Templates Library

Stop rebuilding the same document every project

Ready-to-use templates for cost control, daily reporting, and site communication — download and go.

Every template below is built around real jobsite workflows. Some are free to try, others are part of Summit Pro. Filter by type to find exactly what you need.

Cost Control

Budget, bids, and change orders

Summit Pro

Job Costing Tracker →

Track budgeted vs. actual cost by category so overruns show up the week they happen.

Summit Pro

Sub Bid Comparison & Leveling →

Level subcontractor bids side by side by scope, so gaps show up before you award.

Summit Pro

Change Order & Cost Impact Tracker →

Log every change order and keep a running total against your original contract value.

Site Paperwork

Daily reports and RFIs

Free Sample

Daily Report Template →

Weather, crew, work completed, delays, and safety — the core daily report fields, ready to fill in.

Free Sample

RFI Template / Log →

A structured Request for Information form covering reference, background, question, and impact.

Safety

Toolbox talks and JSAs

Mixed

Toolbox Talk / JSA Pack →

A blank toolbox talk form and job safety analysis template — or generate a task-specific talk with AI.

FAQ

Common questions

What's the difference between free and Pro templates? ▾

Free templates give you a working sample; Pro unlocks the full set plus AI generation for custom versions.

What format are the templates in? ▾

All templates are editable Excel (.xlsx) files.

Can I generate a custom version instead of using the template directly? ▾

Yes — Summit Pro's AI tools can generate a custom version of most documents from your own notes.

Related resources

Keep exploring

Unlock every template with Summit Pro

Get the full Cost Control Bundle, unlimited AI documents, and saved projects for $10/month CAD.

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