Template
Change Order & Allowance Control Kit
For remodelers and general contractors with 1 to 20 people working for homeowners, where changes and allowances come up mid-job
PDFDOCXXLSXSheets
$39
All Templates
Templates, documentation packs, spreadsheets, and complete operating systems. Filter by what you need and the tools you already use.
Showing all 47 products
Spreadsheet
Estimate vs Actual Job Cost Tracker
For remodelers and general contractors who estimate by cost code and want actual costs tracked against the estimate
XLSXSheetsPDFDOCX
$39
Template pack
Daily Line Check & Food Safety Binder
For independent restaurants and cafes with 1 to 3 locations and 10 to 40 staff that keep their own food safety records
PDFDOCXXLSX
$49
Template pack
SOP Starter Pack
For owners of service businesses with staff, such as salons, clinics, cleaning and home service companies, whose procedures live in their head
PDFDOCXXLSX
$49
Template
Employee Onboarding Pack
For businesses that hire hourly staff without an HR department, such as salons, restaurants, shops, cleaning and home service companies
PDFDOCXXLSX
$45
Spreadsheet
Maintenance Work Order System
For landlords and small property management companies that take tenant repair requests and send out vendors
PDFDOCXXLSXSheets
$39
Template pack
Property Operations Manual
For small property management companies managing other owners' rentals
DOCXPDFXLSXSheets
$59
Spreadsheet
Owner Statement & Rent Roll Workbook
For property managers and self-managing landlords who send owners a monthly statement
XLSXSheetsPDFDOCX
$45
Template pack
Client Onboarding & Engagement Kit
For consultants, agencies, bookkeepers and coaches with 1 to 25 people starting client work on a fixed fee, retainer or hourly basis
DOCXPDFXLSXSheets
$45
Spreadsheet
Time, Retainer & Profitability Tracker
For consultants, agencies, bookkeepers and fractional CFOs who bill by the hour or on retainer
XLSXSheetsPDFDOCX
$39
Template
Job Intake & Site Assessment Kit
For water, fire and mold restoration companies with 1 to 20 people, for the technician on the first visit
PDFDOCXXLSX
$29
Template pack
Work Authorization & Client Docs Pack
For restoration companies that need the homeowner's signature before, during and after the work
PDFDOCXXLSX
$39
Spreadsheet
Restoration Job Cost Tracker
For restoration company owners with 1 to 20 people who bill insurance carriers and TPAs and want to see margin by job
XLSXSheetsPDFDOCX
$39
Template pack
Supplement & Line-Item Justification Pack
For restoration estimators and owners whose line items get reduced or denied by carriers and TPAs
DOCXPDFXLSX
$49
Template pack
Turnover Hand-Off & Backup Vendor System
For short-term rental owners, co-hosts and small managers running 3 to 25 Airbnb and Vrbo listings with cleaners or turnover crews
PDFDOCXXLSX
$45
Template pack
Subcontractor Compliance Pack
For general contractors and remodelers who hire subcontractors and need insurance certificates, W-9s and lien waivers on file
PDFDOCXXLSXSheets
$45
Template
Jobsite Daily Log & Notice Letter Kit
For general contractors, remodelers and site superintendents who keep a daily jobsite record and send delay notices
PDFDOCXXLSXSheets
$29
Spreadsheet
True Cost & Pricing Calculator
For remodelers, trade contractors and small builders with crews who need an hourly rate and markup that cover overhead
XLSXSheetsPDFDOCX
$29
Template pack
Homeowner Welcome & Closeout Kit
For residential remodelers and builders working directly for homeowners
PDFDOCXXLSXSheets
$39
Template pack
Staff Training & Sign-Off Pack
For independent restaurants and cafes that train their own servers, hosts, bartenders, baristas and cooks
PDFDOCXXLSX
$45
Spreadsheet
Recipe Costing & Menu Pricing Workbook
For chef-owners and owner-operators of independent restaurants and cafes who cost recipes and set menu prices
XLSXPDFDOCX
$35
Spreadsheet
Weekly Inventory & Food Cost Tracker
For owners and kitchen managers of independent restaurants and cafes who count inventory by hand
XLSXPDFDOCX
$35
Operating System
Restaurant & Cafe Bundle
For independent restaurants and cafes with 1 to 3 locations and 10 to 40 staff
PDFDOCXXLSX
$125$164
Single Tracker
Recipe Cost Card
For cafes, bakeries and small kitchens that cost their own recipes and set their own prices
XLSXPDF
$12
Spreadsheet
Weekly Operations Scorecard
For owners and managers of service businesses who want the same weekly numbers from every location
XLSXSheetsPDFDOCX
$35
Operating System
Small Business Operations Bundle
For owners of service businesses with two or more locations and 10 to 30 hourly staff
PDFDOCXXLSX
$99$129
Spreadsheet
Year-End Close & 1099 Pack
For any US business with 1 to 20 people that pays contractors, freelancers or a landlord and hands its books to a CPA
PDFDOCXXLSX
$35
Template
Service Plan & Maintenance Agreement Kit
For HVAC, plumbing, lawn care, pest control, pool and pressure-washing companies with 1 to 20 people that sell yearly maintenance plans
PDFDOCXXLSX
$39
Single Tracker
Employee PTO & Attendance Tracker
For small businesses with hourly or salaried staff and no HR software, tracking PTO, sick time and attendance by hand
XLSXPDF
$12
Template
Move-In / Move-Out & Deposit Kit
For landlords and small property managers handling move-ins, move-outs and security deposits
PDFDOCXXLSXSheets
$35
Template
Tenant Notice & Communication Kit
For landlords and property managers who write to tenants, from the welcome email to the move-out notice
PDFDOCXXLSXSheets
$29
Single Tracker
Rent & Tenant Ledger
For landlords with a few rentals who collect the rent themselves
XLSXPDF
$15
Single Tracker
Landlord Income & Expense Tracker
For landlords who keep their own books and hand the year to a tax preparer
XLSXPDF
$15
Template
Proposal, SOW & Change Order Kit
For consultants, agencies and freelancers who send proposals and statements of work and handle scope changes
PDFDOCXXLSXSheets
$39
Template
Payment Terms & Collections Kit
For consultants, agencies and other service firms that invoice clients on payment terms and chase late payers
PDFDOCXXLSXSheets
$29
Single Tracker
Invoice & Late Payment Tracker
For consultants, agencies and other service firms that invoice clients on payment terms
XLSXPDF
$12
Spreadsheet
Moisture Mapping & Drying Log
For water damage restoration technicians and project managers drying homes and buildings on insurance jobs
XLSXSheetsPDFDOCX
$24
Operating System
Restoration & Field Services Bundle
For water and fire restoration companies with 1 to 20 people working insurance-funded jobs
PDFDOCXXLSX
$149$204
Spreadsheet
Equipment Tracking & Utilization Workbook
For restoration companies that own drying equipment (dehumidifiers, air movers, air scrubbers) and bill it by the day
XLSXSheetsPDFDOCX
$24
Template
Smoke & Soot Survey and Work Plan Kit
For fire restoration companies with 1 to 20 people writing smoke and soot scope on insurance jobs
PDFDOCXXLSX
$39
Spreadsheet
Contents Pack-Out & Chain-of-Custody Tracker
For fire restoration and contents crews that pack out, clean, store and return household contents
XLSXPDFDOCX
$39
Template
Deodorization, Odor Clearance & Closeout Pack
For fire restoration companies that run deodorization and close out fire jobs with the homeowner
PDFDOCXXLSX
$35
Operating System
Fire & Smoke Restoration Bundle
For fire restoration companies with 1 to 20 people working structure fires on insurance jobs
PDFDOCXXLSX
$125$162
Spreadsheet
Short-Term Rental Owner Statement & Commission Workbook
For co-hosts and small vacation rental managers who pay out property owners every month on a percent or flat-fee arrangement
XLSXPDFDOCX
$45
Spreadsheet
Permit & Lodging-Tax Tracker
For short-term rental hosts and managers with 3 to 25 listings who hold local permits and file lodging taxes
XLSXPDFDOCX
$35
Spreadsheet
Channel Net & Pricing Workbook
For short-term rental hosts and managers who list on Airbnb, Vrbo and their own booking site
XLSXPDFDOCX
$35
Operating System
Short-Term Rental Operator Bundle
For short-term rental owner-operators, co-hosts and small managers running 3 to 25 listings
PDFDOCXXLSX
$119$160