Trades businesses lose money in the gap between the quote and the job: unpriced change orders, crews doing the job differently, and safety paperwork that only exists after an incident. These templates give you the job-site procedures, hiring documents and pricing math that let you run more than one crew.
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Every document below is written against Ontario and federal Canadian requirements, and is included with membership in Word, PDF, Google Docs, Sheets and Notion formats.
Costing, margin targets, break-even and wholesale pricing in one workbook, with Ontario HST and price-advertising rules built in.
Preview the documentCleaning, temperature, maintenance, inspection, training and incident logs formatted for Ontario health unit and Ministry of Labour inspections.
Preview the documentA complete Ontario employee handbook: policies, conduct, leaves, safety, technology and acknowledgement forms, drafted to ESA, OHSA and Human Rights Code standards.
Preview the documentDay one to day ninety onboarding built around Ontario's mandatory hiring paperwork, training and probation realities.
Preview the documentA 12-month rolling cash flow forecast with scenarios, runway and variance tracking, structured for Ontario HST filing and CRA remittance cycles.
Preview the documentRevenue milestones that trigger each next hire, new location, product line or ad budget increase — with Ontario employment obligations at each stage.
Preview the documentSplit monthly profit across owner pay, tax, cash buffer, ads and equipment with target percentages tuned for Ontario tax obligations.
Preview the documentShift-proof daily routines for Ontario retail, salon and food operations, with the records inspectors actually ask to see.
Preview the documentWritten health and safety policy, hazard reporting, and documented worker awareness training are required; construction projects carry additional duties for the constructor.
Most construction businesses in Ontario — including many independent operators — must register with WSIB and carry coverage.
Overtime, hours of work, vacation pay and pay statements apply to your crews and must be recorded.
Skilled Trades Ontario governs compulsory trades, and written contracts with clear change-order terms protect you under Ontario consumer protection rules.
We publish business templates and educational material — not legal, tax, accounting or clinical advice. Confirm current requirements with the sources above or a licensed Ontario professional.
Recommended plan
Crews, subcontractors and WSIB obligations mean you need the safety logs, handbook and hiring plan, plus a custom manual as you add trucks.
Yes — pricing, cash flow and a documented job process are what make you hireable-ready. The handbook and hiring plan wait until your first employee.
No. We link you to Skilled Trades Ontario and your municipality; licensing and certification stay with the official bodies.