This bundle includes nine listed tools. Bid Templates · 4 Job Types is sold separately. No workspace subscription or automated data sync is included.
Nine-Tool Business Bundle · 9 included tools
Nine complementary workbooks: price the job on margin, put it in a proposal clients sign, structure the draws, forecast the cash, track the costs and the subs, and see the whole business on one number. Nine tools that would run you $1,001 separately — $449 together, once.
XLSX workbook · one-time purchase · 55% off à la carte
Less than the four newest tools cost on their own — with the core five included.
What's included
Price every job on margin, not markup — burden labor, recover overhead, protect your profit at the bid.
Track real costs against budget as the job runs; catch margin erosion while you can still fix it.
Price changes on their real cost including the ripple, and generate a draft document for your review.
Every job and your overhead reconciled to one honest net-margin number.
A realistic budget and an honest, resale reference and downside scenario.
A deposit and progress draws tied to milestones, with retainage and a draft draw request for your review.
See the next quarter of cash, your running balance, and the weeks that run tight — before they do.
Track payments, review potential 1099-NEC candidates and identify missing W-9 records. Confirm reporting requirements separately.
Turn your costs into a margin-priced, draft proposal for your review with scope, terms, and a signature line.
Why the whole set
Keep the bid, cost forecast and collections in view.
Estimate the job on margin, put it in a proposal the client signs, structure the draws so cash lands before costs, forecast the quarter, track the job and the subs as the work runs, and reconcile the whole business to one net-margin number. Same discipline, end to end. Each workbook stands on its own. Transfer figures manually between files and reconcile them to your source records.
Get the nine-tool set
The nine listed workbooks in one purchase, yours to use on your jobs. Bid Templates is sold separately. $1,001 of tools for $449 — one time, no subscription.
Just want the core five? The Complete Toolkit is $299.
Questions
The Complete Toolkit ($299) is the five core tools. The Nine-Tool Business Bundle includes nine tools — the core five plus the Payment & Draw Schedule Builder, 13-Week Cash-Flow Forecaster, Subcontractor + Vendor Tracker, and Proposal & Quote Generator.
Bought separately the nine tools are $1,001. The bundle is $449 — a saving of $552, about 55% off.
Yes. One payment, all nine spreadsheets are yours to keep and use on every job. No subscription, no seats.
Each download purchase arrives as a ZIP containing the listed XLSX workbook(s) and PDF buyer guide. Open in Excel or import a copy into Google Sheets; verify formulas, dropdowns and layout. Native application compatibility has not been fully certified.
They use compatible planning concepts, but they are separate files. Transfer figures manually; no data sync, shared database or workspace subscription is included.