Excel templates for UK contractors

The trackers a site PM actually uses

Snagging, RFIs, variations, progress, resident liaison and quotes. Built by a project manager on live UK refurb jobs. Put your logo and colours on them in two minutes.

One-off payment. Instant download. Use it on every job.

Snagging Tracker.xlsx
Snagging tracker showing six snags with status colours, overdue dates in red and summary tiles

Swipe to see the full sheet →

Works on siteExcel on phone, tablet or laptop
Client fills in their bitApprovals and answers in the same file
Your brand, not oursLogo, name and colours in minutes
No subscriptionPay once, keep it forever
The templates

Six trackers. Every one earns its place.

Each one comes with example rows filled in, so you can see how it works before you delete them and start your job.

Snagging tracker

Snagging Tracker

Log every defect with before and after photos, and chase each trade to sign-off.

  • Photos sit inside the cell and move with the row
  • Overdue target dates go red on their own
  • Summary by trade to send to your subbies
RFI tracker

RFI Tracker

Raise questions and get the client's answer in the same sheet. No more digging through emails.

  • Yellow columns for the client to answer in
  • Status flips to Overdue when the date passes
  • Flags RFIs with cost or programme impact
Variations tracker

Variations Tracker

Price every change, get approval in writing and always know your revised contract sum.

  • Client approves, adds their PO and signs it off
  • Live revised contract sum and extra days
  • Shows what's been sitting unapproved too long
Progress tracker with weekly bar chart

Progress Tracker

Update one column a week. It tells you what's on track, what's behind and by how much.

  • Weekly bar chart that fills as work is done
  • Overall % complete against where you should be
  • Behind tasks go red, so your report writes itself
Resident liaison tracker

Resident Liaison Tracker

Every resident, their access, their needs and every conversation you've had, in one place.

  • Flags residents with additional needs
  • Contact log with follow-up reminders
  • Works status per property, updated from dates
Quote template

Quote Template

A clean, one-page quote that adds itself up. Made for smaller contractors and trades.

  • Handles 20% VAT, reverse charge or no VAT
  • Exclusions, payment terms and sign-off box
  • Save as PDF and email it from site
Your brand

Looks like you made it.

Type your company name in once and every sheet picks it up. Paste in your logo. Then change two colours in Excel and every header, tile and chart follows.

Same file, two clicks apart.

Variations tracker in navy branding
RFI tracker with yellow client response columns
Built for sharing

The client fills in their bit.

Share the file through OneDrive or SharePoint. The client only touches the yellow columns: their answer, their approval, their PO number. You get a record that's hard to argue with.

White: you fill these in
Yellow: the client fills these in
Grey: works itself out, don't touch
Pricing

Pay once. Use it on every job.

Single template

£12

Just need one? Pick it and it's in your inbox straight away.

Buy this template
Save £33

All 6 templates

£39one-off

The full set for running a job, start to handover.

  • Snagging, RFI, variations and progress
  • Resident liaison and quote template
  • Free updates when templates are improved
  • Use on unlimited projects in your company
Get all 6 · £39

Secure checkout by Gumroad. Card, Apple Pay and PayPal. VAT receipt included.

O

"I'm a project manager for a UK main contractor, mostly occupied refurb and social housing. I got fed up of rebuilding the same trackers on every job, and of clients answering RFIs in six different email chains. So I built the versions I actually wanted on my own jobs."

Olly · Founder, HiVis Sheets · Essex
FAQ

Questions

What do I need to use them?

Microsoft Excel on Windows, Mac, iPhone, iPad or Android. They'll open in Google Sheets and Numbers too, but photos in cells and the one-click colour change only work in Excel.

How do the photos work in the snagging tracker?

In Excel 365, tap the photo cell and choose Insert, Pictures, Place in Cell. The photo sits inside the cell and moves with the row when you sort or filter. On older Excel you can paste a link to the photo instead.

Can my client really fill it in?

Yes. Save the file to OneDrive or SharePoint and share the link. They fill in the yellow columns and you both see the same file. No logins or new software for them.

How do I put my logo and colours on?

Each file opens on a Start Here tab. Type your company details in once, paste your logo in the box, and change Accent 1 and Accent 2 under Page Layout, Colours. Every sheet updates.

Can I use them on more than one job?

As many as you like. Your licence covers everyone in your company on unlimited projects. You just can't resell or share the templates outside your business.

What if it's not what I needed?

Email within 14 days and I'll refund you. No forms, no fuss.

Stop rebuilding trackers on every job.

All six templates, your branding, ready for Monday morning.

Get all 6 templates · £39
All 6 · £39One-off, instant download
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