Templates & Resources

Every template from the course, ready to download and edit. They use the same practice project you worked on, so you can see how each one looks when it's filled in.

How to use them

1. Download the file and open it in Word or Excel. You can also upload it to Google Drive and open it with Docs or Sheets (check that the formulas still work).
2. Replace everything in [brackets]. In the Excel files, overwrite the example rows with your own data.
3. Have your contractor approve a template before you use it, especially anything with legal or payment wording.
4. Save the approved version in 00 Company / Templates, and use "Save As" for each new project.

Trackers and calculators (Excel)

• Project Control Center

  One workbook with 11 trackers: bid log, RFIs, change orders (with a running contract total), submittals, permits and inspections, insurance certificates with expiry reminders, lien waivers, materials with an at-risk flag, receivables, job cost, and contacts.

  Excel | Modules 2 to 6
  Download .xlsx

• Progress Invoice

  Calculates the current contract total, billed to date, remaining balance, and retainage, with a check that tells you whether the totals tie.

  Excel | Module 6
  Download .xlsx

Project forms (Word)

• Change Order

  Description, reason, cost and schedule impact, a contract summary that adds up the new total, a spot for the contractor's approved terms, and signature lines.

  Word | Module 3
  Download .docx

• RFI Form

  A one-page request for information with a numbered header, the question, a response section, and a prompt to check whether a change order is needed.

  Word | Module 3
  Download .docx

• Daily Log and Meeting Minutes

  A daily site log and a meeting minutes form with an action items table.

  Word | Module 3
  Download .docx

Messages, checklists, and client tools (Word)

• Message Templates

  Thirteen messages to edit and send: quote requests, sub bookings, bid follow-ups, insurance and lien waiver requests, delay notices, owner updates, invoice reminders, the closeout email, and outreach messages.

  Word | Modules 2 to 6 and the Bonus
  Download .docx

• Checklists

  Eight checklists: proposal proofreading, contract pre-send, rough inspection readiness, insurance certificate check, sub invoice check, progress invoice check, closeout, and client onboarding.

  Word | Modules 2 to 6
  Download .docx

• SOP, Monthly Summary, and Client Tools

  An SOP template, a monthly summary to show your client your value, discovery call notes with the question list, and a prospect tracker.

  Word | Module 5 and the Bonus
  Download .docx