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The tools you need for BUILDing the construction business of your dreams.

The Business BUILDing Toolbox
Includes tools for sales, production, finance, business organization, and better communication both internally and externally!
See details below.
Learn More About Tools For ...
Sales Tools

Sales Tools in the construction business are used to convert prospective customers into paying customers. These tools are what you need to clarify and communicate with customers in a way that they know what to expect from you and you know what to expect from them. These tools will take you from meeting with the customer, to finding out what they want, to the signing of the contract, and the beginning of the production of the project.

Sales Tool

Proposal

The Construction Proposal will give you the documents and instructions needed for preparing proposals that communicate clearly and accurately with the customer. 

  • ​Blueprint - The written instructions for how to use this tool. 
  • ​Bid Sheet - A Word document with the various construction categories and individual tasks listed with space for filling in the scope of the work to be done, dimensions, materials, locations, etc., for each category.
  • ​Proposal - A word document template with space to fill in pertinent information, i.e., customer’s information, what will or will not be supplied by the contractor, the scope of work, the proposed price for each specific element, a total project price, payment arrangements and project duration.
  • ​Worksheet - An Excel spreadsheet with all the construction categories and individual tasks listed with overhead and profit markup formulas.
  • ​​Data Base - An Excel spreadsheet with prices for material and labor for a wide variety of specific construction tasks. This information will be copied and pasted to a blank worksheet.
  • ​Examples - Sample documents of the tool being used.

Sales Tool

Contract

The Contract is the completion of the proposal process. It covers things beyond construction; i.e. funding if applicable, property boundaries, the time within which the project will be started.

  • ​Blueprint - The written instructions for how to use this tool. 
  • ​Contract - A Word document template with spaces to fill in the pertinent information, i.e., customer’s information, list of referenced documents, construction funding information, property specifics, project start date, and legal terms and conditions.
  • ​Examples - Sample documents of the tool being used.

Sales Tool

Proposal/Contract

The Proposal/Contract system will give you the documents and instructions needed for preparing proposals that communicate clearly and accurately with the customer. 

  • Bid Sheet - A Word document with the various construction categories and individual tasks listed with space for filling in the scope of the work to be done, dimensions, materials, locations, etc., for each category.
  • ​Worksheet - An Excel spreadsheet with all the construction categories and individual tasks listed with overhead and profit markup formulas.
  • ​Proposal/Contract Template - A word document with space to fill in pertinent information, i.e., customer’s information, what will or will not be supplied by the contractor, the scope of work, the proposed price for each specific element, a total project price, payment arrangements and project duration.
  • ​Data Base - An Excel spreadsheet with prices for material and labor for a wide variety of specific construction tasks. This information will be copied and pasted to a blank worksheet.
  • ​Examples - sample documents of system being used.

Sales Tool

Estimate *COMING SOON*

The Construction Estimate is used for providing a quick and approximate idea of the cost of a project.

  • ​Blueprint - The written instructions for how to use this tool. 
  • ​Bid Sheet - A Word document with the various construction categories and individual tasks listed with space for filling in the scope of the work to be done, dimensions, materials, locations, etc., for each category.
  • ​Estimate - A word document template with space to fill in pertinent information, i.e., customer’s information, what will or will not be supplied by the contractor, the scope of work, the estimated price for each specific element and a total estimated price.
  • ​Worksheet - An Excel spreadsheet with all the construction categories and individual tasks listed with overhead and profit markup formulas.
  • ​Data Base - An Excel spreadsheet with prices for material and labor for a wide variety of specific construction tasks. This information will be copied and pasted to a blank worksheet.
  • ​Examples - Sample documents of the tool being used.
Production Tools

Production tools in construction are the tools used with subcontractors and customers throughout the actual construction of a project. 

Some production tools are used to clarify and communicate with customers so that they know what to expect from you and what you expect from them. These tools are listed below:

  • Proposed Change Orders
  • Change Orders
  • Payment Applications
  • ​Payment Tracking

Other tools are used to clarify and communicate with subcontractors and production teams so that they know what to expect from you and what you expect from them. These tools are listed below:

  • Scope of Work
  • Production Budget
  • Contractor Evaluation

Production tools also include tools that used internally in the business for maintaining project progress and efficiency. These tools are listed below:

  • Production Budget
  • Contractor Evaluation
  • ​Subcontractor Payment Tracking

Production Tool

Proposed Change Order

A proposed change order serves the same basic purpose as a project proposal. If there are changes to be made to the project scope of work, it allows for the customer to know what the price adjustment up or down will be. 

  • ​Blueprint - The written instructions for how to use this tool. 
  • ​Bid Sheet - A Word document with the various construction categories and individual tasks listed with space for filling in the scope of the work to be done, dimensions, materials, locations, etc., for each category.
  • ​Proposed Change Order - A Word document template that communicates the details of proposed changes to a current project. 
  • ​Worksheet - An Excel spreadsheet with all the construction categories and individual tasks listed with overhead and profit markup formulas.
  • ​​Data Base - An Excel spreadsheet with prices for material and labor for a wide variety of specific construction tasks. This information will be copied and pasted to a blank worksheet.
  • ​Examples - Sample documents of the tool being used.

Production Tool

Change Order

The Change Order completes the proposed change order the same way a contract completes a proposal. The most important thing about a change order is that it gives a new total for the complete project including the original contract amount, all previous change orders with the addition of the most recent one.

  • ​Blueprint - The written instructions for how to use this tool. 
  • ​Change Order - A Word document with spaces to fill in the pertinent information, i.e., customer’s information, list of referenced documents, construction funding information, property specifics, project start date, and legal terms and conditions.
  • ​Examples - Sample documents of the tool being used.

Production Tool

Payment Application *COMING SOON*

The Payment Application...  

  • ​Blueprint - The written instructions for how to use this tool. 
  • ​Payment Application (1&2) - An Excel spreadsheet template that is used for tracking progress payments made on construction projects. It includes a schedule of values based on the proposal and the individual items included in the scope of work.
  • ​Payment Application Tracking - An Excel spreadsheet template that tracks the payments...
  • ​Examples - Sample documents of the tool being used.

Production Tool

Contractor Evaluation

Our Contractor Evaluation provides a documented system to ensure that contractor performance remains up to standards.

  • Bid Sheet - A Word document with the various construction categories and individual tasks listed with space for filling in the scope of the work to be done, dimensions, materials, locations, etc., for each category.
  • ​Worksheet - An Excel spreadsheet with all the construction categories and individual tasks listed with overhead and profit markup formulas.
  • ​Proposal Template - A word document with space to fill in pertinent information, i.e., customer’s information, what will or will not be supplied by the contractor, the scope of work, the proposed price for each specific element, a total project price, payment arrangements and project duration.
  • ​Data Base - An Excel spreadsheet with prices for material and labor for a wide variety of specific construction tasks. This information will be used to fill out a blank worksheet template by copying and pasting.
  • ​Examples of the system being used.
Financial Tools

Finance tools are used both for tracking financial status of construction projects as well as providing a bigger picture of the finances of the company. These tools are some of the most important tools to building a profitable construction business and need to be used regularly and consistently. They can provide information about which types and sizes of projects are more common and/or most profitable. They can show you how accurate your bidding is on each of your different individual projects. There are tools for looking at the financial status of current projects that are under contract and/or in production. There are also tools that allow you to see your current financial situation, plan for the future, and be prepared for emergencies.

Finance Tool

Job List

The Job List provides a simple and easy way to keep track of your past and current jobs.

  • Bid Sheet - A Word document with the various construction categories and individual tasks listed with space for filling in the scope of the work to be done, dimensions, materials, locations, etc., for each category.
  • ​Worksheet - An Excel spreadsheet with all the construction categories and individual tasks listed with overhead and profit markup formulas.
  • ​Proposal Template - A word document with space to fill in pertinent information, i.e., customer’s information, what will or will not be supplied by the contractor, the scope of work, the proposed price for each specific element, a total project price, payment arrangements and project duration.
  • ​Data Base - An Excel spreadsheet with prices for material and labor for a wide variety of specific construction tasks. This information will be used to fill out a blank worksheet template by copying and pasting.
  • ​Examples of the system being used.

Finance Tool

Profit Comparison

The Profit Comparision tool allows you to see how the company is comparing to yearly financial goals.

  • Bid Sheet - A Word document with the various construction categories and individual tasks listed with space for filling in the scope of the work to be done, dimensions, materials, locations, etc., for each category.
  • ​Worksheet - An Excel spreadsheet with all the construction categories and individual tasks listed with overhead and profit markup formulas.
  • ​Proposal Template - A word document with space to fill in pertinent information, i.e., customer’s information, what will or will not be supplied by the contractor, the scope of work, the proposed price for each specific element, a total project price, payment arrangements and project duration.
  • ​Data Base - An Excel spreadsheet with prices for material and labor for a wide variety of specific construction tasks. This information will be used to fill out a blank worksheet template by copying and pasting.
  • ​Examples of the system being used.

Finance Tool

Job Cost

The Job Cost sheet helps you keep track of all costs on your current jobs.

  • Bid Sheet - A Word document with the various construction categories and individual tasks listed with space for filling in the scope of the work to be done, dimensions, materials, locations, etc., for each category.
  • ​Worksheet - An Excel spreadsheet with all the construction categories and individual tasks listed with overhead and profit markup formulas.
  • ​Proposal Template - A word document with space to fill in pertinent information, i.e., customer’s information, what will or will not be supplied by the contractor, the scope of work, the proposed price for each specific element, a total project price, payment arrangements and project duration.
  • ​Data Base - An Excel spreadsheet with prices for material and labor for a wide variety of specific construction tasks. This information will be used to fill out a blank worksheet template by copying and pasting.
  • ​Examples of the system being used.

Finance Tool

6-Week Cash Flow

The 6-Week Cash Flow tool displays the estimated and actual cash balance using future accounts receivables and accounts payables.

  • Bid Sheet - A Word document with the various construction categories and individual tasks listed with space for filling in the scope of the work to be done, dimensions, materials, locations, etc., for each category.
  • ​Worksheet - An Excel spreadsheet with all the construction categories and individual tasks listed with overhead and profit markup formulas.
  • ​Proposal Template - A word document with space to fill in pertinent information, i.e., customer’s information, what will or will not be supplied by the contractor, the scope of work, the proposed price for each specific element, a total project price, payment arrangements and project duration.
  • ​Data Base - An Excel spreadsheet with prices for material and labor for a wide variety of specific construction tasks. This information will be used to fill out a blank worksheet template by copying and pasting.
  • ​Examples of the system being used.

Finance Tool

Project Tracker *COMING SOON*

The Project Tracker helps you track the percentage of signed proposals versus bid proposals.

  • ​Blueprint - The written instructions for how to use this tool. 
  • ​​Job List - An Excel spreadsheet template that 
  • ​Examples - Sample documents of the tool being used.

Finance Tool

Savings Transfer

The Savings Transfer provides a simple and accurate way to know how much of your revenue to save, regularly and consistently.

  • ​Blueprint - The written instructions for how to use this tool. 
  • ​​Savings Transfer - An Excel template that with a few simple entries will give you the dollar amount that needs to be put into a separate check account, savings account, or turned into cash and put into a safe.
  • ​Examples - Sample documents of the tool being used.
Business Organization Tools

This is one of the most important and most under used areas of business tools in all types of business and construction is no different. 

This includes things like scheduling meetings, reminders for those meetings, action that need to be done, tracking of project communication, operational systems, and daily processes used in your business. 

This is done through a variety of computer programs and tools.

*COMING SOON*

The Business BUILDing Toolbox

Get the Business BUILDing Toolbox today, and you may just find some of your new favorite tools. End the headaches of bad business systems, and instead have a system that helps your business thrive.
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