Download a free guide to help you streamline operations, reduce admin, and turn ‘busy’ into ‘profitable’.
Each download is practical, easy to apply, and designed to create quick wins, without adding more admin to your week. Pick the guide that matches your current challenge and put one improvement in place straight away.
Want a hand tailoring it to your business? Get in touch.
Free Tools & Guides
These resources are designed to create quick wins without adding complexity. Select the guide that fits your current focus and we’ll send it through. If you’d like help implementing any of it, our team can support you end-to-end.
We’re adding new resources regularly - check back for the latest.
The Simpro Spring Cleaning Checklist
A practical checklist to tidy up simPRO and streamline how your jobs flow from quote to invoice. Ideal if your system feels cluttered, inconsistent, or harder to manage as you grow.
The Trades Growth Guide
If you’re flat out but profit isn’t showing up in the bank, this guide helps you spot where the money is leaking. Built to improve visibility, tighten processes, and support sustainable growth.
The Numbers That Actually Run a Trade & Service Business
This one-page guide breaks down the five commercial numbers high-performing trade and service businesses review weekly to stay in control while work is still running.
The Trade Business Year-End Reset
EOFY often exposes small gaps that have been building quietly all year. This practical guide helps trade and service businesses reset labour recovery, clean up WIP, review pricing discipline, and stabilise cashflow before the numbers are locked in.
The 10 Things Most Trade Quotes Are Missing
Most trade businesses don't lose money on the original quote. They lose it in the things that were never included in the first place. This free guide covers the ten most commonly missed items across trade and service quotes — each one with a quick fix you can apply straight away.
Customer Retention Playbook for Trades Businesses
A simple playbook to help you win more repeat work, referrals, and long-term customers. Perfect if you want more predictable revenue without relying solely on new leads.
The Variation Playbook
A full 10-page guide showing how to capture, approve, and invoice variations inside your job management workflow — without awkward conversations or margin slipping through the cracks.
The Labour Recovery Cheat Sheet
Labour is the biggest cost in most trade businesses — but few owners know their actual recovery rate. This free one-pager shows you how to calculate it, what a healthy number looks like, and three practical steps to lift it without adding headcount.