How to use your kit

1. Open the toolkit

Download the ZIP after payment and extract it. On Windows, right-click the ZIP and choose Extract All. Open Job-and-Customer-Toolkit.html in a web browser. Keep the original as a blank starting point.

2. Set up your business once

Choose Business setup. Enter your business name, address, phone and email. For example: Oak Garden Care; 12 Example Road, Exampletown; 07700 900123; hello@example.com. These are fictional examples to replace with your own details.

Add the cost of your time per hour and your usual per-job travel, hire, disposal, overheads and other recurring costs. Enter only this job’s share of monthly bills. Leave optional costs blank for zero. Your time is a cost; profit is added separately.

Choose Apply business details. Your business details fill the matching business fields in the ten templates and replies. A new, empty calculator also takes your usual costs. If you have already edited a job’s costs, use Use usual costs for this job when you want to replace them. You can change every figure for the current job without changing your usual costs.

3. Complete one tool at a time

Choose Job pricing, a template or Customer replies. In replies, choose one message from the list. Enter the customer and job details that are still in brackets. For example, [NAME] becomes your customer’s name and [REFERENCE] becomes your quote reference.

Check the business details, work, figures, dates and terms before copying, printing or downloading your finished wording. Use your actual costs. Do not count the same expense twice.

4. Save your setup and job

Save a copy of all my entries downloads an HTML file with your business setup, usual costs, calculator, all ten templates and all sixty replies. Save it with a clear name such as Garden-tidy-Smith.html, keeping the lowercase .html extension. Open that saved file next time. Reopening the original blank toolkit does not reopen your saved work.

In a supported desktop browser, open the saving guidance and choose Turn on auto-save. Choose a job file. Wait until its status says Saved before closing. When reopening a saved job, turn auto-save on again and select the same job file. If direct saving is unavailable, use Save a copy instead.

Where supported, a browser recovery draft offers extra protection. It is not your permanent file. Restore an offered draft only if it is the work you want. Save a permanent copy before moving or renaming files or clearing browser data.

5. Keep separate jobs and customer information safe

Keep a separate saved file for each job. You can keep a setup-only saved copy with your business details and defaults as a starting point; keep customer information out of that master copy. The toolkit does not upload your entries. Store files with customer information securely.

The separate Messages.txt and Practical-Templates.txt files are plain-text alternatives. The separate Customer-Reply-Kit.html also works as a reply-only alternative, but edits there are not part of the main toolkit’s saved file. For business auto-fill and saving replies, use Customer replies inside the main toolkit.

Licence and help

One purchasing business and its staff may adapt the toolkit and send completed documents and messages to its own customers. Do not resell or redistribute the collection. These planning and wording tools do not replace accounting software or complete contracts.

Need help? Email info@lucra.uk with the page you were using and what happened. Do not send card details.

Need to request a refund?

Email info@lucra.uk with the email address used for your purchase and your receipt or order reference. Tell us briefly why you are requesting a refund. Do not send card details.

We will review your request and reply by email. If a refund is issued, it will go back to the original payment method. Allow 5–10 days for it to appear on your statement.