Guides
Short, practical guides written for owners and managers. Each one answers the question first, then explains the how and why.
The complete paperwork checklist for a small service business
The nine documents every trade or clinic needs, in the order to set them up, and what each one prevents.
How to price service jobs for profit: labor burden, overhead and margin explained
A plain-language method for turning wages, overhead and target margin into prices you can defend, with a worked example.
How to reduce no-shows and late cancellations in a clinic or service business
The three-part system (signed policy, reminder sequence, waitlist) that reliably cuts missed appointments, with message timing and fee guidance.
Service agreement clauses explained: what each section does and why it is there
A section-by-section explanation of a trade service agreement, from fees and warranty to hidden conditions and limitation of liability.
What belongs in a new-patient packet (and what does not)
The five documents a dental, med spa, PT, chiropractic, IV or home health practice should have every new patient sign, and how to keep the packet short.
Plumbing & HVAC warranty template (free wording)
Free plumbing and HVAC warranty template wording: labor warranty period, manufacturer parts warranty, exclusions, claims process. Copy and edit.
Put the guides to work
The pricing and no-show guides each have a free calculator, and the paperwork checklist pairs with a free invoice generator: job price calculator, no-show cost calculator, invoice generator, work order generator. The calculators are also in the Chrome extension.
Industry paperwork guides
Each industry page includes a basics-to-expert guide, an ideal-customer profile and every template for that industry.