Building Smarter Isn’t the Future — It’s Now
The Contractor Checklist builds streamlined solutions
for the Construction Industry to organize, optimize,
and elevate people into the modern world
one project at a time.
The Contractor Checklist Master Class
New Homeowners
Example Lessons
Sign up First 10 lesions are Free
Understanding Your Home and Setting Up Your Digital Home Manual
Seasonal Maintenance & Preventive Care
Energy Efficiency & Smart Home Upgrades
Home Safety, Emergencies & Insurance Readiness
Long-Term Home Value & Future Upgrades
Contractors
Example Lessons
How to Pay Yourself Smarter and Reduce Taxes
How to Choose the Right Business Insurance to Avoid Overpaying
Setting Up a Retirement Plan That Doubles as a Tax Shelter
Using AI Tools to Cut Office and Admin Costs
Contractors Getting Started in Company Manual
Integrating AI Voice Recording
Getting Started – Marketing Series 1 of 10
Project Managers
Example Lessons
Introduction to Your Project Manager Manual & Digital Journal
Project Setup & Pre-Planning
Field Coordination & Daily Management
Schedule Management & Critical Path Awareness
Field Coordination & Daily Management
Using Your Manual As Your Lifelong Résumé
Using Your Manual As Your Lifelong Résumé
Homebuilder
Templates
Digital Home Manual
Detail Page
Trade Management Plan
Subcontractor Bid Tracker
Money Tracker
Contact Information
Critical Issue Sheet
Contractors
Apps & Systems
QuickBooks Online - Onboarding Employees
QuickBooks Online - Subcontractor Payment Compliance
QuickBooks Online - Progress Billing & Draw Management
QuickBooks Online - Receipt Capture & Billable Expense Tracking
QuickBooks Online - Purchase Orders & Vendor Management
Project Managers
Trade Management
Earthwork
Concrete
Framing
Siding
Roofing
Plumbing
Homebuilder
Architect & Design Phase Tips
Phase 2
Phase 3
Phase 4
Phase 5
Phase 6
Phase 7
Phase 8
Phase 9
Contractors
Business Setup
Optimize your accounts
Log everything
Make manuals for each app or system you use
+ more
We don't change anything we organize & educate
If you don't have a process, we can help
Project Managers
Store Your Knowledge
HVAC
Electrical
Drywall
Homebuilder
Learn It and Log It
Interior Designers
Handyman
Set Up Files
City Portals, Permits & Utilities
Critical Issue Sheet
Subcontractors
+ More
Contractors
Learn It and Log It
Materials & Salespeople
Real Estate Agents
Project Manager
Contractors
+ More
Project Managers
Save Your Best Videos
Cabinetry & Countertops
Tile Phase
Finish Carpentry Phase
Painting Phase
Landscaping & Site Work
Homebuilder
Legal Tips
Contractors
Subcontractors
Lien Rights & Waivers
Understanding Contracts
Tax & Financial Compliance
Legal Close-Out Preparation
+ More
Contractors
Legal Tips
COMING SOON
Project Managers
Teach Through Documentation
Use your manual to mentor others
Show how you think, plan, and solve
Create guides for future PMs
Turn mistakes into lessons learned
Build a transparent company culture
Let your journal become your teacher
Homebuilder
Money Saving Tips
Mortgage Interest
Deduction
Property Tax Deduction
Sales Tax Deduction (Instead of State Income Tax)
Cost Basis Tracking
Utility Rebates & Energy Programs
Contractors
Learn It and Log It
Marketing
Legal Tips
Money Saving Tips
+ More
Project Managers
Master Prompts & Tools
Project Organization
Learn digital tracking with purpose
Store all bid sheets in one place
Use color-coded tabs for trades
Add running totals for accuracy
Update in real time, not from memory
Let your journal become your accountant
Homebuilder
Interior Design Tips
Phase 1: The Foundation of a Successful Build
Contractors
Promote Your Business
Networking & Outreach
Marketing & Visibility
Project Managers
Refine Your Workflow
Adapt templates after each project
Add shortcuts, formulas, and tools
Track your biggest time savers
Replace clutter with smart systems
Build your next job faster
Let efficiency become your habit
Homebuilder
How Much Does Getting Help Cost?
Get 10 hrs. of feature Consulting Options
From real contractors on a series of video calls
Contractors
Ai Master Plan
Learn All About It
Master Prompts
Log valuable Videos
Ai Automation Plan
+ More
Project Managers
Capture High-Level Lessons
Summarize what each project taught you
Add key takeaways to each section
Keep notes for training others
Identify repeat problems and patterns
Transform experience into expertise
Evolve your mindset with every build
Homebuilder
Apps & Systems
Meet the team of real people teaching the sessions
Interior Designer
Contractor
Architect
Contractors
Get 160 hrs. of feature Consulting Options
From different professionals
on a series of video calls
over the next year
Below in white
Project Managers
Teach Through Documentation
Use your manual to mentor others
Show how you think, plan, and solve
Create guides for future PMs
Turn mistakes into lessons learned
Build a transparent company culture
Let your journal become your teacher
Homebuilder
Quality Control & Oversight
Site selection consulting
Budget planning and cost forecasting
Home design and style guidance
3D renderings & virtual walkthroughs
Long-term property value assessment
Contractors
Digital Tools & Automation
Site selection consulting
Budget planning and cost forecasting
Home design and style guidance
3D renderings & virtual walkthroughs
Long-term property value assessment
Project Managers
Leave Your Legacy
Our manual becomes your portfolio
A roadmap of how you mastered the craft
Organized, accessible, and alive
Every tool, video, and idea — saved
Built from real projects, not theory
A living record of your professional life
We Believe in You!
Want someone to work with us?
We are always looking for experts to team up with
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