Five Excel templates for the paperwork that runs every job, from the first quotation to the handover. Each one comes with a guide on what the document must contain, how to fill it in and the mistakes to avoid.
Each template is an Excel file that also opens in Google Sheets and Numbers. Your firm's details go on the document; ours stay off it.
A quote by trade with GST, a payment schedule, exclusions, terms and a signature block.
Read the guide and get the templateAdditions and omissions, the revised contract sum and the time impact, with a register of every VO on the job.
Read the guide and get the templateWork done by payment stage, approved VOs, retention and previous claims, with a checklist of the backup to attach.
Read the guide and get the templateOne row per defect with location, trade, photo, severity, owner and status, and a count of what is still open.
Read the guide and get the templateChecks before the appointment, room by room tests, documents, keys and both signatures.
Read the guide and get the templateThe templates follow one job from start to finish. The payment stages in the quotation match the stage table in the progress claim. Signed VOs go on the VO register, and the register shows which claim billed each one. The defects list feeds the handover checklist, which confirms every VO is signed and billed before the keys change hands.
Templates keep the paperwork consistent. They do not stop the retyping between them: site notes into the quote, WhatsApp changes into VOs, photos into claims. Lynqra builds systems for Singapore ID, renovation and design-and-build firms that draft these documents from what your team already sends, and keep a person in your firm on every price, claim and client message.
Yes. Each guide has a short form, and the download appears straight away. You can use and change the files for your own firm's jobs.
Yes. Upload a file to Google Drive and open it with Google Sheets, or open it in Numbers. The formulas and drop-down lists work in both.
Yes. The client-facing sheet carries your firm's name and details, and you can insert your logo above the title. There is no Lynqra branding on it.
Related guides for ID and renovation firms
Bring the quotation, VO, claim or update that takes your team the longest. There is no commitment, and a person in your firm stays on prices, payments and customer commitments.
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