Staff holiday planner
A leave record per person with entitlement, carry-over and every request approved, a team planner a quarter per page, and the 2026 and 2027 bank holidays by nation. As a PDF, Word and an Excel workbook.
A customer feedback form asks the customer how the work is going while it is still running. This one is a monthly progress questionnaire for longer works, with satisfaction scored from 1 to 10, as an editable PDF and a Word document, free to use and reuse.
Their name, organisation and contact details, the project or property address, the month the form covers, and your reference.
How satisfied the customer was with your representative who dealt with them before the work began, scored from 1 to 10.
Whether the programme was agreed and is being kept, whether the works are on programme, and whether your workforce is polite and tidies up. Then the standard of the works to date, scored from 1 to 10.
Satisfaction with the service so far, scored from 1 to 10, and the customer’s comments and suggestions.
Whether you may contact them and quote their comments, a line for your complaints route, and a box for what the office did about the answers.
When to send it, who sends it, ISO 9001, social housing, accessibility, quoting comments and personal data. Keep it, and send the first two pages.
No UK law requires every contractor to ask its customers for feedback. The requirement comes from a certificate the firm holds, the regulator the customer answers to, or the contract.
Primary sources checked 9 November 2026A certified firm monitors customers’ perceptions of how far their needs and expectations were met, and decides how it obtains and reviews that information. ISO 9001:2026 keeps the requirement.
ISO 9001:2015, clause 9.1.2On social housing work, a landlord asking for feedback must give residents details of how to complain. The form has a line for that route.
Housing Ombudsman Complaint Handling Code 2024, paragraph 1.6A regular date makes it routine for the customer, and makes the scores comparable from one month to the next.
Any No, any score of 4 or below, or a complaint in the comments gets a call the same week. Record what was done in the office box.
In Unibuild the monthly questionnaire reaches the customer in their client portal or app, by an emailed link, or from the QR code on the site poster during an inspection. See client satisfaction surveys.
A leave record per person with entitlement, carry-over and every request approved, a team planner a quarter per page, and the 2026 and 2027 bank holidays by nation. As a PDF, Word and an Excel workbook.
One row per person with the expiry of each card and course, a training record per person, and a training needs grid by role. As a PDF, Word and an Excel workbook that turns a date amber at sixty days and red when it passes.
The checks before a subcontractor goes on the approved list: Companies House, CIS verification, insurance, SSIP, the policy, RAMS, competence, right to work, the reverse charge and bank details, then the decision, the register and the review log.
On the platform these stop being sheets. The check, the person, the date, the signature and the action that followed are recorded as the work runs and retrieved by site.
UK-built · CDM · CIS · MTD