Contractor Builder Toolkit PRO Bundle, Construction Management Excel Templates, Change Order, Timesheet, Permit, Allowance & Draw Tracker

CONTRACTOR / BUILDER TOOLKIT PRO
Complete Construction Management Bundle for Contractors, Builders & Owner-Builders

Run your construction projects with one professional system.

The Contractor / Builder Toolkit PRO Bundle combines five powerful construction management systems designed to help contractors, builders, remodelers, project managers, and owner-builders manage project changes, labor, allowances, permits, inspections, payments, construction draws, and project finances.

Instead of managing your business across disconnected spreadsheets, handwritten notes, emails, and job-site paperwork, this bundle gives you an organized contractor management system covering some of the most important parts of a construction project.

Perfect for:

✔ General Contractors
✔ Home Builders
✔ Remodelers
✔ Construction Companies
✔ Project Managers
✔ Owner-Builders
✔ Custom Home Builders
✔ Residential Developers
✔ Construction Coordinators
✔ Real Estate Investors
✔ Subcontractors
✔ Renovation Professionals

WHAT’S INCLUDED
1. CHANGE ORDER PRO

Manage construction changes professionally from request through client approval, invoicing, and payment.

Includes:

✔ Change Order Request Form — PDF
✔ Change Order Client Approval Form — PDF
✔ Change Order Log PRO — Excel
✔ Client Email Templates — PDF
✔ Quick Start Guide — PDF

Track:

• Change order numbers
• Requested changes
• Approval status
• Approved amounts
• Paid amounts
• Remaining balances
• Schedule impacts
• Invoice numbers
• Payment status
• Client approvals
• Project notes

Helps contractors document additional work before it becomes a billing dispute.

2. BUILDER ALLOWANCE TRACKER PRO

Manage builder allowances, homeowner selections, upgrades, credits, payments, and construction costs in one organized system.

Includes:

Builder Allowance Tracker PRO — Excel

Track:

• Contract allowances
• Actual selections
• Over / under allowance amounts
• Upgrades
• Credits
• Supplier information
• Quote details
• Approval status
• Payment status
• Category totals

Construction Selections Tracker PRO — Excel

Organize:

• Materials
• Fixtures
• Appliances
• Finishes
• Brands
• Model numbers
• Suppliers
• Estimated costs
• Actual costs
• Order status
• Lead times
• Delivery dates
• Installation status

Home Build Cost Control PRO — Excel

Includes:

• Budget Tracker
• Payment Tracker
• Change Order Log
• Estimated vs. actual costs
• Paid-to-date tracking
• Remaining balances
• Budget variance
• Credits and refunds
• Revised project costs

New Home Construction Selections Planner PRO — PDF

A comprehensive 221-page construction selections planner covering:

• Kitchens
• Bathrooms
• Flooring
• Tile
• Lighting
• Electrical
• Plumbing fixtures
• Appliances
• Cabinets
• Countertops
• Doors
• Windows
• Exterior selections
• Paint and finishes
• Suppliers
• Orders
• Deliveries
• Warranty records
• Room-by-room selections

3. CREW TIMESHEET & T&M BILLING PRO

Stop losing billable labor hours and understand your real labor margin.

This system tracks both:

COST RATE — what each employee actually costs your company

and

BILL RATE — what you charge the customer

The workbook automatically calculates labor costs, billable labor, overtime, and labor margin.

Includes:

Crew Timesheet & T&M Billing Workbook — Excel

Features:

• Crew roster
• Cost rates
• Billable rates
• Regular hours
• Overtime hours
• Job tracking
• Labor cost calculations
• Billable labor calculations
• Labor margin
• Material markup
• Equipment charges
• T&M invoice totals

Weekly Timesheet — PDF

Printable job-site timesheet with:

• Crew member
• Job
• Monday–Sunday hours
• Overtime
• Weekly totals
• Approval signature

T&M Rate Sheet — PDF

Document:

• Hourly rates
• Overtime rates
• Emergency rates
• Material markup
• Travel terms
• Billing terms

T&M Work Authorization — PDF

Get written client acknowledgment before time-and-material work begins.

How to Use Guide — PDF

Simple setup and operating instructions for the complete system.

4. BUILDING PERMIT & INSPECTION TRACKER PRO

Stay on top of permits, fees, deadlines, inspections, corrections, and contractor documentation.

Includes a professional Excel workbook with 14 connected tabs.

Track:

• Permit applications
• Permit status
• Permit fees
• Payments
• Scheduled inspections
• Passed inspections
• Failed inspections
• Re-inspections
• Corrections
• Project deadlines
• Expiring permits
• Contractor licenses
• Insurance expiration
• Documents
• Contacts
• Inspection results

Excel workbook includes:

✔ Dashboard
✔ Permit Log
✔ Inspections
✔ Fee Tracker
✔ Payments
✔ Contractors
✔ Contacts
✔ Documents
✔ Corrections / Punch List
✔ Deadlines
✔ Analytics
✔ Fee Schedule
✔ Custom Lists
✔ Read Me Guide

Also includes:

✔ Printable Permit Planner
✔ Permit Application Prep Checklist
✔ Inspection-Ready Checklist
✔ Permit & Inspection Glossary

5. CONSTRUCTION DRAW & LOAN TRACKER PRO

Manage construction loan draws, contractor payments, lender inspections, owner contributions, change orders, retainage, and remaining loan funds.

Track:

• Construction loan amount
• Draw requests
• Approved draws
• Funded draws
• Remaining loan balance
• Owner contribution
• Lender payments
• Contractor payments
• Subcontractor payments
• Retainage
• Change orders
• Budget revisions
• Completion percentage
• Earned value
• Inspections
• Remaining category balances
• Projected final cost

Workbook includes:

✔ Start Here
✔ Project & Loan Summary
✔ Budget & Completion Tracker
✔ Construction Draw Schedule
✔ Builder & Subcontractor Payment Tracker
✔ Lender Inspection Tracker
✔ Change Order Register
✔ Loan Summary Dashboard
✔ Lists & Settings

Also includes four bonus construction planning PDFs:

✔ 2026 U.S. Home Construction Cost Summary
✔ Construction Cost by Home Size
✔ Material Allowance Planning Checklist
✔ Home Build Phase Checklist

ONE COMPLETE CONSTRUCTION MANAGEMENT SYSTEM

This bundle helps you manage five critical areas of construction:

CHANGE ORDERS

Document changes, approvals, costs, schedule impacts, invoices, and payments.

LABOR & T&M

Track crew hours, labor cost, customer billing, overtime, materials, and profit margin.

ALLOWANCES & SELECTIONS

Control homeowner selections, allowances, upgrades, credits, materials, and costs.

PERMITS & INSPECTIONS

Track permits, fees, deadlines, inspections, corrections, and documentation.

CONSTRUCTION FINANCING

Track lender draws, contractor payments, retainage, inspections, and remaining funds.

WHY CONTRACTORS USE THIS BUNDLE

Construction projects generate hundreds of small financial and administrative decisions.

Missed hours reduce profit.

Undocumented change orders create disputes.

Untracked allowances create surprise overages.

Missed inspections delay projects.

Poor draw tracking creates cash-flow problems.

This toolkit helps bring all of those moving parts into organized systems that are easier to monitor, document, and manage.

PERFECT FOR MULTIPLE PROJECT TYPES

Use this system for:

✔ Custom Homes
✔ New Construction
✔ Home Renovations
✔ Remodels
✔ ADUs
✔ Barndominiums
✔ Cabins
✔ Investment Properties
✔ Residential Developments
✔ Addition Projects
✔ Construction Loan Projects
✔ Owner-Builder Projects
✔ Contractor T&M Projects

FILE TYPES

Your download contains a combination of:

✔ Microsoft Excel Workbooks
✔ Google Sheets-Compatible Spreadsheets
✔ Printable PDF Forms
✔ Construction Checklists
✔ Planning Guides
✔ Client Documentation Forms
✔ Contractor Management Tools

Excel workbooks may also be uploaded to Google Sheets. Minor formatting differences may occur depending on the spreadsheet software used.

DIGITAL DOWNLOAD

This is a digital product.

No physical product will be shipped.

Files are available digitally after purchase.

You may reuse the templates for your own projects or within your own construction business.

Files may not be resold, redistributed, copied, shared, or offered as templates to third parties.

IMPORTANT DISCLAIMER

These tools are designed for construction project organization, budgeting, documentation, and business management.

They do not constitute legal, accounting, engineering, lending, permitting, or financial advice.

Construction regulations, contracts, permit requirements, inspection procedures, lending requirements, taxes, licensing rules, and building codes vary by jurisdiction.

Always verify project-specific requirements with the appropriate contractor, attorney, accountant, lender, engineer, architect, or local building department.

Build smarter. Track everything. Protect your margins.

The Contractor / Builder Toolkit PRO gives you one complete digital office system to help manage your construction projects from change order to final draw.