For owner-led builders
Client documents for custom home builders
Proposals, welcome kits and draw schedules, made by a working custom home builder. Letter size, and ready for your logo and your numbers.
- Instant download: PDF, PowerPoint, Excel
- Letter size, ready for your logo
- 30-day money-back guarantee
- Secure checkout through Shopify
The flagship kit
Custom & Cottage Builder Proposal + Welcome Kit
CA$149
Launch price until January 15, 2027, then CA$199.
A 14-page client proposal, a 10-page welcome kit and an Excel draw schedule where you set your own sales tax and retainage or holdback. Letter size, as PDF with editable PowerPoint and Excel files.
- Proposal14 pages, PDF and editable PPTX
- Welcome kit10 pages, PDF and editable PPTX
- Draw scheduleExcel workbook, example and blank copies
- Start here5-page PDF guide
Proposal, page 8
A payment page your client reads once and understands
Page 8 sets out draws, sales tax and retainage in one place, with a sample 12-draw schedule. Each draw shows the gross amount, the retainage withheld, the tax and the total due, and the retainage release is set out below the table.
The welcome kit explains the same draws again after signing. The workbook produces the same figures, so the proposal, the welcome kit and your invoices agree.
Sample documents, not legal or tax advice. Confirm with your accountant and lawyer.
Why builders choose it
The numbers agree from the proposal to the last draw
01
Draws a client can follow
Each of the 12 sample draws shows the gross amount, the retainage withheld, the sales tax and the total due. Change orders and allowance credits land on the draw you choose.
02
Retainage from start to finish
The workbook tracks retainage, or holdback, on every draw and the running balance held, with a single release after substantial completion or staged releases at the interval you set.
03
Your tax, your label
Name the sales tax and set its rate in the workbook, and choose whether tax on the withheld amount is charged on each draw or at release.
04
Ready for waterfront sites
Pages on access in every season, rock and blasting, septic and wells, shoreline approvals, barge and winter-road logistics, and seasonal road limits.
Who it's for
Written for owner-led custom home builders
Not the right fit if you need Word or Google Docs files, or want a contract. The kit contains no contract terms. Sample documents, not legal or tax advice. Confirm with your accountant and lawyer.
- i.Custom home builders working on in-town lots, rural acreage or waterfront sites.
- ii.Owner-led firms that take on a few high-end homes a year and show clients the price line by line.
- iii.Builders who bill in milestone draws and want the client to see the draw schedule before the contract.
- iv.Builders who want one consistent client process from the first proposal to the handover.
The library
Templates by area
Twelve kits, from the first proposal to the handover. Each one is checked against its own files.
Client Experience
Documents your clients see, from the first proposal to the handover.
View the collection
Cottage & Waterfront
Templates for waterfront, island and water-access builds, where access, rock, septic and shoreline approvals shape the schedule.
View the collection
Back-Office
Estimates, schedules, change orders and the systems that run the office.
View the collection
Who makes these
Made by a working custom home builder
The Builder's Ledger is run by a builder who still prices, schedules and hands over custom homes. The paperwork is the part clients remember: a price set out line by line, allowances settled before the first selections meeting, and a draw schedule for a client who has never read one.
Clients judge a builder on the paperwork long before they see the framing. The name stays off these documents on purpose, so they carry your company's name instead of ours.
Notes for builders
Hear when new templates are ready
A short note when a new template goes on sale, and the launch price while it lasts. A few emails a month at most.
Can I edit everything?
Yes. Replace each [bracketed field] with your details and add your logo. In the workbooks, the shaded cells are inputs and the formula cells are locked to prevent accidents. The sheets are protected without a password, so you can still change the layout.
What software do I need?
PowerPoint or Keynote for the proposal and welcome kit, and Microsoft Excel for the workbook. PowerPoint files can be imported into Canva; check spacing and fonts on every page after import. Install the two free fonts first. The Start Here guide shows how.
Will the templates work where I build?
They are written for custom home builders, not for one tax system or one set of rules. Tax rates and holdback or retainage percentages are inputs in the workbook, and the warranty wording is editable text in the documents, so you set each one for your own jobs. These rules differ from place to place, so confirm yours with your accountant and lawyer before you use the documents with a client.
What is your refund policy?
If the kit isn't right for you, email us within 30 days of purchase for a full refund, no questions asked. Please delete your copies of the files after a refund.