Skip to content

Foundry Field Office · by Patrick Foundry

Field Office kits.

Workbooks and printable forms for contractors and the people who run the work. Excel + Google Sheets, no macros. $19 per kit · $49 for all four.

Change Order + T&M Ticket Kit: Excel and Google Sheets workbook, PDF forms, 19-page guide

KIT 01 · EXCEL + GOOGLE SHEETS · PDF FORMS

Change Order +
T&M Ticket Kit.

Track every change from the field directive to the approved change order, in one workbook.

For general contractors, subcontractors and anyone who has to document extra work and get paid for it. Price T&M tickets from your own labor and equipment rates, roll them into change order requests, and see pending exposure and unbilled T&M on one dashboard.

  • Workbook (.xlsx, no macros), in two copies: one for Excel and one tuned for Google Sheets. Setup, CO Log, CO Request, T&M Ticket, T&M Log and Dashboard tabs, plus example tabs with a fictional sample job.
  • Printable PDF forms: blank Change Order Request and T&M Ticket.
  • 19-page PDF guide: how to use every tab, change order best practices, an AI Workflow chapter tied to the workbook, and opening the kit in Google Sheets.

Bundle and save. Also in the 4-Kit Bundle: all four kits for $49.

$19BUY · $19 →

Instant digital download. One-business license, unlimited projects. Works in Excel 2016 or later (Windows or Mac, including Microsoft 365) and in Google Sheets. No macros. Original templates, not AIA forms. A project-management tool, not legal or contract advice; your contract controls notice, markup and approval requirements.

What's included: workbook, example job, PDF forms, 19-page guide, AI workflow, Google SheetsDashboard tab with example data: pending exposure, unbilled T&M, agingT&M Ticket tab with example data

Images show the fictional example jobs included in the workbooks.

RFI + Submittal Log Kit: Excel and Google Sheets workbook, PDF forms, 20-page guide

KIT 02 · EXCEL + GOOGLE SHEETS · PDF FORMS

RFI +
Submittal Log Kit.

Know which RFIs are overdue, who owes the answer, and the date every submittal has to go out so the material is on site when the schedule needs it.

For general contractors, subcontractors, project managers and superintendents who send RFIs and run submittals. Log every RFI and submittal in one workbook, see whose court the ball is in, and let the dates and flags tell you what to chase today.

  • Workbook (.xlsx, no macros). The same file opens in Excel or Google Sheets. Setup, RFI Log, RFI Form, Submittal Log (register), Submittal Transmittal and Dashboard tabs, plus example tabs with a fictional sample job.
  • Printable PDF forms: blank RFI and Submittal Transmittal.
  • 20-page PDF guide: how to use every tab, writing RFIs that get answered, running the submittal process, lead-time planning, an AI Workflow chapter tied to the workbook, and opening the kit in Google Sheets.

Works with Kit 01. When an RFI answer changes cost or time, the log flags it until you enter a change order number. Price and track the change with the Change Order + T&M Ticket Kit. Also in the 4-Kit Bundle: all four kits for $49.

$19BUY · $19 →

Instant digital download. One-business license, unlimited projects. Works in Excel 2016 or later (Windows or Mac, including Microsoft 365) and in Google Sheets. No macros. Original templates, not AIA forms. A project-management tool, not legal or contract advice; your contract and specs control RFI procedures, review times and submittal requirements.

What's included in the RFI + Submittal Log KitDashboard tab with example data: overdue RFIs, late or stuck submittals, open items by companyLead-time planning: working backward from the required-on-site date

Images show the fictional example jobs included in the workbooks.

Schedule of Values and Pay Application Kit cover with the application summary and continuation sheet

KIT 03 · EXCEL + GOOGLE SHEETS · PDF FORMS

Schedule of Values +
Pay Application Kit.

Bill your schedule of values every month without retyping last month’s numbers, and catch the mistakes that get a pay app kicked back before you hit send.

For general contractors, subcontractors, project managers and office managers who bill progress payments. Build the SOV once, enter each period’s work and stored materials, and the workbook fills an Application for Payment and Continuation Sheet, figures retainage, carries approved change orders, and checks the whole thing.

  • Workbook (.xlsx, no macros). The same file opens in Excel or Google Sheets. Setup, Schedule of Values (up to 60 lines, billing grid for 24 applications), Change Orders, Continuation Sheet, Application Summary, Pay App History and a Dashboard with 11 pay-app checks, plus example tabs with a fictional sitework job.
  • Printable PDF forms: blank Application for Payment and Continuation Sheet.
  • 20-page PDF guide: how to use every tab; building a schedule of values, monthly billing, stored materials and retainage; a pay-app review checklist; an AI Workflow chapter tied to the workbook; and opening the kit in Google Sheets.

Works with Kit 01. Copy approved change orders from the Change Order + T&M Ticket Kit into the Change Orders tab and they flow onto the application. Also in the 4-Kit Bundle ($49).

$19BUY · $19 →

Instant digital download. One-business license, unlimited projects. Works in Excel 2016 or later (Windows or Mac, including Microsoft 365) and in Google Sheets. No macros. Not AIA forms; not affiliated with or endorsed by AIA. Original templates. A billing tool, not legal or accounting advice. Check your contract for retainage, billing dates, backup, lien waivers and payment terms.

What is included: Excel and Google Sheets workbook, example job, PDF forms, 20-page guidePay application dashboard with contract sum, retainage, payment due and 11 checksOne-page application for payment summary, lines 1 to 9

Images show the fictional example jobs included in the workbooks.

Bid Proposal and Scope Checklist Kit cover showing the proposal, scope checklist and bid recap

KIT 04 · EXCEL + GOOGLE SHEETS · PDF FORMS

Bid Proposal +
Scope Checklist Kit.

Send a bid where the number is the one you meant, and the proposal says exactly what that number buys.

For general contractors, subcontractors and estimators. Price the work line by line, level your sub bids on the same scope, send a clean proposal built from the estimate, and track every bid until you hear back.

  • Workbook (.xlsx, no macros). The same file opens in Excel or Google Sheets. Setup, Bid Estimate (80 line items with a markup recap), Bid Proposal, Scope Checklist (level up to 5 sub bids), Bid Log and Dashboard, plus example tabs with a fictional bid.
  • Printable PDF forms: blank Bid Proposal / Quote and blank Subcontract Scope Checklist.
  • 20-page PDF guide: how to use every tab with a worked markup example; writing scope, exclusions and qualifications; leveling sub bids; a before-you-send checklist; an AI Workflow chapter tied to the workbook; and opening the kit in Google Sheets.

After you win. Turn the estimate into a schedule of values with the Schedule of Values + Pay App Kit, and price changes with the Change Order + T&M Ticket Kit. Also in the 4-Kit Bundle ($49).

$19BUY · $19 →

Instant digital download. One-business license, unlimited bids. Works in Excel 2016 or later (Windows or Mac, including Microsoft 365) and in Google Sheets. No macros. An estimating and proposal workbook, not takeoff software or a cost database; you bring the quantities and rates. Not legal or contract advice: the starter exclusions, qualifications and terms are examples to edit.

What is included: Excel and Google Sheets workbook, example bid, PDF forms, 20-page guideBid estimate with line items and a markup recap for tax, contingency, overhead, profit and bondSubcontract scope checklist leveling sub bids with gaps and plugs

Images show the fictional example jobs included in the workbooks.

Bundles

More kits. Less money.

Foundry Field Office 4-Kit Bundle cover: estimate, submittal log, change order request and pay application

4-KIT BUNDLE · ALL FOUR KITS · ONE DOWNLOAD

Bid it. Build it.
Change it. Bill it.

All four Foundry Field Office kits in one download: Change Order + T&M, RFI + Submittal, Schedule of Values + Pay Application, and Bid Proposal + Scope Checklist.

Bought separately they are $19 each ($76), so the bundle saves you $27.

  • Four workbooks (Excel and Google Sheets), each with Example tabs and a fictional job.
  • Eight printable PDF forms and four guides, each with an AI Workflow chapter and Google Sheets steps.
  • How they fit: bid it (Kit 04), build it (Kit 02), change it (Kit 01), bill it (Kit 03). Approved change orders from Kit 01 copy straight into Kit 03’s pay app.

One download, one price: $49 for all four kits.

$49BUY · $49 →

Instant digital download. One-business license, unlimited projects. Works in Excel 2016 or later (Windows or Mac, including Microsoft 365) and in Google Sheets. No macros. Original templates. Not AIA forms; not affiliated with or endorsed by AIA. Project-management tools, not legal, accounting or contract advice; your contract controls.

What is included: four kits with workbooks, forms and guidesHow the kits fit: bid it, build it, change it, bill itEight printable PDF forms and four guides

Images show the fictional example jobs included in the workbooks.

Made by Patrick Foundry. AI tools helped draft parts of the guide text and layouts. All templates are original. Questions about the files? Email kits@patrickfoundry.com.