TRADEN - SIMPLE TRADE JOB SHEET

Business / person handling the job: [Name]
Job reference: [Your reference]
Last updated: [Date]
Customer / relevant contact: [Name and contact method]
Work location: [Site address or workshop]
Current job summary: [One short description]
Status: [Enquiry / quoted / booked / in progress / work complete]
Next action: [Action, person responsible and agreed deadline, if any]

AGREED WORK
Scope and exclusions: [What is included and excluded]
Quote reference / version: [Reference or file location]
Appointment: [Agreed date and arrival time/window, or not yet agreed]
Relevant access / preparation: [Known arrangements]
Outstanding decisions: [What is still awaiting agreement]

VISIT RECORD - COPY THIS SECTION FOR EACH VISIT
Visit date / person attending: [Details]
Work actually carried out: [Short factual description]
Materials / quantities used: [Details, where useful]
Time record: [Start/end or hours, where useful]
Changes agreed: [Change and where the agreement is recorded]
Work remaining / follow-up: [What remains and next step]
Supporting files: [Photo, receipt or document references]

PAPERWORK AND HANDOVER
Completion / handover notes: [What was discussed or supplied]
Invoice reference / status: [Not prepared / draft / sent / confirmed paid]
Related quote, invoice and receipt locations: [References]

Replace the bracketed fields, remove irrelevant rows and save one copy per job.
Keep requested work separate from work actually completed. Record proposals as
proposals until agreed. This is a general working-note template, not an invoice,
contract, certificate or risk assessment. Use your usual process for those records.