Sales and Estimating
Interior Estimating Form
This PDF form includes items to discuss with the customer for
interior work.
Exterior Estimating Form
This PDF form includes items to discuss with the customer for
exterior work.
Deck Maintenance Information Sheet
Use these information sheets to educate your customers. Provided
in Microsoft Word.
Paint Information Sheet
Use these information sheets to educate your customers. Provided
in Microsoft Word.
Ventilation Information Sheet
Use these information sheets to educate your customers. Provided
in Microsoft Word.
Contractor Selection
Information Sheet
Use these information sheets to educate your customers. Provided
in Microsoft Word.
Production
Pre-Job Checklist
Use this form to identify potential problems at the start of
each job.
Job
Completion Certificate Use this
form for the customer to sign off at the end of each job.
Change Order
Form Use this form for documenting changes
to your contract.
Marketing
Doorhanger #1 This
doorhanger can serve as a template, or add your phone number and
use it as is.
Doorhanger #2 This
doorhanger can be used around a current job. It can serve as a
template, or add your phone number and use it as is.
Lead
Tracking Spreadsheet This Microsoft Excel spreadsheet
will help you track your leads and analyze your marketing.
Marketing Matrix
Use this form as a part of establishing your marketing plan.
Newsletter #1
Use this newsletter to keep in touch with past customers.
Newsletter #2
Use this newsletter to keep in touch with past customers.
Administration
Color Schedule
This form will help you track and record the colors used on each
project.
Customer
File Checklist
This checklist will help you organize
your customer files. Provided in Microsoft Word, it can be
easily modified.
Employee Application
This application can be used for potential employees. Provided
in Microsoft Word, it can be easily modified.
Lien Waiver
This is a sample lien waiver
form. Consult your attorney before using.
Project Checklist This
checklist will help you organize each project. Provided in
Microsoft Word, it can be easily modified.
Scheduling Board
Photos and an explanation of our
Scheduling Board.
Telephone Lead Sheet
This form will help you capture
information when a customer calls.
TQM Form
This form can be used for Total Quality Meetings.
Finance
Calculating Your Selling Price
Spreadsheet This Microsoft Excel
spreadsheet will help you determine the proper hourly selling
price.
Job Costing Form Use this
form to determine the profitability of each job.
Profit
and Loss Spreadsheet Use this
spreadsheet to calculate profit and loss.
Miscellaneous
Trailer/
Van Contents List This list provides a good starting
point for identifying what materials and tools to stock in your
trailer or van.
Job
Hours Countdown Form This
form helps you track your job hours while the project is in
progress.
