Residential Contractor Paperwork System (Bundle)

$49

Secure checkout through Gumroad. Instant download link on screen and by email.

Made by a working carpentry and remodeling contractor.

Paperwork for the whole residential job, in one matching set, under your company name. Set expectations at the start, price the work and the changes in the middle, and close out with a clean handover at the end.

Start of the job: Client Welcome Pack

Fifteen plain-language pages covering communication, timeline, home prep, a typical day, change orders, payments, permits, selections, hidden conditions, safety, an FAQ and a contact sheet. Editable in Word or Google Docs.

During the job: Change Order + Estimate Kit

A fillable one-page change order and an Excel or Google Sheets estimate with automatic markup, contingency, tax and revised contract totals.

End of the job: Closeout & Warranty Packet

A completion certificate, punch list, change order tally, payment reconciliation, warranty letter, care sheet, materials record, contacts and sign-off, plus an Excel tally workbook that works out the final contract value and balance due.

How it fits together

All three kits share the same navy-and-grey style and US Letter layout
The welcome pack explains the same signed-before-work change order process the change order form uses
The closeout tally picks up approved change orders to reach the final contract value
Editable in Word, Excel and Google Docs / Sheets; the PDFs fill in with the free Adobe Acrobat Reader
No macros and no subscription

How to use it

Download the ZIP; each kit has its own folder.
Replace the [bracketed placeholders] with your details and your own policies.
Use the welcome pack at signing, the kit during the job and the packet at the final walkthrough.

Who gets the most out of the bundle

If you already have a contract you like but run the rest of the job from memory, texts and the back of an envelope, the bundle fills the gaps around that contract. It gives clients the same information at the start of every job, puts every change in writing with a price and a new total, and ends every job with the same handover, so nothing depends on remembering what you told whom.