Resources
Free tools for the business behind the work.
Practical tools and guides for contractors and service business owners. One is live today. The rest are being built from the guides in Operator Notes, which you can read now.
Tools and templates
Job Cost Readiness Scorecard
12 questions, about 3 minutes. See where your job costing breaks before you take on more work. Scored in your browser; the readout shows on screen.
Estimate vs actual worksheet
A simple worksheet to compare estimated and actual cost by category and spot incomplete actuals before you trust the variance.
Starter cost code list for remodelers
A short phase and cost-type structure you can adapt, with notes on mapping it to your chart of accounts with your bookkeeper.
Change order SOP template
Capture, price, approve in writing, track separately, bill. An editable version of the SOP in the change order guide.
Owner’s weekly dashboard outline
The handful of weekly numbers for sales, delivery, cash and job margin, with a definition and source for each.
New customer onboarding checklist
From signed contract to day one: deposit, documents, selections, permits, start date and team introduction.
Want to hear when a template is ready? Mention it on the contact form.
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