The Operating System Every Contractor Wishes They Had From Day One.
Stop wasting hours creating paperwork. Get 100+ customizable templates built from real plumbing operations to help you stay organized, look professional, get paid faster, and grow your business.
This Week
$24,680
AR Outstanding
$8,420
3 invoices · 14 days avg
Active Jobs
LiveFounder · 7+ yrs ops
“Systems win. Files lose. This is the system I wish I'd had on day one.”
Save 5–10 hours every week
Look more professional
Win customer trust
Get paid faster
Keep your business organized
Start here · $9
Contractor Sales Starter Pack
Not sure where to begin? Start with the five documents that make you money instead of saving you time. Nine dollars, instant download, nothing to install.
- Phone scripts for inbound calls that turn tire-kickers into booked jobs
- Word-for-word answers to the 10 price objections you hear every week
- A Good / Better / Best estimate template that lifts your average ticket
- The follow-up playbook that recovers quotes gone quiet
- The review-request script that fills up your Google profile
5 PDFs · instant download · lifetime updates
Get the Sales Starter Pack30-day money-back guarantee. Use it on a real job — if it doesn't pay for itself, I'll refund you.
100+ Documents · Every Department
Every paper your business needs. Ready in minutes.
Estimates, invoices, change orders, SOPs, HR forms, marketing calendars, job-cost sheets — the whole operating system.
Plumbing Estimate — Residential
Itemized proposal with scope, inclusions, exclusions, and terms.
Company & Customer
Estimate
PDFPre-filled · Editable
Plumbing Invoice — Residential
Itemized work, tax, payment terms, finance-charge language.
Invoice Header
Work Performed
Invoice
PDFPre-filled · Editable
Plumbing Change Order
Signed change-order form: scope, reason, pricing, schedule impact.
Company & Customer
Change Order
PDFPre-filled · Editable
Office Manager Daily Task List
Morning, midday, and end-of-day routines for a contractor office.
Before Day 1 — Office Tasks
- Send signed offer letter, W-4, I-9
- Add to payroll & time tracker
- Order uniforms & business cards
- Assign vehicle, fuel card, GPS
- Pre-stock truck with standard inventory
- Pull MVR & confirm insurance approval
Daily Job Sheet
PDFPre-filled · Editable
Payroll Tracker
Two-week payroll period. Blue = inputs, black = formulas.
Payroll Tracker
PDFPre-filled · Editable
Accounts Receivable Tracker
Track open invoices, aging buckets, and follow-up actions.
AR Tracker
PDFPre-filled · Editable
Permit Tracker
Track every permit from application to closeout.
Permit Tracker
PDFPre-filled · Editable
30 Plumbing Posts
A month of social posts for plumbing contractors — hook, caption, hashtags, image prompt.
30 Days of Content
Hook-first posts for plumbing, HVAC and electrical crews. Caption, hashtags and image prompt for every day.
Day 1 — The 50¢ part that saved a $4,000 floor
Social Post Pack
PDFPre-filled · Editable
New Hire Checklist
Day 1, Week 1, and First 90 Days onboarding for field techs and office staff.
Before Day 1 — Office Tasks
- Send signed offer letter, W-4, I-9
- Add to payroll & time tracker
- Order uniforms & business cards
- Assign vehicle, fuel card, GPS
- Pre-stock truck with standard inventory
- Pull MVR & confirm insurance approval
- Schedule drug test / DOT physical
New Hire Checklist
PDFPre-filled · Editable
Job Costing Sheet
Per-job profit calculation. Compare quoted vs actual.
Job Cost Sheet
PDFPre-filled · Editable

Katie Ritter
Founder · Operations Lead
The Founder's Story
Hi, I'm Katie.
I spent more than seven years running the operations of a plumbing company — starting as a dispatcher and working my way up to operations and office manager. Every estimate, invoice, change order, SOP, HR form, and checklist in this bundle was created to solve real problems — not just look good.
You're not buying files. You're buying a proven system, built in the field, by someone who actually ran a service-trade business day-to-day.
7+
Yrs ops
100+
Templates
5
Trades
Template Gallery
Ready-to-use SOPs, scripts, spreadsheets, and content — written for plumbing, HVAC, electrical, roofing, and excavation contractors. Browse by category, preview every file, and download instantly after checkout.

Contractor Sales Starter Pack
Win more jobs — 5 scripts & templates for $9
The five things every contractor needs to close more work: what to say on the phone, what to say when a customer flinches at the price, a premium estimate that lifts your average ticket, a follow-up sequence that recovers lost leads, and the review-request script that fills up your Google profile. Pulled from our full library — no fluff.

Contractor Mega Bundle
Everything — 134 templates
The full Ritter & Co. library in one bundle. Every customer-facing document a service contractor needs (estimates, invoices, change orders, service agreements, warranties, completion certificates, deposit agreements, payment plans, material lists, work authorizations, follow-up emails) plus the complete Operations Manual, Office Manager Toolkit, Social Media, and Spreadsheet bundles.

Operations Manual Bundle
Run your shop like the big guys
Nine ready-to-use operating documents covering the back-office of a service-trade business — from SOPs and onboarding to dispatch, collections, and emergency response.

Office Manager Toolkit
Daily playbook + 4 working spreadsheets
Everything a contractor office manager needs to run a clean week — daily task list, employee file checklist, customer follow-up playbook, call scripts, and four working spreadsheets.

Social Media Bundle
90 days of content, written for trades
30 plumbing posts, 30 HVAC posts, and 30 electrical posts — each with hook, caption, hashtags, and image prompt. Plus a caption library, reels concepts, and Canva template guide.

Contractor Spreadsheet Bundle
Six working spreadsheets for the numbers that matter
KPI dashboard, material markup calculator, revenue tracker, job costing sheet, monthly P&L, and technician scorecard — pre-built with the formulas in place.

Small Business Startup Bundle
Everything you need to open the doors
The complete kit for launching a small business — formation checklist, entity guides, legal templates (operating agreement, contractor agreement, mutual NDA), financial worksheets (startup budget, 12-month cash flow, break-even, pricing), plus first-hire and launch-day checklists.

Premium Positioning Bundle
Stop competing on price. Start commanding it.
Seven templates that reposition your service business so the cheapest quote in town stops being your reference point. The complete playbook, value-based pricing worksheet, premium estimate template, 10 objection response scripts, brand story worksheet, 30-point customer experience checklist, and the review request playbook.

Plumbing Business Startup Kit
Open the doors on a plumbing company — 19 templates for $29
Everything you need to launch a plumbing company: formation checklist, business plan, LLC vs S-Corp guide, EIN walkthrough, startup budget, cash-flow forecast, pricing worksheet, first-hire checklist — plus plumbing-branded estimate, invoice, change order, service agreement, work authorization, and a 10-email follow-up pack. Phone scripts, dispatch SOP, KPI dashboard, and job-costing spreadsheet round it out.

HVAC Business Startup Kit
Open the doors on a hvac company — 19 templates for $29
Everything you need to launch a hvac company: formation checklist, business plan, LLC vs S-Corp guide, EIN walkthrough, startup budget, cash-flow forecast, pricing worksheet, first-hire checklist — plus hvac-branded estimate, invoice, change order, service agreement, work authorization, and a 10-email follow-up pack. Phone scripts, dispatch SOP, KPI dashboard, and job-costing spreadsheet round it out.

Electrical Business Startup Kit
Open the doors on a electrical company — 19 templates for $29
Everything you need to launch a electrical company: formation checklist, business plan, LLC vs S-Corp guide, EIN walkthrough, startup budget, cash-flow forecast, pricing worksheet, first-hire checklist — plus electrical-branded estimate, invoice, change order, service agreement, work authorization, and a 10-email follow-up pack. Phone scripts, dispatch SOP, KPI dashboard, and job-costing spreadsheet round it out.

Scale Your Service Business Bundle
The systems that let you grow past 'me and a truck'
The exact template stack from the 'How to Scale a Service Business Without It Falling Apart' playbook — standardized paperwork, the core SOPs every growing shop needs, a hiring & onboarding kit, and job-costing spreadsheets. Built so a new tech or office person can pick up a doc and run it the same way you would.
Before & After
Stop reinventing the wheel every time you need a document.
Without Contractor OS
The old way
- ✕Creating paperwork from scratch
- ✕Inconsistent, off-brand documents
- ✕Forgetting forms mid-job
- ✕Slow, ad-hoc invoicing
- ✕Hours of admin every week
With Contractor OS
The Ritter & Co. way
- ✓Ready-to-send in minutes
- ✓Consistent, professional branding
- ✓Organized system, nothing missed
- ✓Faster billing, faster cash
- ✓More time with customers (and family)
Free contractor templates
Grab any of these on their own — no email required.
Stop Reinventing Your Business From Scratch.
Get the 5 contractor templates I used to help run a successful plumbing company.
- Estimate template
- Invoice template
- Daily job sheet
- Customer information form
- Change order
Enter your email and you'll get instant access — plus 25% off your first bundle order and a few short emails from Katie introducing the full template library.
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TikTok Ads Quick-Start Checklist for Contractors
Account setup, first campaign targeting, trade-by-trade creative ideas, and the 7-day metric checklist to know if a channel is worth scaling. Plus how to claim up to $6,000 in TikTok ad credits.
Real urgency
Every hour spent making paperwork is an hour you aren't making money.
Start with the $9 Sales Starter Pack — five documents you can use on your next job today.
Want the whole library instead? See the Contractor Mega Bundle
One-time payment · Lifetime access · 30-day money-back guarantee
Ready to Run a Tighter Business?
Send a message and we'll get back to you within one business day.
Katie Ritter · Founder & Operations Consultant · Northern Colorado