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Templates / A small business

Customer forms, staff starters and supplier papers, from one link.

Every small firm chases the same things: a customer’s details, a new starter’s documents, a supplier’s insurance. Docsroom asks once, gives each person their own link and chases whoever has not replied.

7 templates76 requestsWritten for a small business

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Seven templates for a small business

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

Customer starter checklistfor new customers · before the first order or job11 requests11 requests
Customer starter checklistHarbour Studio · new customer9 of 11 back
  • About you
  • FormCustomer details6 questionsAssigned to ASAdam Sowerby, buyerFrom Kirstyin 2 daysComplete
  • QuestionWho receives invoicesname and emailAssigned to ASAdam Sowerby, buyerFrom Kirstyin 2 daysComplete
  • QuestionPurchase order numberif you use oneAssigned to ASAdam Sowerby, buyerFrom Kirstyin 3 daysReady to check
  • QuestionCompany or VAT numberif you have oneAssigned to ASAdam Sowerby, buyerFrom Kirstyin 3 daysReady to check
  • Trade account
  • FormTrade account application5 questionsAssigned to ASAdam Sowerby, buyerFrom Kirstyin 5 daysComplete
  • TableTrade referencessupplier, contact, numberAssigned to ASAdam Sowerby, buyerFrom Kirstyin 5 daysAwaiting reply
  • QuestionPeople allowed to ordernames and rolesAssigned to ASAdam Sowerby, buyerFrom Kirstyin 4 daysReminder sent
  • Terms and contact
  • ApprovalTerms of businessread and approveAssigned to ASAdam Sowerby, buyerFrom Kirstyin 4 daysComplete
  • ApprovalPrivacy noticeread and approveAssigned to ASAdam Sowerby, buyerFrom Kirstyin 4 daysReady to check
  • DecisionHow we contact youemail, phone or postAssigned to ASAdam Sowerby, buyerFrom Kirstyin 5 daysReady to check
  • DecisionMarketing choicesemail, post or neitherAssigned to ASAdam Sowerby, buyerFrom Kirstyin 5 daysComplete
Staff starter checklistfor new staff · before their first day12 requests12 requests
Staff starter checklistChloe Barrett · sales assistant9 of 12 back
  • Right to work
  • QuestionRight to work share codenine charactersAssigned to CBChloe Barrett, new starterFrom Kirstyin 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to CBChloe Barrett, new starterFrom Kirstyin 3 daysComplete
  • UploadProof of addresslast three monthsAssigned to CBChloe Barrett, new starterFrom Kirstyin 4 days1 file sent
  • Pay and tax
  • FormBank and tax details6 questionsAssigned to CBChloe Barrett, new starterFrom Kirstyin 4 daysReady to check
  • QuestionNational Insurance numberone lineAssigned to CBChloe Barrett, new starterFrom Kirstyin 4 daysComplete
  • UploadP45 from your last jobif you have oneAssigned to CBChloe Barrett, new starterFrom Kirstyin 5 daysAwaiting reply
  • QuestionExisting pensionname of the schemeAssigned to CBChloe Barrett, new starterFrom Kirstyin 5 daysReminder sent
  • Your job
  • ApprovalEmployment contractread and approveAssigned to CBChloe Barrett, new starterFrom Kirstyin 5 daysComplete
  • ApprovalStaff handbookread and approveAssigned to CBChloe Barrett, new starterFrom Kirstyin 6 daysReady to check
  • ApprovalHealth and safety inductionread and approveAssigned to CBChloe Barrett, new starterFrom Kirstyin 7 daysReady to check
  • QuestionEmergency contactname and numberAssigned to CBChloe Barrett, new starterFrom Kirstyin 4 daysComplete
  • QuestionDriving licence check codeif you drive for usAssigned to CBChloe Barrett, new starterFrom Kirstyin 6 daysAwaiting reply
Supplier setupfor new suppliers · before the first order11 requests11 requests
Supplier setupKumar Packaging · new supplier9 of 11 back
  • Their details
  • FormSupplier details6 questionsAssigned to SKSanjay Kumar, sales managerFrom Kirstyin 3 daysComplete
  • QuestionCompany and VAT numberas on invoicesAssigned to SKSanjay Kumar, sales managerFrom Kirstyin 3 daysComplete
  • UploadBank details letteron headed paperAssigned to SKSanjay Kumar, sales managerFrom Kirstyin 4 days1 file sent
  • QuestionWho to contactorders and accountsAssigned to SKSanjay Kumar, sales managerFrom Kirstyin 4 daysReady to check
  • What they supply
  • UploadPrice listcurrentAssigned to SKSanjay Kumar, sales managerFrom Kirstyin 5 daysComplete
  • QuestionDelivery timesand cut-off timeAssigned to SKSanjay Kumar, sales managerFrom Kirstyin 5 daysAwaiting reply
  • QuestionMinimum ordervalue or quantityAssigned to SKSanjay Kumar, sales managerFrom Kirstyin 5 daysReminder sent
  • DecisionPayment terms14, 30 or 60 daysAssigned to SKSanjay Kumar, sales managerFrom Kirstyin 6 daysComplete
  • Papers and terms
  • UploadBusiness insurancecurrent certificateAssigned to SKSanjay Kumar, sales managerFrom Kirstyin 7 days1 file sent
  • UploadSafety data sheetsfor hazardous itemsAssigned to SKSanjay Kumar, sales managerFrom Kirstyin 7 days2 files sent
  • ApprovalSupply termsread and approveAssigned to SKSanjay Kumar, sales managerFrom Kirstyin 8 daysComplete
Yearly insurance and safety papersfor the business · each year, before renewal10 requests10 requests
Yearly insurance and safety papersHolt and Co · yearly pack8 of 10 back
  • Insurance
  • UploadPublic liability insurancecurrent certificateAssigned to DHDenise Holt, ownerFrom Kirstyin 7 daysComplete
  • UploadEmployer’s liabilityif you have staffAssigned to DHDenise Holt, ownerFrom Kirstyin 7 daysComplete
  • UploadBuildings and contentsschedule pageAssigned to DHDenise Holt, ownerFrom Kirstyin 8 days1 file sent
  • Safety
  • UploadFire risk assessmentreviewed this yearAssigned to DHDenise Holt, ownerFrom Kirstyin 10 days2 files sent
  • UploadElectrical safety testPAT or fixed wiringAssigned to DHDenise Holt, ownerFrom Kirstyin 10 daysComplete
  • UploadGas safety certificateif you use gasAssigned to DHDenise Holt, ownerFrom Kirstyin 10 daysAwaiting reply
  • TableAccident book summarydate and what happenedAssigned to DHDenise Holt, ownerFrom Kirstyin 12 daysReminder sent
  • Data and records
  • UploadData protection feereceipt or renewal emailAssigned to DHDenise Holt, ownerFrom Kirstyin 12 daysComplete
  • ApprovalHealth and safety policyread and approveAssigned to DHDenise Holt, ownerFrom Kirstyin 14 daysReady to check
  • QuestionComplaints this yearyes or no, then detailsAssigned to DHDenise Holt, ownerFrom Kirstyin 14 daysReady to check
Subcontractor and freelancer packfor freelancers and contractors · before their first job11 requests11 requests
Subcontractor and freelancer packKaminski Groundworks · subcontractor9 of 11 back
  • About them
  • FormContractor details6 questionsAssigned to TKTomasz Kaminski, subcontractorFrom Kirstyin 3 daysComplete
  • QuestionCompany numberif you are a companyAssigned to TKTomasz Kaminski, subcontractorFrom Kirstyin 3 daysComplete
  • QuestionUnique Taxpayer Referenceonly for construction workAssigned to TKTomasz Kaminski, subcontractorFrom Kirstyin 4 daysReady to check
  • QuestionVAT registeredyes, then the numberAssigned to TKTomasz Kaminski, subcontractorFrom Kirstyin 4 daysReady to check
  • Cover and skills
  • UploadPublic liability insurancecurrent certificateAssigned to TKTomasz Kaminski, subcontractorFrom Kirstyin 5 daysComplete
  • UploadProfessional indemnityif you give adviceAssigned to TKTomasz Kaminski, subcontractorFrom Kirstyin 5 daysAwaiting reply
  • UploadQualifications or licencesfor the work you doAssigned to TKTomasz Kaminski, subcontractorFrom Kirstyin 6 daysReminder sent
  • UploadMethod statementfor work on our siteAssigned to TKTomasz Kaminski, subcontractorFrom Kirstyin 7 daysComplete
  • Working together
  • ApprovalTerms of engagementread and approveAssigned to TKTomasz Kaminski, subcontractorFrom Kirstyin 6 daysReady to check
  • ApprovalConfidentiality agreementread and approveAssigned to TKTomasz Kaminski, subcontractorFrom Kirstyin 6 daysReady to check
  • TableDays you are availableone row per weekAssigned to TKTomasz Kaminski, subcontractorFrom Kirstyin 7 daysComplete
Job or order packfor customers with an order · after they accept the quote11 requests11 requests
Job or order packOrder 1042 · Harbour Studio9 of 11 back
  • The order
  • FormOrder details7 questionsAssigned to ASAdam Sowerby, buyerFrom Kirstyin 2 daysComplete
  • UploadPurchase orderif you raise oneAssigned to ASAdam Sowerby, buyerFrom Kirstyin 3 daysComplete
  • UploadBrief or specificationdrawings, photos or notesAssigned to ASAdam Sowerby, buyerFrom Kirstyin 3 days1 file sent
  • ApprovalQuote and termsread and approveAssigned to ASAdam Sowerby, buyerFrom Kirstyin 3 daysReady to check
  • Delivery or site
  • FormDelivery or site address5 questionsAssigned to ASAdam Sowerby, buyerFrom Kirstyin 4 daysComplete
  • QuestionAccess noteshours, gates, parkingAssigned to ASAdam Sowerby, buyerFrom Kirstyin 4 daysAwaiting reply
  • DecisionDelivery datepick a slotAssigned to ASAdam Sowerby, buyerFrom Kirstyin 4 daysReminder sent
  • QuestionContact on the dayname and mobileAssigned to ASAdam Sowerby, buyerFrom Kirstyin 5 daysComplete
  • Proof and finish
  • ApprovalProof or sampleread and approveAssigned to ASAdam Sowerby, buyerFrom Kirstyin 6 daysReady to check
  • ApprovalChanges and extrasread and approveAssigned to ASAdam Sowerby, buyerFrom Kirstyin 8 daysReady to check
  • ApprovalJob completeread and approveAssigned to ASAdam Sowerby, buyerFrom Kirstyin 12 daysComplete
Complaint and returns packfor customers with a problem · within days of the problem10 requests10 requests
Complaint and returns packOrder 1042 · damaged item8 of 10 back
  • What happened
  • FormProblem details6 questionsAssigned to HDHannah Dyson, customerFrom Kirstyin 2 daysComplete
  • UploadPhotos of the problemclose-up and wideAssigned to HDHannah Dyson, customerFrom Kirstyin 2 daysComplete
  • QuestionOrder or invoice numberone lineAssigned to HDHannah Dyson, customerFrom Kirstyin 2 daysReady to check
  • UploadProof of purchasereceipt or invoiceAssigned to HDHannah Dyson, customerFrom Kirstyin 3 days2 files sent
  • What you would like
  • DecisionPreferred outcomerepair, replace or refundAssigned to HDHannah Dyson, customerFrom Kirstyin 4 daysComplete
  • QuestionWhen it happeneddate first noticedAssigned to HDHannah Dyson, customerFrom Kirstyin 3 daysAwaiting reply
  • QuestionAnything already triedone lineAssigned to HDHannah Dyson, customerFrom Kirstyin 4 daysReminder sent
  • Returns
  • FormReturn address4 questionsAssigned to HDHannah Dyson, customerFrom Kirstyin 5 daysComplete
  • ApprovalReturn conditionsread and approveAssigned to HDHannah Dyson, customerFrom Kirstyin 6 daysReady to check
  • ApprovalAgreed resolutionread and approveAssigned to HDHannah Dyson, customerFrom Kirstyin 10 daysReady to check

Written for a small business. 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

One place for every certificate and form

Insurance certificates, right to work papers and approved terms are kept together against each name, with the date each one came in.

One link for each customer, starter and supplier

Nobody makes an account or remembers a password. Each person opens their own link and answers from a phone.

Reminders that go out for you

Docsroom chases whoever has not replied until each one is in, and stops as soon as they do, so you are not the one nagging.

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