A contractor management system built for residential builds — track licences, quotes, contracts, and performance for every trade so nothing gets lost.
One-time payment. Yours forever.
What’s included
More than a contact list. This workbook tracks the full lifecycle of every contractor relationship — from initial quote through to final payment and performance review — with compliance alerts built in.
Tab 01
Trade Register
The master list of every contractor on your build. Company name, contact details, ABN, trade category, licence numbers, licence state, insurance provider, insurance expiry date, and current status. Conditional formatting flags expired documents automatically.
Tab 02
Quote Comparison
Compare up to four quotes per trade category side by side. Track scope inclusions, exclusions, price, availability, and notes. Make informed decisions with all the details in one view instead of flipping between emails.
Tab 03
Contract & Payment Tracker
Log every contract with its agreed amount, payment milestones, retention terms, and payment dates. Track deposits, progress payments, and final payments per trade with auto-calculated outstanding balances.
Tab 04
Performance Log
Record quality of work, punctuality, communication, issue resolution, and whether you’d use them again. Invaluable for multi-stage builds, future projects, or recommending (or warning about) trades to others.
Tab 05
Compliance Dashboard
A single-screen view of every trade’s compliance status — licence validity, insurance expiry, contract status, and payment standing. The view you need before every site meeting, council inspection, or insurance audit. Red/amber/green flags update automatically from the other four tabs.
Why this exists
“I had a council inspector ask me for my plumber’s licence number and insurance certificate on site. Took me 20 minutes of scrolling through emails to find it. That was the moment I knew I needed a proper system.”
— from mzt
Managing trades on a residential build is a compliance exercise as much as a construction one. Every contractor needs current insurance. Every licence needs to be valid for the work being done. Every payment needs to match what was contracted. And when something goes wrong, you need to know exactly who did what, when, and for how much.
This standalone version expands the original trade register tab into five dedicated sheets — adding quote comparison, contract tracking, performance logging, and a compliance dashboard that gives you instant visibility of every trade’s status.
Who it’s for
Owner Builder
First time managing trades
You’ve never hired contractors before and need a system to track who’s doing what, whether their paperwork is current, and how much you owe them.
Project Manager
Running multiple trades
You’re coordinating 10–20 different trades and need one place to check compliance, compare quotes, and track payments without digging through emails.
Renovation
Smaller team, same risk
Even a kitchen renovation can involve six trades. If one has expired insurance and something goes wrong on site, you’re exposed. This tracks it all.
Repeat Builder
Building a reliable network
You’ve done this before and want to build a rated trade database you can carry across projects. The performance log makes that possible.
Compare
This product focuses purely on trade management. If you also need budget tracking, stage planning, permits, and a project dashboard, the premium Owner Builder Tracker has everything in one file.