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The Tradie's Complete Business Kit: CRM, Tracker, Templates & AI for Contractors

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A$49.00
A$49.00
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Stop losing jobs to slow replies and forgotten follow-ups. Stop guessing whether a job made money.

The Tradie's Complete Business Kit is everything a small trade business needs on the paperwork, money and marketing side, in one download. Made for sole traders and small teams (electricians, plumbers, builders, landscapers, cleaners and every other trade), with editions for Australia, New Zealand, the UK, the US and Canada.

What you get

  • Job & Money Tracker with a free CRM (Excel or Google Sheets, one per country): leads, quotes, invoices, a Quote & Invoice Maker that adds up and prints a clean PDF, job profit, expenses and a 13-week cash forecast. One dashboard tells you who to reply to, which quotes to follow up, who owes you and whether you'll have enough in the bank.
  • 7 templates made for your country (Word or Google Docs): quote (estimate in the US), tax invoice, invoice for when you don't charge tax, variation (change order), job sheet, terms of trade and 21 ready-to-send texts and emails, with the right GST, VAT, GST/HST or sales tax wording.
  • 3 browser tools (no login, work offline): True Hourly Rate Calculator, Job Profit Checker, and an Instant Estimate Builder that puts a "rough price in 30 seconds" calculator on your website.
  • The Tradie's AI Toolkit: 45+ fill-in-the-blank prompts for free ChatGPT, Claude or Gemini.
  • The AI Business Engine: a free website, Google Business Profile, local search and a 90-day plan.
  • Country companion: the one-line change, swap tables and 6 country-ready prompts that make both AI guides work where you are.
  • 12-page Start Here guide: the one-hour setup, your free lead funnel step by step, how to turn enquiries into customers, and the tax and contract rules for your country.

Why it's different

  • A real CRM without a monthly fee. Job apps cost from A$29 a month, every month. This is one price, once.
  • Built for your country, not a US template with "VAT" typed over it.
  • It tells you what to do. The dashboard's top row is today's to-do list: reply, follow up, chase.
  • Honest numbers. See which jobs really made money, and what you must charge per hour.

Good to know

  • Works with Microsoft Word and Excel, or free Google Docs and Google Sheets. The browser tools open in Chrome, Edge or Safari.
  • The two AI guides were written in Australia. The country companion makes them work anywhere.
  • Price in AUD (about US$34). Your card or PayPal converts it at checkout.
  • Templates and guides are general information, not legal, tax or financial advice. Rules checked against official sources in October 2026.
  • Instant digital download (zip, 47 files). Nothing is posted.

Something not opening? Email hello@pageandplanstudio.com and we'll sort it. This doesn't affect your rights under consumer law.

You will get a ZIP (3MB) file