Free resource for contractors and trades owners
The Contractor's Cash & Decision Toolkit
Six one-page frameworks for tracking cash timing, job financials, and the decisions that depend on them. No software required.
Every contractor runs into the same handful of moments: a big payment lands and the cash plan needs updating, a job looks profitable on paper but the timing is off, or a decision gets made in a meeting and nobody can find it three months later.
None of that needs complicated software. It needs a consistent place to put a small number of facts, updated on a regular habit.
This toolkit gives you six of those places, ready to use: a 30-day cash timing map, a job financial review, a decision register, a quarter-end checklist, and two more. Print it, put it in a shared doc, or rebuild it in your own tool.
What's inside
- The 30-Day Cash Timing Map
- The Four-Field Record (for any number you need to trust later)
- The Five-Point Job Financial Review
- The Five-Column Decision Register
- The Capacity Decision Test (before a crew, truck, or equipment commitment)
- The Quarter-End Five Owners Checklist