CSV · blank template
Service charge schedule
Fields for budget categories, suppliers, planned and actual costs, evidence references and review notes.
Working resources
Useful templates for a more organised review.
Download a blank schedule or checklist to organise information for a portfolio discussion. Adapt each template to the property, agreed service scope and applicable requirements.
Downloads
Start with the records you already have.
Each file is a simple CSV that can be opened in spreadsheet software and adapted to an agreed review.
Download file
CSV · blank template
Inspection checklist
Fields for observations, outcomes, follow-up actions, owners, target dates and evidence references.
These general-purpose templates do not contain client or property data and are not legal, accounting or compliance advice.
A tailored review
Need a schedule shaped around your portfolio?
Tell us what you review today and where the operating detail is hard to compare.