Skip to content
Instant digital downloads · Every file checked before release · Browse free resources

Use the left and right arrow keys to move between preview images.

Spreadsheet · Digital download

Handyman Business Kit

Handyman business kit: service agreement and terms, job request intake, job estimate, change order, completion sign-off, workflow SOP and an estimate, job, materials-and-mileage and profit workbook.

DOCXXLSXPDF10 files1003 KB
Price $39.99USD

  • Instant digital download — nothing is shipped.
  • Secure checkout by Stripe.
  • Version 1.0.0 · updated Nov 10, 2026.

Description

The paperwork and numbers for a handyman or home-repair business: service terms covering estimates, hourly vs fixed pricing, materials markup, change orders, hidden conditions, licensed-trade limits, pre-1978 lead-safe work and a workmanship warranty; a job request intake; printable job estimate and change order forms; a completion sign-off with punch list; and a 10-step job workflow SOP with safety basics and a van checklist. The workbook builds estimates from your own rates, tracks every job to payment, logs materials and mileage by job with markup and a still-to-bill total, and shows monthly profit.

Editable documents (6 DOCX files, US Letter): Handyman Service Agreement & Terms; Job Request & Client Intake; Job Estimate; Change Order; Job Completion & Sign-off; Job Workflow SOP & Van Checklist.

Operations workbook (9 sheets, 6,821 formulas): Settings, a 19-item price list (hourly, half/full-day blocks, flat-rate tasks and materials at markup), a job estimate calculator (deposit, cost and gross profit), a job tracker with balances and overdue flags, a materials and mileage log by job (markup, mileage cost, still-to-bill), income and expenses, a monthly profit summary and a dashboard with chart. The Example copy is filled with a fictional one-van handyman business (Steady Hand Home Repair) (110 jobs, 318 income and expense lines); the Blank copy has the price list and drop-down lists ready to edit.

Printable PDF in US Letter and A4 (11 pages): a quick start and every document, ready to print and fill in by hand.

Tested: workbook formulas recalculated in LibreOffice Calc and checked against independently computed values (example, blank and an edge-case copy); DOCX files opened and rendered in LibreOffice Writer. Not tested in Microsoft Excel, Word, Google Sheets/Docs or Apple apps.

Contract-style documents are templates, not legal advice; have them reviewed for your jurisdiction. General information, not legal, tax, accounting or safety advice.

Who it's for: Solo handymen and small home-repair crews in the US who quote, buy materials and invoice their own jobs..

Included files

  • handyman-business-kit-v1.0.0-all-files.zipAll files in one ZIP (includes licence)ZIP
  • HM-01-Handyman-Service-Agreement-and-Terms.docxClient terms for every job: scope and estimates, hourly vs fixed price, materials and markup, change orders, hidden conditions, licensed-trade limits, warranty, payment (editable DOCX, US Letter)DOCX
  • HM-02-Job-Request-and-Client-Intake.docxPhone or web intake: contact, property access, pets, home age, HOA, and a prioritized task list with photos (editable DOCX, US Letter)DOCX
  • HM-03-Job-Estimate.docxPrintable estimate: task lines with labor and materials, exclusions, deposit and client acceptance (editable DOCX, US Letter)DOCX
  • HM-04-Change-Order.docxWritten change to scope, price or schedule, with reason and signatures, approved before extra work starts (editable DOCX, US Letter)DOCX
  • HM-05-Job-Completion-and-Sign-off.docxWalk-through checklist, punch list for anything left, client sign-off and warranty start date (editable DOCX, US Letter)DOCX
  • HM-06-Job-Workflow-SOP-and-Van-Checklist.docxStandard steps from request to paid invoice, safety basics on site, and a daily van/tool checklist (editable DOCX, US Letter)DOCX
  • Handyman-Kit-Workbook-Example.xlsxOperations workbook filled with a fictional one-van handyman business (Steady Hand Home Repair): 9 sheets, 6,821 formulasXLSX
  • Handyman-Kit-Workbook-Blank.xlsxBlank operations workbook: price list and lists ready to edit, no entriesXLSX
  • Handyman-Kit-Printables-Letter.pdfPrintable kit: quick start and every document (US Letter, 11 pages)PDF
  • Handyman-Kit-Printables-A4.pdfPrintable kit (A4, 10 pages)PDF
  • LICENCE.txtLicence summaryTXT
  • Plus a single ZIP with every file and the licence (749 KB).

How to use

Start with the quick start in the PDF. Fill in Settings and the Price List in the blank workbook, then use the intake form and agreement for each new client, quote with the Quote Calculator and log every job and payment as it happens.

Customer reviews

No reviews yet. Reviews can only be written by customers who own this product.

Frequently asked questions

Is this a physical product?

No. This is a digital download. Nothing is shipped — you download the files from your account after purchase.

How do I get my files?

After payment, go to My Downloads in your account. Your purchase stays available there to re-download.

What can I do with it?

Use for yourself, your household or your own business. Print unlimited copies for that use. No reselling or sharing the files.

Does it cover licensing rules for my state?

No. The terms point out that licensed-trade work and jobs above your state's handyman limit should be referred out, but rules differ by state; check yours.

How does materials markup work?

Set a default markup on Settings. Each receipt on Materials & Mileage uses it unless you type a different % for that line; billable amounts and what's still to bill are calculated.

Can I put my own logo and business name on the documents?

Yes. Every DOCX is fully editable: replace the header with your logo, change the wording and save your own versions. The standard licence lets you use completed documents with your own clients.

Is the agreement legally binding as is?

It's a starting template, not legal advice. Rules differ by state, province and country, so have a local lawyer review it before you use it.

Do I need A4 documents?

The PDF comes in US Letter and A4. The DOCX files are set to US Letter; switch them to A4 in your word processor's page setup.

Which apps has it been tested in?

LibreOffice Calc and Writer (formulas recalculated and checked against expected values). Not tested in Excel, Word, Google Sheets/Docs or Numbers/Pages.

You may also like

More in Business