Step 1
Win the job
Start with a clear quote, estimate, bid, or proposal so the client sees the scope, price, and timing.
Recommended form: Construction Quote
Built around how your business works
Contractor bids, contracts, and work orders built for small crews
Small contractors don't need an ERP to run change orders. They need schedule of values, scope of work, retainage, and RFIs in one place — carried from bid into contract, work order, and closeout without retyping a thing.
- No signup to try
- No credit card
- PDF in 2 minutes
Paperwork built for trade and service businesses — from first quote to final invoice. $99/year after your free month, one plan, no per-seat billing. Works alongside your existing CRM, dispatching, and accounting tools.
$99 per year after your free month · No credit card · One plan, no per-seat · Cancel anytime
Common jobs we help you document
Use guided paperwork for the jobs you quote, run, and close every week.
- Remodels and renovations
- Tenant improvements
- Additions and build-outs
- Punch list work
- Subcontractor coordination
Recommended contractor forms
Start with the document you need now, then reuse the same customer, site, scope, and pricing across the rest.
Contractor paperwork
Construction Bid
Construction Contract
Construction Quote
Construction Work Order
Construction Proposal
Construction Inspection Report
Construction Warranty
Daily Report / Log
Application for Payment
Lien Waiver
Change Directive
Construction Submittal Form
Construction Submittal Register
Construction Transmittal
Construction Affidavit of Payment of Debts/Claims
Construction Consent of Surety to Final Payment
General documents
Invoice
Change Order
Purchase Order
Sample document
Construction Bid
Pre-filled company details
Totals computed automatically
Print-ready, send to clients
Why this fits contractors
- Bid structure with CSI divisions, alternates, and phased pricing that matches owner expectations
- Contract templates with scope, schedule, payment terms, change order procedures, and dispute resolution
- Daily report logs for weather, crew count, equipment, and work completed
- AIA-style payment application format with schedule of values and retainage tracking
- RFI, submittal, and transmittal forms for project communication
Covers documentation for competitive bidding, project execution, change management, closeout, and lien compliance.
From quote to change order to invoice
A simple paperwork flow for clear scope, cleaner approvals, and faster payment.
Step 2
Run the work
Turn the approved job into work orders, contracts, reports, and crew paperwork without retyping the same details.
Recommended form: Construction Work Order
Step 3
Handle changes
If scope or price changes, document it before extra work continues so everyone stays aligned.
Recommended form: Change Order
Step 4
Finish and get paid
Close the job with the final bill and supporting paperwork so you can get paid with less back-and-forth.
Recommended form: Invoice
Frequently asked questions
What documents does a general contractor need?
Bids for winning projects, contracts for signing, work orders for subs, daily reports for the field, RFIs for questions, and payment applications for getting paid. Add change orders and lien waivers as the project progresses.
Can I format bids with CSI divisions and alternates?
Yes. The construction bid form supports line items organized by division, with base bid, alternates, and unit pricing sections.
Do the payment applications match AIA format?
The Application for Payment form follows the standard schedule-of-values structure with original contract amount, changes, completed work, retainage, and current payment due.
Can I create RFIs and submittals for project communication?
Yes. The construction category includes RFI, submittal, and transmittal forms designed for clear project documentation with reference numbers and response tracking.
Is it really free to try without signing up?
Yes. Open any document, fill the guided form, and download the PDF with no account required. Create an account only when you want to save jobs and reuse details across the paperwork flow.
Will the paperwork look professional enough to send to customers or GCs?
Yes. Every document generates as a clean, send-ready PDF with consistent formatting. Download the sample on the page to see the exact layout before you commit.
Do I need to replace my CRM, dispatching, or accounting software?
No. documentorium is the paperwork layer only. Keep the scheduling, CRM, dispatch, and accounting tools that already work for your business.
Pick the paperwork you need
Try the form, download the PDF, and start free when you want to save history and reuse details across the rest of the job.
Browse other trades and services
See how nearby trades and services handle the same quote-to-invoice paperwork.
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