Resource library

Find the contractor calculator, template, scorecard, PDF, or downloadable checklist for the bottleneck in front of you.

Filter by contractor finance, hiring, marketing, local SEO, lead response, operations, planning, templates, scorecards, or downloadable PDFs instead of digging through every tool. Each resource tells you when to use it, which trade or business stage it fits, and what decision it should unlock.

Best starting point

Not sure what to pick?

Start with benchmarks if you do not know the leak. Use owner-pay targets for finance pressure, the marketing path for demand leaks, the operations path for process leaks, and the hiring scorecard before payroll decisions.

Start by problem →
Finance Calculator

Contractor Owner Pay + Break-Even Target Planner

Calculate contractor owner pay, break-even revenue, booked jobs, gross margin, and salary targets before pricing, hiring, or buying leads.

Stage
Growing crew
Trade fit
All trades
Time
8 minutes
Format
Calculator

Use this before

Use this before adding another crew, raising ad spend, or accepting low-margin work.

Open resource →
Hiring Scorecard

Contractor Hiring Pipeline Scorecard by Trade

Score contractor hiring readiness, lead flow, margin, documented systems, cash runway, and manager capacity before posting the next trade job.

Stage
First hire / scaling
Trade fit
Trade-specific
Time
10 minutes
Format
Scorecard

Use this before

Use this before hiring a tech, crew lead, estimator, dispatcher, admin, or project coordinator.

Open resource →
Finance Path

Contractor Finance Resources

Follow a segmented path for owner pay, break-even targets, pricing calculators, profit reviews, and margin tools.

Stage
Pricing / profit
Trade fit
All trades
Time
Browse
Format
Path

Use this before

Use this before hiring, buying leads, raising prices, or accepting another low-margin job.

Open resource →
Hiring Path

Contractor Hiring Resources

Follow a segmented path for hiring readiness, scorecards, payroll risk, onboarding, and first-hire checklists.

Stage
First hire / scaling
Trade fit
Trade-specific
Time
Browse
Format
Path

Use this before

Use this before posting a job, promoting a crew lead, or adding payroll without a clear role.

Open resource →
Marketing Path

Contractor Marketing Resources

Follow a segmented path for local SEO, lead response, reviews, ads, website-readiness, and follow-up resources.

Stage
Lead generation / conversion
Trade fit
All trades
Time
Browse
Format
Path

Use this before

Use this before spending more on leads or rebuilding the website without knowing the real marketing leak.

Open resource →
Operations Path

Contractor Operations Resources

Follow a segmented path for SOPs, onboarding, estimate follow-up, missed-call recovery, scheduling, and repeatable workflows.

Stage
Systemizing
Trade fit
All trades
Time
Browse
Format
Path

Use this before

Use this before hiring admin help, adding crews, switching software, or blaming the team for an undocumented process.

Open resource →
Technology Path

Contractor Technology Resources

Follow a segmented path for CRM, AI tools, scheduling software, website builders, automation, and field-service platforms.

Stage
Software / automation
Trade fit
All trades
Time
Browse
Format
Path

Use this before

Use this before booking software demos, adding automation, or paying for a tool the team will not use.

Open resource →
Website Path

Contractor Website Resources

Follow a segmented path for website readiness, service-area pages, builder comparisons, profile-link decisions, and website-readiness checks.

Stage
Website readiness
Trade fit
All trades
Time
Browse
Format
Path

Use this before

Use this before rebuilding the website, buying ads, or publishing another generic service page.

Open resource →
Local SEO Path

Contractor Profile Link Resources

Follow a focused path for GBP website links, QR cards, social bios, review links, referral handoffs, Linktree alternatives, and local profile setup decisions.

Stage
Profile / QR / social routing
Trade fit
All trades
Time
Browse
Format
Path

Use this before

Use this before sending profile, QR, review, referral, or social traffic to a generic button page or weak homepage.

Open resource →
Local SEO Path

Contractor Review Resources

Follow a focused path for Google review links, review QR cards, review request scripts, AI review responses, and review follow-up SOPs.

Stage
Reviews / local proof
Trade fit
All trades
Time
Browse
Format
Path

Use this before

Use this before asking for more reviews, printing review QR cards, sending invoice review links, or replying to Google reviews with canned AI copy.

Open resource →
Local SEO Path

Contractor Reputation Resources

Follow a broader path for reviews, testimonials, before-and-after photos, trust signals, service-area proof, website proof, and website-vs-profile routing decisions.

Stage
Reputation / local proof
Trade fit
All trades
Time
Browse
Format
Path

Use this before

Use this before buying more traffic, rebuilding the website, or printing QR cards when homeowners still do not see enough proof to trust the company.

Open resource →
Local SEO Path

Contractor Testimonial Resources

Follow a focused path for customer quotes, photo permission, city proof, service proof, testimonial placement, and website-ready local proof.

Stage
Testimonials / website proof
Trade fit
All trades
Time
Browse
Format
Path

Use this before

Use this before burying testimonials on one page, publishing vague quotes, or rebuilding service pages without real customer proof.

Open resource →
Local SEO Download

Contractor Testimonial Placement Map

Map approved customer quotes to service pages, city pages, galleries, quote forms, permission status, and next CTAs.

Stage
Testimonials / website proof
Trade fit
All trades
Time
9 minutes
Format
Download

Use this before

Use this before publishing testimonials on a generic page or rebuilding service and city pages without proof placement.

Open resource →
Local SEO Path

Contractor QR Card Resources

Route QR codes on trucks, business cards, invoices, review cards, yard signs, and referral cards to the right profile, review, or website destination.

Stage
QR / print / review routing
Trade fit
All trades
Time
Browse
Format
Path

Use this before

Use this before printing QR codes, ordering cards, adding invoice footers, or sending review QR traffic to a cluttered homepage.

Open resource →
Local SEO Path

Contractor Local SEO Resources

Follow a segmented path for Google Business Profile cleanup, reviews, service-area pages, photo SEO, and local proof.

Stage
Local presence
Trade fit
All trades
Time
Browse
Format
Path

Use this before

Use this before switching SEO vendors, buying more leads, or rewriting every page without fixing local signals.

Open resource →
Lead response Path

Contractor Lead Response Resources

Follow a segmented path for missed-call recovery, callback speed, estimate follow-up, text templates, and AI receptionist decisions.

Stage
Lead conversion
Trade fit
All trades
Time
Browse
Format
Path

Use this before

Use this before increasing ad spend, hiring office help, or blaming lead quality when response is the leak.

Open resource →
Local SEO Download

Contractor Local SEO Audit Worksheet PDF

Download a contractor local SEO audit worksheet for GBP categories, reviews, service-area pages, local proof, photos, and tracking.

Stage
Local presence
Trade fit
All trades
Time
4 minutes
Format
Download

Use this before

Use this after opening the local SEO path so the cleanup plan is saved and assigned.

Open resource →
Lead response Download

Contractor Lead Response SOP Worksheet PDF

Download a contractor lead response SOP worksheet for missed calls, callback rules, estimate follow-up, and booked-job tracking.

Stage
Lead conversion
Trade fit
All trades
Time
4 minutes
Format
Download

Use this before

Use this after calculating missed-call cost so the fix becomes an owner-proof process.

Open resource →
Local SEO Download

Local Profile Setup Checklist PDF

Map a contractor local profile only for GBP, social bio, QR, referral, or review-link traffic that needs one mobile action path; this is the GBP, social, QR, referral, or review traffic route, not a full website replacement.

Stage
Local profile / social routing
Trade fit
All trades
Time
4 minutes
Format
Download

Use this before

Use this before sending GBP website-link, social-bio, QR-card, referral-profile, review-link, or Linktree-alternative traffic to a generic page.

Open resource →
Local SEO Download

Contractor Profile Link Destination Map Worksheet

Map GBP website links, social bios, QR cards, review requests, invoices, and referral handoffs before choosing LocalKit, Webzaz, or a standard website route.

Stage
Profile / QR / referral mapping
Trade fit
All trades
Time
3 minutes
Format
Download

Use this before

Use this before installing a Linktree alternative, changing the GBP website link, printing QR cards, or sending referral traffic to a weak destination.

Open resource →
Local SEO Download

Contractor QR Card Destination Map Worksheet

Map QR codes on trucks, business cards, invoices, review cards, yard signs, door hangers, and referral cards before printing or sharing the code.

Stage
QR / print source mapping
Trade fit
All trades
Time
4 minutes
Format
Download

Use this before

Use this before printing contractor QR cards, adding invoice QR links, routing review QR cards, or sending truck-sign scans to a generic homepage.

Open resource →
Local SEO Download

Google Review Request Link Checklist

Save a Google review request link checklist for review URL setup, QR review links, invoice inserts, technician handoffs, and follow-up ownership.

Stage
Review link setup
Trade fit
All trades
Time
4 minutes
Format
Download

Use this before

Use this before sending review requests, printing review QR cards, or adding a Google review link to invoices and counter cards.

Open resource →
Local SEO Download

Contractor Review Follow-Up SOP

Save a contractor review follow-up SOP for owner, office, technician, timing, second-touch, failed-request, and tracking rules after completed jobs.

Stage
Review follow-up system
Trade fit
All trades
Time
4 minutes
Format
Download

Use this before

Use this after the Google review link is ready but before review follow-up depends on memory, random technician reminders, or one-off texts.

Open resource →
Local SEO Download

Contractor Reputation Proof Checklist

Save a contractor reputation proof checklist for reviews, testimonials, before-and-after photos, service-area proof, trust badges, website proof, and profile routing.

Stage
Reputation proof system
Trade fit
All trades
Time
5 minutes
Format
Download

Use this before

Use this before redesigning pages, printing QR cards, buying leads, or sending referral traffic to weak proof.

Open resource →
Local SEO Download

Contractor Testimonial Request Template

Save contractor testimonial request scripts for customer quotes, before-and-after photo permission, city proof, service proof, and website-ready trust signals.

Stage
Testimonial proof capture
Trade fit
All trades
Time
4 minutes
Format
Download

Use this before

Use this after happy jobs but before testimonials stay trapped in texts, DMs, or vague review screenshots.

Open resource →
Local SEO Download

Contractor Review QR Card Template

Print a review QR card template for technician leave-behinds, invoice inserts, counter cards, and completed-job handoffs.

Stage
Reviews / QR leave-behinds
Trade fit
All trades
Time
4 minutes
Format
Download

Use this before

Use this before printing review cards or invoice QR inserts so happy customers land on one clear Google review action.

Open resource →
Planning Benchmark

Home Service Benchmarks

Compare response time, close rate, review volume, pricing, and marketing benchmarks across home-service businesses.

Stage
Any stage
Trade fit
All trades
Time
6 minutes
Format
Benchmark

Use this before

Use this before deciding whether the bottleneck is leads, sales, pricing, reviews, or operations.

Open resource →
Operations Template

Template Library

Find reusable templates for pricing, hiring, SOPs, referral programs, website audits, and contractor checklists.

Stage
Systemizing
Trade fit
All trades
Time
Browse
Format
Template

Use this before

Use this before building a process from scratch.

Open resource →
Capture Download

Lead Magnet Library

Browse downloadable checklists and PDFs segmented by pricing, marketing, hiring, operations, website, AI, and trade intent.

Stage
Marketing system
Trade fit
All trades
Time
Browse
Format
Download

Use this before

Use this before sending a visitor to a generic newsletter form.

Open resource →
Finance Download

Contractor Owner-Pay Target Checklist Download

Download a contractor owner-pay checklist with break-even revenue, gross-margin, average-ticket, and booked-job target prompts.

Stage
Growing crew
Trade fit
All trades
Time
3 minutes
Format
Download

Use this before

Use this after calculating break-even so the target does not disappear after the tab closes.

Open resource →
Hiring Download

Contractor Hiring Pipeline Scorecard PDF Download

Download a contractor hiring scorecard PDF for role selection, payroll readiness, phone screens, and working interviews by trade.

Stage
First hire / scaling
Trade fit
Trade-specific
Time
3 minutes
Format
Download

Use this before

Use this after scoring readiness so the hiring plan turns into a repeatable worksheet.

Open resource →