Free back office resources for contractors
Practical tools you can download and use today. No credit card.
Construction Job Closeout Checklist
The step-by-step closeout list that gets final billing, retainage, lien waivers and documentation handled before a job goes quiet. Work it every time and jobs stop finishing without getting paid.
New Subcontractor Setup Checklist
Onboard a subcontractor without missing a step — W-9, contract, insurance, COI, compliance, billing terms and file handoff. Use it before they start and before you pay them, and subs stop turning into compliance problems.
Construction File Naming Cheat Sheet
One page that ends the guessing. The exact naming format for jobs, invoices, change orders, contracts and photos so anyone in the office can find a file in seconds.
New Job Setup Checklist
What to do the day you win a job — in your files, in QuickBooks, and with your team. Do this every time and the job starts clean.
5 Things Making Your Back Office Harder Than It Needs To Be
Most construction offices are doing at least three of these. Plain language. No fluff. Each one includes the fix.
Take the free back office audit
Answer questions about how your office currently handles files, billing, QuickBooks, and processes. Get a plain-language diagnosis of where the gaps are.
Start the free audit