Ready-to-use templates and tools that help small businesses get organized and save time
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About NotesheetsUS
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Welcome to NoteSheetsus, ready-to-use templates and tools for small businesses. -
Answer a few questions about your shop and watch 10 custom HVAC & plumbing SOPs build instantly. -
Your business name, logo and brand colors on every page. -
Export your finished manual to Word or print it to PDF. -
A full sample manual is included. Works offline on PC or Mac, no subscription.
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Cancellations: not accepted
Please contact the seller if you have any problems with your order.
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Frequently asked questions
What will I receive, and how do I access it?
After purchase, you'll get an instant download with the setup guide, the customer license, and links to both templates. Open the Notion link and click "Duplicate" to add it to your workspace, or open the Google Sheets link and click "Make a copy" to save it to your Drive. Setup takes about 15 minutes.
Do I need a paid Notion or Google account?
No. The template works on Notion's free plan, and the Google Sheets version works with any free Google account.
Is this template HIPAA-compliant?
No. It's an organizational tool, not an electronic health record (EHR), and it isn't HIPAA-compliant on its own. We recommend using client ID codes instead of names and keeping detailed clinical records in your EHR. Please check your licensing board's rules and local privacy laws before storing client information.
Do the Notion and Google Sheets versions sync with each other?
No, they work independently. Both are included so you can choose the one you prefer. We recommend picking one as your main system to avoid entering information twice.
Can I customize the template?
Yes. You can add fields, rename sections, change colors, and remove anything you don't need. The setup guide explains how to adjust dropdowns and alert settings.
Can I use it on my phone or tablet?
Yes. Both work in the Notion and Google Sheets mobile apps, which are handy for checking your schedule or balances on the go. For setup and larger edits, we recommend a computer.
Can I share it with colleagues or my group practice?
Each purchase covers one practice, including its staff. Please don't share the template links outside your practice or resell the templates. Each additional practice needs its own purchase.
What if I need help or something isn't working?
Send us a message on Etsy and we'll help you get set up. Because this is a digital download, we can't accept returns, but if anything isn't working as described, contact us and we'll make it right.