Professional Excel templates built by tradespeople, for tradespeople. Every formula is pre-built — just plug in your numbers and go. From invoices to cash flow forecasts, stop doing paperwork from scratch.
Clean, professional invoice format that works for GCs, subs, and specialty contractors. Pre-loaded with a kitchen remodel example so you can see exactly how to fill it out. Includes line items for demo, rough-in, finish work, and materials — plus auto-calculating tax and totals.
Free download. We'll also send you weekly contractor business tips.
Built specifically for residential and light commercial electricians. Includes pre-loaded categories for panel upgrades, circuit additions, fixture installs, and service calls. Good/Better/Best pricing tiers help you close more jobs at higher margins.
Free download. We'll also send you weekly contractor business tips.
Close more HVAC installs with a professional proposal that sells. Includes equipment comparison tables (14 SEER vs 16 SEER vs 18 SEER), AHRI-matched system breakdowns, financing options, and maintenance agreement upsells. The format residential HVAC contractors actually need.
Free download. We'll also send you weekly contractor business tips.
Bid residential and light commercial plumbing jobs with confidence. Material takeoff section covers pipe, fittings, fixtures, and valves with quantity/pricing columns. Built-in labor hour calculator with overhead buffer so you stop leaving money on the table.
Free download. We'll also send you weekly contractor business tips.
Most contractors don't know which jobs actually make them money. This tracker fixes that. Log every cost — materials, labor, subs, equipment rental — and see your real gross margin per job. The foundation of smarter pricing and better bids.
Free download. We'll also send you weekly contractor business tips.
| Description | Qty | Unit | Amount |
| Demolition — Remove cabinets | 1 | $450 | $450 |
| Custom cabinets — 12 LF | 12 | $185 | $2,220 |
| Quartz countertop install | 1 | $3,200 | $3,200 |
| ...12 more line items | |||
| TOTAL DUE: | $12,867.42 | ||
The same invoice template thousands of contractors use — upgraded with professional formatting, auto-calculating tax formulas, payment terms boilerplate, and a pre-filled kitchen remodel example with 15 line items. Open it in Excel or Google Sheets, swap in your info, and send it out in 5 minutes.
Four essential spreadsheets that cover invoicing, estimating, job costing, and financial tracking. Each file comes pre-loaded with realistic contractor data — a kitchen remodel invoice, a bathroom remodel estimate with 15% markup, a 23-row job costing breakdown, and a 12-month P&L statement. Stop guessing, start tracking.
Includes:
👀 Preview All 4 Templates
| Description | Qty | Unit Price | Amount |
| Demolition — Remove cabinets | 1 | $450.00 | $450.00 |
| Custom cabinets — 12 LF | 12 | $185.00 | $2,220.00 |
| Quartz countertop install | 1 | $3,200.00 | $3,200.00 |
| TOTAL DUE | $12,867.42 | ||
| Material / Labor | Qty | Unit Cost | Total |
| PEX piping (½" × 100ft) | 3 | $48.00 | $144.00 |
| Kohler fixtures (set) | 1 | $680.00 | $680.00 |
| Labor — Journeyman (8 hrs) | 8 | $85.00/hr | $680.00 |
| Subtotal | $3,420.00 | ||
| + 15% Markup | $513.00 | ||
| ESTIMATE TOTAL | $3,933.00 | ||
| Cost Item | Budgeted | Actual | Variance |
| Materials — Lumber | $2,400 | $2,180 | +$220 ✓ |
| Materials — Fixtures | $1,800 | $2,150 | -$350 ⚠ |
| Labor — Crew (40 hrs) | $3,200 | $3,040 | +$160 ✓ |
| Subs — Electrician | $900 | $900 | $0 |
| NET PROFIT | $1,700 | $1,730 | +$30 ✓ |
| Month | Revenue | Expenses | Net Profit |
| January | $18,400 | $14,200 | $4,200 |
| February | $22,100 | $16,800 | $5,300 |
| March | $24,531 | $15,915 | $8,616 |
| Q1 TOTAL | $65,031 | $46,915 | $18,116 |
Everything in the Pro Bundle plus five more templates that run your entire back office. Client tracker with status-based color coding, professional proposals with payment schedules, change orders with cost impact calculations, employee timesheets with OT tracking, and a 12-month cash flow forecast. This is what a $150/hr bookkeeper would set up for you — for a fraction of the cost.
Everything in Pro Bundle, plus:
👀 Preview — Additional Templates
| Milestone | Timeline | Payment | Amount |
| Deposit — Contract signing | Day 1 | 30% | $6,450 |
| Rough-in complete | Week 2 | 40% | $8,600 |
| Final walkthrough | Week 4 | 30% | $6,450 |
| PROJECT TOTAL | 100% | $21,500 | |
| Month | Cash In | Cash Out | Balance |
| March | $24,531 | $18,200 | $14,831 |
| April | $19,800 | $16,400 | $18,231 |
| May | $28,600 | $22,100 | $24,731 |
| END OF Q2 BALANCE | $24,731 | ||