// SafeOps Contractor Portal

Fill. Sign. Send. On-Site.

Create invoices, estimates, change orders, and more — directly from your phone before you leave the job.

$47 $27 Founding member price

"Used the receipt form — super easy. I'm cancelling HouseCall Pro."

— Tony R., ARahm Service
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One-time payment · No subscription, ever

✓ 30-Day Money-Back Guarantee

🛡️Built by an ACFE member with 10 years in banking and fraud prevention.

Contractor filling out an invoice on their phone at a job site
// Everything In One Purchase

Everything you need. One payment.

25+ forms and tools, no add-ons, no upsells. Tap any category to see exactly what's inside.

New 👷 Build Your Crew Right

Hiring & Team +

The paperwork that protects you when you bring on subs or employees.
  • Independent Contractor Agreement
  • Employee Employment Agreement
  • W-9 Information Collection
  • 1099-NEC Prep Worksheet
  • New Hire Information Form
  • Emergency Contact Form
Get instant access
🚀 Set Up Every Job Right

Start a New Job +

Everything you need before work begins.
  • Client Intake Form
  • New Client ID Verification
  • Pre-Work Site Condition
  • Estimate / Quote Approval
  • Project Scope of Work
  • Service Agreement (state-aware)
  • Payment & Deposit Terms
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🛠️ Stay Covered Mid-Project

Manage the Job +

Keep scope changes from turning into disputes.
  • Material Selection & Acknowledgement
  • Change Order
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💵 Collect With Proof

Get Paid +

Invoice and collect payment on the spot.
  • Invoice / Payment Receipt
  • Payment Plan
  • ACH Authorization
  • Telephone / Card Not Present Authorization
  • Recurring Payment Authorization
  • Peer-to-Peer Payment Confirmation
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✅ Close It Out Clean

Finish the Job +

Proof the work was done and accepted.
  • Project Completion & Satisfaction
  • Material / Goods Delivery Receipt
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🛡️ If Something Goes Wrong

Protect Your Business +

Your defense the moment a payment issue comes up.
  • Cancellation & Early Termination Fee
  • Payment Protection Checklist
  • P2P Payment Verification Checklist
  • Demand Letter
  • Chargeback & Dispute Response Checklist
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🔄

Always Growing, Always Current

New forms get added regularly — built from real feedback from real contractors using the portal — and every form updates instantly if requirements change, so you're never working from a stale version. Every founding member gets every update automatically, at no extra cost.

// Try It Yourself

See it in action

This demo works exactly like the real Invoice form in your Contractor Portal — same fields, same signature capture, same PDF output. Fill it out, sign with your finger, and download your own sample PDF right now — free.

No purchase required — this won't charge you or save your info.

Live Demo — Try It

Fill. Sign. Send.

This is a working sample of the toolkit's mobile forms. Go ahead — use it.

1 — Fill in the basics — watch the phone number format itself
2 — Type a line item, watch it calculate
Total Due$0.00
3 — Sign with your finger
Sign here
4 — Get the finished PDF
No Adobe. No app. Works on the phone already in your pocket.
// See What You Get

Real documents. Not mockups.

Every sample below was generated by the actual forms in your membership — fill it out, sign with your finger, and it looks like this every time.

Sample Contractor Service Agreement page 1 — terms, pricing, and scope of work
Sample Contractor Service Agreement page 2 — contractor and client signatures
Contractor Agreements

Service Agreement

State-aware, binding, and signed on your phone before the job even starts.

Sample itemized invoice and payment receipt with customer signature
Get Paid Contractor Toolkit

Invoice / Payment Receipt

Itemized, auto-totaled, and signed off by the client on the spot.

Sample Peer-to-Peer Payment Confirmation form with client authorization
Chargeback & Fraud Defense

Payment Confirmation

Documented authorization for Zelle, Venmo, Cash App & PayPal payments — your defense before a dispute ever happens.

Sample Project and Payment Tracker Pro spreadsheet — Dashboard view with revenue charts
Sample Project and Payment Tracker Pro spreadsheet — Project Tracker view with job entries
Sample Project and Payment Tracker Pro spreadsheet — Upcoming Payments view
Sample Project and Payment Tracker Pro spreadsheet — Customer Directory view
Sample Project and Payment Tracker Pro spreadsheet — Monthly Revenue view with chart
Project & Payment Tracker — Pro

Every Job, One Spreadsheet

Track invoicing, payments, upcoming due dates, and your full customer list — all in one place.

// How It Works

Signed before you leave the driveway.

1

Tap a form

Open the portal on your phone and pick the form for this stage of the job.

2

Fill & sign on the spot

Type in the details, then hand your customer the phone to sign with their finger.

3

Create PDF & send

Tap Create PDF to text or email the finished, professional document instantly.

Your customer's info stays private. Nothing is stored online — the forms run on your device, and the finished PDF goes straight from your phone to your customer.
// Founding Member Pricing

Lock in the founding member price

$47$27
One-Time Payment · No Subscription

Every form and tool from every category above — Hiring & Team, Start a Job, Manage the Job, Get Paid, Finish the Job, and Protect Your Business — plus the Project & Payment Tracker Pro spreadsheet.

Get Instant Access

Price increases when founding member spots close.

30-Day Money-Back Guarantee

Try every form on a real job. If the bundle isn't for you, email us within 30 days for a full refund — no forms to fill out for that one.

// Questions

Before you ask

Do I need Adobe or any special app?
No. The Mobile Forms Portal runs right in your phone's web browser — nothing to install, nothing to download.
Is this a subscription?
No. It's a one-time $27 payment — no subscription, no monthly fees, ever.
What's in the new Hiring & Team section?
Six new forms for bringing on help — an Independent Contractor Agreement, Employee Employment Agreement, W-9 collection, a 1099-NEC prep worksheet, new hire onboarding, and an emergency contact form. Existing members get them automatically — no upgrade, no extra charge.
How do I get access after I buy?
Instantly. You'll create your member login at checkout and land directly in your member home — one organized system covering every stage of the job, from Hiring & Team through Protect Your Business, plus your Project Tracker. You'll also get an email with your access link.
What phones and devices does it work on?
Any modern phone, tablet, or computer with a web browser — iPhone and Android both work great. It's built mobile-first because that's where contractors actually are.
Are these forms legally binding?
The forms are professionally structured documentation tools with signature capture, built to create a clear written record between you and your customer. They aren't a substitute for legal advice — for state-specific contract requirements, check with a local attorney.
Can I send my client a calendar invite for the job?
Yes. When you fill in a job date and time on the Estimate or Service Agreement form, a calendar file is automatically included when you send the PDF — so your client can add the job to their own calendar in one tap.
Can I use these for my type of contracting work?
Yes — the forms are trade-neutral and work for general contractors, remodelers, landscapers, painters, roofers, handymen, and just about any service pro who does project-based work with customers.
// SafeOps Contractor Portal

Stop chasing payments. Start documenting.

Every job you start without paperwork is a job you might not get paid for. Contracts, invoices, fraud protection, and tracking — all in one payment.

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One-time payment · 30-day money-back guarantee