Tools and templates for UK trade businesses
IBIOS free resources are templates, checklists, calculators and buyer guides for owners and managers of UK trade businesses, such as showrooms, merchants and fitters, who want to quote, count stock and choose software with less guesswork.
All resources
Free Quote Template
Professional Word/PDF quote template for UK trade businesses — with line-item table, deposit section, VAT treatment, and shade lot disclaimer.
Get the template →ChecklistStock Take Checklist
Annual stock take preparation checklist — pre-count (10 items), count day (8 items), post-count reconciliation (6 items), and dispute evidence protocol.
Get the checklist →Buyer GuideUK Trade Business Buyer Guide 2026
ERP evaluation criteria, AI receptionist questions to ask, quoting software checklist, and payment processing comparison framework for 2026.
Get the guide →CalculatorMissed Call Cost Calculator
Calculate how much missed calls are costing your trade business annually. Enter your average job value and estimated missed calls per day.
Use the calculator →Which free resource should a trade business start with?
Start with the problem that costs you most time each week. If quotes go out in different formats, use the quote template. If your year-end count never matches the books, use the stock take checklist. If you are choosing new software in 2026, read the buyer guide first. If the phone rings while everyone is busy, the missed call cost calculator shows what those calls are worth.
Each resource links to a longer guide. The stock take best practices guide explains the photo-first count, the quoting software guide gives a 7-point evaluation checklist, and the trade ERP guide lists the questions to ask any vendor.
For something you can use straight away in your browser, the free tools include a quote template, a VAT and deposit calculator and a purchase order template.
When a template is no longer enough, IBIOS Quote Studio reads a supplier PDF or a photo of a handwritten form into quote lines in about 60 seconds, then matches them to your own products, and IBIOS inventory control tracks stock across more than one location, with shade lots. See how it fits bathroom retailers and tile showrooms.
IBIOS (Integrated Business Intelligence & Operations System) is made by IBIOS Limited (NI743167), Northern Ireland. Access is by waiting list; there is no free trial.
Questions about IBIOS free resources
IBIOS offers four free resources for UK trade businesses: a quote template, a stock take checklist, a 2026 buyer guide for trade software and a missed call cost calculator. Each page explains what is inside and who it is for.
They are written for owners and managers of UK trade businesses, including bathroom, kitchen and tile showrooms, plumbing and heating merchants, flooring retailers and trade counters, in every UK nation including Northern Ireland.
Resources are templates, checklists and calculators you keep and reuse. Free tools on the tools page run in your browser, such as the quote template and the VAT and deposit calculator. Guides are longer articles that explain how to run part of a trade business.
No. The resources are useful on their own, whatever software you use. If you later want quoting, stock and orders in one system, IBIOS is available by waiting list; there is no free trial.
IBIOS (Integrated Business Intelligence & Operations System) is made by IBIOS Limited (NI743167), Northern Ireland. It started inside Isabella Bathrooms, a bathroom showroom in Doagh.
Want a system that does this automatically?
IBIOS handles quoting, stock management, and payment collection in one platform, with AI phone handling coming soon.