Sheet D-000 · Office and field tools

Run the office
from the job site

Working demos of tools I can set up for Donaldson & Co. Every one below runs right here on sample data, so tap around. Nothing on this page touches your real jobs.

Prepared for Kirk Donaldson by Sky Coleman · October 2026

Sheet D-101 · Estimating

Blueprint to estimate

TodayMeasuring plans by hand, then building the bid in a spreadsheet after the crew goes home.

With thisThe plan gets read for you. Quantities, line items and a bid total come out the other side, and you check every number before it goes to the client.

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Sheet D-102 · Leads and clients

Leads to signed jobs

TodayLeads come in through the website, Instagram DMs, texts and referrals, and the slow replies go to the next contractor.

With thisEvery lead lands on one board, gets a reply in under a minute, and nobody falls through because a follow-up was forgotten.

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Sheet D-103 · Yard and equipment

Tools, equipment and materials

TodayTools walk off, rentals sit idle on the meter, and you find out the yard is out of drywall when the crew needs it.

With thisScan a QR sticker to check gear in and out. You always know what is at which job, what is overdue, and what to reorder.

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Sheet D-104 · Crews and subs

Crew and job schedule

TodayThe schedule lives in your head and a group text. One slipped inspection moves three subs, and you make every call yourself.

With thisMove a job and the board flags conflicts. Tomorrow's texts go out on their own, and the daily log writes itself from job photos.

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Sheet D-105 · Also on the table

More I can set up

Change orders on a phone

Write the change on site, price it, and the client signs on their phone before the work starts.

Deposits and progress invoices

Payment schedule from the bid turns into invoices at each stage, with card and bank payment links.

Job costing

Estimate against actual on every job, so you see which kind of work actually makes money.

Permits and inspections

One list of every permit and inspection by job, with reminders before anything holds up a crew.

Missed call, instant text

When you are on a ladder and miss a call, the caller gets a text back right away so the lead stays yours.

Reviews after every job

A review request goes out at closeout, timed for when the client is happiest.

Job photos to posts

Before and after photos from the job folder become ready-to-post Instagram drafts for both accounts.

Sub bid invites

Send a scope to your subs, collect their numbers in one place, and compare them side by side.

Sheet D-106 · Crew reminders

Reminders that chase for you

TodayYou text every crew and sub the night before, then call the one who never answered.

With thisSet the rules once. Reminders go out on time, no-replies get chased, and you only hear about the ones that need you.

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Sheet D-107 · Job costing

Job cost tracking

TodayYou find out what a job made after it is over, if the receipts ever get sorted.

With thisSnap a receipt and it lands on the right job and cost code. You see the margin while there is still time to fix it.

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Sheet D-108 · Getting found

Local SEO audit

TodayHomeowners search "contractor near me" and pick from whoever shows up with the most reviews.

With thisA real check of how Donaldson & Co. shows up online right now, and a ranked list of fixes.

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Sheet D-109 · Bid research

Bid researcher

TodayLooking up permit rules, labor rates and material prices by hand for every bid, or guessing from the last one.

With thisIt checks permit rules, local wage rates, supplier prices and your past jobs, and every number links to where it came from.

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Sheet D-110 · Takeoff

Material takeoff you can check

TodayCounting outlets and studs off the plan set by hand, and redoing it when the plans change.

With thisUpload the plan set. The AI pulls materials and quantities with the sheet each came from. You verify, price, comment, and it updates the project docs.

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Next step

Pick the one that would save you the most time this month

That one gets set up first, on your real jobs, and we build from there.

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