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A clearer plan for the job.

Practical calculators and checklists for contractors working directly with homeowners.

Deposit & milestone calculator

Illustrative starting values, not a recommended deposit. Use the amounts agreed in your contract and check the requirements that apply to your job.

Approved job total ($)Agreed deposit ($)

Stage 1Amount ($)

Stage 2Amount ($)

Final balance: $11,000.00

This plans invoice amounts. It does not record payments or authorize work.

Markup, margin & job profit

Markup is profit divided by cost. Margin is profit divided by selling price. Actual results also depend on overhead, unrecorded costs, credits, and tax treatment.

Estimated or actual job cost ($)Selling price ($)

Difference before overhead

$16,000.00

Markup

50.0%

Margin

33.3%

Allowance & selection planner

Make the difference visible before a customer chooses an upgrade.

SelectionAllowance ($)Selected price ($)

Total allowance difference: $75.00

Use a separately approved change order for any change to the contract amount.

Final walkthrough checklist

A practical starting point; adapt it to your trade, scope, contract, and local requirements.

Confirm scope and approved changesWalk every room or work area with the customerRecord remaining punch items and responsible personTest fixtures, equipment, and controlsCollect manuals, warranties, and product detailsExplain care and maintenanceConfirm final invoice and payment historyRecord agreed callback items and contact details

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