Free Resources

Free resources for Australian trade businesses.

Practical templates to help organise records, documents and due dates. Download a starting point and adapt it to the way your business works.

Free compliance register template

Start with a blank register, or use the fictional plumbing example to see actual due dates and colour-coded Current, Due soon and Overdue states for staff, business, vehicles and equipment.

Keep the responsible person, document reference and next action with each record. Choose the records relevant to your business and use dates from your own documents and service schedules. The example people, references and dates are made up.

Download the free register (.xlsx)

Use with Excel or import into Google Sheets. No email address required. Review and update it manually; it does not send reminder emails or generate reports.

Inside the workbook

  • Start here: instructions for entering dates and reviewing records.
  • Blank register: 100 prepared rows for your own business.
  • Plumbing example: 20 fictional staff, business, vehicle and equipment records.

Use it with Excel or Google Sheets

Open the downloaded .xlsx file in Microsoft Excel, or import it into Google Sheets. In Google Sheets, set the spreadsheet's time zone for your business before using today's date.

Google's Excel import guide (opens in a new tab)