Excel templates
Workbooks for small contractors who still quote from a notepad, chase insurance certificates by email or track change orders in their head, and for executors who need an estate’s records to add up. Each one comes filled with a fictional example so you can see it working, plus a blank copy for your own.
The templates
Change Order Log
Log every change order, keep each job’s revised contract total and finish date current, and print a one-page change order for your client to sign.
Contractor Estimate Template
Price a job from your own rates and price book, print a clean quote, then track it through to the job and its payments.
Subcontractor Compliance Tracker
Track each subcontractor’s insurance certificates, W-9, license and agreement, and see who’s missing paperwork or about to expire.
Executor Workbook
Settle an estate with records that add up: assets, debts, every dollar in and out, bank reconciliation, beneficiaries and an accounting that balances to the cent.
Every template
- An Excel file, plus a Google Sheets edition that saves your own private copy to your Drive.
- No macros, no subscription. The files are yours to keep.
- Built-in checks that flag a bad entry before it reaches your totals.
- A step-by-step user guide, here on this site.
These are recordkeeping tools, not legal, tax or insurance advice.