100+ Professional Templates. Zero Cost.

Everything a solo tradesperson needs to run a professional business, organized by category. Browse what's included, then download your complete bundle below.

Pricing Tools

Set profitable rates from day one with ready-to-use pricing templates.

Flat Rate Price Books

Pre-built price books with 100+ line items for each trade. Residential and commercial service categories with labor, materials, and markup columns.

Excel

  • Plumbing Flat Rate Price Book
  • HVAC Flat Rate Price Book
  • Electrical Flat Rate Price Book
  • General Contracting Flat Rate Price Book
  • Landscaping Flat Rate Price Book

Calculators & Rate Sheets

Figure out your hourly rate, estimate job costs, understand markup vs. margin, build service tiers, and set after-hours pricing.

Excel

  • Hourly Rate Calculator
  • Job Cost Estimator
  • Markup vs. Margin Calculator
  • Service Tier Pricing Template
  • Emergency / After-Hours Rate Schedule

10 templates in this category

Contracts & Agreements

Professional proposals, service agreements, and legal forms that protect your business.

Proposals

Word PDF

  • Residential Service Proposal
  • Commercial Service Proposal
  • Emergency Service Proposal

Service Agreements

Word PDF

  • Residential Service Agreement
  • Commercial Service Agreement
  • Maintenance Agreement
  • Subcontractor Agreement
  • Referral Partnership Agreement

Forms & Change Orders

Word PDF

  • Customer Intake Form
  • Change Order Form
  • Scope of Work

14 templates in this category (per trade)

Invoicing & Payments

Get paid faster with professional invoices, receipts, and accounts receivable tracking.

Invoices & Receipts

Excel PDF

  • Itemized Invoice
  • Flat Rate Invoice
  • Service Receipt

Payment Management

Excel Word

  • Payment Terms Template
  • Late Payment Notice (7-day)
  • Late Payment Notice (30-day)
  • Late Payment Notice (60-day)

Tracking & Liens

Excel PDF

  • Conditional Lien Waiver
  • Unconditional Lien Waiver
  • AR Aging Tracker
  • Payment Tracker

11 templates in this category

Job Management

Stay organized on every job with checklists, logs, and tracking tools.

Inspection & Checklists

Excel PDF

  • Plumbing Site Inspection Checklist
  • HVAC Site Inspection Checklist
  • Electrical Site Inspection Checklist
  • GC Site Inspection Checklist
  • Landscaping Site Inspection Checklist
  • Punch List

Time & Materials

Excel

  • Daily Job Log
  • Weekly Time Tracking
  • Materials Tracker
  • Photo Log

Equipment & Completion

Excel PDF

  • Job Completion Sign-Off
  • Equipment Checkout Log
  • Vehicle Inventory

16 templates in this category

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Tax & Financial

Keep the IRS happy and your finances clear with tax worksheets, trackers, and financial planning tools.

Tax Planning

Excel PDF

  • Quarterly Estimated Tax Worksheet
  • Home Office Deduction Calculator
  • Vehicle Mileage Log
  • Section 179 Depreciation Worksheet
  • 1099 Contractor Tracker
  • Year-End Tax Checklist
  • State Sales Tax Guide

Financial Tracking

Excel

  • Income / Expense Tracker
  • Profit & Loss Statement
  • Receipt Organizer
  • Break-Even Calculator

Budgeting & Planning

Excel

  • Annual Budget Template
  • Quarterly Business Review
  • Startup Cost Tracker

14 templates in this category

Business Formation & Admin

Set up your business the right way with guides, templates, and organizational tools.

Getting Started

Word PDF

  • LLC vs. Sole Proprietorship Guide
  • Business Startup Checklist
  • EIN Application Guide
  • DBA Registration Guide
  • Business Plan Template
  • Operating Agreement Template
  • Bank Account Setup Guide

People & Organization

Excel Word

  • Customer CRM Spreadsheet
  • Vendor Contact List
  • Employee Onboarding Checklist
  • Company Policy Handbook
  • Meeting Notes Template

12 templates in this category

Insurance & Compliance

Stay legal, stay safe, and stay insured with compliance trackers and safety checklists.

Insurance

Excel PDF

  • GL Insurance Comparison Worksheet
  • Commercial Auto Insurance Checklist
  • Workers Comp Guide
  • Tool & Equipment Inventory Tracker

Licensing & Certification

Excel

  • License Renewal Tracker
  • Continuing Education Hour Log
  • State Licensing Requirements Guide

Safety & OSHA

PDF

  • OSHA Safety Checklist (Plumbing)
  • OSHA Safety Checklist (HVAC)
  • OSHA Safety Checklist (Electrical)
  • OSHA Safety Checklist (GC)
  • OSHA Safety Checklist (Landscaping)
  • Backflow Prevention Compliance
  • EPA 608 Certification Guide
  • Arc Flash Safety Checklist
  • Lead / Asbestos Awareness
  • Pesticide Application Safety

19 templates in this category

Marketing & Growth

Grow your business with marketing templates, lead tracking, and online presence tools.

Marketing Materials

Word PDF

  • About Us Copy Template
  • Elevator Pitch Worksheet
  • Door Hanger Copy Template
  • Vehicle Wrap Copy Template
  • Social Media Posts (15 ready-to-use templates)

Strategy & Tracking

Excel PDF

  • Service Area Worksheet
  • Referral Partnership Agreement
  • GBP Optimization Checklist
  • Lead Source Tracker
  • Monthly Marketing Plan

10 templates in this category

Available for All 5 Trades

Every template is customized for your specific trade with real terminology, realistic pricing, and industry-standard categories.

Plumbing

Crewkit Plumbing LLC
~90 templates

HVAC

Crewkit HVAC LLC
~90 templates

Electrical

Crewkit Electrical LLC
~90 templates

General Contracting

Crewkit Contracting LLC
~90 templates

Landscaping

Crewkit Landscaping LLC
~90 templates

That's 100+ Templates. All Free.

Price books, contracts, invoices, tax worksheets, compliance checklists, marketing tools, and more. Enter your email above to download the complete bundle for your trade.

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