Forms! Forms are a great way of introducing structure and process to your business.

They might be a form that generates a certificate, a request process, a checklist, a list of things that must not be forgotten, an audit, a report, a useful way of upselling a service… the possibilities are endless.

However, thinking of all of the possible ways a simple form can help you move your business forward can be a time-consuming process.

So I’ve done it for you.

Introducing 100 form ideas for your business:


  1. Additional driver form for insurance
  2. Apprentice documentation report
  3. Authority to enter
  4. Booking form (work acceptance)
  5. Business card request form
  6. Certificate of experience or training (staff)
  7. Client onboarding form
  8. Contract variation report
  9. Customer call back request form
  10. Customer case study form
  11. Customer satisfaction survey
  12. Email marketing permission record
  13. Employee appreciation certificate
  14. Employee onboarding form
  15. Filming consent form
  16. Health and safety audit
  17. Holiday request form
  18. Job alteration or addition form
  19. Job arrival process
  20. Job completion report
  21. Job departure process
  22. Job progress report
  23. Manual handling record
  24. Meeting minutes
  25. Method statement
  26. Monthly mileage record
  27. New tool / hardware request form
  28. Office cleaning checklist
  29. Parts request
  30. Photography release form
  31. Property detail report
  32. Purchase order
  33. Receipt details form / expense report
  34. Reimbursement of expenses request form
  35. Right to cancel notice
  36. Risk assessment
  37. Site accident form
  38. Site survey report
  39. SLA – service level agreement form
  40. Staff / customer suggestions form
  41. Staff appraisal form
  42. Staff injury report
  43. Staff starter form
  44. Staff training request form
  45. Tool calibration certificate
  46. Tool servicing / inspection record
  47. Tool rental checklist
  48. Tool service / cleaning request
  49. Tools in van report
  50. Vehicle accident record
  51. Vehicle maintenance check
  52. Waste carriers note
  53. Work order

Plumbing & Heating

  1. Gas safety certificate
  2. Gas service and maintenance record
  3. Gas warning notice
  4. Plumbing condition report
  5. Commissioning of water pipework
  6. Boiler commissioning certificate (benchmark paperwork)
  7. Bathroom quality check sheet
  8. Energy saving report
  9. Domestic unvented hot water vessel commissioning certificate
  10. Fire hydrant servicing and inspection report
  11. Legionella risk assessment
  12. Smoke alarm and carbon monoxide detector checks
  13. Powerflush process checklist
  14. Shower cartridge identification form
  15. Plumbing system setup form
  16. CP16 gas testing and purging
  17. CP15 non-domestic plant commissioning and servicing
  18. RPZ testing certificate
  19. Radiator replacement survey
  20. Boiler / heating system suitability survey
  21. Heat loss calculations report
  22. Energy performance certificate

Roofing / Construction

  1. Asbestos checks
  2. Weather damage inspection report
  3. Working at heights assessment
  4. Rope access
  5. Building inspection survey
  6. Roof survey and inspection


  1. Intruder alarm maintenance report
  2. CCTV commissioning certificate

Pest Control

  1. COSHH assessment form
  2. Pest inspection report


  1. PAT report
  2. Minor electrical works report
  3. Electrical installation condition report
  4. Electrical site survey
  5. Electrical Periodic inspection report
  6. Visual inspection electrical certificate

Tree Surgery

  1. Tree survey


  1. CD10 oil firing installation certificate
  2. CD11 oil firing servicing & commissioning report
  3. CD12 landlord oil installation check
  4. CD14 warning and advice notice
  5. TI/133 domestic oil storage tank assessment


  1. Fire extinguisher inspection report


  1. Cleaning requirements checklist
  2. Cleaning schedule


Got more form ideas? Tell me in the comments below!

ServiceM8 Form & Template Conversion

If you’re using ServiceM8 and have some of your own forms, I can turn them into ServiceM8-ready versions for you.

Fill out the form below and send me your document – word, PDF, image, screenshot and I’ll send you a quote for making your form ServiceM8-ready.