The Office Set: Estimate, Schedule, Trades and Procedures

The back office of a custom home build, in one bundle. Estimate and track job cost line by line, schedule about 120 tasks with seasonal work windows and a Gantt chart, level bids and track trade insurance and compliance, log every change order, and run the company on 14 written procedures from the first enquiry to warranty service. Excel workbooks with example and blank versions, and an editable playbook in PDF, PowerPoint and Word.

What's included:

• Custom Home Estimate, Budget & Job-Cost Workbook (EST-02, EST-02-Estimate-Budget-Job-Cost-Workbook.zip): Estimate, Budget & Job-Cost workbook (example + blank XLSX), Start Here PDF.
• Custom Home & Cottage Construction Schedule (SCH-06, SCH-06-Construction-Schedule.zip): Construction Schedule workbook (example + blank XLSX), Start Here PDF.
• Trade Partner Management Kit (TRD-07, TRD-07-Trade-Partner-Management-Kit.zip): Trade Partner workbook (example + blank XLSX), Trade Partner Handbook (PDF + PPTX), Start Here PDF.
• Change Order System (CO-05, CO-05-Change-Order-System.zip): Change Order Log (example + blank XLSX), Change Order Form (PDF + PPTX), Change Order Guide (PDF), Start Here PDF.
• SOP & Operations Playbook (SOP-11, SOP-11-Operations-Playbook.zip): Operations Playbook (PDF + PPTX + DOCX), Operations workbook (example + blank XLSX), Start Here PDF.
• Start Here index (00-Start-Here-BND-02.pdf and .txt): the products in order of use, licence, refund and support.

Launch price (until January 15, 2027): CA$249
Bought separately at launch prices: CA$395. Saving: CA$146 (37%).
Regular price from January 15, 2027: CA$329 (separately CA$525; saving CA$196).

Licence: one business, unlimited projects of your own; finished documents may be shared with clients; no reselling or sharing the templates.
Refund: 30-day refund, the same as single products.
Support: support@thebuildersledger.com