Templates, workbooks and toolkits built from 25 years on the job. Buy once, download right away, use them forever.
Starting out? A first 30 days checklist, everyday forms, licenses, workers’ comp, taxes and a yearly calendar for your state, in one printable PDF.
What's required where, state by state. Core paperwork for every state plus state packets. A pricing workbook built on your BASE.
Keep the job and start part time. Know your number, price it right, handle the taxes, and know when to go full time.
All 44 working Excel spreadsheets in one download — financial calculators, GC and remodeler checklists, maintenance visits and the full operations stack.
24 universal Excel tools — BASE, pricing, breakeven, cash flow, CRM, and the operations stack every contractor needs.
12 Excel checklists covering pre-construction through final walkthrough.
Spring AC, fall furnace and premium maintenance visit workbooks for HVAC service calls.
Annual and premium maintenance visit workbooks for plumbing service calls.
Annual and premium maintenance visit workbooks for electrical service calls.
Excel companion to the Electrical Annual Maintenance Visit.
Extended-scope electrical maintenance workbook for premium-tier contracts.
Track the variance between every estimate and the real numbers when the job closes.
The household-floor calculation that drives every other number.
Calculate the revenue required to cover BASE + business overhead.
Track every callback and warranty event so you can measure (and reduce) the rate.
Lightweight CRM in Excel — for contractors who do not want a SaaS subscription.
Compare your service-area markets across seven dimensions.
Universal QC checklist for any contractor handing off finished work.
Model 5-year revenue scenarios across business shapes.
The sequence and prep for every code inspection on a residential job.
Per-job CO log — number, scope, price, approval, date.
The process to follow before any CO is approved.
Pre-set the touchpoints — kickoff, weekly update, midpoint review, walkthrough.
The daily walk-through any superintendent or solo GC should run before leaving site.
Demolition phase QC and safety checklist.
Final-phase checklist for volume remodel jobs.
The final walkthrough document the client signs at substantial completion.
Build a complete project estimate from labor, materials, subs, and overhead.
GC-grade QC inspection list for residential and light commercial.
Pre-built three-tier pricing for kitchens, baths, and major remodels.
Install phase items — drywall through finish.
Track every material selection on a remodel — what is selected, ordered, delivered.
Pre-job checklist covering permits, materials, schedule, and client onboarding.
Pre-construction checklist tuned for production / volume builders.
Build a clean client-facing project proposal from your estimating workbook.
Rough-in inspection items for framing, electrical, plumbing, HVAC.
Excel companion to the Spring AC Tune-Up checklist.
Excel companion to the Fall Furnace Tune-Up checklist.
Extended-scope HVAC maintenance workbook for premium-tier contracts.
13-week rolling cash-flow projection.
Track every insurance policy and license expiration.
Per-job costing workbook with running margin against estimate.
Track every subcontractor payment — gross, retainer, net.
Vet every sub before adding them to your bid list.
Excel companion to the Plumbing Annual Maintenance Visit.
Extended-scope plumbing maintenance workbook for premium-tier contracts.
Plan the day for one-to-three trucks across your service area.
Build a complete flat-rate pricing book by trade.
Set par levels and reorder triggers for your truck stock.
The 90 / 60 / 30-day renewal sequence — every contract, every year.
Master roster of every active maintenance contract.
Cross-trade visit workbook for small commercial buildings.
Log every service call — date, client, trade, dispatch, completion, billing.
Instant download. Digital products are all sales final — if a file won’t open, we’ll send a working copy. Refund policy