Frequently Asked Questions

How do I get my files after I buy?

Right after checkout you'll get an email with your download links. The links are also on your order confirmation page. No app or software to install, and you don't need an account to buy a single tool or toolkit.

Do I need Microsoft Excel?

No. Our spreadsheets work in Microsoft Excel, free Google Sheets (use File > Import), and Apple Numbers. Our forms are PDFs you can fill in on screen with any PDF app, or print for the truck.

Can I add my company name and logo?

Yes. Every file has a spot for your business details. Fill them in once, save it as your master copy, and every estimate, invoice and form goes out with your name on it.

Can you add my logo for me?

Yes. Add Branded For You to your order, reply to your confirmation email with your logo and details, and we'll send your branded files back within 3 business days.

Is there anything free I can try first?

Yes. The Free Job Profit Calculator shows your real profit and margin on any job. Check out with your email and the download arrives instantly.

Will these work on my phone or tablet?

Yes. Google Sheets and most PDF apps work on phones and tablets, so you can fill out a form or check your schedule from the job site.

What's the difference between a single tool and the All-in-One Toolkit?

A single tool solves one problem, like invoicing. The All-in-One Toolkit includes every tool we make for your trade in one download, priced lower than buying them one at a time. General contractors can go further with the 17-template Contractor Business Bundle.

Which trades do you make tools for?

General Contracting, Lawn Care, Tree Care, Plumbing, HVAC, Electrical and Roofing, plus Business Tools that work for every trade: pricing and profit spreadsheets, a complete safety program and a startup kit.

Are the contracts, agreements and waivers legally binding?

They are professionally written starting templates, not legal advice. Laws are different in every state, so have a local attorney review them before you rely on them. It's still much cheaper than having one written from scratch.

Are the safety checklists and toolbox talks OSHA compliant?

They're practical tools to help you run safer jobs and keep records. They support, but don't replace, required training, manufacturer instructions, and OSHA or local rules.

Can I share the files with my crew?

Yes, you can use them across your own business and with your own employees. Please don't resell or share them with other businesses.

What is Steel Toe Pro?

Steel Toe Pro is our membership. Crew ($19/month) gets every tool for one trade. Foreman ($39/month) gets all seven trades plus the Marketing and Hiring Kits. Owner ($79/month) adds the Owner's Business Toolkit. Pay yearly and get 2 months free. See the plans.

How do members get their files?

Log in to your account with the email you joined with, then open the Members Vault. Add your library to the cart and your member discount brings it to $0 at checkout. Your download links arrive by email, just like a regular order.

Can I cancel my membership?

Yes, anytime, from your account page. Cancelling stops your next renewal. You keep access until the end of the period you paid for, and you keep everything you've downloaded.