EXCEL WORKBOOK · TRACKERS · EMAILED

PROJECT DOCUMENT TRACKER, READY TO EDIT.

Six tabs covering everything a job generates: submittals, RFIs, change orders, drawing sets, purchase orders and open action items.

QUICK ANSWER

Most of the money lost on a commercial job is lost on a date nobody was watching. A submittal sitting unanswered, an RFI with no response, a change order requested and never submitted. None of it appears on a job cost report until the job is over. It's emailed as an attachment, and everything you need to change is highlighted.

HOW TO USE IT

3 THINGS, IN ORDER.

01

Fill the project header once on the Submittals tab. Every other tab reads it by formula.

02

Put the required response days in J1, off the specification. That number drives every due date column.

03

Log the day you send, because the due dates are formulas off it. Read the overdue items weekly before the job meeting.

EMAILED AS AN ATTACHMENT

No charge. It goes to a real address rather than sitting on a link, which is the only thing asked for. The workbook carries a branded How To Use tab and the form itself is left unmarked, because that's the page that goes to somebody else.

 

We will never sell your information.

OR TAKE THE WHOLE SET

EVERY CONTROL TEMPLATE, ONE QR CODE.

Collecting these one email at a time works. A QR code printed in the book, with a password behind it, opening every CONTROL template as a download at runoncfos.com. The ebook is $3.99 on preorder until 5 October 2026 and $9.99 after that, and the paperback is $24.99 from 1 October.

What the book coversThe tools

$10.7M+
Client AR Recovered Since 2023
48
Active Trade Specializations
60 DAYS
Average Onboarding Time
COMMON QUESTIONS

BEFORE YOU USE IT.

An email address is the only thing asked for, because it's emailed as an attachment rather than posted as a link. It opens in Excel and in Google Sheets.
No. Every one of these was checked for personal details, addresses, phone numbers, email addresses and client references before it was published. Everything you need to change is highlighted, so the fields that make it yours are the ones that stand out.
Nothing you have to take. We will never sell your information. If you would rather have every CONTROL template at once, A QR code printed in the book, with a password behind it, opening every CONTROL template as a download at runoncfos.com. The ebook is $3.99 on preorder until 5 October and $9.99 after.
Josh may follow up once if it looks like a fit. There's no sequence, no list you're added to, and unsubscribing is answering the email and saying so.
EVERY TEMPLATE ON THIS SITE
Josh Luebker, The Construction CFO
Josh Luebker
FRACTIONAL CFO · THE CONSTRUCTION CFO

Former commercial project manager and master electrician: 150+ projects worth $2.1B combined, from $50,000 to $300M. Now fractional CFO to commercial subcontractors.

WANT THE WHOLE SYSTEM RATHER THAN ONE FORM?

Twenty minutes, and no pitch. Bring your last full year and Josh will tell you which of these you're missing and what it's costing you.

You don't hire a CFO because it's safe, you do it because the real risk isn't having one.
Book a 20 minute diagnostic

20 minutes. No sales pressure. We will tell you exactly what's broken before we talk about anything else.

OR START WITH THE WORKBOOKS. NO CALL NEEDED.