


Stop losing potential jobs in WhatsApp messages, scattered spreadsheets, and forgotten follow-ups.
Contractor Sales & Cash System is a practical digital toolkit built for contractors, subcontractors, fabricators, maintenance companies, and service businesses that want a simpler way to manage their sales pipeline and cash flow.
Instead of managing every enquiry from memory, use one organized system to record leads, quotations, follow-ups, clients, invoices, and outstanding payments.
What’s Included
✓ Lead & Quote Tracker
✓ Payment & Receivables Tracker
✓ Weekly Sales & Cash Dashboard
✓ Professional Quote Email Template
✓ 2-Day Quote Follow-Up Template
✓ 7-Day Quote Follow-Up Template
✓ Scope of Work Template
✓ Client Onboarding Checklist
✓ Payment Reminder Template
✓ Quick-Start Guide
The spreadsheet helps you see which opportunities are new, quoted, awaiting follow-up, won, or lost. The payment tracker helps you monitor invoices, balances, open payments, and overdue amounts.
The included professional templates make everyday client communication faster while helping you keep project scope, commercial terms, exclusions, and client requirements organized.
Built for real contractor workflows — simple, practical, and ready to customize.
Use it to bring more structure to your sales process, reduce missed follow-ups, and maintain a clearer view of money coming into the business.
Organize your leads. Follow up on your quotes. Track your cash.