Guides and free templates
Small business admin, made simple
Practical, jargon-free guides for keeping renewals, documents and routine admin under control, whether or not you use our software.
How to track business licence and permit renewals
A simple system for never missing a licence, permit or registration renewal: what to record, when to be reminded and who should own each one.
Read the guideHow to manage insurance certificate expiry dates
Keep your own policies and your subcontractors' certificates current, with a register, reminders and a clear renewal routine.
Read the guideHow to organise business documents in a small company
A practical folder and naming structure for contracts, licences, insurance, tax and HR records, and how to keep versions under control.
Read the guideA recurring admin task checklist for small businesses
The weekly, monthly, quarterly and yearly admin jobs most small businesses need, and how to make sure they actually get done.
Read the guideFree spreadsheet templates
Download, open in Excel, Google Sheets or Numbers, and fill in. The renewal tracker can be imported straight into the Operations Hub.