Construction Forms & Contracts
By: Craig Savage and Karen Jones-Mitchell
125 forms
you can copy and use – or load into your computer
(from the FREE disk enclosed).
You can customize
the forms to fit your company, fill them out, and print. Loads into
Word for Windows, Lotus 1-2-3, WordPerfect, Works, or Excel
programs.
You'll find forms covering accounting,
estimating, fieldwork, contracts, and general office. Each form
comes with complete instructions on when to use it and how to fill
it out.
These forms were designed, tested and used by
contractors, and will help keep your business organized, profitable
and out of legal, accounting and collection troubles.
Includes a
CD-ROM for Windows™ and Mac
Nearly every contract and form you're going to
need is here ready for reproduction on your copy machine. The
authors are construction contractors and have used these forms for
many years. They're good. They're complete. They're going to save
you time and money day after day. By themselves, they're worth the
price of the book. But that's just the beginning if you have a
computer and a printer.
With that combination and the CD inside the
back cover of this book, you're going to be a paperwork wizard. You
can lay these forms open on your computer screen and customize them
to fit your needs exactly:
- Add your company name and address
- Add whatever you feel is missing
- Delete what doesn't suit your operation
- Change the column headings or row widths
If you know how to use any of the popular word
processing or spreadsheet programs, you'll have no trouble using the
disk included. Even if you don't have a word processing program,
you'll be able to use these forms on your computer. Full
instructions in the book explain how to open and use any of these
forms:
- Estimating forms, checklists, job and
equipment logs and time sheets
- Contracts and change orders for remodeling,
new construction and T&M jobs
- Progress billing sheets, purchase orders,
time and material invoices
- Lien notices, time cards, cover letters,
transmittals and memos
The compact disk has a version of all 125
forms exactly right for anyone who uses:
- Ami Pro 3.0 for Windows
- Lotus Word Pro
- WordPerfect 5.1 for DOS, & 6.0
- Claris Works 5.0
- NCU Edit for DOS
- Corel WordPerfect
- Excel for Windows 3.1, 95, NT & 98
- Corel Quattro Pro
- Works 3.0 for Windows 3.1
- Lotus 1-2-3 for Windows 3.1, 95, NT & 98
- Word 6 for Windows 3.1, 95, NT & 98
- Works 4.0 for Windows 95, NT & 98
No Word Processor or Spreadsheet Program
Needed
If you don't have any of these programs, there's another version of
all 125 forms that will work on any computer that operates on DOS,
Windows or Mac systems. If you don't have a CD drive, a 3˝" disk is
also available.
Craig Savage is a contractor with over
30 years of construction experience and in appreciation for what the
computer can do in the builder's office. In this book he draws on
these skills to help builders with a marked dislike for
paper-shuffling resolve the age-old dilemma of how to achieve the
accurate, through records every business requires, while not
spending the entire work week doing it.
Karen Jones-Mitchell has 15 years
experience as a general contractor and finance consultant. Between
her two careers, she's become a seasoned pro in building, in
construction accounting, and in computers. Karen knows inside and
out the special problems of construction record-keeping and
construction offices. In this book she has combined that knowledge
to help create the most user-friendly set of forms you've ever seen
or used.
Contents:
(by category)
Accounting Forms:
- Purchase Order, 16
- Fax Purchase Order, 18
- Progress Billing, Time and Materials, 20
- Progress Billing, Lump Sum Contract, 22
- Time and Materials Billing Sheet, 24
- Percentage Complete Invoice, 26
- Job Invoice, 28
- Contractor's Invoice, Pages 1 and 2, 30
- Contractor's Invoice, Page 3, 34
- Statement of Contract, 36
- Statement, 38
- Contract Statement, 40
- Past Due Notice, 42
- Hourly Labor Rates, 44
- Cash Paid Out, 46
- Project Account Summary, 48
- Payroll Employee Summary, 50
- Overhead Calculations,
- Equipment Ledger Sheet, 54
- Expense and Travel Report, 56
- Final Payment Release, 58
- Time and Material Log, 60
- Accounting Adjustments, 62
- Profit and Loss Statement, 64
Contracts:
- Proposal, 70
- Remodeling Proposal, 72
- Fixed Fee Itemized Proposal, 76
- Time and Material Proposal, 78
- Time and Material Itemized Proposal, 80
- Subcontract Agreement, 82
- Subcontract Policy, 84
- Prime Construction Contract, 86
- Project Management Contract, 88
- Cost Plus Percentage Contract, 94
- Cost Plus Fixed Fee Contract, 98
- Contract Transmittal, 102
- Change Order - Generic, 104
- Change Order - Running Total, 106
- Subcontractor Change Order, 108
- Cash Change Order, 110
- Fax Change Order, 112
- Change Transmittal, 114
- Change Order Log, 116
- Warranty, 118
Estimating
Forms:
- Plan Log, 122
- Bid Log, 124
- Job Survey, 126
- Quantity Sheet, 128
- Quotation, 132
- Telephone Quotation, 134
- Fax Quotation, 136
- Bid Form, 138
- Letter - Bid Follow Up, 140
- CSI Estimator, 142
- Estimate Checklist, 156
- Unit Estimate Sheet, 170
- Unit Estimate Sheet (Additional), 173
- Estimate Recap Sheet, 174
- Summary of Estimate, 176
- FHA Cost Breakdown, 178
- Cost Data Form, 182
- Cost Book, 186
- Historical Project Cost Sheet, 190
Field Forms:
- Job Information, 194
- Finish Schedule by Room, 198
- Specialty Selection Sheet, 200
- Schedule Sheet, 202
- Job Progress Chart, 204
- Daily Construction Report, 206
- Daily Work Sheet,
- Daily Material Report, 210
- Material Requisition, 212
- Daily Equipment Report, 214
- Weekly Equipment Summary, 216
- Tool List, 218
- Tool Receipt, 220
- Truck Inspection Sheet, 222
- Field Problem Report, 226
- Field Change Report, 228
- Subcontractor Work Order, 230
- Delay Notice, 232
- Memorandum of Delay, 234
- Potential Backcharge Notice, 236
- Accident Report by Supervisor, 238
- Safety Meeting Report, 240
- Job Site Safety Checklist, 242
- Safety Agreement, 246
- Project Closeout Checklist, 248
- Project Closeout Letter, 252
- Final Project Punch List, 254
General Office
Forms:
- Interoffice Memo, 258
- Memo, 260
- Fax Cover Sheet, 262
- Transmittal From, 264
- Emergency Telephone Directory, 266
- Field Directory, 268
- Office Directory, 270
- First Contact Sheet, 274
- Contractor/Supplier Questionnaire, 276
- Questionnaire Cover Letter, 278
- Subcontractor Insurance Verification Log,
280
- Rejection Letter, 282
- Deficiency Notice, 284
- Time Management Worksheet, 286
- Project Startup Checklist, 288
- Material Schedule, 292
- Job Cost Report, 294
- Procurement Schedule, 296
- Specification Change, 298
- Employee Data Sheet, 300
- Driving Record Verification, 302
- Employee Evaluation, 304
- Employee Time Card, 306
- Unit Cost Time Card, 308
- Employee Time Sheet, 310
- Time Card - Categorized, 312
- Time Card Categories, 314
- Weekly Time Card, 316
- Preliminary Notice, 318
- Waiver of Lien (Partial), 320
- Material or Labor Waiver of Lien, 322
- Nonresponsibility Notice, 324
- Thank You Letter, 326
- Customer Satisfaction Survey, 328
- Company Evaluation, 330
Installation Instruction,
333Index of
Programs, 337
Index, 396
400 pages
8-1/2 x 11 in.
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