Free field tools

Simple tools for running a growing trade company.

Use these worksheets to tell the truth about work, protect the crew, improve cash flow, and make better promises.

Built from lessons Will Marsh learned helping a local plumbing company grow from about $4 million to $40 million in annual revenue.

Use the tool that matches today's problem.

Each tool has a printable one-page PDF and an editable spreadsheet. No email is required.

Video 1 tool

Growth Constraint Check

Growth usually does not create ten equal problems. This check helps you find the one issue limiting completed work, cash, and crew output.

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Video 2 tool

14-Day Cash Flow Check

Booked work is not cash. Follow each job from ready work to completed work, invoices, and collection so the team knows what must move next.

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Video 3 tool

Lost Crew Time Tracker

A full day is not always a productive day. Track the hours lost to preventable travel, waiting, searching, switching, and callbacks.

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Video 4 tool

False-Start Cost Calculator

Starting an unready job does not create progress. It creates travel, waiting, rework, and delayed billing. Put a real number on it.

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Video 5 tool

Five-Question Crew Release Check

This works for service and project work. The details change, but the rule does not: planning is always allowed; release must be protected.

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Video 6 tool

Schedule Truth Check

A date is not a plan. Check readiness, capacity, priority, and ownership before the company promises the work.

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Video 7 tool

Backlog Truth Test

A sold job is not always a ready job. Test the next 20 open jobs before the backlog makes another promise for your crew.

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Want the operating ideas behind the tools?

The 50% Problem explains why growing companies create their own constraint and how to restore flow.