Templates
Spreadsheets open in Excel and import into Google Sheets; document packs come as Word and PDF. Instant download after payment.
Contractor Estimate & Bid Template
A six-tab estimating system for contractors and remodelers: itemized estimate with markup, overhead, profit and tax, a client-ready proposal, change orders, invoices and a bid log with win rate.
Rental Property Income & Expense Tracker
An eight-tab landlord workbook for up to 10 units: properties and tenants, a transactions log with Schedule E categories, a rent roll that flags late rent, a dashboard with per-property P&L and cash-on-cash, a maintenance log and a Schedule E summary for your preparer.
Cleaning Business Contract & Forms Pack
Residential and commercial service agreements, a one-time deep-clean agreement, client intake form, room-by-room cleaning checklist, quote, invoice, policies and guarantee page, key and entry authorization, quality inspection checklist, plus a Start Here guide. Editable Word files with PDF versions.
Job Cost Tracker for Contractors
An eight-tab job costing workbook: jobs with budgets by cost code, a time log that converts hours to loaded labor cost, a costs log for receipts and sub invoices, change orders, billing, and a dashboard with per-job gross profit and margin, budget vs actual by category, earned vs invoiced vs received, and a revenue vs cost chart.
Invoice & Payment Tracker
A seven-tab receivables workbook for small businesses and freelancers: invoices with automatic due date, balance, status and days overdue; a payments log; a dashboard with invoiced vs collected by month, aging buckets, chase list and balances by client; a printable statement and invoice.
Handyman Contract & Forms Pack
Service agreement with Schedule A work list, work order / job ticket, estimate, change order, invoice, client intake and property access form, scope and licensing acknowledgment, completion sign-off, service policies, workmanship warranty certificate, plus a Start Here guide. Editable Word files with PDF versions.
Lawn Care & Landscaping Estimate Kit
An estimating workbook for lawn care and landscaping companies plus two Word agreements. Settings hold your crew cost, burden, overhead, profit and a 12-service catalog with production rates; the Property tab prices every service from one set of measurements; a one-page Quote, a 12-month Seasonal Program with equal payments, and materials calculators for mulch, topsoil, gravel, sod, stone, plants and edging. Includes a Lawn Care Service Agreement and a Landscaping Project Agreement in Word and PDF.
Freelancer Bookkeeping & Tax Tracker
An eight-tab workbook for US freelancers and sole proprietors: income with platform fees, expenses mapped to Schedule C lines with business-use %, an IRS-ready mileage log, home office calculation, quarterly estimated taxes with due dates and a set-aside tracker, a dashboard with monthly chart and tax gap, a Schedule C summary and a per-client 1099 check.
Small Business Budget & Cash Flow
A six-tab budgeting workbook for small businesses: category budgets by month, an actuals log, budget-vs-actual variance with red flags, a 12-month cash flow forecast that switches from actuals to budget at the current month and compares closing cash to your cushion, and a dashboard with KPIs, charts, biggest misses and cash watch.
Contractor Toolkit Bundle
The Contractor Estimate & Bid Template, the Job Cost Tracker and the Invoice & Payment Tracker in one download, with a Start Here guide on how they fit together. Shared cost categories, matching headers, worked samples in every file. Save $28 versus buying separately.
- Instant download
File on screen and in your inbox right after payment.
- Excel + Google Sheets
One file, both apps. No macros, no add-ins.
- 14-day refund
Not the right fit? Email us, we refund. No forms.
- Formulas, not locks
Everything visible and editable. It is your file.