Keep the planning work usable

Your project decisions.
One return point.

Open the record you need, carry the same city, project, and quantity forward, then print or save the result. No account required; save project context to an optional account when you want to use it on another device.

10 reusable recordsDevice-local by defaultOptional cloud save
Bring your saved work together

Build a project discussion packet.

Choose your saved scope, permit notes, and bid comparison. Review what is missing, add follow-up questions, and keep one printable or downloadable snapshot.

No project selected

Start with your real project

This hub carries your city, project, and planning quantity into each worksheet. Completed worksheet contents are separate; use the copy, print, or save controls offered by that tool.

Choose your next worksheet

Pick up the next decision.

Open the step you need. Your current project context travels with you.

01 · Define the work

Contractor-ready project description

One description to send to every bidder.

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02 · Verify locally

Permit-call record

Questions, official-source evidence, and municipal follow-up.

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03 · Review one quote

Bid completeness review

What the proposal states and what needs clarification.

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04 · Compare quotes

Multi-bid comparison

Price, scope, allowances, exclusions, and contract-language risks.

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05 · Plan uncertainty

Reserve decision

The selections behind a separate planning reserve.

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06 · Choose products

Allowance selection record

Allowance, selection cost, markup assumption, and contract adjustment.

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07 · Plan payments

Payment schedule review

Deposits, milestones, holdback, and total percentage.

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08 · Before signing

Contractor discussion record

The same scope, permit, payment, warranty, and final-record questions.

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09 · Control changes

Change-order review

Proposed scope, credits, markup, schedule impact, and approval status.

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10 · Sequence the work

Project waterfall schedule

Dates, dependencies, milestones, blockers, and DIY or contractor ownership.

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Private by default

No account required. No contractor lead funnel.

Each record opens as a separate homeowner-controlled worksheet. Project context stays on this device unless you deliberately save it to an optional account. Addresses, contractor names, proposal details, notes, and financial entries are not uploaded by this index.