Free templates you can put your name on

Construction punch list and deficiency list template

One row per item, from the walkthrough to the sign-off. Who is responsible, when it is due, whether it has been done, and — separately — whether you have checked it yourself. Overdue flags itself, and stops flagging the moment the work is complete, so the list shows what is actually outstanding rather than what is waiting on your paperwork.

Construction RFI template and tracking log

A one-question RFI form you can print or send, and a log that shows what you have asked, who owes you an answer and how long it has been sitting. A filled example runs a real-shaped question — a beam bearing on a wall thinner than the drawing shows — from the site to the answer and the revised detail.

Construction quality control checklist you will actually use

Twenty-eight hold points across a residential build, ordered by the sequence work happens in — each one a thing to verify before the next trade covers it. Pass/fail dropdowns, who checked, the date, whether a photo was taken, and room for the deficiency. Download it and put your name on it.

Construction estimate template built for Canadian quoting

An editable Excel estimate with itemized labour, materials, and subcontract lines, per-line markup, and a provincial tax lookup that applies GST, HST, or combined rates to the total. Download it, put your name on it, and quote — no email gate.

Job costing template: budget, committed, actual

A working budget-vs-actual spreadsheet with fifteen standard residential cost codes. Enter your budget, the POs and subcontracts you've committed, and the bills you've approved — it computes remaining budget per code and flags any code that's OVER or approaching its budget.

A change order form that protects your margin

The change nobody wrote down is the profit you gave away. This editable form captures the scope change, the reason, itemized pricing with a tax line, the schedule impact, and both signatures — and computes the revised contract value so there's never a dispute about the new total.

What your preconstruction agreement needs to say

Preconstruction is the phase where a builder does real work — budgets, constructability review, schedule, trade pricing — before there is a construction contract to be paid under. This is the checklist of terms that decides whether that work is paid for and whether the estimate you produce binds you. Thirty items across scope, fee, deliverables, design responsibility and conversion, with a column for who confirms each one.

A construction invoice that handles tax and holdback

Most invoice templates are built for selling a product: description, quantity, price, tax, done. Construction is not that. You bill against work completed, tax changes with the province, and on many jobs a percentage is withheld from every payment and released much later. This one does all three, and every formula is visible so you can check it.

A proposal with the exclusions written down

Most disputes on small and mid-sized jobs are not about the price. They are about something the client assumed was included and the contractor assumed was not. This proposal template gives that assumption its own section, ahead of the price, because a sentence written before the job starts is worth more than any argument after it.

A schedule that recalculates when the job slips

A schedule stops being useful the moment it becomes a picture of what you hoped would happen. This one is built so that moving one date moves everything downstream: enter a start and a duration in working days, and each task chains from the one before it, skipping weekends. Tasks that should have finished by today are flagged automatically.

A daily log your crew can finish before leaving site

Five sections, each short enough that a site lead will actually fill it: who was on site and for how long, what got built and where, what arrived, what went wrong, and who visited. Hours total themselves from start and finish times.

A bid with the conditions it depends on

A bid is a price plus the assumptions behind it. This one prices the scope line by line, carries contingency and overhead as visible percentages rather than buried loading, and gives exclusions their own section ahead of the schedule.

Plan the cost before the job starts

Sixteen categories from site setup through handover, each split into labour, materials, subcontract and equipment. Add contingency and overhead, put the contract value at the top, and the sheet shows the margin the plan actually leaves you.

A Canadian progress claim with holdback built in

The claim Canadian contractors actually submit: a schedule of values, what was claimed before, what is claimed now, percentage complete per line, statutory holdback retained, tax by province, and the amount due. Every formula is visible.