Toolfy Blog
Template Library
Copy-paste playbooks for every stage of the job
Quotes, invoices, compliance checklists, and customer scripts ready to load into Toolfy.
Browse templatesTopic Hubs
Curated clusters for high-intent buyers
Share focused bundles of playbooks and calculators with prospects who care about specific outcomes.
Explore topics
Should You Accept Cash in 2026? The Real Tax & Liability Risks
HMRC compliance, insurance gaps, bank deposit limits, and the hybrid payment strategy that keeps you legal while serving cash-preferring customers.
Going From Reactive to Booked Out: The Maintenance Contract Playbook
Recurring revenue models, pricing strategies, contract templates, and retention tactics that fill your calendar with predictable monthly income.
How to Handle a VAT Inspection Without Panicking
What triggers HMRC VAT inspections, what they actually check, how to prepare your records, and what to do if they find discrepancies.
How to Handle Partial Payments Without Getting Burned
Customer wants to pay in installments. The exact payment plan templates, contract clauses, and protection strategies that prevent partial payment disasters.
How to Fire Your First Employee (Without Getting Sued)
UK employment law basics, performance improvement plans, documentation requirements, and the termination process that protects you from tribunal claims.
Former Customer Wants You to Fix Someone Else's Botched Work
Why repair work costs more than original installation, how to price nightmare fixes, and the liability protection you need.
Former Employee Stealing Your Customers: What You Can Actually Do
Non-compete enforceability in the UK, customer retention tactics, legal options, and the prevention system that protects your client base from employee poaching.
Customer Watching You Work All Day: How to Set Boundaries
Why constant observation kills efficiency, the psychology behind hovering customers, and the polite scripts that buy you working space.
Customer Won't Let You Leave Site: How to Exit Professionally
How to enforce job completion boundaries, exit scripts that preserve relationships, and when to walk away from scope creep.
Customer Wants Invoice for Less Than Actual Price: Why You Must Refuse
Customer asks you to lower the invoice for tax reasons? Here’s the HMRC risk, the exact wording to refuse, and a safer way to help them budget.
Customer Wants a Refund 6 Months After Job Complete: Your Legal Options
Consumer Rights Act timelines, when you legally owe a refund, how to investigate old complaints, and the response protocol that protects your business.
Customer Wants Extra Work for Free Because Job Ran Over: Your Response
Job ran over and the customer wants extra work for free? Use these scripts to reset expectations, price the add-on properly, and keep the relationship.