecent jobsAssigned to IAImtiaz Ali, builderFrom Rachelin 8 days1 file sent
  • UploadGuarantee or warrantywhat you offerAssigned to IAImtiaz Ali, builderFrom Rachelin 9 days2 files sent
Planning and building regulationsfor your architect or agent · before any work starts12 requests12 requests
Planning and building regulationsRear extension · planning file9 of 12 back
  • Planning
  • QuestionPlanning route advisedfull or permitted rightsAssigned to ICIan Coates, architectFrom Rachelin 4 daysComplete
  • UploadPlanning drawingsexisting and proposedAssigned to ICIan Coates, architectFrom Rachelin 6 daysComplete
  • UploadPlanning decision noticewhen it arrivesAssigned to ICIan Coates, architectFrom Rachelin 14 days1 file sent
  • TablePlanning conditionscondition and who clearsAssigned to ICIan Coates, architectFrom Rachelin 14 daysReady to check
  • UploadLawful development certificateif no planning neededAssigned to ICIan Coates, architectFrom Rachelin 10 daysComplete
  • Building regulations
  • QuestionBuilding control route advisedcouncil or privateAssigned to ICIan Coates, architectFrom Rachelin 5 daysAwaiting reply
  • UploadBuilding regulations plansas submittedAssigned to ICIan Coates, architectFrom Rachelin 8 daysReminder sent
  • UploadStructural calculationsbeams and openingsAssigned to ICIan Coates, architectFrom Rachelin 8 daysComplete
  • UploadBuilding control approvalbefore work startsAssigned to ICIan Coates, architectFrom Rachelin 14 days1 file sent
  • Other permissions
  • QuestionParty wall noticesserved or not neededAssigned to ICIan Coates, architectFrom Rachelin 6 daysReady to check
  • UploadDrainage build over agreementif near a sewerAssigned to ICIan Coates, architectFrom Rachelin 10 daysComplete
  • UploadFreeholder’s licence to alterflats and leaseholdAssigned to ICIan Coates, architectFrom Rachelin 10 daysAwaiting reply
Neighbour and party wall packfor your neighbour · before work reaches the boundary8 requests8 requests
Neighbour and party wall packNext door · party wall6 of 8 back
  • The letter
  • ApprovalLetter about the worksread and approveAssigned to JAJudith Ainsley, neighbourFrom Rachelin 5 daysComplete
  • DecisionYour responseconsent or objectAssigned to JAJudith Ainsley, neighbourFrom Rachelin 14 daysComplete
  • QuestionYour surveyorif you have appointed oneAssigned to JAJudith Ainsley, neighbourFrom Rachelin 10 daysReady to check
  • Your side
  • DecisionCondition survey visitpick a dayAssigned to JAJudith Ainsley, neighbourFrom Rachelin 10 daysReady to check
  • ApprovalAccess on your sideread and approveAssigned to JAJudith Ainsley, neighbourFrom Rachelin 12 daysComplete
  • QuestionWorking hours and noiseanything that worries youAssigned to JAJudith Ainsley, neighbourFrom Rachelin 10 daysAwaiting reply
  • Staying in touch
  • DecisionHow we update youtext, email or letterAssigned to JAJudith Ainsley, neighbourFrom Rachelin 7 daysReminder sent
  • QuestionBest contact numberin case of problemsAssigned to JAJudith Ainsley, neighbourFrom Rachelin 7 daysComplete
Choices and finishesfor you and your partner · two weeks before first fix12 requests12 requests
Choices and finishesThe Denhams · kitchen and bathroom9 of 12 back
  • Kitchen
  • DecisionKitchen layoutplan A or plan BAssigned to TDTim Denham, partnerFrom Rachelin 5 daysComplete
  • DecisionWorktopspick a sampleAssigned to TDTim Denham, partnerFrom Rachelin 6 daysComplete
  • DecisionFlooringpick oneAssigned to TDTim Denham, partnerFrom Rachelin 7 daysReady to check
  • UploadSamples and photosof what you likeAssigned to TDTim Denham, partnerFrom Rachelin 6 days2 files sent
  • DecisionAppliancespick from the shortlistAssigned to TDTim Denham, partnerFrom Rachelin 7 daysComplete
  • Bathroom
  • DecisionBathroom suitepick a rangeAssigned to TDTim Denham, partnerFrom Rachelin 7 daysAwaiting reply
  • DecisionTilespick a sampleAssigned to TDTim Denham, partnerFrom Rachelin 7 daysReminder sent
  • DecisionHeatingradiators or underfloorAssigned to TDTim Denham, partnerFrom Rachelin 8 daysComplete
  • Electrics and paint
  • UploadSockets and lights planmarked plan or photoAssigned to TDTim Denham, partnerFrom Rachelin 9 days1 file sent
  • DecisionPaint colourspick a paletteAssigned to TDTim Denham, partnerFrom Rachelin 10 daysReady to check
  • ApprovalLighting planread and approveAssigned to TDTim Denham, partnerFrom Rachelin 10 daysComplete
  • ApprovalAgreed budget limitread and approveAssigned to TDTim Denham, partnerFrom Rachelin 8 daysAwaiting reply
Handover and snagging packfor your builder · when the work is finished12 requests12 requests
Handover and snagging pack4 Alder Close · handover9 of 12 back
  • Certificates
  • UploadBuilding control completionfinal certificateAssigned to KPKevin Peel, builderFrom Rachelin 7 daysComplete
  • UploadElectrical certificatefor new circuitsAssigned to KPKevin Peel, builderFrom Rachelin 7 daysComplete
  • UploadGas Safe certificatefor boiler or hobAssigned to KPKevin Peel, builderFrom Rachelin 7 days1 file sent
  • UploadWindow installer certificateFENSA or similarAssigned to KPKevin Peel, builderFrom Rachelin 8 days2 files sent
  • Guarantees and manuals
  • UploadGuarantees and warrantiesroof, damp, appliancesAssigned to KPKevin Peel, builderFrom Rachelin 8 daysComplete
  • UploadManuals and instructionsboiler, hob, controlsAssigned to KPKevin Peel, builderFrom Rachelin 8 daysAwaiting reply
  • UploadPaint and tile codesfor touch-upsAssigned to KPKevin Peel, builderFrom Rachelin 8 daysReminder sent
  • UploadWaste transfer notesfor rubbish taken awayAssigned to KPKevin Peel, builderFrom Rachelin 8 daysComplete
  • Snagging
  • TableSnag listroom, snag, doneAssigned to KPKevin Peel, builderFrom Rachelin 10 daysReady to check
  • UploadPhotos of each snagbefore and afterAssigned to KPKevin Peel, builderFrom Rachelin 12 days2 files sent
  • DecisionSnagging visitpick a dateAssigned to KPKevin Peel, builderFrom Rachelin 10 daysComplete
  • UploadFinal accountwith any money held backAssigned to KPKevin Peel, builderFrom Rachelin 16 daysAwaiting reply

Written for home renovation. 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

Certificates and guarantees in one list

Electrical and gas certificates, planning papers and guarantees arrive in one place, each with the date it came in, ready for when you sell.

One link for each builder and neighbour

Your builder, tradespeople and neighbours each answer from their own link on a phone. Nobody needs an account or a password.

Reminders for the paperwork that slips

Docsroom chases whoever has not replied until each one is in, so certificates and snag fixes are chased before the final payment, not after it.

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