Free NZ Tradie Templates (2026)

NZ Job Quote Template

Professional job quote template for NZ tradies — GST compliant, ready to customise and download as PDF.

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GST Tax Invoice Template

IRD-compliant GST tax invoice template for registered NZ tradies — includes all required fields for a valid tax invoice.

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Job Sheet / Work Order

Daily job sheet and work order template for NZ tradies — track tasks, time, materials, and sign-off on site.

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Variation Order Template

Protect yourself when scope changes mid-job — get written approval for all variations before doing extra work.

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Site Safety Checklist

Health & Safety at Work Act 2015 compliant site safety checklist — cover your PCBU obligations before work starts.

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Subcontractor Agreement

Simple subcontractor agreement template for NZ tradies — covers scope, payment terms, liability, and insurance requirements.

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Vehicle Log Book (IRD)

IRD-compliant vehicle log book for NZ tradies claiming vehicle expenses — track business vs private use for your tax return.

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Tool & Equipment Inventory

Keep track of all your tools and equipment for insurance, depreciation claims, and theft reporting.

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Job Completion Certificate

Get written sign-off from customers when the job is done — essential before issuing your final invoice.

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Customer Feedback & Review Form

Collect customer feedback and make it easy for happy clients to leave you a Google review — the fastest way to grow your tradie business.

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Safe Work Method Statement (SWMS)

Document high-risk construction work activities, hazards, and control measures — required under NZ H&S regulations.

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Toolbox Meeting Record

Record your weekly toolbox meetings for H&S compliance — sign-off sheet with date, topics, and attendees.

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Progress Claim

Claim payment for work completed to date on larger contracts — with retention, variations, and approved amounts.

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Defects / Snagging List

Document defects and outstanding items at practical completion — agree on remediation dates with the client.

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Project Handover Checklist

Ensure nothing is missed when handing over a completed project — covers documentation, warranties, and client sign-off.

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Purchase Order

Formalise material and subcontractor orders with a written purchase order — essential for larger projects.

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Employee Induction Checklist

Onboard new staff and subcontractors with a structured induction — covers H&S, PPE, emergency procedures, and expectations.

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Incident & Near Miss Report

Document workplace incidents, injuries, and near misses — required under HSWA 2015 for notifiable incidents.

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Maintenance Schedule

Annual property maintenance schedule to offer clients as an add-on service — builds recurring revenue.

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Contractor / Visitor Site Induction

Quick site induction for visitors, deliveries, and short-term contractors — sign-in and safety briefing in one form.

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Terms of Trade / Customer Agreement

Protect your tradie business with clear terms — covers payment, variations, liability, and Consumer Guarantees Act compliance.

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CCA Payment Claim

Formal payment claim under the Construction Contracts Act 2002 — the correct legal format for claiming progress payments in NZ.

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Site-Specific Safety Plan (SSSP)

Whole-site health and safety management plan for NZ construction sites — covers emergency procedures, hazards, and subcontractor management.

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Job Safety Analysis (JSA)

Step-by-step task hazard analysis for NZ tradies — identify risks and control measures for each step of a specific job.

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Weekly Timesheet

Track employee hours, jobs, and overtime for accurate payroll — IRD compliant weekly timesheet for NZ tradies.

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Overdue Invoice / Payment Reminder

Professional payment reminder letter for NZ tradies — escalates from friendly reminder to formal demand before debt collection.

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Pre-Quote Site Inspection Form

Document site conditions before quoting — protect yourself from 'you didn't say it would cost that' disputes.

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Retention Release Certificate

Formally release retention held under the Construction Contracts Act 2002 — confirms defect liability period has ended.

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This free Hot Works Permit template is designed for NZ tradies to ensure compliance with workplace safety regulations when performing welding, grinding, or cutting work. It helps authorise hot works and outlines fire watch requirements.

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Practical Completion Certificate

This Practical Completion Certificate template is designed for NZ tradies to certify job completion and outline remaining defects. It's used by contractors and clients to sign-off on work.

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Delivery Docket / Goods Received Note

This Delivery Docket / Goods Received Note template is designed for NZ tradies to record materials delivered to site, including quantities and condition on arrival. It is signed by the site receiver to confirm receipt.

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Credit Note Template

A GST‑compliant credit note template for NZ tradies to issue refunds for overcharges or returned materials.

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Basic Traffic Management Plan (TMP)

This Basic Traffic Management Plan (TMP) template helps NZ tradies manage traffic safely on residential or low‑risk sites, covering signage, cone layout and pedestrian safety. It's easy to fill out and download as a PDF for immediate use.

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