Document packs for contractors
Less desk time. More job time.

Professional forms for the way contractors work.

Ready-to-customize document packs for HVAC, plumbing, electrical, landscaping, and cleaning businesses—organized around the work you do every day.

120documents in the complete pack
5contractor trades covered
10documents in the free sample
Contractor reviewing plans during an interior renovation
The Complete PackOne 120-document library spanning all five trades.
Built for the field
HVAC
Plumbing
Electrical
Landscaping
Cleaning
Contractor tools arranged beside a blank work surface
The all-in option

One library. Every trade.

The Complete Pack brings together 120 documents across HVAC, plumbing, electrical, landscaping, and cleaning—so your paperwork can keep pace as your business grows.

  • All five trade collections
  • Customer-facing paperwork
  • Job and service documentation
  • Team and workflow forms
Compare your options Buy the Complete Pack — $129
Start with your trade

Five focused starter packs.

Each trade pack includes 30 documents shaped around a specific type of service business. Choose the collection that matches your crew and the work on your schedule.

HVAC technician servicing an outdoor air-conditioning unit
30 documents

HVAC

Keep service visits, installations, maintenance work, and customer handoffs organized.

Buy HVAC Pack — $39
Plumber tightening a pipe connection beneath a sink
30 documents

Plumbing

Bring consistency to estimates, job records, service follow-up, and field paperwork.

Buy Plumbing Pack — $39
Professional cleaning crew working in a bright home
30 documents

Cleaning

Standardize client intake, recurring visits, task details, and team checklists.

Buy Cleaning Pack — $39
A cleaner paperwork system

Make the forms yours. Put them to work.

01

Choose your coverage

Start with one trade, explore the free sample, or bring all five trades together.

02

Add your business details

Review every document and tailor the language, fields, and branding to your operation.

03

Use a consistent process

Give customers and crews clearer paperwork from the first conversation through the completed job.

Fuel savings for working people

Save at the pump. Keep more in your pocket.

Download Upside with my link or use my code E9BGD to get 15¢ per gallon extra cash back on your first gas fill-up and 10% extra cash back on your first restaurant or grocery purchase.

Use this referral code when you join Upside:

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Pick your starting point

One clear next step.

Explore a sample, focus on one trade, or cover your whole operation with the complete library.

Good to know

Questions before you choose?

Start with the scope that fits your business today. You can review and customize each document for the way you operate.

What is included in the Complete Pack?

The Complete Pack contains 120 documents across HVAC, plumbing, electrical, landscaping, and cleaning. It combines all five trade collections into one broader library.

What is included in a Starter Pack?

Each Starter Pack contains 30 documents focused on one trade: HVAC, plumbing, electrical, landscaping, or cleaning.

Can I preview the documents first?

Yes. The Free Sample Pack includes 10 documents so you can review the approach before deciding which collection fits best.

Should I customize the forms before using them?

Yes. Add your company information, review the wording, and adapt each document to your services, policies, and local requirements before putting it into use.

Are these documents legal advice?

No. They are general business templates, not legal advice. Have a qualified professional review any document when legal or regulatory requirements apply.