Contractors

For the trades: estimating discipline, pipeline visibility, and profit you can prove.

Residential contractors live and die on the bid. The contractor stack starts with clean paperwork, moves up to a complete business operating system, and climbs toward AI systems that watch the front office. Every rung earns its keep before you buy the next one. Trade-specific systems are live now for HVAC and plumbing, with electrical, landscaping, painting, and flooring on the research backlog.

Two workers installing a kitchen in a home under renovation

What’s available to purchase

The contractors stack, in three levels.

The same three levels as every industry, built for contractors’s actual workflow. Fix individual tasks, run the operation on linked systems, or put AI to work. Levels we haven’t built yet are shown as in development, not listed for sale.

Level 1 $12 to $19

Fix individual tasks

You have an annoying task (or three) and want it handled this week.

Level 1: Fix individual tasks Contractors

Contractor Estimate Template

One self-totaling estimate sheet: ten line items, discount, tax, and a deposit line that calculates itself. A filled sample job is included so you can see it work.

$12 See what’s inside →

Level 1: Fix individual tasks Contractors

Contractor Starter 3-Pack

Three single-purpose templates (estimate, invoice, change order) that make your paperwork look like it came from a much bigger company.

$29$19 See what’s inside →

Level 1: Fix individual tasks Contractors

Contractor Prompt Pack

Fifty contractor-specific prompts for ChatGPT, Claude, and Gemini: quote follow-ups, invoice reminders, delay notices, bad-news messages, review requests, and the admin in between. Copy, fill in the brackets, send.

$29$19 See what’s inside →

Level 1: Fix individual tasks HVAC

HVAC Starter 3-Pack

Three single-purpose tools for HVAC shops: a service quote sheet with equipment, parts, and labor; a maintenance plan tracker with self-updating renewal flags; and a service agreement log that keeps every contract in one list.

$29$19 See what’s inside →

Level 1: Fix individual tasks Plumbing

Plumbing Starter 3-Pack

Three single-purpose tools for plumbing shops: an estimate template with fixtures, parts, and labor; an invoice tracker with automatic Paid, Overdue, and Due Soon status; and a work order log with scheduled dates, technicians, and date flags.

$29$19 See what’s inside →

Level 2 $49 to $119

Run the operation

You are done with patchwork and want one connected system running the operation.

Level 2: Run the operation Contractors

Contractor Operating System

A five-tab spreadsheet operating system for residential electrical contractors: estimate jobs to hit your margin, track every lead, invoice and see per-job profit, manage clients, and log expenses.

$149$119 See what’s inside →

Level 2: Run the operation HVAC

HVAC Business OS

A seven-tab spreadsheet operating system for HVAC contractors: quote jobs to hit your margin, schedule techs, track maintenance plans and equipment, see per-job profit, manage clients, and log expenses.

$119$95 See what’s inside →

Level 2: Run the operation Plumbing

Plumbing Business OS

A seven-tab spreadsheet operating system for plumbers: estimate jobs to hit your margin, run the work order board, track service agreements and parts, see per-job profit, manage clients, and log expenses.

$119$95 See what’s inside →

Level 3 $149

Put AI to work

You want the follow-up and coordination handled without hiring for it.

Level 3: Put AI to work Contractors

Contractor Front Desk Agent

Import-ready workflow blueprints for Make.com and n8n, four tuned system prompts, and a 30-minute setup guide. You get missed-call textback, after-hours intake, estimate follow-up, and a callback prioritizer.

$179$149 See what’s inside →

Level 3: Put AI to work HVAC

HVAC Dispatch & Tune-Up Agent

Import-ready workflow blueprints for Make.com and n8n, four tuned system prompts, and a 30-minute setup guide. You get seasonal tune-up campaigns, dispatch assist, no-answer follow-up, and a warranty watcher.

$179$149 See what’s inside →

Level 3: Put AI to work Plumbing

Plumbing Dispatch & Recall Agent

Import-ready workflow blueprints for Make.com and n8n, four tuned system prompts, and a 30-minute setup guide. You get emergency triage intake, recurring service recall, quote follow-up, and a parts reorder flagger.

$179$149 See what’s inside →

Capstone Bundled, about 25% off