Docsroom

Templates / Painters and decorators

Colour choices, deposits and snag lists, sent from one link.

Customers forget to pick colours, forget who holds the keys and leave the snag list for weeks. Docsroom asks once, gives each person their own link and chases what has not come back.

8 templates76 requestsWritten for painters and decorators

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Eight templates for painters and decorators

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

Colour and access starter checklistfor new customers · before your job is booked in12 requests12 requests
Colour and access starter checklist3 Hawthorn Road · lounge and hall9 of 12 back
  • About you
  • FormYour details6 questionsAssigned to AFAmanda Foster, homeownerFrom Gemmain 2 daysComplete
  • QuestionAccess and keyswho lets us inAssigned to AFAmanda Foster, homeownerFrom Gemmain 2 daysComplete
  • QuestionParkingdrive, road or permitAssigned to AFAmanda Foster, homeownerFrom Gemmain 3 daysReady to check
  • The rooms
  • TableRooms to paintroom and what to paintAssigned to AFAmanda Foster, homeownerFrom Gemmain 3 daysReady to check
  • UploadPhotos of each roomas they are nowAssigned to AFAmanda Foster, homeownerFrom Gemmain 3 daysComplete
  • QuestionAge of the houseand any textured ceilingsAssigned to AFAmanda Foster, homeownerFrom Gemmain 4 daysAwaiting reply
  • Colours and finish
  • TableColour choicesroom, colour or wallpaperAssigned to AFAmanda Foster, homeownerFrom Gemmain 4 daysReminder sent
  • DecisionWall finishmatt, silk or eggshellAssigned to AFAmanda Foster, homeownerFrom Gemmain 5 daysComplete
  • DecisionWoodwork finishgloss, satin or eggshellAssigned to AFAmanda Foster, homeownerFrom Gemmain 5 daysReady to check
  • DecisionFurniturewe move it or you doAssigned to AFAmanda Foster, homeownerFrom Gemmain 5 daysReady to check
  • Before we start
  • ApprovalQuote and termsread and approveAssigned to AFAmanda Foster, homeownerFrom Gemmain 6 daysComplete
  • DecisionStart weekpick the best weekAssigned to AFAmanda Foster, homeownerFrom Gemmain 6 daysAwaiting reply
Painter starter checklistfor new painters · before their first day11 requests11 requests
Painter starter checklistBen Sutcliffe · painter9 of 11 back
  • Right to work
  • QuestionRight to work share codenine letters and numbersAssigned to BSBen Sutcliffe, painterFrom Gemmain 3 daysComplete
  • UploadPhoto IDa clear photo is fineAssigned to BSBen Sutcliffe, painterFrom Gemmain 3 daysComplete
  • UploadProof of addresslast three monthsAssigned to BSBen Sutcliffe, painterFrom Gemmain 4 days1 file sent
  • Pay and contract
  • FormPayroll detailsbank, tax code or P45Assigned to BSBen Sutcliffe, painterFrom Gemmain 4 daysReady to check
  • QuestionNational Insurance numberone lineAssigned to BSBen Sutcliffe, painterFrom Gemmain 4 daysComplete
  • ApprovalEmployment contractread and approveAssigned to BSBen Sutcliffe, painterFrom Gemmain 5 daysAwaiting reply
  • Cards and training
  • UploadCSCS painting cardfront and backAssigned to BSBen Sutcliffe, painterFrom Gemmain 5 daysReminder sent
  • UploadPASMA certificatefor mobile towersAssigned to BSBen Sutcliffe, painterFrom Gemmain 6 daysComplete
  • UploadAsbestos awarenessfor textured ceilingsAssigned to BSBen Sutcliffe, painterFrom Gemmain 6 days1 file sent
  • Working in homes
  • FormBoot and overall sizes4 questionsAssigned to BSBen Sutcliffe, painterFrom Gemmain 6 daysReady to check
  • ApprovalWorking in homes rulesread and approveAssigned to BSBen Sutcliffe, painterFrom Gemmain 7 daysComplete
Subcontractor starter packfor self-employed painters · before their first job9 requests9 requests
Subcontractor starter packSharma Decorating · new subcontractor7 of 9 back
  • Business and CIS
  • FormBusiness and CIS details6 questionsAssigned to DSDeepak Sharma, decoratorFrom Gemmain 2 daysComplete
  • QuestionHow you chargeday rate or by the jobAssigned to DSDeepak Sharma, decoratorFrom Gemmain 3 daysComplete
  • FormBank details4 questionsAssigned to DSDeepak Sharma, decoratorFrom Gemmain 3 daysReady to check
  • Cover and cards
  • UploadPublic liability insurancecover for decoratingAssigned to DSDeepak Sharma, decoratorFrom Gemmain 4 days2 files sent
  • UploadCSCS painting cardfront and backAssigned to DSDeepak Sharma, decoratorFrom Gemmain 4 daysComplete
  • UploadPASMA certificatefor mobile towersAssigned to DSDeepak Sharma, decoratorFrom Gemmain 5 daysAwaiting reply
  • Rules and materials
  • DecisionWho buys the paintyou or us, per jobAssigned to DSDeepak Sharma, decoratorFrom Gemmain 5 daysReminder sent
  • ApprovalWorking in homes rulesread and approveAssigned to DSDeepak Sharma, decoratorFrom Gemmain 5 daysComplete
  • ApprovalSubcontract termsread and approveAssigned to DSDeepak Sharma, decoratorFrom Gemmain 6 daysReady to check
Booking and deposit packfor customers booking a job · when you say yes to the quote8 requests8 requests
Booking and deposit pack12 Kingsway · exterior repaint6 of 8 back
  • Your booking
  • ApprovalQuote and job detailsread and approveAssigned to ALAndrew Lloyd, homeownerFrom GemmatomorrowComplete
  • DecisionStart datefrom the dates offeredAssigned to ALAndrew Lloyd, homeownerFrom Gemmain 2 daysComplete
  • QuestionContact on the daya number that answersAssigned to ALAndrew Lloyd, homeownerFrom Gemmain 2 daysReady to check
  • DecisionIf it rainsrebook or next dry dayAssigned to ALAndrew Lloyd, homeownerFrom Gemmain 3 daysReady to check
  • Deposit
  • ApprovalDeposit termsread and approveAssigned to ALAndrew Lloyd, homeownerFrom Gemmain 2 daysComplete
  • QuestionDeposit paiddate and how you paidAssigned to ALAndrew Lloyd, homeownerFrom Gemmain 3 daysAwaiting reply
  • UploadProof of paymenta screenshot is fineAssigned to ALAndrew Lloyd, homeownerFrom Gemmain 3 daysReminder sent
  • ApprovalCancellation noticeread and approveAssigned to ALAndrew Lloyd, homeownerFrom Gemmain 3 daysComplete
Landlord repaint packfor landlords and agents · before a tenant moves out9 requests9 requests
Landlord repaint pack40 Mill Road · flat repaint7 of 9 back
  • The property
  • FormProperty and key details5 questionsAssigned to KMKelly Marsden, letting agentFrom Gemmain 2 daysComplete
  • TableRooms to repaintroom and what needs doingAssigned to KMKelly Marsden, letting agentFrom Gemmain 3 daysComplete
  • UploadCheck out reportphotos and notesAssigned to KMKelly Marsden, letting agentFrom Gemmain 3 days1 file sent
  • QuestionUsual colourmagnolia, or as beforeAssigned to KMKelly Marsden, letting agentFrom Gemmain 3 daysReady to check
  • Keys and dates
  • DecisionHow we get inagent key, tenant or codeAssigned to KMKelly Marsden, letting agentFrom Gemmain 4 daysComplete
  • QuestionTenant leaving dateand when it is emptyAssigned to KMKelly Marsden, letting agentFrom Gemmain 4 daysAwaiting reply
  • QuestionLatest finish datefor the next tenantAssigned to KMKelly Marsden, letting agentFrom Gemmain 4 daysReminder sent
  • Go ahead
  • ApprovalQuote and job detailsread and approveAssigned to KMKelly Marsden, letting agentFrom Gemmain 5 daysComplete
  • ApprovalAccess termsread and approveAssigned to KMKelly Marsden, letting agentFrom Gemmain 5 daysReady to check
Snagging and handover packfor customers at completion · when the painting is finished8 requests8 requests
Snagging and handover pack9 Park View · hall and stairs6 of 8 back
  • Your walk round
  • DecisionWalk round daypick the best dayAssigned to LPLaura Pearce, homeownerFrom Gemmain 2 daysComplete
  • TableSnag listroom and what to touch upAssigned to LPLaura Pearce, homeownerFrom Gemmain 4 daysComplete
  • UploadPhotos of the marksone for eachAssigned to LPLaura Pearce, homeownerFrom Gemmain 4 days1 file sent
  • DecisionBest time for touch upsweekday or weekendAssigned to LPLaura Pearce, homeownerFrom Gemmain 5 daysReady to check
  • Finishing up
  • ApprovalPaint and colour recordread and approveAssigned to LPLaura Pearce, homeownerFrom Gemmain 6 daysComplete
  • ApprovalFinished workread and approveAssigned to LPLaura Pearce, homeownerFrom Gemmain 6 daysAwaiting reply
  • ApprovalPhoto permissionyes or noAssigned to LPLaura Pearce, homeownerFrom Gemmain 7 daysReminder sent
  • QuestionHow did we doone or two linesAssigned to LPLaura Pearce, homeownerFrom Gemmain 7 daysComplete
Trade paint account setupfor paint merchants · before the first order9 requests9 requests
Trade paint account setupBrightwell Paints · new supplier7 of 9 back
  • Their details
  • FormPaint supplier details5 questionsAssigned to FRFatima Rahman, sales managerFrom Gemmain 3 daysComplete
  • QuestionAccounts contactname and emailAssigned to FRFatima Rahman, sales managerFrom Gemmain 3 daysComplete
  • UploadPrice listpaints and sundriesAssigned to FRFatima Rahman, sales managerFrom Gemmain 4 days1 file sent
  • Colour and stock
  • QuestionColour matchinghow it works and how longAssigned to FRFatima Rahman, sales managerFrom Gemmain 4 daysReady to check
  • QuestionStock and lead timesfor specialist paintsAssigned to FRFatima Rahman, sales managerFrom Gemmain 4 daysComplete
  • QuestionReturns and refundsfor mixed coloursAssigned to FRFatima Rahman, sales managerFrom Gemmain 5 daysAwaiting reply
  • Safety and terms
  • UploadSafety data sheetsfor every productAssigned to FRFatima Rahman, sales managerFrom Gemmain 6 daysReminder sent
  • QuestionPayment termsdays from month endAssigned to FRFatima Rahman, sales managerFrom Gemmain 6 daysComplete
  • ApprovalAccount termsread and approveAssigned to FRFatima Rahman, sales managerFrom Gemmain 7 daysReady to check
Yearly insurance and safetyfor the business · each year, before renewal10 requests10 requests
Yearly insurance and safetyRidley Decorating · yearly pack8 of 10 back
  • Insurance
  • UploadPublic liability insurancecover for painting workAssigned to DRDerek Ridley, directorFrom Gemmain 7 daysComplete
  • UploadEmployer’s liabilityif you employ paintersAssigned to DRDerek Ridley, directorFrom Gemmain 7 daysComplete
  • UploadTools and van coverladders, sprayers, vanAssigned to DRDerek Ridley, directorFrom Gemmain 8 days1 file sent
  • Safety
  • UploadSafety data sheetspaints, thinners, fillersAssigned to DRDerek Ridley, directorFrom Gemmain 10 days2 files sent
  • UploadPASMA certificateseach tower userAssigned to DRDerek Ridley, directorFrom Gemmain 10 daysComplete
  • UploadLadder and tower checkstags and datesAssigned to DRDerek Ridley, directorFrom Gemmain 12 daysAwaiting reply
  • QuestionOld paint and solventswhere they are takenAssigned to DRDerek Ridley, directorFrom Gemmain 12 daysReminder sent
  • Membership and year end
  • UploadTrade body membershipPDA or similarAssigned to DRDerek Ridley, directorFrom Gemmain 12 daysComplete
  • QuestionDamage and claimsthis year, with detailsAssigned to DRDerek Ridley, directorFrom Gemmain 14 daysReady to check
  • ApprovalCOSHH for paints and solventsread and approveAssigned to DRDerek Ridley, directorFrom Gemmain 14 daysReady to check

Written for painters and decorators. 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

Colours and finishes in one place

Customers name each room’s colour and finish from their own link, so nobody is guessing on the day.

Deposit proof kept with the job

Customers approve the terms and send their payment confirmation, and you keep both with the job.

Snag lists that get answered

Customers list every mark in a table and send a photo of each, and Docsroom reminds them until it comes back.

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