Contractor Business Bundle, 17 Templates, Estimate, Invoice, Proposal, Bookkeeping, Lien Waiver, Excel Word

Contractor office bundle: 17 templates for Excel, Word & Google — estimate, invoice, proposal, bookkeeping, change orders, lien waivers and more.

The whole back office for a trades business – 17 packs, one download

Estimating, bookkeeping, sub payments, bid comparison, change orders, invoices, proposals, lien waivers, work orders, scope of work, punch lists, daily logs, safety, markup, pay applications and a flat-rate price book.

WHO IT'S FOR
Remodelers, general contractors, handyman and service businesses

SOUNDS FAMILIAR?
✕ Paperwork is the part of the business nobody trained you for
✕ Every template you find is a different style and half-finished
✕ You are paying monthly for software you use twice a month

WHAT THIS BUNDLE FIXES
✓ One kitchen remodel (the Rasmussen job) runs through the examples so you see how the pieces connect
✓ Every workbook calculates; every document has a filled example
✓ No subscription – real files you own, at roughly half the price of the singles

CONTRACTOR OFFICE BUNDLE – WHAT YOU GET
17 packs in 3 ZIPs plus a bundle START HERE index. Every pack is the same download sold separately in our shop – blank template, filled EXAMPLE, its own Start Here PDF:
• Contractor Estimate Calculator – Line-item estimates with overhead and profit built in – not guessed. Price by phase or category, carry allowances, and print a client summary that sells.
• Contractor Bookkeeping Spreadsheet – Books for a one-truck contractor – income, expenses, job profit, 1099s, taxes. Built for someone who isn't an accountant and doesn't want a subscription.
• Subcontractor Payment Tracker – Never pay a sub without the waiver – and never lose track of retainage. Contracts, pay apps, retainage, lien waivers and insurance in one place with a SAFE TO PAY check.
• Subcontractor Bid Comparison – Compare 5 sub bids line by line – and stop picking the low number. Level the bids on scope, price what's missing, and choose with the numbers in front of you.
• Change Order Log – Every scope change logged, priced and signed – before the work is done. A change order log that tracks the contract sum, and a printable CO form that fills itself from the log.
• Contractor Invoice Template – Progress invoices the way GCs and lenders expect them – with retainage. A construction invoice with a schedule of work, retainage and contract summary, plus a T&M invoice, deposit receipt and reminder letters.
• Contractor Proposal Template – A remodel proposal that wins the job and holds up when things change. What we understood, scope by phase, allowances, price, payment, schedule, 14 terms, acceptance page and Notice of Cancellation.
• Construction Change Order Form – Get the change signed before the change is built. A one-page change order with pricing basis and schedule effect, plus an allowance selection & overage form.
• Lien Waiver Template Pack – All four lien waivers – and a one-page guide to which one to sign when. Conditional and unconditional, progress and final, plus a notice of intent to lien and a retainage request.
• Work Order Log & Dispatch Board – Every service call from the phone to the invoice – nothing falls through. A work order log with alerts, a dispatch board by day, a printable work order and the money sitting in 'done but not invoiced'.
• Scope of Work Template Pack – The document that ends 'I thought that was included'. A full scope of work, a one-page short form, a filled example and an exclusions library for ten trades.
• Punch List & Completion Kit – Get to 'done' and get paid – walkthrough, punch list, certificates. A walkthrough checklist, a punch list tracker with client acceptance, and certificates of substantial and final completion.
• Daily Job Log + Daily Report – Two minutes a day that win the argument a year later. Weather, crew hours, work done, deliveries, delays, inspections, client decisions and photos – one row per day.
• Crew Safety Pack – JSA, Toolbox Talks & Checklists – The safety program a small crew can actually run. A JSA form, 13 five-minute toolbox talks, a sign-in sheet, a weekly site checklist and an incident report.
• Overhead, Markup & Break-Even Calculator – Stop inheriting your markup. Calculate it. Your overhead, your hours and the profit you want → the markup, the margin, the hourly rate and what a rain day costs.
• Schedule of Values + Pay Application – Progress billing GCs and lenders accept – G702 / G703 style. A schedule of values with retainage, change orders that flow in, and a printable application and certificate for payment.
• Flat-Rate Price Book Builder – Price every task once, sell it a hundred times. Hours and parts in, book price out – plus a printable customer price sheet and an on-site quote builder.

HOW TO ACCESS
Instant digital download – nothing ships. After checkout Etsy shows a Download button, and the files stay under Purchases & Reviews on etsy.com (downloads don't work in the Etsy app – use a browser). The download is a ZIP: extract it first (Windows: right-click → Extract All; Mac: double-click), then open the files in Excel or Google Sheets and Word or Google Docs. Set it up once on a laptop, then use it anywhere. Because it's a digital file, returns aren't possible – but if something doesn't open or you're stuck, message us and we'll sort it out.

WANT EVERYTHING?
The Everything Bundle has all 42 packs – this bundle and every other one – for $199. Search our shop for "Everything Bundle".

Questions before you buy? Message us – we answer within a day.

AI disclosure: these templates were built with the assistance of AI tools and reviewed, tested and edited by the seller.