A day-to-day operations workbook for small-portfolio, long-term-rental landlords. Track your units, leases, rent, and maintenance in one file — and the dashboard rolls it up: occupancy, monthly rent roll, outstanding rent, which leases are about to expire, and which repairs are still open. Type the data; the workbook does the counting.
You don't own a spreadsheet problem.
You own units. This is the workbook that runs them.
Three working logs, one dashboard, and a how-to — the ops record every self-managing landlord needs and most keep in scattered notes.
One row per unit: property, unit, tenant, beds/baths, lease dates, monthly rent, and deposit held. Days-to-lease-end and a lease flag figure themselves — vacant and expired leases turn red, leases within 60 days turn amber.
Log a row when rent is due, then fill amount paid. Balance and status — Paid, Partial, Overdue, Due — figure themselves; overdue rows highlight so you know exactly who to chase.
Maintenance by unit: issue, category, vendor, cost, and status. Open items highlight and count on the dashboard, and your spend totals itself.
The dashboard shows units, occupied, occupancy %, and your monthly rent roll — the health of the portfolio in one line.
A lease-status breakdown and an expiring-within-60-days count surface the renewals to send before a tenant goes month-to-month or walks.
Outstanding rent, collected-to-date, and a collection rate roll up from the ledger — your rent-collection scorecard, always current.
$19, once. The anchor of a coming Landlord / Property Ops Pack (with a deposit ledger and a tenant-screening checklist). Built for long-term rentals — hosting a short-term rental? See the Direct Booking Kit.
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Payment, payoff date, and every month in between — plus what an extra payment really saves you. Works for any fixed-rate loan.

A full year of designed two-minute safety talks — 52 one-page talks, each with a matching sign-in + quiz record sheet, an annual topic calendar, and the delivery method. Now with every talk as an editable PowerPoint deck and Word sheet, so you can put your company on it.
Every bid on one dashboard — pipeline value, hit rate, what's due in the next two weeks — plus a line-item estimate worksheet that builds the bid price itself, from divisions to overhead, profit, and contingency.

Give every bill a paycheck and see exactly what's safe to spend from each check — 26 paychecks mapped, a 60-bill register, and one dark dashboard that does the math.

Bill a progress payment in minutes — an original AIA-style application for payment with a schedule of values, retainage on work and stored materials, and change-order math that ties out to the cent. The application foots every time.

A superintendent's daily field log: one row per day — weather, crew, man-hours, deliveries, delays, safety — that rolls up to man-hours, lost days, and delay causes on a live dashboard, plus a print-ready daily report form for the trailer.

List up to 20 debts, pick snowball or avalanche — see your debt-free date and the interest you'll never pay.

Take bookings on your own site and keep the fees: a complete direct-booking website for short-term rentals — live calendar, card payments, Airbnb & VRBO sync, demand pricing, and a real automation API. You own the code; no monthly SaaS. One repeat guest a year pays for it.

A 12-week goal workbook held lightly: tiny-rung ladders, light weekly check-ins, and a mid-season permission slip. From our Daily Reset line.
Send a clean invoice — and always know who still owes you. A fillable, printable invoice plus a tracker that shows what's outstanding, what's overdue, and what got paid this month, with an aging breakdown. No subscription, no per-invoice fee.
Every project's budget, committed costs, and actuals on one dark dashboard — cost to complete, projected at completion, and the margin you're actually going to make, by cost division, with OK / WATCH / OVER status on every line.

Ten photocopy-ready forms that run the documentation layer of a jobsite safety program — inspections, incidents, near misses, pre-task plans, orientation, and the logs in between. PDF plus editable Word versions of every form.
Every professional license across all 50 states on one dashboard — with a US map that heat-shades by license count.

A repeatable method for capturing a person's memories, voice, and wisdom before the window closes — interview frameworks, a question bank for a year of Sundays, the archive system, and an honest guide to the AI layer on top.

A construction punch list that rolls itself up: log each item once and the dashboard shows percent complete, open work by trade, what's overdue, and where your closeout deliverables stand — warranties, O&M, as-builts, permits. Four tabs, pure formulas, no macros.
Your whole reselling year on one dashboard — true net profit after fees and shipping, inventory on the shelf, sell-through, days to sell, and which platform is quietly earning the most. eBay, Poshmark, Mercari, Depop, Etsy.

Track every tenant security deposit through its whole life — held, where it's held, itemized move-out deductions, and the state return deadline — so a missed return window never becomes a penalty. Pairs with the Landlord / Rental Property Tracker.
For 1099 contractors, freelancers, and gig workers: log expenses by IRS Schedule C category and business miles by trip, and the workbook totals your deductions, maps them to Schedule C, and estimates the tax they save. A record-keeping tool — not tax advice.

Every invoice and expense in one place — and a P&L that updates itself: an income ledger with invoice status, an expense ledger with category dropdowns, and a month-by-month dashboard with a year at a glance.

Every booking and expense across your Airbnb & VRBO listings in one workbook — with per-property P&L, occupancy, ADR, cleaning and platform fees, and net profit figured for you. Multi-property, formula-driven, no macros.
Every subcontractor's certificate of insurance in one register that watches the expiration dates for you — flagging who's lapsed, who's about to, and who's missing a required policy before they set foot on your site. Type the dates; the workbook tracks the rest.

Two logs every project lives by — a submittal register and an RFI log on one dashboard that shows, at a glance, what's open, what's overdue, and whose court the ball is in. Type your entries; the workbook counts the rest.
Compare rental applicants side by side on the same lawful criteria — income ratio, credit, rental history, references, background — with a built-in fair-housing & FCRA checklist. It does the income math and keeps the record; you make the decision.

A guided capture kit for loud minds: prompted brain-dump page, a calm four-pile sort, tiny first steps, a bedside night page, and pocket cards. From our Daily Reset line.

A calm one-page daily planner for busy minds: brain-dump, pick just three, break down the scary task, end the day with proof. From our Daily Reset line.

A calm month-ahead ritual: dump it all, pick just three things, keep one gentle habit, close the month with proof. From our Daily Reset line.

The complete Daily Reset collection — Daily, Weekly, and Monthly Resets, Gentle Goals, and the Brain Dump, with a Start Here guide. $56 separately, $39 together.

A ten-minute Sunday ritual: dump the week, pick three, match heavy work to your good hours, close kindly on Friday. From our Daily Reset line.

Four photocopy-ready forms that turn safety talks into documentation: sign-in sheet, briefing record, meeting minutes, and a 52-week annual log. Keep the binder audit-ready.

Model the velocity-banking mortgage-payoff strategy with your own numbers — chunk from a line of credit, funnel your cash flow, and watch the payoff. Compared honestly, side by side, against minimum payments and plain extra principal.