College taught you how to hang a door, wire a socket, and plaster a wall. They didn't teach you how to price a job, track your profit, save on tax, or manage cashflow. This kit fills the gap — in one weekend.
You've got your NVQ, your CSCS card, your tools, and your first van. You're ready to earn. But nobody told you that being self-employed means you're now the accountant, the salesperson, the marketing department, and the tax expert — on top of doing the actual work.
Your old boss charged £350/day but you don't know if that covers your costs. You quote low to win work, then realise you've made £8/hour after materials. Every job is a bet you're afraid you'll lose.
Invoices pile up. Receipts go in a shoebox. You don't know if you're making money or just staying busy. Your accountant charges £400 to sort the mess at year-end — and tells you you've overpaid tax by thousands.
You've heard about CIS, VAT thresholds, allowable expenses, and self-assessment — but nobody explained any of it. You're probably overpaying by £2,000-£5,000 a year because you don't know what you can claim.
You've got materials to buy for next week's job, but three clients haven't paid yet. The bank balance says you're broke — but you've actually got £8,000 owed to you. You just don't know when it's coming.
Already running a business and just need the admin tools? The Template Pack has you covered. New to self-employment and want the full roadmap? That's the Starter Kit.
Three core tools that together give you everything you need to run the business side of your trade — from day one.
Drop-down material lists with pre-loaded prices. Auto-calculates total with your markup percentage. Generates a professional quote in under 5 minutes.
One-click conversion from quote to invoice. Tracks paid, unpaid, and overdue. Auto-calculates VAT if you're registered.
Log every receipt, fuel fill-up, and Screwfix run. Categorised and tax-ready. Know where your money goes.
See your REAL profit on every job — not just revenue minus materials, but minus everything. Know which jobs are winners.
Rolling 90-day projection. See what's coming in and going out before it happens. Never be surprised by a quiet month again.
Your entire business on one screen. Revenue, expenses, profit, best jobs, worst months. Finally know where you stand.
Every allowable expense categorised and tracked throughout the year. At tax time, export one sheet to your accountant — done. No more shoebox panic.
Your personal database of every material you use, with supplier prices, last updated dates, and quantity breakpoints. Never guess a material cost again.
Short, practical videos — 10-20 minutes each. Watch on your phone with a cuppa. No jargon, no theory, just what you actually need to run a trade business.
The real difference in tax, liability, and admin. What 90% of tradespeople should do in year one.
How to calculate what you actually need to charge — covering your costs, your wage, your holiday, your pension, and your profit.
How to structure a quote that looks professional, covers everything, and doesn't scare off customers. Including the psychology of pricing.
Payment terms that work, deposit strategies, dealing with late payers, and when to walk away from a bad client.
Tools, van, fuel, clothing, phone, home office, training, insurance, parking, subsistence — the HMRC rulebook explained in plain English.
What you need to keep, how to organise it, what your accountant needs, and how to file without the last-minute dread.
Why profitable businesses go broke. How to forecast, how to buffer, and how to sleep at night knowing you can pay your suppliers.
The £90K threshold, flat rate vs standard, how to price when you're VAT-registered, and why some tradespeople register voluntarily.
Construction Industry Scheme explained. Deductions, verification, monthly returns — and what happens if you get it wrong.
Public liability, professional indemnity, employer's liability, contract terms, and what to do when a customer refuses to pay.
Google Business Profile, Checkatrade, MyBuilder, Facebook local groups, and how to get customers to recommend you without asking.
When and how to hire your first employee or subcontractor. Pricing for a team. Systems that scale. And the mistakes everyone makes.
Input your estimated income and expenses. The calculator identifies deductions specific to your trade and estimates how much you'll save — most new tradespeople discover £2,000-£5,000 in missed deductions in their first year.
You don't need a business degree. You need a Saturday and a Sunday. Here's the plan:
Buy the kit. Copy the templates to your Google account. Watch Module 1 and 2 (Sole Trader vs Ltd + Setting Your Day Rate). Enter your details into the Dashboard. You'll already know more about your business finances than you did yesterday.
Load your materials and prices into the Quote Builder and Price Book. Set up your Expense Tracker categories. Test the Quote-to-Invoice flow. You now have a complete admin system — quoting, invoicing, expenses, profit tracking — all connected.
Work through Modules 3-8 (the core business modules). Run your numbers through the Tax Savings Calculator. Watch Modules 9-12 over the next week as you need them — CIS when you take on a subbie, VAT when you approach the threshold, Growth when you're ready to expand.
This isn't theory. This is what actually shifts when you have the right tools and know how to use them.
| Area | Before the Kit | After the Kit |
|---|---|---|
| Quoting | Guessing, often underpricing by 20-40% | Formula-driven, consistent 35% margin, 5 minutes per quote |
| Invoicing | Days to weeks late, chasing payments manually | Same-day invoicing from quote, automated payment tracking |
| Tax Knowledge | Scared of HMRC, probably overpaying | Confident about what you can claim, saving £2K-£5K/year |
| Profit Visibility | "Money's in the bank, I must be doing okay" | Know your profit per job, per month, per year — in real time |
| Cashflow | Checking bank balance, hoping for the best | 90-day forecast, always 30 days ahead, no surprises |
| Business Confidence | Winging it, hoping it works out | Running a business with systems — not just a job with a van |
| Annual Revenue Impact | — | £8,000-£18,000 uplift from correct pricing + tax savings + efficiency |
If you're in any of these situations, this kit was made for you.
You've got your papers, your tools, and your first van. You're ready to earn. Start with proper systems from day one and you'll avoid the mistakes that sink 68% of new trades businesses within three years.
You've been at it a year or two. The work's great. But evenings are spent on paperwork, you're never sure if you quoted enough, and tax season is a panic. Get the systems now before it gets worse.
You're still employed but know you want to go out on your own. Get the kit now, work through the videos before you launch, and hit the ground running with systems already in place.
You didn't train for years to push spreadsheets. These templates do the heavy lifting. Enter numbers, the formulas handle the rest. The training tells you what to enter and why. Zero spreadsheet skills required.
No. The video course starts from absolute zero — what a sole trader is, how to set your day rate, what expenses you can claim. It's designed for someone who's just qualified and has never run a business before.
No. Everything runs in Google Sheets, which is free. You just need a Google account (any Gmail address). Works on your phone, tablet, laptop — any device with a browser. The videos stream on any device too.
The business principles (pricing, quoting, cashflow, customer management) are universal. The tax modules and CIS module are UK-specific. The Tax Savings Calculator uses HMRC rules. If you're outside the UK, the templates and most training still apply — but tax advice won't.
The Template Pack gives you 6 core spreadsheet templates with short walkthrough videos — great if you already know the business side and just need admin tools. The Starter Kit includes everything in the Template Pack PLUS: 2 additional templates (Tax Deduction Logger and Materials Price Book), the full 12-module video business training course, and the interactive Tax Savings Calculator. If you're new to self-employment, get the Starter Kit.
Yes. If you work through the kit within 30 days and don't feel more confident about running your trade business, we'll refund you. Just message us on WhatsApp. The risk is on us — we're that confident this solves the problem.
Yes. If you're going into business with another tradesperson, share the templates via Google Sheets (built-in sharing). The videos and calculator can be accessed by both of you. One purchase covers a single trade business — if you're separate businesses, each needs their own kit.
WhatsApp support is included. Message Sovael with your question — you'll get a response from someone who understands trades businesses, not a chatbot reading from a script. If needed, we'll jump on a quick call or send you a screen recording showing the fix.
Every month you operate without knowing your numbers is a month you're leaving money on the table — and probably subsidising HMRC. This kit pays for itself in the first tax return alone. You'll wonder why college didn't teach this stuff.