Spreadsheets built by someone who does ops for a living
Excel and Google Sheets templates for contractors and homeowners
Less paperwork, more time on the job. Ready-made spreadsheet kits for job costing, change orders, construction schedules, bid leveling, lead tracking and home maintenance. Instant download, no macros.
Browse the kits- Instant download
- No macros
- 2 color themes
- Help through Etsy messages
New on every kit
Two color themes. Pick the look you like.
Every new kit comes in Cozy Workshop and Job Site. Same tabs, same formulas, both files in your download. Try them on this page.
The shop
Contractor and home spreadsheet templates
Construction and contractor templates
Job Costing
Budget vs actual on every job, so you see profit before it's gone.
See what\'s inside →Change Orders and AR
Log every change order and see who still owes you.
See what\'s inside → NewSales Pipeline Tracker
See which estimates went cold, before they're gone.
View on Etsy →Construction Schedule
Gantt chart plus a 2-week lookahead for the crew.
View on Etsy →Bid Leveling
Compare sub bids line by line, apples to apples.
View on Etsy →Selections and Allowances
Track client picks against allowances, room by room.
View on Etsy →Closeout Kit
Punch list, warranty log and a homeowner manual.
View on Etsy →RFI, Submittal and Daily Log
Questions, approvals and the daily record in one file.
View on Etsy →Lien Waivers and Pay Apps
Know which waivers are in before you cut the check.
View on Etsy →HVAC Service Agreements
Renewals and PM visits, all on one schedule.
View on Etsy → NewRenovation Takeoff Calculator
Materials, labor hours, job cost and a client-ready quote.
View on Etsy →Best value
Contractor Office Bundle
- Subcontractor bid leveling
- Change orders and AR tracker
- Selections and allowance tracker
- Closeout kit with punch list and warranty log
Four kits in one download, for less than buying them one by one.
Get the bundleHome maintenance and homeowner templates
Home Maintenance Planner
109 tasks with how-tos, a tax tracker and printables.
See what\'s inside →Planner for New Home Buyers
A closing gift builders can hand over with the keys.
View on Etsy →Realtor Closing Gift Edition
The planner, ready for an agent to give at closing.
View on Etsy → NewRenovation Material Calculator
Paint, drywall and flooring amounts from your room sizes.
View on Etsy →Party Planner
Guests, RSVPs, budget, menu and a day-of checklist.
View on Etsy →How it works
Up and running in about 10 minutes
Buy on Etsy
Checkout is through Etsy, so your payment info stays with Etsy.
Download your files
Your download is ready right after you buy. Open it in Excel or upload it to free Google Sheets.
Follow the Quick Start
Type in the white cells. The tinted cells fill in by themselves. A sample copy shows how it all works.
Custom work
Need it built your way?
I can set up a kit for how your company actually runs.
- Your logo and company name
- Your job stages, trades and cost codes
- Extra tabs or printables
- A version for your whole team
On the shop page, tap the message button under the shop owner.
Questions
Frequently asked questions
Do I need Excel?
No. Every kit works in Excel (2007 or newer) and in free Google Sheets. There are no macros.
How do I get my files?
It's an instant download. Etsy gives you the download right after you buy, and it stays in your Etsy purchases. Nothing ships.
Can I use it on my phone or iPad?
Yes, in the Google Sheets or Excel app. Setup is easiest on a computer.
I'm not a spreadsheet person. Will this work for me?
Yes. Each kit has a Quick Start, a filled-in sample copy, and clear white cells for your info. If you get stuck, message me on Etsy.
What's the difference between the two color themes?
Only the colors. Cozy Workshop is cream, blush and sage. Job Site is cream, gray and slate with orange accents. Kits made before the themes launched come in one look.
Can I share the file with my team?
Each purchase is for your own business or home. Message me on Etsy if you need a version for your whole team.