Templates
What do you do?
Type your kind of work and see every template you would send.
Not on the list? Type it anyway and we will write a kit for it with AI, or show you the closest we have.
Kits for your kind of work
73 kits, each a set of templates written for one kind of work. Open one to see every request in the order it is asked, then build the ones you want in Docsroom and save each as your own.
- SBA small businessAny small business
- ACAccountantsProfessional services
- ASAfter-school and holiday clubsEducation
- ARArchitects and surveyorsProfessional services
- BABakeriesHospitality
- BSBeauty salonsBeauty and wellbeing
- BOBookkeepersProfessional services
- BUBuildersTrades
- CHCare homesHealth
- CACaterersHospitality
- CRCharitiesCommunity
- CIChildmindersEducation
- CFChurches and faith groupsCommunity
- CCCleaning companiesTrades
- CGCommunity groupsCommunity
- CTCounsellors and therapistsHealth
- DEDentistsHealth
- DGDog groomersBeauty and wellbeing
- DIDriving instructorsEducation
- ELElectriciansTrades
- EAEstate agentsProfessional services
- EOEvent organisersEvents
- FAFinancial advisersProfessional services
- FLFloristsShops
- GMGarages and MOT centresTransport
- GPGyms and personal trainersBeauty and wellbeing
- HBHairdressers and barbersBeauty and wellbeing
- HCHaulage and couriersTransport
- HNHiring a nannyHome and family
- HLHoliday letsProperty
- HOHome care agenciesHealth
- HRHome renovationHome and family
- BHHotels and B&BsHospitality
- HAHousing associationsCommunity
- ISIndependent shopsShops
- IBInsurance brokersProfessional services
- ITIT support firmsProfessional services
- LGLandscapers and gardenersTrades
- LALetting agentsProfessional services
- LOLooking after a parentHome and family
- MAMarketing agenciesProfessional services
- MBMortgage brokersProfessional services
- MHMoving houseHome and family
- MDMusic and dance schoolsEducation
- NUNurseriesEducation
- OSOnline shopsShops
- OPOpticiansHealth
- PDPainters and decoratorsTrades
- PHPharmaciesHealth
- POPhotographersEvents
- PYPhysiotherapistsHealth
- PLPlumbers and heating engineersTrades
- PCPrivate clinicsHealth
- PRPrivate landlordsProperty
- PMProperty managersProperty
- PBPubs and barsHospitality
- RARecruitment agenciesProfessional services
- RFRemoval firmsTransport
- RCRestaurants and cafésHospitality
- RORoofersTrades
- SCSchoolsEducation
- SOSolicitorsProfessional services
- SMSpas and massageBeauty and wellbeing
- SPSports clubsCommunity
- TFTakeaways and food trucksHospitality
- TPTattoo and piercing studiosBeauty and wellbeing
- TATaxi and private hireTransport
- TRTraining providersEducation
- TTTutors and tuition centresEducation
- VEVetsHealth
- WPWedding plannersEvents
- WDWindow and door fittersTrades
- YPYoga and Pilates studiosBeauty and wellbeing
- No kit matches. Press Enter and we will write one with AI, or show you the closest we have.
The names in every kit are made up. Not on the list? Type your kind of work above and we will write a kit for it with AI, or show you the closest we have.
General templates
Every template here is written out in full: what it asks for, who answers and in what order. Eight come with every account; the rest take a few minutes to build and save as your own. Open one to watch it being answered.
- NSNew starterFormApprovalIn every account
- ICIdentity checksUploadQuestionApproval
- SDSubcontractor documentsUploadQuestionApproval
- NENursery enrolmentFormUploadQuestionIn every account
- SASchool admission (in-year)FormUploadIn every account
- BRBuying or remortgagingUploadQuestionDecision
- APA parent’s paperworkUploadQuestionDecision
- TRTenant referencingUploadQuestionApproval
- CSConveyancing: saleUploadFormApprovalIn every account
- ILIntake (legal matter)UploadFormApprovalIn every account
- BOBusiness onboardingUploadApprovalFormIn every account
- DRData room (business sale)UploadIn every account
- MPMonthly payroll inputsTableUploadApprovalIn every account
- MBMonthly bookkeepingUploadQuestionDecision
- VQVAT quarterQuestionUploadDecision
- YEYear-endUploadQuestionDecision
- No template matches. Press Enter and we will write a kit with AI, or show you the closest we have.
Any pack you build can be saved as your own template, sections and wording included, and started again in one click.
Pick a template and send it today.
Free for 14 days, no card.