Passmark is launching soon. 20% off your first year when you join by 31 December 2026. Register your interest
Pack Guide

Every document, pack by pack.

Two levels, three sizes. What each bundle includes, then every document in every pack. Document titles may vary to suit your business.

Level oneGet CompliantChoose this if you want the documents the law asks of a business your size, written for your trade and kept compliant as the law changes. Delivered as a zip folder of branded PDFs.
Level twoAccreditation ReadyChoose this if you are going for, or already hold, CHAS, SMAS, SafeContractor or a similar scheme. Everything in Get Compliant, plus the Accreditation Pack, the Passmark app and priority support.
What's includedSoloSole Traders · Owner OnlyEmployer1 to 4 EmployeesMost PopularTeam5 to 49 Employees
OnboardingAnswer the questions, upload what you have, approve your first document
Review and refresh of what you haveWe check your existing documents for errors, gaps and out-of-date law, then rebuild them as one clean, current set
Annual review and renewalEvery document reviewed and reissued each year, and updated free when the law changes
Business Pack9 documents
Your Trade PackBuilt around the work you do
Health & Safety PackStandard: 4 documents plus RAMS and COSHH. Advanced adds 20 moreStandardStandardAdvanced
Employee Pack25 documents
Accreditation Pack25 documents for CHAS, SMAS and SafeContractor
Passmark AppYour documents, registers, records and reminders in one place
Everyday documents on requestTeam meetings, toolbox talks, briefings and more, in your branding, through the app
Priority support
RAMS and COSHHTypes of work, and hazardous productsEvery one you needEvery one you needEvery one you need
Included at both levels Level two, Accreditation Ready Not needed at this size
Prices for every bundle, monthly or for the year, are on the Pricing page.See prices

The packs every bundle includes

Business Pack

9 documents
Quote, invoice, terms and paperwork to win work and get paid
  • Quote Template
  • Invoice Template & Payment Terms
  • Business Customer Terms
  • Domestic Customer Terms
  • Home Customer Cancellation Form
  • Job Completion & Customer Sign-Off
  • Workmanship Guarantee
  • Customer Complaints Procedure
  • Data Protection & Privacy Notice
In: Every bundle

Your Trade Pack

Tailored to your trade
Built around the work you do. Tell us your trade when you join and we tailor this pack to it
  • Safe working procedures for your trade
  • The specialist hazards of your work, from gas escapes and safe isolation to chemicals and working at height
  • Competence and registration records for your trade body or scheme
  • Inspection, testing and handover checklists for your jobs
  • Trade-specific toolbox talks
  • Your trade’s wording throughout every pack
In: Every bundle

Health & Safety Pack

4 + RAMS & COSHH
The safety basics every trade business needs
  • Health & Safety Statement
  • First Aid & Fire Arrangements
  • Accident & Near Miss Record
  • Waste Management & Carrier Record
  • Risk Assessment & Method Statement (RAMS) for each type of work
  • COSHH Assessment for each hazardous product you use
In: Every bundle

For employers, growing teams and accreditation

Employee Pack

25 documents
Hiring, managing and looking after your team
  • New Starter Form
  • Induction Checklist
  • Right to Work Check Record
  • Written Statement of Employment Terms
  • Employee Handbook
  • Absence Policy
  • Return to Work Interview
  • Holiday Request Form
  • Flexible Working Request Form
  • Disciplinary Procedure
  • Grievance Procedure
  • Disciplinary & Grievance Letters (5 templates)
  • Anti-Harassment & Equality Policy
  • Employee Privacy Notice
  • Training Record
  • Toolbox Talk Record
  • PPE Issue Record
  • First Aid Needs Assessment
  • Manual Handling Assessment
  • Lone Working Policy
  • Leaver Form & Exit Checklist
In: Employer and Team

Advanced Health & Safety Pack

+20 documents
Builds on the Health & Safety Pack with what the law requires at five or more employees
  • Written Health & Safety Policy
  • Organisation & Responsibilities
  • Risk Assessment Register
  • Fire Risk Assessment
  • Fire Emergency Plan
  • Employee Consultation Arrangements
  • Training & Competence Matrix
  • Equipment Inspection Register
  • Work Equipment (PUWER) Checks
  • Health Surveillance Record
  • Noise & Vibration Assessment
  • Working at Height Policy
  • Display Screen Equipment Assessment
  • Site Inspection Checklist
  • Accident Investigation Form
  • RIDDOR Reporting Procedure
  • Subcontractor Control Procedure
  • Subcontractor Approval Questionnaire
  • Drug & Alcohol Policy
  • Whistleblowing Policy
In: Team

Accreditation Pack

25 documents
What a CHAS, SMAS or SafeContractor assessor asks to see
  • Environmental Policy
  • Waste Duty of Care Procedure
  • Quality Policy
  • Customer Feedback Form
  • Modern Slavery Statement
  • Anti-Bribery Policy
  • Data Breach Procedure
  • Emergency Procedures
  • CDM 2015 Contractor Duties
  • Asbestos Awareness Procedure
  • COSHH Register
  • Safety Data Sheet Register
  • Competence Card Register
  • Supplier Approval Procedure
  • Toolbox Talk Schedule
  • Toolbox Talk Register
  • Inspection & Audit Schedule
  • Internal Audit Record
  • Corrective Action Log
  • Management Review Record
  • Health & Safety Objectives
  • Legal Register
  • Sustainability Statement
  • Policy Review Log
  • Assessor Ready Evidence Index
In: Accreditation Ready, at every size
Your Trade Pack

22 trades, and we add more for you.

You tell us your trades when you join. Your Trade Pack brings together the documents for each one. Do something not listed here? Tell us at onboarding and we build it in.

Building & Fit-Out6 documents
  • Dust and Silica Control Procedure
  • Working in Occupied Homes Procedure
  • Asbestos Check Before Work Procedure
  • Lead Paint and Older Surfaces Procedure
  • Snagging and Handover Checklist
  • Building & Fit-Out Toolbox Talks
Damp & Mould4 documents
  • Damp and Mould Investigation Procedure
  • Moisture and Condition Survey Record
  • Mould Treatment Method Statement
  • Damp & Mould Toolbox Talks
Gas & Heating6 documents
  • Gas Safety Procedure
  • Gas Escape and Carbon Monoxide Emergency Procedure
  • Unsafe Situations and Warning Notice Procedure
  • Gas Safe Registration and ACS Competence Register
  • Commissioning, Flue Check and Handover Checklist
  • Gas & Heating Toolbox Talks
Electrical6 documents
  • Safe Isolation Procedure
  • Live Working Policy
  • Inspection, Testing and Certification Procedure
  • Building Regulations Notification Procedure
  • Test Instrument Calibration Register
  • Electrical Toolbox Talks
Plumbing5 documents
  • Water Fittings Compliance Procedure
  • Hot Works and Soldering Procedure
  • Pressure Testing and Commissioning Record
  • Unvented Hot Water Procedure
  • Plumbing Toolbox Talks
Ventilation & Air Conditioning5 documents
  • F-Gas Handling and Leak Check Procedure
  • Refrigerant Log and Equipment Register
  • Ventilation Commissioning Record
  • Working on Roofs and Plant Rooms Procedure
  • Ventilation & Air Conditioning Toolbox Talks
Fire & Security Systems5 documents
  • Fire Alarm Installation, Testing and Commissioning Procedure
  • Emergency Lighting Testing Procedure
  • System Disablement and Building Protection Procedure
  • Fire and Security Service Record
  • Fire & Security Systems Toolbox Talks
Water Hygiene & Legionella5 documents
  • Legionella Risk Assessment Procedure
  • Water Temperature Monitoring Record
  • Water Sampling Procedure
  • Disinfection and Cleaning Method Statement
  • Water Hygiene & Legionella Toolbox Talks
Lifts4 documents
  • Lift Maintenance and Isolation Procedure
  • Thorough Examination Record
  • Working in Lift Shafts Procedure
  • Lifts Toolbox Talks
Roofing6 documents
  • Fragile Roof and Rooflight Procedure
  • Edge Protection and Roof Access Checklist
  • Working at Height Rescue Plan
  • Hot Works on Roofs Procedure
  • Weather and Stop Work Procedure
  • Roofing Toolbox Talks
Windows & Doors5 documents
  • Glass Handling and Installation Procedure
  • Building Regulations Notification Procedure
  • Fire Door Installation and Inspection Checklist
  • Survey and Measuring Record
  • Windows & Doors Toolbox Talks
Groundworks & Externals6 documents
  • Buried Services Procedure
  • Excavation Inspection Record
  • Permit to Dig
  • Plant Operator Competence Register
  • Drainage and Manhole Entry Procedure
  • Groundworks & Externals Toolbox Talks
Scaffolding & Access6 documents
  • Scaffold Design and TG20 Compliance Procedure
  • Scaffold Handover Certificate
  • Scaffold Inspection Register
  • Operative Competence Register
  • Public Protection and Loading Bay Procedure
  • Scaffolding & Access Toolbox Talks
Grounds Maintenance5 documents
  • Mowers, Strimmers and Hand-Held Machinery Procedure
  • Pesticide Application Procedure and Record
  • Working Near Roads and the Public Procedure
  • Wildlife and Nesting Bird Check
  • Grounds Maintenance Toolbox Talks
Tree Surgery & Arboriculture6 documents
  • Chainsaw and Chipper Safe Use Procedure
  • Aerial Rescue Plan
  • Tree Work Exclusion Zone Procedure
  • Working Near Overhead Lines Procedure
  • Chainsaw Competence Register
  • Tree Surgery & Arboriculture Toolbox Talks
Cleaning7 documents
  • Chemical Dilution and Mixing Procedure
  • Colour Coding and Equipment Procedure
  • Cleaning Schedule and Sign-Off Sheet
  • Keyholding and Alarm Procedure
  • Out of Hours and Lone Working Check-In Procedure
  • Sharps and Needlestick Procedure
  • Cleaning Toolbox Talks
Specialist & Biohazard Cleaning6 documents
  • Biohazard and Trauma Cleaning Procedure
  • PPE Donning and Doffing Procedure
  • Clinical and Hazardous Waste Consignment Procedure
  • Needle Sweep Procedure
  • Vaccination and Health Surveillance Record
  • Specialist & Biohazard Cleaning Toolbox Talks
Pest Control5 documents
  • Rodenticide Stewardship Procedure
  • Bait Point Register and Site Plan
  • Pesticide Use Record
  • Bird Proofing and Netting Method Statement
  • Pest Control Toolbox Talks
Waste Clearance5 documents
  • Waste Duty of Care Procedure
  • Waste Transfer Note Record
  • Hazardous Waste Identification Procedure
  • Vehicle Loading and Load Security Procedure
  • Waste Clearance Toolbox Talks
Asbestos6 documents
  • Asbestos Plan of Work
  • Notifiable Non-Licensed Work Notification Procedure
  • Decontamination Procedure
  • RPE Face-Fit and Medical Surveillance Register
  • Air Monitoring and Clearance Record
  • Asbestos Toolbox Talks
Energy Retrofit & Insulation5 documents
  • PAS 2030 Installation Procedure
  • Retrofit Coordination Record
  • Ventilation and Moisture Risk Check
  • Loft and Roof Void Working Procedure
  • Energy Retrofit & Insulation Toolbox Talks
Solar, Heat Pumps & EV Charging6 documents
  • Solar PV DC Isolation Procedure
  • Heat Pump Installation and Commissioning Procedure
  • EV Charge Point Installation Checklist
  • MCS Handover Pack Checklist
  • Battery Storage Fire Safety Procedure
  • Solar, Heat Pumps & EV Charging Toolbox Talks