Free templates for service businesses
Five files in Excel and Word that agencies, studios and consultancies send every month: a weekly timesheet, an invoice, a scope of work, a project proposal and a retainer agreement. Download them without an account or an email; each page explains how to fill the file in.
Templates you can send today
Five files in Excel and Word. Download, fill in, send; each page explains how.
ExcelInvoice
Free invoice template for service businesses and freelancers: line items with formulas, tax rate, due date and bank details. Excel, Google Sheets, Numbers.
Open and download
ExcelWeekly timesheet
Free weekly timesheet template for Excel, CSV and Google Sheets: daily hours by client, project and task, billable and non-billable time, automatic totals.
Open and download
WordScope of work
Free scope of work template in Word: deliverables with acceptance criteria, exclusions, milestones, fees, change requests and sign-off. Works as an SOW.
Open and download
WordProject proposal
Free project proposal template in Word for service businesses: goals, approach, scope, timeline, team, two pricing options and acceptance. With an example.
Open and download
WordRetainer agreement
Free monthly retainer agreement template in Word: deliverables, included hours, rollover, overage rate, change requests, payment, IP and termination.
Open and download
ExcelProject budget
Free project budget template in Excel: price, planned and actual hours at a loaded cost, direct costs, contribution, margin and the price your target margin needs.
Open and download
Excel13-week cash flow forecast
Free 13-week cash flow forecast template for Excel and Google Sheets: receipts by client, payments by type, weekly closing balance and a red flag on any week below zero.
Open and download
WordMonthly client report
Free monthly client report template in Word and Google Docs: summary, deliverables, hours against the retainer, results with sources, decisions needed and next month’s plan.
Open and download
WordLeave request form
Free one-page leave request form in Word, in English and Georgian: who asks, which leave and dates, who covers the work, the manager’s decision and the days remaining.
Open and downloadHow to use them
Which file comes first
The files follow the order of a client engagement. A project proposal wins the work and a scope of work fixes what is included; for monthly work the retainer agreement replaces both. While the work runs, the weekly timesheet records the hours, and the invoice bills them.
If you only need one file today, start with the invoice: it is the one document a client has to act on.
How the files are built
The spreadsheets use formulas only, with no macros, and open in Excel, Google Sheets and Apple Numbers. The documents are .docx files that open in Word, Google Docs and Pages. Every template has an English and a Georgian version: the Georgian timesheet follows the form set by the labour ministry’s order №01-15/ნ, and the Georgian invoice calculates VAT at 0% or 18%.
The files never ask for a name or an email.
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