Trades and contractors
Contractor Office Bundle, Six Excel Workbooks for Small Crews
Six workbooks that cover a job from the first bid through to the final closeout, in the order the work actually happens.
Refund policy
Refunds within 30 days, for any reason. Reply to your receipt and the payment goes back in full. You keep the files; there is nothing to return.
$49
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What it looks like
What it does
What you get
- Contractor Estimate and Bid Workbook (Before the job): Price the work line by line and hand the client a quote that prints on one page.
- Construction Project Budget Tracker (Setting the budget): Turn the number you won into a budget by category, and keep change orders apart from it.
- Job Costing Workbook for Contractors (While the job runs): Track what each job is costing against what it was sold for, across every job at once.
- Construction Crew Timesheet Template (Paying the crew): Record hours by person and by job, with overtime worked out weekly rather than daily.
- Construction Change Order Log and Approval Form (When the scope grows): Log every change and get it signed before the work starts, so it can be billed.
- Construction Punch List and Closeout Tracker (Finishing the job): Work the snags down to zero and check off everything the final payment depends on.
- One Start Here guide for the set, saying which workbook to open at which point in a job and what to carry from one to the next.
- Bought separately these come to $144.00. Together they are $49.00.
Who it is for
- A contracting business of one to ten people that does its own paperwork.
- A builder or remodeler who prices, runs and closes out their own jobs.
- Anyone who has bought one spreadsheet at a time and ended up with six that do not agree with each other.
What it is not
- Not accounting software. Nothing here connects to your bank, your payroll or your accounting system.
- The workbooks do not read each other. They are separate files, and the guide says what to carry between them by hand.
- No macros and no add ins. Every file is a plain workbook, which is why they open in Google Sheets.
- Not a substitute for an accountant, a lawyer or your own judgment about what a job should cost.
Refunds
Refunds within 30 days, for any reason. Reply to your receipt and the payment goes back in full. You keep the files; there is nothing to return.