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UBT Useful Business Tools

Find the right tool for the job.

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Showing all 40 tools.
Cash flow 13-Week Cash Flow Forecast

Build a 13-week weekly cash forecast with inflows, outflows, ending cash, scenario stress tests, and CSV or print export.

Sales & commissions Sales Commission Calculator

Estimate sales rep commission payouts with base pay, bonuses, draws, quotas, splits, and tiers.

Invoices & payments Accounts Receivable Aging Tracker

Track open invoices, calculate days overdue, see client concentration, and prioritize collections follow-ups.

Invoices & payments Accounts Payable Aging Tracker

Track open vendor bills, group payables into aging buckets, prioritize payments, monitor cash due within 7 and 30 days, and export an AP aging report.

Payroll & hiring Employee True Cost Calculator

Estimate salary, payroll taxes, benefits, overhead, productive hours, and loaded hourly cost before hiring.

Invoices & payments Invoice Late Fee Calculator

Estimate days late, overdue interest, flat fees, and revised invoice totals with state caution rules.

Freelance workflows Freelance Rate Card Template

Build a client-ready freelance rate card with services, packages, scope notes, and reusable pricing language.

Operations & procurement Complaint Resolution Tracker

Build a free customer complaint resolution tracker with severity and SLA clocks, investigation notes, remedy disposition, multi-owner actions, follow-up log, NCR/CAPA link, audit, and CSV or print export. No signup.

Freelance workflows Statement of Work Builder

Build a client-ready statement of work with scope, deliverables, milestones, payment schedule, completeness checks, and copyable or printable export.

Operations & procurement Bid Tabulation Sheet Builder

Build a free bid tabulation sheet with multi-bidder line pricing, responsive bid checks, lowest-bid ranking, spread analysis, audit flags, and CSV or print export. No signup.

Operations & procurement Vendor Scorecard Builder

Build a weighted vendor scorecard to compare suppliers on quality, delivery, price, and support, with ranking, audit flags, and CSV or print export.

Operations & procurement Construction RFI Form & Log Builder

Build free construction RFIs with an open-items log, due dates, cost and schedule impact, responses, overdue board, audit checks, and CSV or print export. No signup.

Operations & procurement Daily Construction Report Builder

Build a free daily construction report with weather, crew hours, work performed, materials, equipment, delays, safety notes, audit checks, and CSV or print export.

Freelance workflows Client Onboarding Checklist

Build a reusable freelance client onboarding checklist with project details, access requests, kickoff tasks, progress tracking, and copyable or printable handoff output. Free, no signup.

Operations & procurement NCR Form Builder

Build a free non-conformance report (NCR) with product/lot traceability, risk level, disposition codes, containment, action owners, verification, CAPA link, audit flags, and CSV or print export. No signup.

Operations & procurement Schedule of Values Builder

Build a free schedule of values with G703-style lines, retainage, previous and current progress, materials stored, payment due, audit checks, and CSV or print export. No signup.

Freelance workflows Change Order Builder

Build a project change order with typed scope lines, cost and schedule impact, approval fields, audit checks, and copyable or printable export.

Operations & procurement RMA Form Builder

Authorize product returns, set item condition and disposition, calculate restocking fees and credit due, track warranty windows, run audit, and export CSV/TXT/print.

Cash flow Cash Runway Calculator

Estimate months of operating cash, net burn, depletion date, and revenue or expense change scenarios.

Freelance workflows Project Status Report Builder

Build a weekly project status report with RAG health, milestones, risks, budget variance, decisions, audit checks, and TXT/CSV/print export.

Operations & procurement Bill of Materials Builder

Build a multi-level bill of materials with part numbers, quantities, unit costs, scrap uplift, vendor lead times, completeness audit, and TXT or CSV export.

Operations & procurement Punch List Builder

Build a free punch list with rooms, trades, priorities, owners, due dates, overdue board, walkthrough sign-off, and CSV or print export. No signup.

Operations & procurement Work Order Builder

Build a job work order with customer and site details, labor and materials lines, priority and status, authorization, audit checks, and TXT or CSV export.

Cash flow Month-End Close Checklist Builder

Build a free month-end close checklist with multi-phase multi-owner tasks, reconciliation board, adjustment log, blockers, sign-off chain, audit, and CSV or print export.

Payroll & hiring Employee Onboarding Checklist Builder

Build a free employee onboarding checklist with multi-phase hire tasks, equipment provisioning, access grants, training, paperwork checks, audit, and CSV or print export. No signup.

Operations & procurement Submittal Log Builder

Build a free construction submittal log with spec sections, shop drawings, status tracking, overdue board, review-cycle days, audit checks, and CSV or print export. No signup.

Operations & procurement Job Estimate Builder

Build a customer-ready contractor job estimate with labor, materials, markup, tax, deposit, validity dates, alternate scenario, audit checks, and CSV or print export.

Invoices & payments Pro Forma Invoice Builder

Build a preliminary pro forma invoice with line items, discount, estimated tax, shipping, deposit terms, validity dates, audit flags, and TXT or CSV export.

Operations & procurement RFQ Builder

Build an RFQ packet, invite vendors, capture quote responses, compare landed totals and lead times, rank suppliers, and export a reusable quote comparison.

Operations & procurement Purchase Order Builder

Build a buyer-side purchase order with vendor details, bill-to and ship-to addresses, line items, tax, freight, need-by dates, completeness audit, and TXT or CSV export.

Operations & procurement CAPA Form Builder

Build a free corrective action (CAPA) form with problem statement, containment, 5-why root cause, corrective and preventive actions, effectiveness checks, audit flags, and CSV or print export. No signup.

Payroll & hiring Expense Report Builder

Build an employee expense report with categories, mileage, policy checks, reimbursable totals, and CSV or print export.

Payroll & hiring 90-Day Performance Review Builder

Build a free 90-day performance review with 30/60/90 clocks, goals, weighted ratings, a development plan, recommendation, audit checks, and CSV or print export. No signup.

Cash flow Bank Reconciliation Template Builder

Build a free bank reconciliation with statement vs book balances, outstanding checks, deposits in transit, adjustments, live variance, sign-off, and CSV or print export. No signup.

Payroll & hiring Employee Offboarding Checklist Builder

Build a free employee offboarding checklist with multi-owner exit tasks, asset returns, access revocation, knowledge transfer, final-pay checks, audit, and CSV or print export. No signup.

Operations & procurement Incident Report Builder

Build a free workplace incident report with people, witnesses, immediate actions, investigation, corrective actions, audit checks, and CSV or print export. No signup.

Operations & procurement Equipment Maintenance Log Builder

Build a free equipment maintenance log with asset register, service history, next-due dates, overdue board, cost totals, audit checks, and CSV or print export.

Operations & procurement Vendor Onboarding Checklist Builder

Build a free vendor onboarding checklist with contacts, document status, insurance expiry clocks, AP setup tasks, audit checks, and CSV or print export. No signup.

Payroll & hiring Interview Scorecard Builder

Build a free interview scorecard with weighted competencies, multi-interviewer ratings, candidate comparison, hire recommendation, audit checks, and CSV or print export. No signup.

Operations & procurement Payment Application Builder

Build a free construction payment application with contract sum, change orders, retainage, previous certificates, current payment due, certification fields, audit checks, and CSV or print export. No signup.