Resources

The starter library for your remodeling office.
Templates, checklists, and a calculator you can try now.

Estimating templates, work orders, and checklists proven on real residential jobs — plus an open calculator so you can see, in your own case, how many admin hours you could delegate this week. Access to the templates is delivered after a brief audit to confirm the document fits your flow.

Starter library

Four pieces. One starting point.

We start with four pieces because they’re the ones we reuse on every onboarding. If you use them, we’ll add the next round on the next pass.

Estimating template
A baseline structure in Excel/Sheets with editable sections, margins, and assumptions — to quote faster without rebuilding the proposal each time.
Request access
Standard work order
A single template with scope, exclusions, schedule, and signature — so subcontractors and the client work off the same document.
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Change-order checklist
A written checklist to evaluate whether a request is a change, an addition, or rework — before it hits the budget.
Request access
Recovered-hours calculator
Estimate the weekly admin hours you can delegate and translate them into annual margin recovered against the subscription.
Open the calculator

Related reading

One read before you decide

Next step

Request your Operational Audit.

Five to seven business days to review your portfolio, your CRM, your templates, and the bottlenecks eating your hours. At the end, a clear report and an estimated number of hours recovered per month — no long-term contract to start.

Request an Operational Audit

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