Stop Running Your Trade Business Off the Back of a Napkin

22 ready-to-use spreadsheets, templates, and tools — built specifically for contractors and home service pros who are great at their trade but need real systems to run the business side.

Get the Toolkit — $97

Launch price. Going to $149 soon.

Sound Familiar?

You're good at what you do. But the business side? That's where the money leaks.

You're guessing on pricing

You quote jobs from gut feel instead of actual costs — and find out too late you barely broke even (or lost money).

Cash flow is a mystery

Money comes in, money goes out. You're busy every week but somehow there's nothing left at the end of the month.

Hiring is chaos

Every new hire is a gamble. No checklist, no onboarding process, no way to get people up to speed fast.

Your "system" is a mess

Sticky notes, random spreadsheets from Google, stuff in your head. Nothing talks to anything else.

You don't know your numbers

What's your profit margin per job? Your close rate? Customer acquisition cost? If you have to think about it — that's the problem.

You're the bottleneck

Everything runs through you because there's no documented process for anyone else to follow.

What's Inside the Toolkit

Everything you need to run the business side of your trade — in one organized bundle.

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Pricing & Job Costing Calculators

Stop guessing what to charge. Plug in your real costs — materials, labor, overhead — and know your price before you quote.

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P&L Tracker

See exactly where your money goes every month. No accounting degree needed — just fill in the blanks.

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Cash Flow Forecast

Know what's coming in and going out for the next 90 days. No more "where'd the money go?" surprises.

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Lead Tracking Sheet

Track every call, every estimate, every close. See your real conversion rate — and where leads fall through the cracks.

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Hiring Checklist & Onboarding Guide

A repeatable process to find, vet, and ramp up new hires — so they're productive fast instead of draining your time.

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Service Agreement Templates

Professional, ready-to-customize contracts that protect your business. Stop working on a handshake.

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KPI Dashboard

One page. Your most important numbers. Revenue, margins, close rate, average ticket — all in one glance.

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Quick-Start Guide

Not a 40-page manual. A clear, step-by-step walkthrough so you're up and running in under an hour.

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+ 14 More Tools & Templates

Equipment maintenance logs, vehicle tracking, customer follow-up sequences, warranty trackers, and more.

22 tools and templates total — all in Google Sheets & Docs (works in Excel too)

Is This for You?

This IS for you if…

  • You run an HVAC, plumbing, electrical, landscaping, or pest control business
  • You have 1–15 employees (or you're a solo operator ready to grow)
  • You're good at your trade but know the business side needs work
  • You want plug-and-play tools — not software with a learning curve
  • You're tired of flying blind on pricing, cash flow, and profitability

This is NOT for you if…

  • You already have dialed-in systems and know your numbers cold
  • You're looking for CRM software or field service management apps
  • You want someone to do the work for you (these are tools, not a service)
  • You're not willing to spend an hour setting things up

What Other Contractors Are Saying

We just launched — reviews are on the way. Check back soon.

Review coming soon

Review coming soon

Review coming soon

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30-Day Money-Back Guarantee

Try the full toolkit for 30 days. If it doesn't help you run your business better, email us and we'll refund every penny. No hoops, no hassle.

Frequently Asked Questions

What format are the tools in?
Everything is in Google Sheets and Google Docs. They also work in Microsoft Excel and Word. No special software needed — if you can open a spreadsheet, you can use these.
I'm not great with spreadsheets. Will I be able to use this?
Yes. Every tool is pre-built — you just fill in your numbers. The Quick-Start Guide walks you through everything step by step. If you can type numbers into cells, you're good.
Is this a subscription?
No. It's a one-time purchase. Pay once, keep everything forever. No monthly fees, no upsells, no "premium tier" nonsense.
Will this work for my specific trade?
The toolkit is built for home service businesses — HVAC, plumbing, electrical, landscaping, pest control, and similar trades. The tools are customizable, so you can adapt them to your specific services and pricing structure.
I already use [ServiceTitan / Jobber / Housecall Pro]. Do I need this?
Field service software is great for scheduling and dispatching. This toolkit covers the business operations side — pricing strategy, job costing, P&L tracking, hiring processes, and KPIs. They complement each other.
What if it's not for me?
You're covered by a 30-day money-back guarantee. If the toolkit doesn't help, just email us for a full refund. No questions, no hassle.
Why $97?
That's the launch price — it's going up to $149. One underpriced job probably costs you more than $97. These tools help you stop leaving money on the table on every quote.

You Know the Business Side Needs Work.
Here's the Fix.

22 tools and templates. Built for your trade. Ready to use today.

Get the Toolkit — $97

Launch price. Going to $149 soon.

One-time purchase. No subscriptions. No upsells. 30-day money-back guarantee.