For contractors, builders and trade businesses still running jobs on scattered spreadsheets, texts and memory
Attention: contractors who are tired of losing money between the quote and the final payment
Run Your Whole Contracting Business, From First Quote To Final Payment, On Spreadsheets You Already Know How To Use
13 finished tools and 23 printable site sheets. No monthly fee, no learning curve. Open them in Excel or Google Sheets, type in the white cells, and more than 160,000 working formulas do the rest.
- Excel & Google Sheets
- 153 currencies
- Every formula audited
A letter to every contractor who runs jobs on spreadsheets
Dear Contractor,
If you run jobs for a living, I want you to picture a normal Friday night.
The quote you sent on Tuesday lives in an email. The budget lives in your head. The punch list is spread across three text threads. Two invoices you meant to send are still sitting in a folder. And payroll is due next Friday, but you’re not sure the client’s check will clear first.
None of this feels like a problem while the job is going well.
It becomes a problem the day the money runs out before the work does.
Contractors rarely go under for lack of work. They lose money in small leaks:
- The scope line you forgot to price, so you did it for free
- The progress bill you sent a week late, and the retainage nobody chased
- The payroll week you couldn't cover because the money came in a week after it went out
- The sub you paid while their insurance had quietly expired
- The overtime nobody costed back to the job that caused it
- The job that looked profitable until the last invoice, and wasn't
Every one of those has a fix. You don’t need to work harder. You need one place where every number on the job is written down once, and the math is done for you.
That is exactly what I built for you.
Why the usual fixes don't work
You've Probably Already Tried One Of These Three Things
FIX #1
"I'll buy construction software."
Then you pay per user, per month, forever. Your crew won’t log in, half the features don’t fit how you work, and the day you stop paying, your data is gone.
FIX #2
"I'll build my own spreadsheet."
Three weekends later you have one tab, two broken formulas and no dashboard. And you still don’t trust the totals, because you can’t tell which cell is wrong.
FIX #3
"I'll just keep it in my head."
It works on one job. It falls apart on three. And it gives you nothing to show a client, an inspector, a bank or an insurer when there’s an argument.
There is a fourth option. Tools built specifically for contractors, already finished, already tested, running in the spreadsheet program you have on your computer right now.
Introducing
The Complete Contractor Toolkit
Thirteen connected spreadsheet tools that follow a job through its whole life, plus twenty-three printable sheets for the site file:
WIN
Quotes
Sales
Clients
Sales
Clients
RUN
Projects
Resources
Timesheets
Quality
Safety
Subs
Resources
Timesheets
Quality
Safety
Subs
GET PAID
Invoices
Cash flow
Cash flow
PROFIT
Budget
Job profit
Job profit
Each tool opens on a Welcome page with buttons to every tab, a dashboard that builds itself, and a Check column on every log that says OK when a row is right and tells you exactly what to fix when it isn’t. Here is everything inside.
01
Win The Work
Price it right, follow up every lead, and keep the client close.
12 tabs
Quotation & Estimation: price the job and send the quote
- Cost every scope line by labor (with burden built in), material and equipment
- Log sub bids beside your own estimate, lowest bid highlighted
- Overhead, contingency, profit and tax layer on automatically
- Print a clean, ready-to-sign quotation checked against the client's budget
10 tabs
Sales & Commission Tracker: every rep on their own locked sheet
- Deals from lead to payout with stage, contract value and win probability
- Log a payment and the balance, commission earned and payout status follow
- Tiered commission rates that apply themselves
- Five locked agent dashboards plus a command center to coach on real numbers
7 tabs
Client Management: nobody goes quiet by accident
- Every call, email and site visit logged with the action it raised and who owns it
- Feedback tracked through to resolution and client sign-off
- The follow-up scheduler works out each client's next check-in and flags anyone overdue
- Reply times measured against your own target
02
Run The Job
Schedule, crew, hours, materials, quality, safety and the subs you hire.
17 tabs
Project Management: seventeen tabs, one command centre
- One task list shown as a Gantt chart, a Kanban board and a month calendar
- Clients, equipment, budget, issues, risks and change orders in one file
- A portfolio dashboard over every job, and a second one for any single project
- Risk heat map, milestone tracker, and change orders priced into the budget
6 tabs
Resource Management: materials, equipment and hours, all costed
- Material usage logged against the task that used it, with stock on hand
- Equipment status, location, utilization and service schedule
- Labor hours costed by role, with weekly overloads flagged
- Reorder thresholds that warn you before you run out, plus cost by project phase
Timesheets & Payroll Hours: overtime worked out, labor costed by job
- Daily hours by worker and job: type the hours or clock in and out
- Weekly, daily and double-time overtime calculated to your rules (40-hour week, California daily limits and more)
- A printable signed timesheet per worker, and a payroll summary for your payroll service
- Labor cost by job, ready to paste into the Budget and Resource tools
5 tabs
Quality Control: inspection to punch list, one chain
- Record each item as pass, fail or needs repair, with a live pass rate
- Failed items become defects automatically, with a fix-by date from your SLA
- Unresolved defects roll onto the punch list by themselves
- Close out with a recorded "resolved by" and "verified by" on every item
6 tabs
Safety Inspection: compliance you can actually show, site by site
- Site inspections with hazards, deficiencies and corrective actions
- One master safety checklist copied out to every location you run
- Every corrective action mapped to a named person and a date
- Training and certificate expiry tracked per worker, so nobody works on a lapsed ticket
Subcontractor Compliance: never pay a sub whose insurance has lapsed
- Insurance certificates, licenses, W-9s and contracts for every sub, with expiry dates and coverage checked
- Each sub marked Compliant, Expiring soon or DO NOT PAY, with the reason in plain words
- Every payment checked against the pay date before it goes out: OK TO PAY or HOLD
- Conditional and unconditional lien waivers tracked and chased
03
Get Paid
Bill every stage, chase what’s owed, and never be caught short on payroll.
Invoicing & Progress Billing: turn every won job into invoices
- Bill by stage or by percent complete: each invoice bills only the new work
- Retainage held on every bill and released in one go at the end
- Deposits credited back in proportion to the work billed, and change orders billed on their own invoice
- A printable invoice with a full contract summary, and an aged list of who owes what
Cash Flow Forecast: see the week you can't make payroll, weeks before it comes
- Money in from billing against payroll, suppliers and subs, week by week for 13 weeks
- A warning banner names the first payroll-short week and how much you'll be short
- Receipts counted by how sure you are: confirmed, likely or possible
- What-if: see what clients paying two weeks late would do to your cash
04
Know What You Made
Budget against actual on every job, and the margin you really earned.
8 tabs
Budget & Cost Management: see the money while you can still act on it
- Set a budget per task and log every expense once
- Variance works itself out: amber when a task is nearly spent, red when it's over
- Spot projects spending faster than the calendar
- Catch spend nobody budgeted for before it becomes a conversation with the client
Job Profitability (WIP Report): which jobs and which kinds of work really make money
- Estimated against actual cost on every job, with percent complete and profit to date
- Projected final margin against the bid margin, with fading jobs flagged
- A work-in-progress report with over and under billings, ready for your bank or bonding company
- Profit by work type, so you see which trades you keep under-pricing
The Paperwork Clients, Inspectors And Insurers Ask To See
Print as many as you need. Fill them in on site, keep them in the job file, and you have the record when a dispute, a delay claim or an insurance question comes up.
Field Sheets · 12 templates
From the kickoff meeting to the final handover, plus two pricing worksheets that show the profit you really keep.
- Pre-Construction Kickoff
- Site Setup Checklist
- Daily Site Log
- Toolbox Talk Record
- Site Safety Walk
- Incident & Near-Miss Report
- Change Order Request
- Client Walkthrough
- Punch List
- Job Closeout & Handover
- Markup vs Margin
- Break-Even & Overhead
Site Paperwork Pack · 11 sheets
Five records, one colour each: daily log, RFIs and submittals, permits and inspections, warranty callbacks, and incidents.
- Daily Site Log (2 pages)
- Request for Information
- RFI Log
- Submittals Log
- Permits Tracker
- Inspections Schedule
- Warranty Callback
- Callback Log
- Incident & Near-Miss Report
- Incident Investigation
Built properly, then checked
This Isn't A Template With Pretty Charts. It's A Working System.
13
connected tools
108
working tabs
160,000+
live formulas
23
printable sheets
153
currencies, pick yours once
0
formula errors in final testing
Every formula in every file was recalculated and its results checked value by value by a separate script: on the sample data, on an empty file, and on a file deliberately full of mistakes. The Check columns catch typos before they distort your totals, so you can trust the numbers you show a client, a bank or your accountant.
Here's everything you get today
One Toolkit. One Price. Everything Included.
- Quotation & Estimation (12 tabs)
- Sales & Commission Tracker (10 tabs)
- Client Management (7 tabs)
- Project Management (17 tabs)
- Resource Management (6 tabs)
- Timesheets & Payroll Hours (9 tabs)
- Quality Control (5 tabs)
- Safety Inspection (6 tabs)
- Subcontractor Compliance (6 tabs)
- Invoicing & Progress Billing (9 tabs)
- Cash Flow Forecast (6 tabs)
- Budget & Cost Management (8 tabs)
- Job Profitability (WIP Report) (7 tabs)
- Field Sheets: 12 printable templates
- Site Paperwork Pack: 11 printable sheets
- Excel and Google Sheets compatible
- Currency selector with 153 currencies
- Step-by-step Welcome guide and example data in every tool
All 13 tools and all 23 printable sheets, for one payment of
$197
No subscription. No per-user fees. Yours to keep.
- One payment
- Instant download
- Free to copy for every job
30
day
guarantee
Run It On A Real Job. 30 Days. No Risk.
Download the toolkit, open every file and run it on a job you have right now. If it doesn’t save you time and show you money you were missing, ask for a refund within 30 days and you’ll get every cent back.
This is for you if…
- You run residential, commercial or specialty trade jobs
- You already use Excel or Google Sheets, even a little
- You want quotes, jobs, crews, subs, invoices, cash flow and profit in one system
- You'd rather pay once than rent software every month
This is not for you if…
- You want a phone app your whole crew logs into
- You need live syncing with accounting or payroll software
- You're happy with how your numbers are tracked today
Questions Contractors Ask
No. You type in the white cells; the shaded cells calculate themselves. Each tool opens on a Welcome page that walks you through it step by step.
Yes. Upload a file to Google Drive, open it with Google Sheets, and save it as a Google Sheet. All thirteen tools work there.
Twelve of the tools work in Excel 2010 or later. Quotation & Estimation needs Excel 2019 or Microsoft 365. Excel for Mac works too.
No. You pay once, download the files and keep them. There are no monthly or per-user fees.
Each tool is its own file, so you only open what you need. Timesheets has export tabs laid out in the same column order as Budget and Resource Management, so labor cost pastes straight in. Unpaid invoices and billed-to-date figures copy across from Invoicing into the Cash Flow Forecast and Job Profitability.
You set the rules: weekly limit, daily limit, double time and the rates. That covers the US federal 40-hour rule and daily-overtime states like California. Check the rules that apply to you with your payroll provider.
No. It keeps the record and flags what’s missing or expired against the requirements you set. Requirements and lien waiver rules vary by state and contract, so set them to match yours.
Yes. Pick it once on the Settings tab from 153 currencies, and every money column, dashboard and printed quote or invoice switches to it.
Select the white cells under the headers and press Delete. The formulas stay in place, ready for your own jobs.
Yes. They are A4 PDFs set up for printing; print as many copies as your jobs need.
Every Job You Run Without A System Is Money Left On The Table
Price it right, run it tight, bill every stage, see payroll trouble coming, and know what you really made. Everything, one download, today.
To your next profitable job.
P.S. That’s 13 tools, 108 tabs and 23 printable sheets for one payment of $197, covered by a 30-day money-back guarantee.
P.P.S. One missed progress bill, one payroll week you can’t cover, or one payment to an uninsured sub costs more than this whole toolkit. Get it now and run your next job off real numbers.
The Complete Contractor Toolkit · Works with Microsoft Excel and Google Sheets · Digital download
Enroll TODAY And Get This Exclusive Bonuses:
Ultimate 200+ Project Management Templates
- Project Initiation
- Project Brief
- Deliverables
- Success criteria
- Communication Management Plan
- Project Outline
- Requirements Breakdown Structure
- Requirements Traceability Matrix
- Statement of Work
- Work Breakdown Structure
- Project Manager
- Action Plan
- Decision Log
- Gantt Chart
- Payroll Implementation Plan
- Production Schedule
- Project Duration Calculator
- Project Identification Template
- Project Options Template
- Project Tracker
- Quality Management Plan
- RASCI Template
- Project Tracking
- SMART Goals Template
- SWOT Analysis Template
- Team Resource Plan
- Vendor Selection Plan
- Action Item Tracker
- Portfolio Management Dashboard
- Project Management Dashboard
- Gap Analysis Template
- Issue Log (Agile/Waterfall)
- Issue Register
- Knowledge Transfer Template
- Project Decision Document
- RACI Chart
- RAID Log
What If You NEVER Have To Do Any HR Works From Scratch Again...(AND SAVE TIME AND MONEY!)
Why Choosing us?
- 24/7 Customer Support
- Quick order processing and tracing
- Safe and secure website
- 30 Day Money Back
QUESTIONS AND ANSWER
Absolutely! We designed these specifically for entrepreneurs who want financial clarity without becoming accountants. The dashboards translate your raw numbers into visual insights and plain-English recommendations. If you can enter basic financial data, you’ll get tremendous value.
Not at all! We designed these specifically for users with basic Excel knowledge. Simply input your data in the clearly marked cells, and the pre-built formulas handle everything else. Each template includes a “Help” tab explaining every calculation.
Yes! Our templates are compatible with Excel 2010, 2016, 2019, 2021, and Microsoft 365 on both Windows and Mac. We also provide Google Sheets versions of every template for cloud-based users.
Absolutely. While most users use the templates as-is, we provide an “unlocked” version of each template that allows full formula customization. We even include documentation explaining each calculation for those who want to modify them.
Our templates undergo rigorous testing by financial professionals, but if you ever find an issue, our template guarantee means we’ll fix it within 24 hours and provide the updated version immediately.
Yes, future updates will be provided to you via the Email ID, once it ready.
When you join the toolkit, you get lifetime access – but isn’t that so intense, right – like who know where either of us will be later in our lifetime? Like what if I stop selling this product in 2-3 years, how is that lifetime?
Well, if we have a close the membership portal we put all the files into a downloadable folder and send them to you. What you pay for today, you’ll retain access to.
14-Days no questions asked, no “do-the-work”, we just ask that if you get value, you stick with us!
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