Everything lives in Google Drive — tools you already have and already know. No new subscriptions, no new software, no learning curve.
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Job Bid Tracker Spreadsheet
Score every incoming job in 90 seconds. Enter NTE, estimated hours, travel time, buyer rating, scope clarity, repeat buyer history, and payment speed. One weighted score tells you exactly what to do — bid it, consider it, or pass.
- Color-coded scoring: green / yellow / red — no ambiguity
- Automatic pay-per-hour calculation catches jobs that look good but aren't
- Built-in best practices guide with the non-obvious second-order habits that separate top earners
- Monthly summary dashboard tracks win rate and actual vs. estimated pay
Google Sheets — Ready to use
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Google Drive Folder Structure + Setup Guide
Complete OPS folder architecture — JOBS, TEMPLATES, ADMIN, BUYERS — with a step-by-step Heathkit-style setup guide that walks you through building it from scratch. Every job has a home from bid to archive. You will find anything in under 60 seconds, forever.
- Visual folder diagram for instant reference
- Consistent job naming format that sorts automatically by date
- Daily workflow habit spelled out move-by-move
Visual diagram + step-by-step guide
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Scope of Work Template
A professional SOW with a scope section, an explicit exclusions section, a change order policy, materials table, and dual sign-off block. The document that ends "while you're here, can you also..." before it starts.
- Exclusions section protects you from scope creep
- Change order policy clause in plain language
- Sign-off block — get it signed before you leave
Word Doc — fully editable
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Job Closeout Checklist
Pre-work photo documentation, task completion verification, photo naming log, change order tracking, and client sign-off. Your single best protection against disputes, chargebacks, and bad reviews — starting on your very first job.
- Before-photos protocol — taken before you touch anything
- Systematic photo log with file naming convention
- Client sign-off block with guidance on what counts
Word Doc — fully editable
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Invoice Template
Professional billing document with a two-column header, full line item table, payment terms section covering all common payment methods, and late fee language built in. Professional invoices get paid faster than informal ones. Every single time.
- Line items with qty, rate, and auto-totaling structure
- Payment method section — Zelle, Venmo, PayPal, ACH, check
- Late fee language establishes that your time has value
Word Doc — fully editable