Price:$19.00
Construction Project Tracker: Change Orders, Draws & Punch List
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Highlights
Keep change orders, draws, field records and closeout work from slipping through separate files. This construction project tracker connects the daily log, punch list, subcontractors, material takeoff and draw schedule in Excel or Google Sheets.
Winning the work is one problem; running it is this one. Approved change orders revise the contract total everywhere, the draw schedule bills from the revised figure, retainage is withheld automatically, and the field record — daily log, punch list, sub insurance — lives where the money numbers can see it.
WHAT THE ENGINE ACTUALLY DOES
· Change order log — materials, labor, markup and tax per change order. The moment a change order turns Approved, the contract value updates and every draw follows the revised total.
· Draw schedule — milestone draws against the revised contract, retainage withheld automatically, each draw tracked as Paid, Invoiced, Due or Upcoming.
· Punch list template with ageing — priority, trade and assignment per item; rows flag amber the day they pass the overdue threshold you set.
· Daily log template — one row per site day: crew, hours, weather, delays, deliveries, inspections. The construction log that settles disputes months later.
· Subcontractor list — contract, billed, paid, retainage and balance per sub, with insurance certificates that flag Expiring soon before the date and EXPIRED after it.
· Material takeoff — count, length, L×W or L×W×H quantity modes with waste defaults by section.
· Dashboard — contract and change orders, billing and cash, field quality, subs and materials, the next unpaid draws by date and the oldest open punch items.
Around 2,370 formulas do the work — no macros anywhere — and the workbook passed 81 automated checks before listing.
THE NINE TABS
Start Here · Project Setup · Subcontractors · Material Takeoff · Daily Log · Punch List · Change Orders · Draw Schedule · Dashboard
A hidden LISTS tab powers the dropdowns — you never need to touch it.
HOW MUCH IT HOLDS
60 change orders · 200 punch list items · 120 daily log days · 30 subcontractors · 250 takeoff lines · 20 draws. One project per file — duplicate the file for the next job, whether that is a renovation, a remodel or a new build. In the included sample, a fictional $31,831.86 kitchen remodel carries 2 approved change orders ($1,618.02) to a revised contract of $33,449.88, with 5 draws, $23,414.92 billed, 5 open punch items (1 overdue), 412 crew-hours logged and 1 subcontractor insurance alert — every alert and status shown working before you enter your own project.
WHAT YOU RECEIVE — ONE ZIP, INSTANT DOWNLOAD
· Construction-Project-Companion.xlsx — the full system
· A filled sample workbook — the same fictional remodel, post-award
· User Guide (PDF) — plain English, written for contractors
· Google Sheets Instructions (PDF) — the 30-second import
· Setup Tutorial (MP4) — about 2.4 minutes, silent
· Single-business Licence (PDF) — plain-language terms
· START-HERE.txt — open this first
COMPATIBILITY
Microsoft Excel 2016 or newer, including Microsoft 365, and Google Sheets via a 30-second import — the import instructions PDF is included. No macros, so nothing to enable and no security warnings. Works on Mac and PC. Light blue cells are where you type; white and grey cells calculate; yellow cells are optional overrides.
PAIRS WITH
Before the award, the Construction Bid Template in this shop prices the job — cost library, takeoff, estimate and proposal. They are also sold together as the Construction Bid & Project Tracker Bundle.
FAQ
Q: Will this work in Google Sheets?
A: Yes. The workbook is engineered without macros or add-ins and imports into Sheets — a step-by-step PDF is included.
Q: Is this a subscription?
A: No. One-time purchase, instant download, and the file is yours to keep and use offline.
Q: Can I track more than one project?
A: Yes — duplicate the file for each project. One project per copy keeps the math clean and the file fast.
Q: Can I set my own thresholds and rates?
A: Yes. Project Setup holds the contract sum, change order markup, retainage, the punch list overdue threshold and the insurance alert window — set them once and the alerts follow your rules.
Q: Is the sample project real?
A: No. The kitchen remodel and every company, client and figure in the sample are fictional, created to demonstrate the system.
Q: Can I edit the tabs, formulas and branding?
A: Yes. The sheets are protected with a blank password so nothing breaks by accident — unprotect any tab and edit freely. The licence covers one business.
THE FINE PRINT
This is an editable spreadsheet template, not advice — nothing here is financial, tax, legal or accounting advice, and it does not replace your own figures or local requirements.
If a file won't open or a formula misbehaves, message me here on Etsy and I'll fix it or replace the file. I read and answer every message myself.
All numbers shown in the images are from a fictional sample business used for demonstration.
Designed and built by me with AI assistance, then tested against independently computed check-numbers before listing.
Microsoft, Excel and Microsoft 365 are trademarks of Microsoft Corporation. Google Sheets is a trademark of Google LLC. This product is an independent template and is not affiliated with, endorsed by, or sponsored by these companies.
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