Free, no-signup templates and checklists to help you run your small business — invoicing, contracts, onboarding, estimates, and buying software. Copy any of them, fill in your details, and go. Each one links to the tools that automate it, if you’d rather not do it by hand.
Templates
- Free Small Business Invoice Template — a clean, copy-paste invoice with payment terms, plus tips to get paid faster.
- Free Service Agreement (Client Contract) Template — a plain-English client contract covering scope, payment, and cancellation.
- Free Job Estimate / Quote Template for Trades — an itemized estimate for HVAC, plumbing, pest control, and other trades.
Checklists
- Client Onboarding Checklist — take a new client from “yes” to kickoff without anything slipping.
- Small Business Software Buyer’s Checklist — evaluate any tool on real cost, fit, and contract terms before you sign.
More templates are on the way. Have a request? Let us know.