Ultimate Contractor Resource Guide (Calm Edition)
How to use this guide: You don’t need everything here. Pick what helps you right now and ignore the rest.
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Table of Contents
- Section 1: Foundations
- Section 2: Getting Found
- Section 3: Estimating, Pricing & Money Clarity
- Section 4: Project Organization
- Section 5: Marketing (Without Becoming a Marketer)
- Section 6: Content & Documentation
- Section 7: Learning, Community & Perspective
- Section 8 (Optional): Legal & Contract Resources
- Section 9 (Optional): Hiring & Payroll
- Section 10 (Very Selective): AI Tools
Section 1: Foundations (Start Here)
This section is for contractors who feel new, overwhelmed, or unsure what actually matters. You do not need everything listed here.
Business Legitimacy & Basics
State Contractor Licensing Website
What it is: Your official state licensing authority
Best for: Every contractor
Link: Search “[Your State] contractor license”
Start here: Verify requirements → apply or renew → save login info
Next Insurance (General Liability)
What it is: Simple online business insurance for contractors
Best for: New to growing contractors
Link: Next Insurance
Start here: Select your trade → choose general liability → get proof of insurance
Hiscox Business Insurance
What it is: Contractor-focused liability and small business coverage
Best for: Contractors needing flexible coverage
Link: Hiscox
Start here: Get a quote → compare limits → download COI
Local CPA (Finder Tool)
What it is: Professional tax and setup guidance
Best for: First-year contractors
Link: AICPA – Find a CPA
Start here: Find CPA → book setup consult → ask about quarterly taxes
Money Awareness (Before Accounting)
Business Checking Account (Chase / Local Credit Union)
What it is: Separate bank account for business income and expenses
Best for: Every contractor
Link: Chase Business
Start here: Open account → deposit all job payments here only
Wave Invoicing
What it is: Free invoicing and basic accounting software
Best for: New contractors
Link: Wave
Start here: Create invoice → send to customer → track paid/unpaid
QuickBooks Online
What it is: Industry-standard small business accounting
Best for: Growing contractors
Link: QuickBooks Online
Start here: Connect bank → categorize transactions weekly
Expensify
What it is: Receipt capture and expense tracking
Best for: Contractors with lots of receipts
Link: Expensify
Start here: Scan receipts → sync monthly
Time & Capacity Awareness
Google Calendar
What it is: Simple scheduling and time visibility
Best for: Every contractor
Link: Google Calendar
Start here: Block work hours → block personal time
Toggl Track
What it is: Simple time tracking app
Best for: Understanding where time goes
Link: Toggl Track
Start here: Track one week → review patterns
Communication Essentials
Google Voice
What it is: Dedicated business phone number
Best for: Solo contractors
Link: Google Voice
Start here: Choose number → use only for business
Google Workspace Email
What it is: Professional email tied to your domain
Best for: Credibility and organization
Link: Google Workspace
Start here: Create email → stop using personal inbox
Jobber (Estimates Only)
What it is: Field service software with clean estimates
Best for: Contractors wanting professional proposals
Link: Jobber
Start here: Create estimate → send PDF → require approval
File & Information Organization
Google Drive
What it is: Cloud storage for documents and photos
Best for: Every contractor
Link: Google Drive
Start here: Create folders → store every job file here
Suggested folders: Jobs / Estimates / Invoices / Receipts / Reference Photos
If you only do three things from this section:
- Open a business bank account
- Send written estimates
- Store everything in one place
Section 2: Getting Found (Calm Visibility)
This section is about being findable, not famous.
Google Business Profile
What it is: Free local listing that shows up in Google Search and Maps
Best for: Every contractor
Link: Google Business Profile
Start here: Claim listing → add services → add hours → upload 5 real job photos
Google Reviews (Built-In to GBP)
What it is: Customer reviews tied to your Google listing
Best for: Trust and credibility
Link: Managed inside Google Business Profile
Start here: Ask 3 recent customers → send review link → reply to each review
Carrd
What it is: One-page website builder
Best for: New contractors who just need a presence
Link: Carrd
Start here: Choose simple template → add services, city, contact info
Squarespace
What it is: Website builder with hosting included
Best for: Contractors wanting a clean multi-page site
Link: Squarespace
Start here: Pick service template → add About, Services, Contact
WordPress + Hosting (Optional)
What it is: More flexible website platform
Best for: Contractors planning content later
Link: WordPress.org
Start here: Install → keep theme simple → avoid plugin bloat
Yelp (Selective Use)
What it is: Local business directory
Best for: Service-area businesses
Link: Yelp
Start here: Claim listing → fill basics → ignore ads initially
Nextdoor
What it is: Neighborhood-based social platform
Best for: Residential contractors
Link: Nextdoor
Start here: Claim business → answer local questions → no selling
Contact Form (Website or Jobber)
What it is: Simple way for customers to reach you
Best for: Reducing missed leads
Link: Use built-in website form or Jobber form
Start here: Test submission → confirm notifications work
If you only do three things from this section:
- Fully complete your Google Business Profile
- Have a simple website or page
- Make it easy for people to contact you
Section 3: Estimating, Pricing & Money Clarity
The goal is to know what a job costs you and price it honestly.
Estimating Tools (Simple First)
Jobber (Estimates & Quotes)
What it is: Clean estimating and proposal software for contractors
Best for: Most service and small project contractors
Link: Jobber
Start here: Create basic service template → customize per job → require approval
ContractorTools
What it is: Mobile estimating and invoicing app
Best for: On-site estimating
Link: ContractorTools
Start here: Build item list → save common tasks
Joist
What it is: Simple estimates and invoices from your phone
Best for: Solo contractors
Link: Joist
Start here: Create first estimate → send PDF
STACK (Takeoff & Estimating)
What it is: Cloud takeoff + estimating platform
Best for: Contractors who bid from plans regularly
Link: STACK
Start here: Upload one plan set → run one takeoff → export estimate
PlanSwift (Takeoff)
What it is: Desktop takeoff software
Best for: Estimators who prefer desktop workflow
Link: PlanSwift
Start here: Start with one trade → build assemblies as you go
Bluebeam Revu (PDF Markup + Takeoff-ish)
What it is: PDF markup and measurement tool
Best for: Contractors who live in PDFs
Link: Bluebeam
Start here: Learn measurements + tool sets → standardize your markup
Pricing Education
Markup vs Margin Calculator (OMNI Calculator)
What it is: Calculator to understand profit correctly
Best for: Every contractor
Link: OMNI Markup Calculator
Start here: Enter sample numbers → see real margin
Markup & Profit (Core Concepts)
What it is: Core pricing education used across trades
Best for: Contractors confused about pricing
Link: Search “construction markup vs margin”
Start here: Learn difference → apply to one job
Job Costing (Know the Truth)
QuickBooks Online (Job Costing)
What it is: Accounting software with job tracking
Best for: Contractors running multiple jobs
Link: QuickBooks Online
Start here: Assign expenses to jobs → review monthly
Knowify
What it is: Job costing and project tracking for contractors
Best for: Trades and remodelers
Link: Knowify
Start here: Track labor + materials → review job profit
RSMeans Data
What it is: Cost data reference used across construction
Best for: Pricing sanity checks and budgeting
Link: RSMeans
Start here: Use to reality-check assumptions (not to price blindly)
Craftsman Book Company (Estimating Books & Pricing Guides)
What it is: Trade-friendly estimating references
Best for: Contractors who want a baseline and templates
Link: Craftsman Book
Start here: Pick one estimating book for your trade → use as baseline
Invoicing & Getting Paid
Wave Invoicing
What it is: Free invoicing with payment tracking
Best for: New contractors
Link: Wave
Start here: Invoice immediately → set due dates
Stripe
What it is: Online payment processing
Best for: Credit card payments
Link: Stripe
Start here: Connect bank → add payment link to invoice
Square
What it is: In-person and online payments
Best for: On-site work
Link: Square
Start here: Set up reader → accept card payments
If you only do three things from this section:
- Use one estimating tool consistently
- Learn the difference between markup and margin
- Review job numbers monthly
Section 4: Project Organization (Reduce Chaos)
You need one place to track jobs, communicate clearly, and store proof.
Jobber (Job Management)
What it is: Job tracking, scheduling, and client communication
Best for: Service and small project contractors
Link: Jobber
Start here: Create job → attach estimate → schedule work
Trello
What it is: Simple visual task and job tracking
Best for: Contractors who prefer simple boards
Link: Trello
Start here: Create board → columns: Leads / Scheduled / Done
CompanyCam
What it is: Photo documentation built for contractors
Best for: Proof, disputes, and organization
Link: CompanyCam
Start here: Take before/during/after photos → tag by job
Google Photos (Job Albums)
What it is: Cloud photo storage
Best for: Simple documentation
Link: Google Photos
Start here: Create album per job → upload photos same day
Jobber Client Hub
What it is: Client portal for approvals, invoices, and messages
Best for: Reducing back-and-forth
Link: Included with Jobber
Start here: Invite client → keep communication in one place
Google Calendar (Shared)
What it is: Shared scheduling for you and crew
Best for: Small teams
Link: Google Calendar
Start here: Share calendar → block jobs clearly
Clockify
What it is: Simple time tracking for crews
Best for: Labor awareness
Link: Clockify
Start here: Track job hours → review weekly
If you only do three things from this section:
- Track every job in one system
- Take photos before and after work
- Keep client communication in one place
Section 5: Marketing (Without Becoming a Marketer)
Marketing here means making it easy for the right people to understand what you do and feel confident reaching out.
NiceJob
What it is: Automated review requests
Best for: Contractors who forget to ask for reviews
Link: NiceJob
Start here: Connect Google → send review requests automatically
Canva
What it is: Simple design tool for posts and graphics
Best for: Non-designers
Link: Canva
Start here: Use one brand template → reuse it
Smartphone Camera
What it is: Your phone camera
Best for: Job photos and short videos
Link: Built-in
Start here: Take 1 before + 1 after photo per job
Instagram (Optional)
What it is: Visual platform for sharing work
Best for: Residential and design-forward trades
Link: Instagram
Start here: Post finished work occasionally → no daily commitment
Facebook Business Page
What it is: Business presence tied to Facebook
Best for: Local trust and visibility
Link: Facebook for Business
Start here: Fill out profile → link website → stop overposting
If you only do three things from this section:
- Collect reviews consistently
- Share real work occasionally
- Keep your contact info clear
Section 6: Content & Documentation (Modern Contractor Skills)
Document your work once so it can serve you multiple times: proof, protection, marketing, training.
CompanyCam
What it is: Contractor-focused photo documentation
Best for: Proof, disputes, organization
Link: CompanyCam
Start here: Take before/during/after photos → tag by job
Google Drive (Job Folders)
What it is: Central storage for job documentation
Best for: Every contractor
Link: Google Drive
Start here: Store photos, estimates, invoices per job
CapCut
What it is: Simple video editing app
Best for: Basic trimming and captions
Link: CapCut
Start here: Trim clip → add text → export
Simple File Naming Convention
What it is: A consistent naming habit (so files are findable later)
Best for: Long-term sanity
Example:
ClientName_Date_Description
Start here: Rename files the same day
If you only do three things from this section:
- Take photos on every job
- Store them in one place
- Keep filenames consistent
Section 7: Learning, Community & Perspective
Learning should steady you — not make you feel inadequate.
Podcasts (Pick One or Two)
Contracting Simplified Podcast
What it is: Calm, practical guidance for the next generation of contractors
Best for: Contractors who want clarity without hype
Link: Contracting Simplified Podcast
Start here: Begin with foundational episodes → listen during work or drive time
The Modern Craftsman Podcast
What it is: Real conversations with working craftsmen
Best for: Perspective and encouragement
Link: The Modern Craftsman Podcast
Start here: Listen during drive time
Fine Homebuilding Podcast
What it is: Craft and building science discussions
Best for: Skill depth
Link: Fine Homebuilding Podcast
Start here: Pick relevant episodes only
Books (Evergreen)
Profit First (Mike Michalowicz)
What it is: Cash flow mindset for small businesses
Best for: Money clarity
Link: Profit First
Start here: Apply one principle at a time
The E-Myth Contractor (Michael E. Gerber)
What it is: Systems thinking applied to contracting businesses
Best for: Contractors stuck working in the business
Link: E-Myth
Start here: Focus on systems, not scale
Markup & Profit (Michael Stone)
What it is: Practical pricing and profit education for contractors
Best for: Contractors undercharging without realizing it
Link: Markup & Profit
Start here: Learn true overhead → correct pricing
The Visual Handbook of Building and Remodeling (Charlie Wing)
What it is: Clear, illustrated building reference
Best for: Remodelers and GCs who want better building knowledge
Link: Search “Visual Handbook of Building and Remodeling Charlie Wing”
Start here: Use it as a jobsite reference
Fine Homebuilding (Magazine / Books)
What it is: Craft-first building education
Best for: Contractors who want to raise quality over time
Link: Fine Homebuilding
Start here: Read to improve details, not compare yourself
High Output Management (Andrew S. Grove)
What it is: Practical management thinking
Best for: Owners starting to lead people and systems
Link: Search “High Output Management Andy Grove”
Start here: Apply one concept at a time
The Checklist Manifesto (Atul Gawande)
What it is: How simple checklists reduce mistakes
Best for: Any contractor building repeatable processes
Link: Search “The Checklist Manifesto”
Start here: Make one checklist for your most common job
The Goal (Eliyahu M. Goldratt)
What it is: Thinking clearly about constraints and flow
Best for: Owners overwhelmed by bottlenecks
Link: Search “The Goal Goldratt”
Start here: Read for perspective, not tactics
Essentialism (Greg McKeown)
What it is: Doing less, but better
Best for: Contractors spread too thin
Link: Essentialism
Start here: Identify what to remove, not add
Communities (Optional, Selective)
Local Trade Associations
What it is: Regional peer connection and in-person learning
Best for: Community without algorithms
Link: Search “[Your Trade] association near me”
Start here: Attend one meeting → no obligation
If you only do three things from this section:
- Learn from people still doing the work
- Avoid guru-heavy spaces
- Stay connected to craft
Section 8 (Optional): Legal & Contract Resources
You’re not trying to become a lawyer. You’re trying to put expectations in writing and reduce surprises.
Standard Contract Libraries
AIA Contract Documents
What it is: Widely-used construction contract templates
Best for: Bigger remodels / projects where standard forms are expected
Link: AIA Contract Documents
Start here: Choose the simplest owner-contractor agreement that fits your job
ConsensusDocs
What it is: Standard construction contracts designed for collaboration
Best for: Contractors who want fair, balanced templates
Link: ConsensusDocs
Start here: Start with a core agreement → add exhibits as needed
EJCDC Contract Documents
What it is: Standard documents used in engineering / public works contexts
Best for: Sitework, utilities, civil-type projects
Link: EJCDC
Start here: Use when the job is designed around EJCDC language
Simple Legal Tools
DocuSign
What it is: E-signatures for estimates and agreements
Best for: Getting approvals without chasing paper
Link: DocuSign
Start here: Upload agreement → add signature fields → send
HelloSign (Dropbox Sign)
What it is: Lightweight e-sign tool
Best for: Approvals, change orders, waivers
Link: Dropbox Sign
Start here: Use for approvals, change orders, and waivers
Levelset (Lien Waivers & Payment Protection)
What it is: Payment protection tools (waivers, notices, lien help)
Best for: Contractors who want fewer payment surprises
Link: Levelset
Start here: Learn lien rules in your state → use correct waiver forms
Section 9 (Optional): Hiring & Payroll
Only use this section when you’re hiring intentionally. The goal is to pay people correctly and reduce admin stress.
Payroll Platforms
Gusto
What it is: Payroll + basic HR for small teams
Best for: Contractors hiring their first employees
Link: Gusto
Start here: Run your first payroll → enable tax filings
QuickBooks Payroll
What it is: Payroll that integrates with QuickBooks
Best for: Contractors already using QuickBooks
Link: QuickBooks Payroll
Start here: Connect to QBO → set pay schedules
Homebase
What it is: Scheduling + time tracking + payroll for hourly teams
Best for: Crews with hourly workers
Link: Homebase
Start here: Add team → set schedules → track time
ADP RUN
What it is: Established payroll provider
Best for: More traditional payroll setup
Link: ADP
Start here: Compare pricing → confirm contractor-friendly support
Hiring Pipelines (Lightweight)
Indeed
What it is: Job posting and hiring marketplace
Best for: Entry-level and mid-level hires
Link: Indeed
Start here: Write a clear job post → screen for attitude + reliability
Facebook Jobs / Local Trade Groups
What it is: Local hiring through community
Best for: Relationship-based hiring
Link: Facebook Jobs
Start here: Post once → ask for referrals
Section 10 (Very Selective): AI Tools for Contractors
AI is a helper, not a replacement. Use it to reduce admin work. Avoid uploading sensitive customer plans or personal info unless you understand the tool’s privacy controls.
General-Purpose AI (Light Use)
ChatGPT
What it is: Writing and thinking assistant
Best for: Drafting emails, scope notes, follow-ups, checklists
Link: ChatGPT
Start here: Ask it to rewrite your estimate notes into a clear scope of work
Grammarly
What it is: Writing clarity assistant
Best for: Emails, proposals, customer communication
Link: Grammarly
Start here: Run your estimate text through it before sending
Construction-Specific AI (Only If You Already Use These Platforms)
STACK Assist
What it is: Chat with construction documents inside STACK
Best for: Estimators bidding from plan sets
Link: STACK Assist
Start here: Ask plan questions → verify sheet references
Autodesk Construction Cloud – AI / Assistant
What it is: AI features inside Autodesk’s construction workflows
Best for: Teams already using Autodesk tools
Link: Autodesk AI in Construction
Start here: Use it to find spec items faster and reduce searching
Procore Assist / Procore AI
What it is: AI features inside Procore (search, summarization, workflows)
Best for: Companies already running Procore
Link: Procore Assist
Start here: Use it to pull answers from project data faster
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