Lead-to-Paid System for Contractors

$27

📄 PDF • 📝 Word • 🧮 Calculator

Coming soon — not listed yet.

TO BE ADDED: Etsy shop link — no shop URL is published yet. Do not guess it; add the real link only once the Etsy shop is live.

For general contractors, remodelers, roofers, HVAC, plumbers, electricians, handymen, and small home-service owners.

What’s inside

The 40-page printable PDF covers all 9 sections: Start Here, Pre-Qualify the Lead, Estimate With Confidence, Scope of Work, Change Orders, Deposits and Getting Paid, Follow-Up and Closing, Finish Strong, and Quick Reference.

What’s included

A printable PDF with the full Lead-to-Paid system — pre-qualify, estimate, scope, change order, deposit, invoice, follow-up, and review
An editable Job Profit Calculator spreadsheet — labor, materials, other costs, overhead, target margin, recommended price, deposit, balance due, and change orders, all calculated by formula
Editable Word templates — the same forms as Word documents, so you can type straight into them
Copy-ready scripts: phone pre-qualify, decline scripts, deposit texts and emails, Day 1 / 3 / 7 follow-up, price-objection responses, close scripts, and review requests

How it works

Once live, buy and download instantly after payment via Etsy.
Print the PDF, or use it on your phone/tablet.
Open the calculator, fill in the blue cells, and check your price before you quote.

Fictional example summary

EXAMPLE — FICTIONAL: A bathroom refresh job with an estimate of $8,450, worked through the estimate, scope, and change order (including a $620 subfloor change order) for a final total of $9,070, so you can see exactly how the system is used. No real client is shown.

Please note: These are general business templates only, not legal, tax, or accounting advice. Contract, deposit, and lien rules vary by state — check your state rules.