Universal · SGL Complete One-Time Toolkit

SGL Universal — Complete One-Time Business Toolkit

$99.00
Skip to product information
Universal · SGL Complete One-Time Toolkit

SGL Universal — Complete One-Time Business Toolkit

$99.00

Digital product · no physical shipping. Check the description for exact contents and delivery. One-time purchases and monthly cloud subscriptions have different access and billing terms.

Questions? Download and account support.

Service Growth Lab · Real tools for real operators.

Universal Complete One-Time Toolkit

One organized business toolkit, designed for universal professionals. Independently available products remain available separately.

Everything included in your download

One downloadable ZIP with two editable spreadsheet operating workbooks (Business OS and Growth OS) and 17 editable Word business documents, plus setup guidance. The workbooks cover quoting and estimated job margin, contacts and leads, jobs, invoicing/receivables, expenses and business performance, while growth planning covers follow-up, referrals, marketing and opportunities.

The editable document library supports estimates, proposals, work authorizations, crew job instructions, invoicing, completion records and customer follow-up. Organize files using matching customer and job details; they do not automatically synchronize.

Built around Universal work

Use the toolkit to manage mixed-trade estimating, client records, scope forms, service work orders, expenses and follow-ups. Adjust estimates for labor, material costs, overhead, mileage and target profit across trades using your own business costs and service assumptions.

How an owner can use this system

  1. Record a new inquiry and calculate a quote from actual job inputs.
  2. Customize the estimate or three-tier proposal and document the agreed scope.
  3. Track work, customer information, expenses and amounts due.
  4. Review job profitability, request appropriate feedback and plan repeat business.

License: The standard one-time edition is for a single business. Agency or white-label redistribution rights are separate; see license terms.

See individual Universal tools if you need only one part of the complete system.

One-time purchase means no cloud subscription

These are standalone downloadable workbooks and editable documents. No live database synchronization, cloud seat, automatic email/SMS, payment processing, legally verified e-signature or tax filing is included. Those are separate hosted services, not part of this one-time product.

Browse individual Universal products

Delivery: After purchase, the downloadable ZIP is provided through Shopify Digital Products. The purchase is one-time, not a monthly cloud subscription.

FIND YOUR FIT · SERVICE GROWTH LAB

Compare Universal Service Business products

See what each option is designed to do, which jobs it helps with, and what to choose next.

Swipe or scroll to compare

OPTION 1

Estimate Template

$9.00

Single document

BEST FOR
Anyone who needs a single professional quote template.
MAIN USE
Prepare reusable customer estimates without a full system.
KEY FEATURES
Editable customer estimate and service scope fields.
Universal Service Business EXAMPLE
Quote jobs across local service industries.
OPTION 2

Invoice Template

$9.00

Single document

BEST FOR
Operators already tracking jobs elsewhere.
MAIN USE
Produce a consistent customer invoice.
KEY FEATURES
Reusable invoice details, charges and customer fields.
Universal Service Business EXAMPLE
Invoice completed service calls and small projects.
OPTION 3

Crew Work Order

$9.00

Single document

BEST FOR
Owners who need to hand clear job instructions to the crew.
MAIN USE
Communicate job scope, site details and handoff notes.
KEY FEATURES
Editable assignment, service address, scope and completion fields.
Universal Service Business EXAMPLE
Send a field team to a scheduled service job.
OPTION 4

Starter Office Kit

$19.00

Editable office templates

BEST FOR
New and growing operators who need polished customer paperwork.
MAIN USE
Create repeatable documents from estimate to job completion.
KEY FEATURES
Reusable estimates, invoice, crew work order and completion records.
Universal Service Business EXAMPLE
Prepare paperwork for customer estimates, reusable invoices, crew work orders and repeat-business follow-up
OPTION 5

Business OS

$49.00

Business operating system

BEST FOR
Operators who need a more organized day-to-day workflow.
MAIN USE
Connect customers, jobs, estimates and financial records.
KEY FEATURES
Job tracking, customer records, estimates, invoices and profitability tools.
Universal Service Business EXAMPLE
Track operations for customer estimates, reusable invoices, crew work orders and repeat-business follow-up
OPTION 6

Growth OS

$59.00

Growth operating system

BEST FOR
Businesses building repeat work and stronger follow-up.
MAIN USE
Organize retention, campaigns and referral opportunities.
KEY FEATURES
Follow-up plans, review requests, referral workflows and reactivation.
Universal Service Business EXAMPLE
Plan the next customer touch after customer estimates, reusable invoices, crew work orders and repeat-business follow-up
OPTION 7 YOU'RE VIEWING

Complete Toolkit

$99.00

One-time business toolkit

BEST FOR
Owners who want a coordinated set instead of separate tools.
MAIN USE
Bring quoting, paperwork, operations and growth tools together.
KEY FEATURES
Industry-specific components packaged as one toolkit; see included files on its page.
Universal Service Business EXAMPLE
Run a more connected workflow for customer estimates, reusable invoices, crew work orders and repeat-business follow-up
Current product

Compare options based on your workflow. Each linked product has its own details and included deliverables.