SD–OPS–01 · United States · not scoped to any state · billing records
42-page pack · 12 sections · plus fill-in checklist, how-to guide and sources · 115 pages across 4 files
The work changed on site, everybody agreed in the moment, nobody wrote it down, and the invoice then arrived with a number the customer had never seen. That is how a small business stops getting paid, and it is a paperwork problem rather than a customer problem.
Tick the box above to continue. The button stays off until you do.
A recurring billing record rather than a contract signed once: an estimate per job with an exclusions page and a customer acceptance line, a change order you can get signed on site in two minutes, a matching invoice whose every line names the estimate line or the change order it came from, and one running ledger so the owner can see what is outstanding on the day he looks. 1,896 fill-in blanks across 13 sections. It prints no sales-tax rate, no late-payment figure, no payment term described as standard, and no record-retention period, because all four are answered by the state you sell in and by your own accountant. It cites no regulation, and it gives you no lien and no claim over anybody's property.
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What's inside
What lands in your inbox
You fill in the document itself and hand it on. The checklist is there so you do not leave a blank in it. Everything else is reference. Every file is a PDF you can type into on screen, or print and write on, so you need nothing else to use it.
The rest of the set
Businesses like yours usually start with these. It is where a trade starts, not a complete legal inventory of everything it could ever be asked for — no list on any website is that. Every line below says where it came from.
Showing what a demolition contractor is asked to carry.
94 trades on our list need this document. The 6 above are spread across the kinds of business that need it; the other 88 are here.
Demolition contractor13 items on the list, two of them a multi-file kit rather than a single document. You are looking at one of them. We sell nine of the other twelve; three we do not have yet.
OURSNot a rule we can point at — this is what the trade gets asked for.
REGA regulator asks for this.
Also answers: Fall protection / written safety element.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
Named because leaving them out would make the list look complete when it is not. Tell us which one you need and it goes on the build queue with your trade attached.
REGA regulator asks for this.
29 CFR 1926.1101
REGA regulator asks for this.
29 CFR 1926.62
COMPNot a rule we can point at — it is standard in this trade.
Your state can add to this. We have written down one place where this trade’s set differs from one state to the next. What we sell is written to the federal baseline, and a state that runs its own programme can ask for more than the federal rule does.
Print this checklistDental practiceEight items on the list, one of them a multi-file kit rather than a single document. You are looking at one of them. We sell the other seven.
OURSNot a rule we can point at — this is what the trade gets asked for.
REGA regulator asks for this.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
We have these written down against this trade but not well enough sourced to tell you a rule demands them. So we are not telling you that.
REGA regulator asks for this.
45 CFR part 160
Your state can add to this. We have written down one place where this trade’s set differs from one state to the next. What we sell is written to the federal baseline, and a state that runs its own programme can ask for more than the federal rule does.
Print this checklistTattoo studio / piercing shopEleven items on the list, one of them a multi-file kit rather than a single document. You are looking at one of them. We sell seven of the other ten; three we do not have yet.
OURSNot a rule we can point at — this is what the trade gets asked for.
REGA regulator asks for this.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
Named because leaving them out would make the list look complete when it is not. Tell us which one you need and it goes on the build queue with your trade attached.
REGA regulator asks for this, and which one depends on your state.
REGA regulator asks for this, and which one depends on your state.
REGA regulator asks for this, and which one depends on your state.
Your state can add to this. We have written down three places where this trade’s set differs from one state to the next. What we sell is written to the federal baseline, and a state that runs its own programme can ask for more than the federal rule does.
Print this checklistTrucking & freight carrierEleven items on the list, one of them a multi-file kit rather than a single document. You are looking at one of them. We sell four of the other ten; six we do not have yet.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
Named because leaving them out would make the list look complete when it is not. Tell us which one you need and it goes on the build queue with your trade attached.
REGA regulator asks for this.
49 CFR 391.45
REGA regulator asks for this.
49 CFR 391.11
REGA regulator asks for this.
49 CFR 382.301
REGA regulator asks for this.
49 CFR 387.7
REGA regulator asks for this.
49 CFR 395.8
COMPNot a rule we can point at — it is standard in this trade.
Your state can add to this. We have written down one place where this trade’s set differs from one state to the next. What we sell is written to the federal baseline, and a state that runs its own programme can ask for more than the federal rule does.
Print this checklistBar, tavern & sports barTwelve items on the list, one of them a multi-file kit rather than a single document. You are looking at one of them. We sell five of the other eleven; six we do not have yet.
OURSNot a rule we can point at — this is what the trade gets asked for.
REGA regulator asks for this.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
Named because leaving them out would make the list look complete when it is not. Tell us which one you need and it goes on the build queue with your trade attached.
REGA regulator asks for this, and which one depends on your state.
REGA regulator asks for this, and which one depends on your state.
REGA regulator asks for this.
21 CFR 117.1
REGA regulator asks for this, and which one depends on your state.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
Your state can add to this. We have written down three places where this trade’s set differs from one state to the next. What we sell is written to the federal baseline, and a state that runs its own programme can ask for more than the federal rule does.
Print this checklistElectrical contractor13 items on the list, two of them a multi-file kit rather than a single document. You are looking at one of them. We sell ten of the other twelve; two we do not have yet.
OURSNot a rule we can point at — this is what the trade gets asked for.
REGA regulator asks for this.
Also answers: Fall protection / written safety element.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
Named because leaving them out would make the list look complete when it is not. Tell us which one you need and it goes on the build queue with your trade attached.
REGA regulator asks for this.
29 CFR 1910.147
COMPNot a rule we can point at — it is standard in this trade.
Your state can add to this. We have written down one place where this trade’s set differs from one state to the next. What we sell is written to the federal baseline, and a state that runs its own programme can ask for more than the federal rule does.
Print this checklistInside the file
01The pack itself, 13 sections with 1,896 fill-in fields, as a PDF you can type into
02A four-question page for the answers this pack refuses to invent: sales tax, late payment, how long records are kept, and what wording your state or trade requires on the paperwork
03An estimate with a scope table, an exclusions page, allowances, the assumptions the price rests on, and a customer acceptance line that gets signed before work starts
04A change order short enough to fill in on a job site, plus a register and a log of changes asked for out loud and not yet signed
05A deposit and stage-payment schedule with a payment-received log
06An invoice whose every line names the estimate line or the change order it came from
07A per-job record of how each line was treated for tax, and on whose answer
08A payment-terms page and a weekly chase ladder for invoices past their due date
09A running ledger: an estimate register, an invoice register, what is outstanding by age, and a weekly review line the owner initials
010Month-end reconciliation and a corrective-action register that shows the same failure happening twice
Plain-English Monday actions
Official-source registry
These are the real rules this plan is built on. Every citation was read against the published text on the date shown above, and each link goes to the official source, not to a summary.
Exclusions
Before you buy
When the law behind this document moves, or a clause keeps causing an argument, we rewrite it and the new version lands in your account. You do not pay again. That applies to everyone who buys, member or not, for as long as we sell this document.
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One more time, plainly: this is a blank document and it is scoped to no state. Every state-specific figure in it is left blank for you to fill from your own, and whether what you write in holds is decided by your state's law, often your city's. Check yours before you rely on it.
