The Contractor Office Pack — 23 Forms from the First Call to Tax Time
You run the tools. This runs the office.
$79 once, yours to keep. No monthly fee, no subscription. Instant download after purchase.
If you build, remodel, roof, wire, plumb, or pour for a living — and your paperwork lives in the truck console, your shirt pocket, and your memory — this pack was made for you. One complete paper office for a small building or trade business: every form from the first phone call to tax time, in the order the work actually happens.
Print the forms and keep them in the truck and the office, or keep the pack as your master set and print what each week needs. Fill in your business name once on the cover. Ten minutes a day keeps the whole thing current.
What's inside — 23 forms
The Job (Forms 1–6)
Customer & job intake, estimate worksheet, contract, draw schedule, change orders, job completion & sign-off.
Money & Materials (Forms 7–10)
Money in / money out logs, materials tracking, receipts & purchases record.
Every Person Connected (Forms 11–17)
A person sheet for everyone in the business — owner, workers in every position, subcontractors — plus contact & emergency sheets for family members who don't work in the business, and one Everyone Connected roster. Everybody's information in one place, each person on the right form.
Running the Days (Forms 18–21)
Daily & weekly running sheets, follow-ups, and an Anything Else catch-all for the things that don't fit anywhere else — because something always doesn't.
Tax Time (Form 22)
Year-end totals gathered as you go, plus your 1099 list — so tax season is a hand-off, not a scavenger hunt. (Totals for your CPA. This pack is an organizing system, not tax advice.)
The Routine (Form 23)
The 10-minutes-a-day routine that keeps the whole office alive, on one page.
Details
- 28 pages, US Letter, print-ready PDF — print at home or any copy shop
- Includes the narrated Audio Guide (MP3) — press play and set up your office by ear; the whole system and the daily routine, read to you step by step
- All price and amount fields blank — your numbers, your business
- Licensed for use by one business
- Instant download after purchase
Built by Kathy Walls / Walls & Stone — built out of real office work for real builders, not theory. Built for a contractor — but it fits any small family trade: landscapers, electricians, plumbers, roofers, HVAC, painters, cleaners, handymen, and any crew that does real work and hates paperwork. Same 23 forms, same order of work, same app and paper packet.
