👇🏼 company TEMPLATES 👇🏼

PLEASE NOTE:

  • Download the templates to your computer by clicking the button and then edit

  • Do not use old templates from other locations on your computer, always come here to get the most up to date template

  • Always use PDF versions when sending these documents. NEVER share our templates in Word, Excel, etc.

Use the Button Block, under Design, to upload files to your website.

Proposal Template

Our Contract Proposal (Word) is used to prepare our PDF contract proposal to the client. If there will be a larger AIA contract involved, just remove the terms and conditions pages if needed. Send this in PDF format.

Estimate Spreadsheet

Our Estimate Spreadsheet (Excel) is used in conjunction with the Contract Proposal (Word). It is used to see all of the project costs in one spot, to apply markup, and to see a rollup of profit projection at the bottom. Copy the numbers from the bottom into the proposal.

Pay Application

Our Pay Application (Excel) template is used for monthly progress billings. Send this in PDF format.

Cost Codes

Our Cost Codes (Excel) template is used for updating our software with default cost codes.

Google Drive Folder Structure

Our Google Drive Folder Structure (ZIP) template is used to format all your project folders for easy replication.

New Hire Quizzes

Our New Hire Quizzes (Word) template is used for recruiting high-quality prospective candidates for your company team.