Keep job costs, approved changes and cash dates in order.
A complete manual office workflow for independent contractors and small renovation businesses. Plan dated cash entries alongside the full job-costing, invoice and scope-change kits.
Contractor Office & Cash Timing Bundle
For owners who enter their own CAD job records and work in desktop Excel.
- New two-tab cash-timing Excel workbook: 100 jobs and 1,000 scheduled cash entries. Compare remaining planned collections/payments with dated recorded amounts; flag missing references, duplicate entries and overdue cash.
- Three complete current component kits, including their workbooks, guides, optional local tools and saveable review forms
- New four-page setup/workflow PDF, blank input CSV headers, fictional examples, file list and license
Check overlap before buying. This bundle includes kits also sold separately. If you already own them, those component files are the same current editions. The new workbook and bundle guide are the added content.
One-time price in Canadian dollars
CA$79.00
Buy complete bundle - CA$79.00No subscription. Desktop Excel recommended. Check compatibility and included files before paying.
After payment confirmation, enter your Stripe checkout email on the retrieval page and download one complete ZIP with your personal purchase note. Extract and save the actual files to your device.
The complete included kits
- Contractor Job Profit Control Toolkit, full current edition 1.4: Six-sheet Excel workbook, offline quote/profit checker with full JSON estimate backup, two-page PDF guide and job closeout record. Fictional examples included. Saveable contractor job closeout PDF and matching editable text form included.
- Freelancer Invoice Follow-Up Studio, full current edition 1.2: 500-row Excel invoice register, offline follow-up studio, two-page PDF review guide and fictional invoice CSV. Tracks partial payments, overpayments and duplicate references. Saveable invoice payment and follow-up PDF and matching editable text form included.
- Freelancer Scope Change & Approval Studio, full current edition 1.2: 500-row Excel change/approval register, offline scope studio, two-page PDF client change review and fictional CSV. Approved fees require a written-approval reference. Saveable scope change approval record PDF and matching editable text form included.
Files are separate and do not synchronize. The guide explains how to carry reviewed codes and figures between your own working copies.
See the new workbook's logic
Fictional illustration; no real customer result or recommended business rate.
| Fictional entry | Scheduled CAD | Recorded CAD | Remaining CAD |
|---|---|---|---|
| Customer deposit, In | 1,000 | 400 | 600 |
| Materials, Out | 300 | 100 | 200 |
For a horizon covering these entries, the remaining scheduled difference is CA$400 and the recorded difference is CA$300. Neither is a bank balance or profit. The guide explains dates, split payments and reconciliation.
Blank templates stay blank. Entry issues remain visible; resolve them before relying on totals.
Before you buy
Desktop Microsoft Excel recommended for XLSX files. PDF reader with saveable form support for component forms, or use matching text forms. Optional component HTML tools run locally in a compatible browser. The new workbook needs no browser, cloud account or add-in. Files do not synchronize. Google Sheets and mobile spreadsheet support are not certified.
Manual CAD records before tax. Workbooks and included offline tools are separate and do not synchronize. Cash differences are not bank balances or profit. No banking, accounting sync, automatic messages or financial advice. Existing component kits overlap with separate purchases.
All essential product content is inside the downloaded ZIP. Initial checkout and download need internet. You can use the new workbook offline without online template links. Save working copies and backups yourself.
One purchaser or business may use and adapt the files internally. No template resale or redistribution. Delivery, privacy, support and refund policies.