Field-Ready TemplatesBuilt for Contractors

Most contractors don't lose money because they're bad at their trade — they lose it because no one taught them the business side of commercial construction. This free field guide covers the 7 most costly mistakes and exactly how to avoid them.

• No change order documentation
• Bidding blind — no estimate tracking
• Unanswered RFIs eating your margin
• No capability statement on file
• Missing contract protections
• No daily field reports
• Instant PDF download — no email required

A polished, editable Word document to present your company's qualifications, past performance, and core competencies to GCs and owners.

• Editable Word (.docx) format
• Core competencies section
• Past performance layout
• NAICS/NIGP code fields
• Differentiators section
• Professional design ready to brand

Professional fillable PDF for documenting daily site activity, crew counts, weather, equipment, and progress notes. Built for commercial job sites.

• Fillable PDF format
• Crew & subcontractor tracking
• Weather & site conditions log
• Equipment usage section
• Photo documentation notes
• Supervisor sign-off field

Protect your margins with a professional change order form that documents scope changes, cost impacts, schedule adjustments, and approval chains — built for commercial job sites.

• Full scope change documentation
• Cost breakdown table
• Schedule impact fields
• Multi-party approval blocks
• Reference to original contract
• Excel format

Track every change order across your project in one place — running totals, approval status, and contract value impact at a glance.

• Excel/Google Sheets format
• Running contract value total
• Approval status tracking
• CO number & date log
• Linked to original scope
• Summary dashboard tab

Track every material and equipment item from submittal through delivery and installation. Includes submittal status, lead times, order dates, required on-site dates, projected vs actual delivery, and days early/late — with automatic schedule risk alerts. Built from 20+ years of commercial construction experience.

• Submittal status tracking
• Lead time & order date fields
• Projected vs. actual delivery
• Days early/late auto-calculated
• Automatic schedule risk alerts
• Excel (.xlsx) format

Compare your bid against actual spend line by line and see exactly where you'll finish before it's too late. Auto-calculates variance, variance %, and projected final cost at completion. Variance over 10% triggers a visual alert. The tool that closes the gap between what you bid and what you actually spend.

• Line-item bid vs. actual comparison
• Auto-calculated variance & variance %
• Projected final cost at completion
• Visual alert at 10%+ variance
• Cost code breakdown
• Excel (.xlsx) format

A professionally formatted Request for Information template for commercial contractors. Includes project info, subject line, detailed question section, document references table, proposed solution section, schedule and cost impact checkboxes, response section, and dual signature block. Built to protect you — never proceed with unanswered work without a documented RFI.

• Project info & subject line fields
• Detailed question section
• Document references table
• Schedule & cost impact checkboxes
• Response section & dual signature block
• Word (.docx) format

Track every RFI from submission through close. Logs submitted date, submitted to, subject, drawing reference, response deadline, actual response date, days open (auto-calculated, flags red if over 14 days open), schedule impact, cost impact, and status. Dashboard shows total open, responded, closed, average response time, and RFIs with schedule or cost impact.

• Full RFI lifecycle tracking
• Days open auto-calculated
• Red flag at 14+ days open
• Schedule & cost impact columns
• Dashboard: open, responded, closed
• Excel (.xlsx) format

Everything you need to manage RFIs professionally on any commercial project. Submit RFIs with the proper format, track every one through to close, and never lose a documented answer again. Includes the CPJ RFI Template (Word) and CPJ RFI Log (Excel). Save $12 vs buying separately.

• RFI Template (Word .docx)
• RFI Log (Excel .xlsx)
• Full RFI lifecycle coverage
• Auto-calculated days open & alerts
• Save $12 vs buying separately

A legally structured subcontractor agreement covering scope, payment terms, insurance requirements, and dispute resolution.

• Editable Word (.docx) format
• Scope of work section
• Payment terms & schedule
• Insurance & liability clauses
• Dispute resolution language
• Signature blocks included

Everything you need to manage change orders professionally on any commercial project. Submit change orders with the right format and auto-calculating cost summary, then track every COR from submission through final approval with a live dashboard. Includes the CPJ Change Order Request Template and CPJ Change Order Log. Save $9 vs buying separately.

• Change Order Request Template (Excel)
• Change Order Log (Excel)
• Auto-calculating cost summary
• Live approval status dashboard
• Save $9 vs buying separately