The_Handyman_Business_Blueprint_Complete_Digital_Toolkit.xlsx

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1	THE HANDYMAN BUSINESS BLUEPRINT — DIGITAL TOOLKIT
2	THE HANDYMAN BUSINESS BLUEPRINT — DIGITAL TOOLKIT
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4	By Andy Kane • Before You Call a Contractor
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6	Tool	What it does	Best time to use it
7	Hourly Rate	Helps calculate the hourly rate your business needs to charge.	Set up and review pricing
8	Estimate Builder	Breaks a job into labor, materials, travel and other costs.	Before quoting larger jobs
9	Customer Tracker	Keeps customer history, repeat work and referral notes.	After every customer/job
10	Lead Tracker	Tracks potential customers and follow-up.	When calls/messages come in
11	Invoice Tracker	Tracks invoices, due dates, payments and balances.	Every time you bill a customer
12	Monthly Numbers	Summarizes revenue, expenses, profit and tax reserve.	Monthly
13	Expense Tracker	Records business expenses by category.	As expenses occur
14	Profitability Review	Compares job types and what you actually earned per labor hour.	Monthly/quarterly
15	Job Checklist	Helps make sure a job is completed and closed out properly.	At the end of each job
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18	QUICK START
19	1.	Start with Hourly Rate and enter your own business numbers.
20	2.	Use Estimate Builder before quoting jobs that require an estimate.
21	3.	Track customers, leads, invoices and expenses as you go.
22	4.	Review Monthly Numbers and Profitability Review regularly.
23	5.	These tools are for planning and recordkeeping; tax, legal and insurance requirements vary by location.
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25	Book companion resource • BeforeYouCallAContractor.com/toolkit
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