🏗️ 180 tasks available

180 Purpose-Built Tools
for General contractorss

Every task is engineered for one specific workflow — not a generic prompt, a purpose-built template.

Estimating & Bidding Administration

25 tasks

Draft bid clarification letter

Write a letter requesting clarification on ambiguous bid documents

Draft bid cover letter

Write a professional cover letter to accompany a bid submission

Draft no-bid letter

Write a professional letter declining to bid on a project

Draft project scope summary

Write a plain-language summary of the project scope for estimating purposes

Draft value engineering options list

Document potential cost-saving alternatives for review by the owner

Log bid bond documentation

Track bid bond requirements, submissions, and returns

Log bid protest documentation

Record the basis and timeline of a bid protest submission

Log bid request tracking

Maintain a log of all active bid requests with due dates and status

Log bid result notification

Record bid results and note whether the project was awarded

Log historical cost data

Organize past project cost data for use in future estimates

Log pre-bid meeting notes

Record attendees, questions, and answers from a pre-bid meeting

Log subcontractor quote requests

Track which subs have been contacted for quotes and their response status

Prepare addendum review log

Document all bid addenda received and confirm they are incorporated

Prepare alternate bid item list

Document alternate bid items with add/deduct amounts

Prepare bid comparison matrix

Create a side-by-side comparison of subcontractor bids

Prepare bid delivery checklist

Create a checklist ensuring all required bid documents are included

Prepare bid invitation response

Draft a formal response to a bid invitation request with company information

Prepare bonding capacity documentation

Compile documents showing the company's surety bonding capacity

Prepare equipment rental rate sheet

Compile daily and weekly rates for commonly rented equipment

Prepare labor hours estimate worksheet

Compile a worksheet estimating labor hours by trade and task

Prepare material quantity takeoff sheet

Create a spreadsheet tracking material quantities needed for an estimate

Prepare overhead and profit calculation sheet

Document the company's overhead rate and markup for estimating

Prepare project feasibility summary

Write a summary of cost and schedule feasibility for a prospective project

Prepare specialty items cost log

Track costs for specialty or custom materials and lead times

Prepare unit price schedule

Compile a unit price list for standard bid items

Contract Administration

25 tasks

Draft change order request

Write a formal change order request documenting scope, cost, and schedule impact

Draft contract transmittal letter

Write a cover letter transmitting a signed contract to the owner

Draft final completion notice

Write a formal letter notifying the owner of substantial completion

Draft lien waiver

Prepare a conditional or unconditional lien waiver for payment

Draft notice of delay

Write a formal letter notifying the owner of a project delay and its cause

Draft notice to proceed letter

Prepare the notice to proceed issued to a subcontractor

Draft request for information (rfi)

Write a formal RFI to request design clarification

Log contract correspondence file

Maintain a log of all formal correspondence related to the contract

Log contract dispute documentation

Compile correspondence and records for a contract dispute file

Log contract milestone dates

Document all contractual milestone dates including notice to proceed

Log executed contract file

Organize and document a signed contract in the project file

Log liquidated damages calculation

Document the liquidated damages clause and calculate potential exposure

Log owner-approved change orders

Record signed and approved change orders in the contract file

Log retainage release tracking

Track retainage withheld and requests for retainage release

Prepare as-built drawing transmittal

Write the cover letter for submitting as-built drawings at project close

Prepare change order backup package

Compile labor, material, and equipment documentation supporting a change order

Prepare contract change log

Track all executed change orders with number, date, and amount

Prepare contract closeout checklist

List all documents and items required for contract closeout

Prepare contract review checklist

Create a checklist of contract terms to review before signing

Prepare lien waiver log

Track lien waivers submitted and received from subcontractors

Prepare notice to owner (nto) log

Track notices to owner filed by subcontractors or suppliers

Prepare rfi log

Track all RFIs submitted, dates sent, and responses received

Prepare subcontract agreement

Draft a subcontract agreement for a specific trade or scope

Prepare subcontractor change order

Draft a change order to a subcontractor for a scope change

Prepare warranty documentation

Compile warranty letters and terms for all installed systems and materials

Project Scheduling & Progress Administration

20 tasks

Draft monthly progress report

Write a comprehensive monthly project status report

Draft project closeout schedule

Write a schedule for completing all closeout tasks and submittals

Draft request for schedule extension

Write a formal request for a contract time extension

Draft schedule delay analysis

Write a narrative documenting the cause and impact of a schedule delay

Log critical path items

Document tasks currently on the critical path and mitigation steps

Log final inspection checklist

Track items identified in the final inspection and their resolution

Log jobsite visitor record

Maintain a sign-in log for all project visitors including inspectors and owner reps

Log punchlist tracking

Maintain the project punchlist with item status and responsible party

Log schedule update

Document weekly or bi-weekly schedule updates and variances

Log submittals received and returned

Track all submittals with submission date, review status, and return date

Log weather delay documentation

Record weather conditions and delays with dates and duration

Prepare daily job log

Write the daily construction log recording work performed and conditions

Prepare lessons learned document

Write a post-project lessons learned summary for internal review

Prepare look-ahead schedule

Write a 3-week or 6-week look-ahead schedule for field coordination

Prepare meeting minutes

Record all decisions, action items, and attendees from a project meeting

Prepare project schedule draft

Create a baseline project schedule identifying major milestones

Prepare pull planning session notes

Record outcomes and commitments from a pull planning session

Prepare submittal log

Create and maintain the master submittal log for the project

Prepare substantial completion documentation

Compile the documentation package for substantial completion notification

Prepare weekly progress report

Write the weekly project status report for the owner or project manager

Financial & Billing Administration

25 tasks

Draft billing continuation sheet

Complete the itemized continuation sheet supporting the pay application

Draft final invoice

Write the final project invoice including retainage and all outstanding amounts

Draft joint check agreement

Prepare a joint check agreement for owner, contractor, and sub

Draft vendor payment authorization

Prepare payment authorization for an approved vendor invoice

Log dispute reserve documentation

Document amounts in dispute and held in reserve

Log material invoice tracking

Record all material invoices received with approval and payment status

Log overbillings and underbillings

Track project billing status relative to percent complete

Log owner payment receipt

Record all owner payments received with date, check number, and amount

Log pay application

Prepare a monthly pay application (AIA G702/G703 or equivalent)

Log payroll compliance documentation

Track fringe benefit, apprentice ratio, and rate compliance for public works

Log project cost report

Compile actual costs vs. budget by cost code for management review

Log stored materials documentation

Compile documentation for stored materials billed on a pay application

Log subcontractor payment tracking

Track payments made to each subcontractor by month and invoice

Log tax lien or hold notice

Document any tax liens or payment holds affecting the project

Prepare equipment usage cost log

Track equipment time and cost charged to a specific project

Prepare insurance certificate request

Request and log certificates of insurance from subcontractors

Prepare job cost summary

Write a monthly or final job cost summary by category

Prepare lien release for payment

Compile conditional lien releases accompanying a payment application

Prepare notice of non-payment

Draft a formal notice of non-payment or overdue invoice

Prepare prevailing wage payroll records

Compile certified payroll documentation for prevailing wage projects

Prepare profit fade analysis

Write a summary of project profit fade with causes identified

Prepare retainage release request

Write a formal request for retainage release at project completion

Prepare schedule of values

Draft the schedule of values for contract billing purposes

Prepare subcontractor pay application review

Review and log subcontractor pay applications for processing

Prepare wip (work-in-progress) schedule

Compile the work-in-progress schedule for financial reporting

Safety & Compliance Documentation

20 tasks

Draft workers compensation incident report

Prepare the employer's first report of injury form

Log confined space entry permit

Prepare and log confined space entry permits

Log crane inspection and operator certification

Track crane inspection certificates and operator qualifications

Log incident/accident report

Complete a standardized incident report form for a jobsite accident

Log lead or asbestos abatement documentation

Record contractor qualifications and disposal manifests for abatement work

Log osha 300 injury and illness log

Maintain the required OSHA injury and illness log

Log respirator fit test records

Track annual fit test results for employees using respirators

Log safety inspection checklist

Record results of weekly safety walkthrough inspections

Log scaffolding inspection record

Document daily scaffold inspection results

Log sds (safety data sheet) binder

Maintain a current SDS binder for all chemicals on site

Prepare drug testing compliance log

Track pre-employment and post-incident drug testing records

Prepare electrical safety lockout/tagout log

Track lockout/tagout procedure compliance

Prepare excavation safety checklist

Document required excavation and trenching safety compliance steps

Prepare fall protection plan

Document the fall protection plan for work at heights

Prepare hazard communication plan

Compile the written hazard communication program for the project

Prepare hot work permit

Document hot work permits for welding or cutting activities

Prepare near-miss report

Document a near-miss event with corrective actions noted

Prepare silica exposure control plan

Compile the required silica dust control plan

Prepare site-specific safety plan

Compile a site-specific safety and health plan for the project

Prepare toolbox talk record

Document toolbox talk topic, date, attendees, and signatures

Subcontractor & Vendor Management

20 tasks

Draft coordination meeting agenda

Write the agenda for a weekly subcontractor coordination meeting

Draft notice of substituted subcontractor

Prepare formal notice to owner when replacing a listed subcontractor

Draft subcontractor scope letter

Write a detailed scope of work letter for a subcontractor

Log back-charge notice

Write a formal notice of back-charge to a subcontractor

Log dbe/mbe/wbe participation tracking

Track certified diverse business utilization for compliance reporting

Log equipment rental agreement

Document rental equipment contract terms, pickup, and return

Log material delivery discrepancy

Document material shortages or damage upon delivery

Log material substitution request

Prepare and track requests for product substitutions

Log subcontractor license verification

Verify and document current contractor license status for each sub

Log subcontractor performance evaluation

Record post-project performance ratings for each subcontractor

Log subcontractor prequalification

Track submission and review of subcontractor prequalification packages

Prepare approved subcontractor list

Maintain a current list of prequalified subcontractors by trade

Prepare backup subcontractor list

Compile a list of backup subs in case a primary sub cannot perform

Prepare delivery schedule coordination

Document scheduled material deliveries and receiving assignments

Prepare joint venture agreement summary

Write a summary of key terms of a joint venture teaming agreement

Prepare purchase order log

Track all purchase orders issued with vendor, amount, and status

Prepare subcontractor insurance tracking

Track required insurance certificates and coverage limits for each sub

Prepare sub default notice

Draft a formal notice of default to a non-performing subcontractor

Prepare supplier contact list

Compile a current list of material suppliers with contact and account information

Prepare vendor approved product list

Compile a list of owner- or spec-approved product substitutions

Licensing, Insurance & Business Administration

25 tasks

Draft business continuity plan

Write the administrative version of the company's business continuity plan

Log annual state report filing

Track annual state business report filing requirements and status

Log bank line of credit documentation

Maintain records of the company's operating line of credit

Log certificate of insurance issuance

Track COIs issued to owners and GCs for active projects

Log contractor qualification prequalification package

Compile prequalification documents for submission to GCs or owners

Log duns/uei number documentation

Record the company's DUNS or UEI number and registration status

Log performance and payment bond tracking

Track bond issuance and expiration for each bonded project

Log professional liability (e&o) policy

Document errors and omissions coverage if applicable

Log state registration by jurisdiction

Document contractor registration and qualification in each state

Log subcontract default bond claim

Document steps for submitting a claim on a subcontractor's bond

Log training and certification tracking

Maintain records of employee certifications and training completions

Log union agreement compliance

Document compliance with union collective bargaining agreements

Log workers compensation policy documentation

Record WC policy details, coverage dates, and experience modifier

Prepare annual financial statement

Compile the documents for an annual reviewed or audited financial statement

Prepare business license renewal

Track local business license renewals and fees

Prepare contractor license renewal log

Track state contractor license expiration dates and renewal steps

Prepare corporate document file

Organize articles of incorporation, operating agreements, and meeting minutes

Prepare dbe/mbe/wbe certification documentation

Compile documents for diverse business enterprise certification

Prepare employee handbook

Write the company's employee policies and HR handbook

Prepare equipment insurance documentation

Record equipment floater policy details and scheduled equipment

Prepare federal contractor registration

Document SAM.gov registration and updates for federal work

Prepare insurance renewal calendar

Track expiration dates for all business insurance policies

Prepare osha 300a annual summary

Compile and post the OSHA 300A annual injury summary

Prepare surety bond application

Compile financial documents for a bonding application

Prepare vehicle fleet insurance log

Record insurance coverage for all company vehicles

Project Closeout Administration

20 tasks

Draft project reference letter request

Write a letter requesting a project reference or testimonial

Log as-built drawing submission

Document the preparation and delivery of as-built drawings

Log award or recognition submission

Compile documents for a project award or industry recognition submission

Log consent of surety

Obtain and file the surety's consent to final payment

Log final permit closeout

Document permit final inspections and approvals

Log operation and maintenance manual

Compile and organize O&M manuals for all installed equipment and systems

Log post-project financial review

Document the final profit/loss analysis for management review

Log project files archive

Organize all project documentation for long-term archiving

Log spare parts and keys delivery

Record delivery of spare parts, keys, and access cards to the owner

Log training records for owner staff

Document training provided to owner's staff on systems and equipment

Prepare attic stock delivery record

Document the delivery of spare materials and attic stock to the owner

Prepare certificate of occupancy tracking

Track CO application, inspection, and issuance

Prepare client satisfaction survey

Write a post-project satisfaction survey for the owner

Prepare commissioning documentation

Compile commissioning reports and test results for mechanical systems

Prepare final pay application

Prepare and submit the final pay application including retainage

Prepare one-year warranty walkthrough checklist

Create a checklist for the 11-month warranty inspection

Prepare project case study

Write a brief project case study for the company's marketing portfolio

Prepare project closeout checklist

Create a comprehensive checklist of all closeout deliverables

Prepare subcontractor final releases

Collect final lien releases and closeout documents from all subs

Prepare warranty letter compilation

Gather and organize manufacturer and contractor warranty letters

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