
The whole back office for a solo or small-crew contractor in one download. Paperwork: clean invoice, estimate, and change-order forms ready to print or fill. Job Tracker spreadsheet: one row per job with status pipeline (Lead, Quoted, Booked, In Progress, Done, Paid), balance-due that calculates itself, and a Summary sheet that counts jobs by status and totals quoted vs paid automatically - formulas verified, no macros. Plus 15 fill-in client messages: estimate follow-ups, booking confirmations, reminders, review and referral asks, invoice and late-payment nudges, and more - the messages that book jobs and get invoices paid, written for trades. FAQ — What software do I need? Any PDF reader + Excel or Google Sheets (free). No macros, nothing to install. Are the forms fillable on a phone? They are print-ready PDFs designed to be filled by hand or in a PDF editor; the tracker and swipes are fully digital. Is this legal/tax advice? No - business templates only. Refunds? Digital download - if a file is defective we replace it or refund.