Free templates. No email required.
Plain spreadsheets that work in Excel, Google Sheets or Numbers. Download, make a copy, and use them.
Software comparison scorecard
Weight what matters to your shop, score up to 3 tools 1–5 during the free trials, and let the sheet do the math.
Switching checklist
What to export, what to set up, and what to test before you cancel the old system: customer list, open invoices, QuickBooks, price book.
Job-costing sheet
Estimate against actual for labor, materials, subs, equipment and permits, with the margin worked out for you. Know which jobs actually made money.
Monthly job & invoice tracker
One row per job: quoted, invoiced, paid, balance and days outstanding. Enough for a small shop that isn’t ready for software.
These are general templates, not tax or legal advice. Sample rows are made-up examples. Delete them before you use the sheet.