The working files
The toolbox
Two shelves: 29 spreadsheets that do the arithmetic for you, and 86 cards you print and keep in the truck. Pick the shelf, then the trouble.
The one ask
One email unlocks all 115
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Shelf one
The 29 spreadsheets
The formula files. Every one carries real formulas and a filled example row — delete the example, put your numbers in, and it works. Best grabbed on the phone and opened on the computer at the shop.
Getting off the phone· The Owner Trap
All 10 playsSpreadsheet
Where Your Week Actually Goes
The week grid. Fill in each half-day block, then mark it drain/neutral/fuel and only-me/someone-else from the dropdowns.
Comes with M1-03 Where Your Week Actually Goes
Spreadsheet
Is This Person Ready to Decide?
The readiness checklist. Twelve observable behaviors, each scored never / sometimes / always from the dropdown.
Comes with M1-04 Who Can You Actually Hand It To?
Spreadsheet
Authority Sheet
A clean, printable authority sheet you fill in and save one per foreman; it flags when a raise date has passed so the review never quietly slips. A Spanish-first version lives on the Spanish cards page for a Spanish-speaking foreman — same sheet, plain jobsite Spanish.
Comes with M1-05 Put It in Writing: What He Decides Without You
Get the sheet(asks for your email first)authority-sheet.xlsxSpreadsheet · Español
Hoja de Autoridad
The Spanish version of authority sheet — same sheet, same formulas, in Spanish.
Comes with M1-05 Put It in Writing: What He Decides Without You
Get the sheet(asks for your email first)hoja-de-autoridad.xlsxSpreadsheet
The Next-Hire Math Sheet
The next-hire math sheet. Two boxes up top: your gross margin (B2) and your average job size (B3), both shipped with placeholder numbers you type over.
Comes with M1-08 Can You Afford Another Crew? Do the Math Before You Hire It
Get the sheet(asks for your email first)the-next-hire-math-sheet.xlsx
Promises that stick· Accountability
All 5 playsSpreadsheet
The Promise List
The promise list. One row per promise: what it is, who owns it, when it was made, when it's due, a status you pick from a dropdown (Open / Done / Stuck), and a blocker column where you write what's in the way and the fix you agreed.
Comes with M2-01 One List for Every Promise
Spreadsheet
The Strike Log
Two pieces, working together. The scripts run on the promise list (Module 2, Play 1) — that's what keeps a strike fair: it's a broken promise anyone can see on the board, not how you felt about the guy that morning.
Comes with M2-05 Three Strikes — and Mean It
Crews & callbacks· Crew Quality
All 10 playsSpreadsheet
The Job Debrief Log
The debrief sheet — one page you fill in at the truck, one per job
Comes with M3-01 Ten Minutes at the Tailgate, Every Job
Spreadsheet
The Training Matrix
Two pieces: a card in the truck, a spreadsheet in the office.
Comes with M3-04 Watch Me, Then I Watch You
Get the sheet(asks for your email first)the-training-matrix.xlsx
Hiring & keeping men· Hiring & Keeping Roofers
All 13 playsSpreadsheet
The written offer sheet
Ask these four before you name a term
Get the sheet(asks for your email first)the-written-offer-sheet.xlsxSpreadsheet
The Monthly Pulse Check log
The pulse log. One row per man per month: the five scores, the area that came in lowest, the one thing you're fixing, and whether you followed up.
Spreadsheet
The Bench List
Two pieces: the list you keep, and the text you send off it. The sheet in the-bench-list.xlsx is the bench list — one row per man.
Comes with M4-13 Hire Off a Bench You Built in January, Not a Panic Ad in June
And the 12 cards for Hiring & Keeping Roofers ↓Back to the shelves ↑
Money you're owed· The Money System
All 22 playsSpreadsheet
The Money-Owed List
The money-owed list. One row per unpaid invoice: customer, job, amount, invoice date, and days outstanding the sheet works out from today.
Comes with M6-01 Fifteen Minutes a Week on the Money You're Owed
Spreadsheet
The Job-Cost Sheet
The job-cost sheet. One row per job: Materials, Labor, Dump fee and Overhead add up to your true cost.
Comes with M6-06 Price Every Job to Keep the Profit You Meant To
Spreadsheet
The Payment Schedule Worksheet
The payment schedule worksheet. One row per job stage — signing, material drop, tear-off, dry-in, final.
Comes with M6-07 Set When You Get Paid So You Never Fund the Job Yourself
Spreadsheet
The Supplement Worksheet
The supplement worksheet. One row per line item the roof needs.
Comes with M6-08 The Carrier's First Number Is a Starting Point, Not the Check
Spreadsheet
The Earned-Money Tracker
The earned-money tracker. One row per active job.
Comes with M6-10 Know What You've Earned Before the Bank Tells You
Spreadsheet
The Winter Reserve Calculator
The winter reserve calculator, the play's arithmetic done for you. Type your overhead lines — rent, trucks, insurance, the payroll you carry, your draw, phones, loans — and it adds them into your monthly nut.
Comes with M6-11 Fill the Tank in Summer So Winter Doesn't Break You
Spreadsheet
The Depreciation Tracker
The depreciation tracker. One row per completed insurance job.
Spreadsheet
The Change-Order Log
Two pieces: a pad for the truck, and a log for the office. The card below is the pad — print it, keep a stack in every truck, and the foreman fills one out on the tailgate before the work starts.
Comes with M6-17 Found Rot at Two O'Clock? Nothing Else Happens Until It's Signed
Get the sheet(asks for your email first)the-change-order-log.xlsxSpreadsheet
The Job Report Card
The job report card. One row per closed job, with a bid column and an actual column for materials, labor, dump, overhead and the price.
Get the sheet(asks for your email first)the-job-report-card.xlsx
And the 10 cards for The Money System ↓Back to the shelves ↑
Estimating & Takeoff
All 5 playsSpreadsheet
The Takeoff Sheet
The takeoff sheet, and a measure card for the truck. One job per sheet, five blocks worked in order: your shop's numbers, this roof's planes and layers, the edge feet with your price per foot against them.
Comes with M10-01 Count the Squares Before You Price the Roof
Get the sheet(asks for your email first)the-takeoff-sheet.xlsx
And the 5 cards for Estimating & Takeoff ↓Back to the shelves ↑
Safety & the Comp Bill
All 5 playsSpreadsheet
The Comp Cost Sheet
The comp cost sheet — three tabs, built off numbers you copy straight from your own declarations page.
Get the sheet(asks for your email first)the-comp-cost-sheet.xlsxSpreadsheet
The Certificate Log
The certificate log. One row per sub company.
Comes with M11-05 No Paper, No Roof
And the 5 cards for Safety & the Comp Bill ↓Back to the shelves ↑
Sub Crews
All 5 playsSpreadsheet
The Crew-Model Sheet
The crew-model sheet. One page: the line, your own crew, a sub crew, and where each number comes from.
Get the sheet(asks for your email first)the-crew-model-sheet.xlsxSpreadsheet
The Backcharge Log
The backcharge log is the-backcharge-log.xlsx. One row each time a miss costs you money: the day you found it, the crew, the job, what happened, whether there is a photo, the day you told him, what it really cost, whether he agreed, and which check it comes off.
Comes with M12-04 He Should Hear It From You, Not From His Check
Get the sheet(asks for your email first)the-backcharge-log.xlsx
Callbacks & Warranty
All 6 playsSpreadsheet
The Callback Log
The callback log is one worksheet, fifty lines. Up top you type three numbers: what a loaded hour costs you (Module 10, Play 4), what a trip out costs you, and what an average job makes you — that third one is the yardstick, and it turns the money into how many jobs' profit these callbacks ate.
Comes with M13-01 When She Says It's Leaking, the Clock Starts
Get the sheet(asks for your email first)the-callback-log.xlsx
And the 6 cards for Callbacks & Warranty ↓Back to the shelves ↑
Running the Schedule
All 6 playsSpreadsheet
The Booked-Out Sheet
The booked-out sheet, one page, three blocks: your crews, what's sold, and the answer. Every yellow cell is an example; type over it.
Get the sheet(asks for your email first)the-booked-out-sheet.xlsx
And the 5 cards for Running the Schedule ↓Back to the shelves ↑
Buying Material
All 6 playsSpreadsheet
The Material Margin Sheet
The material margin sheet takes one line per closed job: the squares and price per square you bid, the squares and price per square you bought, what never went on the roof, and the dollars the branch credited. It gives back the whole miss, cuts it into price, roof and dead stock, and says whether the three add up.
Comes with M15-02 The Material Line Missed — Which of Three Things Did It?
Get the sheet(asks for your email first)the-material-margin-sheet.xlsx
Shelf two
The 86 printable cards (for the truck)
One page each. Print it, tape it inside a visor or hand it to a foreman. Every card is printed in full on its own play page, so you can read it before you download anything.
Getting off the phone· The Owner Trap
All 10 playsPrintable card
The Intent Ladder — Which Rung Are You On
Print the pocket card below (half a page). Hand one to each foreman.
Printable card
Put It in Writing: What He Decides Without You
A clean, printable authority sheet you fill in and save one per foreman; it flags when a raise date has passed so the review never quietly slips. A Spanish-first version lives on the Spanish cards page for a Spanish-speaking foreman — same sheet, plain jobsite Spanish.
Comes with M1-05 Put It in Writing: What He Decides Without You
Printable card
This Week's One Number
One card, taped to the dash or the fridge
Printable card
Foreman Pick
One card you fill in before you promote anybody
Printable card
Salesman Trial
The next-hire math sheet lives on Play 08, "Can You Afford Another Crew?" — one sheet covers every seat. Give the salesman his own row.
Comes with M1-09 Your First Salesman Has to Pay for His Own Seat
Printable card
Production Manager
The cost side comes off the next-hire math sheet on Play 08, "Can You Afford Another Crew?" — one sheet covers every seat. Give the production manager a row, fill pay, burden and the truck/fuel/phone line, and read column E: his loaded monthly cost.
Comes with M1-10 When the Schedule Needs a Man, Not More of Your Nights
Promises that stick· Accountability
All 5 playsPrintable card
Bring the Fix
One page, printed and stapled to the truck visor or the shop wall — the bring-the-fix form
Comes with M2-04 Don't Just Bring Me the Problem — Bring the Fix
Crews & callbacks· Crew Quality
All 10 playsPrintable card
Job Debrief
The debrief sheet — one page you fill in at the truck, one per job
Comes with M3-01 Ten Minutes at the Tailgate, Every Job
Printable card
Say What's Wrong — and Exactly How to Fix It
The script is the tool, and it's four lines you can run on the tailgate
Comes with M3-02 Say What's Wrong — and Exactly How to Fix It
Printable card
Your Crew Already Knows — Get Them to Tell You
Three ask-scripts. Pick one, ask one man, then keep your mouth shut and wait
Comes with M3-03 Your Crew Already Knows — Get Them to Tell You
Printable card
Training Card
Two pieces: a card in the truck, a spreadsheet in the office.
Comes with M3-04 Watch Me, Then I Watch You
Printable card
If the Review Is Mostly Fair
Two reply skeletons. Keep them where you'll find them the day you need them
Comes with M3-05 Don't Answer That Review Mad
Printable card
Why It's Not Sticking
A card for the truck, run before you say it the eleventh time
Printable card
The Prove-it Check
The prove-it check — one card, one standard, real or poster. No spreadsheet
Comes with M3-07 A Poster on the Wall Doesn't Stop Callbacks
Printable card
How We Do It Here
One page you print and fill in, one per step. Staple a photo of the finished detail to it when a picture says it faster than your words do.
Comes with M3-08 Get the One Step Out of Your Head and Onto One Page
Printable card
The Hard Talk
A card you fill in before you pull him aside
Comes with M3-09 Say the Hard Thing Without the Blowup
Printable card
The Shot List
A card. Checkboxes, because a man with ten minutes left isn't reading a paragraph.
Comes with M3-10 The Roof Nobody Photographed Is the One You'll Argue About
Hiring & keeping men· Hiring & Keeping Roofers
All 13 playsPrintable card
The Five Ugly Truths About Working Here
The hard-truth list — write it once, say it in every interview. Fill this in before your next one
Comes with M4-01 Tell Him the Worst of It First
Printable card
Five Questions for His Old Boss
The reference five — print them, keep them by the phone, and ask every boss the same five so you can line the answers up side by side
Printable card
Before You Make the Offer
Ask these four before you name a term
Printable card
Letting a Man Go — Say It Straight
The say-it-straight script is the tool. Keep it where you'll find it the morning you need it
Comes with M4-05 The Crew's Watching How You Let Him Go
Printable card
The First Two Weeks
A one-page checklist you print and hand the new man his first morning
Comes with M4-06 The New Man's First Two Weeks Decide If He Stays
Printable card
Breaking It to the Crew
One card, kept where you'll grab it the morning the news is bad
Printable card
The Exit Sheet
A one-page sheet you run through in his last week and keep afterward, so the reasons stack up and the pattern shows
Comes with M4-08 The Man Walking Out Will Tell You the Truth
Printable card
The Friday Beat
One card — the Friday beat — for the visor, so Friday doesn't slide past you while you're slammed
Comes with M4-09 Tell Him the Valley Was Clean — Out Loud, By Name
Printable card
The Stay Talk
A one-page card you fill before you sit down, so you ask the same three and don't let the money talk pull you off script
Comes with M4-10 Sit Him Down Before the Other Guy Does
Printable card
Mark the Win
One card — the win card — you keep where you plan the week, so a real win doesn't slide past while you're slammed
Comes with M4-11 Mark the Win Out Loud, or Nobody Remembers It
Printable card
The Ride-along
One card you fold behind the visor and pull out once a month. It holds the two questions, a line for what you heard, and the one thing you'll go fix where the crew can see it.
Comes with M4-12 The Truth's in the Truck — Ride With a Crew You Never See
Printable card
The January Text
Two pieces: the list you keep, and the text you send off it. The sheet in the-bench-list.xlsx is the bench list — one row per man.
Comes with M4-13 Hire Off a Bench You Built in January, Not a Panic Ad in June
And the 3 sheets for Hiring & Keeping Roofers ↑Back to the shelves ↑
Meetings & decisions· Meetings & Decisions
All 8 playsPrintable card
The Truck Huddle
The truck-huddle card — a pocket card small enough to clip to the visor or live in the door pocket, so the huddle runs the same way whether you're there or not
Comes with M5-01 Find the Problem at the Yard, Not on the Roof
Printable card
Weekly Meeting
The meeting agenda sheet — one page, filled in fresh each week, printable so it runs the same whether you're there or a foreman is
Comes with M5-02 Twenty Minutes at the Yard, Then Everybody Rolls
Printable card
When One Man Brings You a Fight
The rule and the sit-down are the tool. Keep the words ready so you don't rule on reflex
Comes with M5-03 Don't Settle a Fight You Only Heard Half Of
Printable card
Once the Call's Made, Pick One — Out Loud
The three answers are the tool. Say them out loud enough times that the crew knows them cold
Printable card
Can I Undo This Cheap
The undo-it-cheap sort — a one-page list so the answer's already made before the pressure's on
Comes with M5-05 Spend Your Hour Where You Can't Take It Back
Printable card
The Foreman Sit-down
A one-page card you run the same way every month
Comes with M5-06 The Monthly Sit-Down That Keeps a Foreman From Walking
Printable card
Before a Call Sticks
The order you run the call is the tool. Print it and clip it behind your truck-huddle card: the huddle is where you'll notice a call needs making, this is what you run once you've moved it
Comes with M5-07 Don't Let the Loudest Guy Run the Call
Printable card
The Season's Number
The season's one or two numbers — one card, posted where the crew sees it, glanced at in every number block
Comes with M5-08 Pick the Number That Says the Whole Season Was a Win
Money you're owed· The Money System
All 22 playsPrintable card
Office Manager — Money Scorecard
A short scorecard block you paste onto the office manager's page — the money lines only
Comes with M6-02 If "the Office" Owns It, Nobody Does
Printable card
The Call
One line you fill in before you dial
Printable card
Pre-bid Challenge
The pre-bid money-leak questions — run them out loud on any bid over your line
Comes with M6-04 Find the Loss Before You Sign the Bid
Printable card
Cash War Room
The daily war-room checklist — run it the same every morning until the crunch clears
Comes with M6-05 When Payroll's on the Line, Meet on Cash Every Day
Printable card
The Deductible Answer
The script is the tool — the words you say when the question comes
Comes with M6-16 When They Ask You to Eat the Deductible, Have Your Answer Ready
Printable card
Change Order
Two pieces: a pad for the truck, and a log for the office. The card below is the pad — print it, keep a stack in every truck, and the foreman fills one out on the tailgate before the work starts.
Comes with M6-17 Found Rot at Two O'Clock? Nothing Else Happens Until It's Signed
Printable card
What's on the Page
A one-page checklist. It is not a contract and not legal advice; it's what has to be settled before a crew touches the roof.
Comes with M6-18 Before Anybody Tears Off, It's All on the Page
Printable card
Before You Price It
The card below is the tool. Four questions in order, a blank for each answer, the date you asked, who told you, and a box for whether it came in writing.
Comes with M6-20 Find Out What the Policy Actually Pays Before You Price the Roof
Printable card
The Gap
The card below is the tool, and the salesman fills it in at the table, not afterward. It stacks every dollar coming in against what the roof costs; the subtraction is the number he says out loud.
Comes with M6-21 Say the Out-of-Pocket Number Out Loud, Early
Printable card
The Supplement Follow-up Log
The card below does two jobs on one page. The top half is the log: what you sent, what day, which rung, what came back, and the date of the next chase.
Comes with M6-22 A Supplement Nobody Answers Isn't Denied — It's Parked
And the 9 sheets for The Money System ↑Back to the shelves ↑
Your own head· Keeping Your Head
All 5 playsPrintable card
The Two-minute Reset
A card for the visor or the wallet. Keep it where your eyes land when the heat hits
Comes with M7-01 Two Minutes Before You Say Something You Can't Take Back
Printable card
The Story Check
A card for your desk or your phone. Call it the story check
Comes with M7-02 What Did You Actually See Him Do?
Printable card
Read the Man
A card for the truck — what to watch, measured against his normal, and the two lines to say
Comes with M7-03 Read the Man Before He Walks or Swings
Printable card
The Role Round
One card for the truck visor — the role round, run at the tailgate when a job's stuck
Comes with M7-04 Nobody Fixes It Till Everybody Drops the Act
Printable card
Keep the Engine Running
One card you print and tape to the truck dash, so the two everyday habits have a trigger you can't scroll past
Comes with M7-05 You're the Engine the Whole Shop Runs On — Don't Run It Dry
Your day & your desk· Get Yourself Organized
All 4 playsPrintable card
The One Trusted List
The whole point is one thing you carry. Set your one spot up in two halves so nothing hides
Printable card
Clear the Phone
A card for the truck dash or the back of your phone. Run it in the pass, top to bottom
Comes with M8-02 Clear the Phone: If It Takes Two Minutes, Do It Now
Printable card
Touch It Once
A card for the visor. When something lands and your gut says "later," you look at this instead
Printable card
The Protected Block
One card for the dash or the office door
Comes with M8-04 Shut the Door an Hour or the Bids Go Out Late
Estimating & Takeoff
All 5 playsPrintable card
The Measure Card
The takeoff sheet, and a measure card for the truck. One job per sheet, five blocks worked in order: your shop's numbers, this roof's planes and layers, the edge feet with your price per foot against them.
Comes with M10-01 Count the Squares Before You Price the Roof
Printable card
What Makes This Roof Waste More
The takeoff sheet in M10-01 already carries a waste cell, and this is the play that tells you what to type in it. Print this and tape it inside the estimator's binder
Comes with M10-02 The Waste You Cut Off Is Money You Already Bought
Printable card
What's Under It
The layer count and the tear-off numbers live on the takeoff sheet in M10-01. What this play adds is the check you run on the ladder and the line you write into the contract.
Comes with M10-03 What's Under the Shingles Decides the Price
Printable card
Hours on This Roof
The takeoff sheet (M10-01) has a cell for each of the two rates, one for the extra hours a hard roof costs you, and your loaded hourly cost — and turns them into the labor dollars the job-cost sheet needs.
Comes with M10-04 Stop Bidding Roofs in Days — Bid Them in Hours
Printable card
Reading the Carrier's Estimate
The gaps you find go straight onto the supplement worksheet in M6-08, which already tracks what was allowed, what the roof needs, and what's still open. This card is what you read the document with
Comes with M10-05 The Carrier's Estimate Is Written in Software — Learn to Read It
And the 1 sheet for Estimating & Takeoff ↑Back to the shelves ↑
Safety & the Comp Bill
All 5 playsPrintable card
Before You Climb
One card, taped inside the truck door. The foreman reads it out loud with the crew standing there — read silently, it turns into ticked boxes nobody looked at.
Comes with M11-01 Nobody Goes Up Until One Man Says Go
Printable card
The OSHA Card
The OSHA card — one page, taped inside the cab door, so the man on the job reads instead of guesses
Comes with M11-02 When OSHA Pulls Up, Nobody Guesses
Printable card
The Agent Call
The comp cost sheet — three tabs, built off numbers you copy straight from your own declarations page.
Printable card
The First Hour
The first-hour card — one page, taped inside the truck door, read out loud by a foreman whose hands are shaking
Comes with M11-04 The First Hour After a Man Gets Hurt
Printable card
The Paperwork Gate
The certificate log. One row per sub company.
Comes with M11-05 No Paper, No Roof
And the 2 sheets for Safety & the Comp Bill ↑Back to the shelves ↑
Sub Crews
All 5 playsPrintable card
The Sub Agreement Checklist
The card below is the list the two of you go through together, out loud, one line at a time. The top half is the paper you sign once; the bottom half rides with every job.
Comes with M12-02 Two Papers Between You and a Sub Crew
Printable card
The Sub Checkpoint Card
Print the card and keep it in the foreman's truck with the ladder — it goes up on the roof, not in a folder. One card per job.
Comes with M12-03 Look at the Roof, Not at His Men
Printable card
The Same-day Backcharge Card
The backcharge log is the-backcharge-log.xlsx. One row each time a miss costs you money: the day you found it, the crew, the job, what happened, whether there is a photo, the day you told him, what it really cost, whether he agreed, and which check it comes off.
Comes with M12-04 He Should Hear It From You, Not From His Check
Printable card
The Pay-day Promise
One card, filled in once and handed to every sub company you use. Put in your day, your cut-off, and the man he calls when a check looks wrong — a real name and a real number, not "the office." Hand it over with the agreement, and to every new crew before its first job — after his certificates are already on file (Module 11, Play 5).
Comes with M12-05 Pay the Day You Said and You Get First Call After the Storm
Callbacks & Warranty
All 6 playsPrintable card
The Callback Call
The callback log is one worksheet, fifty lines. Up top you type three numbers: what a loaded hour costs you (Module 10, Play 4), what a trip out costs you, and what an average job makes you — that third one is the yardstick, and it turns the money into how many jobs' profit these callbacks ate.
Comes with M13-01 When She Says It's Leaking, the Clock Starts
Printable card
The Callback Walk
One card per callback, filled in the truck before he pulls away and filed behind its line in the log. The say-this and never-say blocks are word for word, so a new foreman isn't inventing wording with a homeowner watching.
Comes with M13-02 Don't Sort It on the Phone — Sort It on the Roof
Printable card
Your Warranty on One Page
A printable one-pager. Every line on it is a blank you fill, response times included — no number on it is ours.
Comes with M13-03 Your Whole Warranty on One Page
Printable card
The Material Claim Packet
Print the card and keep blanks with the job folders. It's a gathering list, not a form anybody sends.
Printable card
Before You Say No
One card, more stop sign than worksheet. Keep it where the no gets said.
Comes with M13-05 Before You Fight a Callback, Price It
Printable card
The Callback Read
Print the card and keep it with the log — one a month, at the sitting where you grade closed jobs. The three questions run in pen, in order.
Comes with M13-06 The Same Callback Twice Is Telling You Something
And the 1 sheet for Callbacks & Warranty ↑Back to the shelves ↑
Running the Schedule
All 6 playsPrintable card
The Ten-day Board
The printable ten-day board is for the truck, the second yard, and the man without a wall. The real answer is still a whiteboard on the office wall — nothing beats something the whole shop can see and change.
Comes with M14-01 One Board, and Nobody Has to Call You
Printable card
The Roll List
Run it off paper — a list in your head is the one you skip on a busy Thursday. The man who runs it signs it and ticks only what he knows, not what he assumes.
Comes with M14-02 Nothing Rolls Until the Job Is Ready
Printable card
The Weather Call
Print the card and put it where the call actually gets made — the office wall, and inside the foreman's truck door. It carries the name, the two hours, and the three messages word for word, so nobody has to invent wording at five in the morning.
Comes with M14-03 Make the Rain Call the Night Before
Printable card
The Crew Card
One card per crew, hung by the ten-day board, read before you write a crew name next to an address. Your first pass is off your own head.
Comes with M14-04 Send the Crew That Can Do That Roof, Not the One That's Free
Printable card
The Slow-month List
Print the card and hang it on the office wall, where you'll see it while you're too busy to care. One line per job you bank: the work, who sells it, which crew runs it, the days it eats, what it pays, and when it has to be booked.
Comes with M14-06 Have Work Waiting for the Weeks the Phone Goes Quiet
And the 1 sheet for Running the Schedule ↑Back to the shelves ↑
Buying Material
All 6 playsPrintable card
The Material Order
One page per job, filled in once, printed or saved into the job folder. The top block is the order you place; the bottom block is what you tick off when the branch answers.
Comes with M15-01 One Man Orders, and He Orders Off the Takeoff
Printable card
The Price-hold Ask
The price-hold ask is the script, and it's short on purpose. Read the two questions the way they're written — they're not a negotiation, they're a fact you need.
Comes with M15-03 Get His Price in Writing Before You Bid Her Roof
Printable card
The Rep Questions
The rep questions is a printable card: the questions down the page, a full blank line under each one for his answer. Take it in, write on it, and file it where you'll find it a year from now.
Comes with M15-04 Make the Rep Tell You What Your Account Is Worth
Printable card
The Certification Math
The certification math is one printable page: what to ask the maker's rep, the cost side, the return side, and one line at the bottom where the two get compared. Fill the ask column off his paperwork, not off memory.
Comes with M15-05 What the Manufacturer's Badge Costs You, and What It Pays
Printable card
The Load Count
The load count is one card, printed and kept with the order. He counts down the order line by line and writes what came, not what should have come.