Trailhead Standard

Run the job—not the paperwork.

Four practical Excel templates for contractor proposals, job costing, invoice tracking, and change orders. Download once. Reuse on every job. No subscription.

$47 one-time purchase
Get the 4-template kit
Instant digital delivery after checkout · Microsoft Excel .xlsx files
Contractor Business Starter Kit with four Excel templates

One kit. Four essential contractor workflows.

Project Proposal

Organize scope, line items, terms, and signatures in a professional client-ready workbook.

Job Cost Estimator

Compare estimated and actual labor, materials, subcontractors, and overhead by job.

Invoice Tracker

See invoiced, collected, outstanding, overdue, and partial amounts from one dashboard.

Change Order Form

Document scope, price, schedule impact, approval, and revised contract value before extra work begins.

See the actual included workbooks

Actual Job Cost Estimator workbook preview
Job Cost Estimator
Estimated versus actual costs and job margin.
Actual Invoice Tracker workbook preview
Invoice Tracker
Billing, collections, outstanding, and overdue status.
Actual Contractor Project Proposal workbook preview
Project Proposal
Scope, terms, line items, and signatures.
Actual Change Order Form workbook preview
Change Order Form
Written approval for added or removed work.

Built for small trade businesses

No new software
Use standard Microsoft Excel files on Mac or Windows.
No subscription
Pay once and reuse the templates across your own jobs.
Instructions included
Every workbook has a Getting Started tab, plus a package readme.

Best for: independent contractors, remodelers, painters, electricians, plumbers, roofers, landscapers, and small general contractors who want a more consistent business process.

Frequently asked questions

What do I receive?

One ZIP download containing four editable .xlsx workbooks: Project Proposal, Job Cost Estimator, Invoice Tracker, and Change Order Form, plus a getting-started readme.

Does it work on Mac and Windows?

The files use the standard .xlsx format and are designed for current desktop versions of Microsoft Excel on Mac and Windows. Formula behavior should be reviewed if opened in another spreadsheet app.

Can I use the templates on multiple jobs?

Yes, for your own business. Save a clean master copy, then make a new working copy for each project.

Is this legal, tax, or accounting advice?

No. These are general business organization tools. Requirements vary by location and trade, so have qualified professionals review terms and practices that affect your business.

How is the product delivered?

The storefront provides the ZIP download automatically after successful checkout.

Get the Contractor Business Starter Kit

Four reusable Excel templates, customer instructions, and instant digital delivery for one $47 payment.

Buy now — $47
Secure checkout and automatic download are handled by Payhip.

The templates support organization and planning. They do not guarantee revenue, savings, collection, profit, legal compliance, or any specific business result. Review all formulas, rates, terms, and documents before use.