Every document you need to run a professional commercial job — from first bid to final payment.
These aren't generic business templates. Every one of these was built around how commercial construction actually works: CSI format, pay-when-paid language, conditional vs. unconditional lien waivers, schedule of values, RFI tracking. The stuff you learn on the job, organized into forms you can use today.
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ALL 12 TEMPLATES INCLUDED
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T-01 | Full CSI Bid Worksheet (Excel)
200+ line items across all 19 CSI divisions. Auto-calculating labor, materials, O&P. The free version, plus unlocked.
T-02 | Subcontractor Agreement
10-clause trade contract covering scope, payment terms, insurance requirements, lien waivers, change order procedures, safety, and termination. Plain-language but legally structured.
T-03 | Change Order Form
Client-facing CO with cost breakdown table (labor + materials), schedule impact field, and revised contract total. Documents everything. No more verbal authorizations.
T-04 | Conditional Lien Waiver
Ohio-language conditional waiver for progress payments. Use this when submitting each pay app — before payment clears.
T-05 | Unconditional Lien Waiver
Final payment waiver with built-in warning language. Do not sign until payment has cleared. Included because most people use the wrong one.
T-06 | Scope of Work
Full SOW template with inclusions, exclusions, allowances, owner responsibilities, submittal schedule, and milestone summary. Attach to every contract.
T-07 | Invoice / Pay Application
Schedule of values, retainage calculation, payment instructions, and contractor certification. Looks like what GCs expect to receive.
T-08 | RFI Log
10-row tracker with status key (Open, Responded, PCO Pending, Closed). Tracks spec/drawing reference, issue date, response due date, and resolution.
T-09 | Submittal Log
8-column submittal tracker with 6-status approval system. Keeps you on top of what's been approved and what's holding up the job.
T-10 | Daily Field Report
Weather, manpower by trade, work performed, materials received, equipment, issues/delays, site visitors, and photo log. Document everything.
T-11 | Project Close-Out Checklist
25-item checklist across 5 categories: punch list, financial close-out, lien waivers, owner deliverables, and internal documentation. Don't leave a job without it.
T-12 | Notice to Proceed
Formal NTP with conditions precedent, required start and completion dates, and liquidated damages language. Issue this when a sub is authorized to start.
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FORMAT
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All Word documents (.docx) — open in Microsoft Word or Google Docs. The bid worksheet is Excel (.xlsx). Edit, brand with your company name, and use immediately. One-time purchase. Yours forever.
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LAUNCH PRICING
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$47 while we're in launch. Price goes to $97 after the first 100 purchases. No subscription. No renewal.
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WANT THE COURSE TOO?
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The Full Bundle — templates + 6-module commercial estimating course — is available for $97 (launch price). That's $50 more for the course added on.
Built for small GCs and subs. No fluff.