Free Contractor Resources & Downloads
How to Qualify a Contractor Lead Before Scheduling an Estimate
A step-by-step pre-estimate screening process to confirm project fit, scope, budget, schedule, service area, and decision-makers before a site visit.
12 Strategies to Successfully Prevent and Handle Non-Paying Clients
Practical strategies to screen clients, document agreements, use payment milestones, handle overdue invoices, and reduce billing disputes across the trades.
How to Estimate a Contractor Job: Labor, Materials, Overhead & Profit
Step-by-step job-cost estimation including total person-hours, materials, overhead, labor burden, and a sample markup-versus-margin calculation.
How to Set Up Business Bank Accounts for a Contracting Company
A practical walkthrough of separating business and personal banking, five Profit First cash allocation accounts, and responsible contractor cash management.
Pre-Appointment Client Screening Checklist
Qualify new contractor inquiries by project fit, service area, budget, timing, and decision-maker before scheduling an estimate. Free PDF delivered after a short signup.
Contractor Business Launch Checklist
Startup milestones, business and personal banking separation, Profit First account structure, financial planning, bookkeeping, independent insurance, networking, and a 90-day roadmap. Twelve-page free PDF.
30-Day Contractor Marketing Plan
Thirty days of marketing actions, Google Business Profile and Facebook walkthroughs, Google Sheets lead tracking, and a printable scorecard. Seven-page free PDF.
7-Day Estimate Follow-Up Guide
Phone follow-up scripts, ready-to-use emails, Gmail scheduling instructions, and an estimate tracking worksheet. Five-page free PDF.
Free Articles & Business Education
Explore practical, free articles on starting, managing, and growing a contracting business. From estimating and pricing to marketing, cash flow, customer management, and daily operations, find straightforward advice you can put to work in your business.