Every template here came out of a real operational gap we found in a real construction crew. No filler, no fluff — just the documents that 1–9 person operations are missing and losing money because of it.
Track labor, materials, subs, and overhead against your estimate — job by job. The single document most small crews are missing. Know your margin before tax season, not at it.
A professional, one-page change order with scope description, cost breakdown, revised timeline, and client signature line. Stops scope creep and protects your margin on every job.
Run through this before every crew rolls. Organized by trade — materials, tools, permits, site access, and client confirmation. Eliminates mid-job supply runs and the $150+ they cost each time.
The 3-touch follow-up system that closes 20–35% more estimates. Day 1, Day 3, Day 7 — with exact message copy written for contractors. Not "checking in." Actual messages that work.
Capture the right information when a lead calls — scope, timeline, budget range, how they found you, and what happened at the last job. Feeds directly into your estimating process and prevents the "I forgot what they said" follow-up.
Publish every Friday. Each crew member sees their week by job, not by the morning's phone calls. Includes job address, point of contact, scope reminder, and any site notes — so the crew rolls ready, not reactive.
The Revenue Leak Scan runs your operation through 11 checkpoints and tells you precisely where your money is going — with a personalized score and report in your inbox.
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