Brass Charter / Tools

A little help. Something you can use.

Tools for the
work ahead.

Start with a question, make something useful, and keep the result. Free tools for a focused task. Software for a larger job.

Search by name or what you need to do. Your chapter filter also applies.

What are you working on?

41 tools and resources

Running / Job review

A clearer result. A better next job.

Bring time, costs and the agreed work together. See what changed, what still needs checking, and what to carry into the next job.

You keep: an editable job book, estimate comparisons, internal PDF reviews, and practical lessons for your next quote.

FreeUse in your browser
No account needed

Start my job review

Running / Equipment & maintenance

Keep essential equipment useful.

Know what is available, who has it, and what needs attention. Connect equipment care and repair decisions to the work you have promised.

You keep: an editable equipment book, use and service history, practical PDFs, and reviewed connections to your other tools.

FreeUse in your browser
No account needed

Start my equipment book

Starting & running / Stock & supplies

Know what is ready to use.

Keep quantities, locations, job promises, and expected deliveries clear. Find shortages, check the count, and plan replenishment around the work ahead.

You keep: an editable stock book, movement history, reviewed counts, useful PDFs, and connections to purchasing and delivery.

FreeUse in your browser
No account needed

Start my stock book

Running & moving on / Continuity & owner backup

Give the business a way forward.

Prepare for an absence or interruption. Arrange cover, check what the alternatives depend on, and practice the response before it is needed.

You keep: an editable continuity plan, quick-action PDFs, selected-person briefings, and separate practice and disruption records.

FreeUse in your browser
No account needed

Build my continuity plan

Running a business / Owner Overview

Bring the business into view.

See what needs attention across your selected tool files, connect related work, and make a plan that fits the time you have.

You keep: a dated overview, a practical action plan, the source copies behind it, and your review history.

FreeUse in your browser
No account needed

Build my overview

Starting a business / Idea worksheet

Give your idea a next step.

For an early idea that needs a clearer question and a first practical test.

You keep: a plan naming who you want to help, what to learn, and what to try.

FreeUse in your browser
No account needed

Starting or running a business / Conversation Planner

Begin with their experience.

For a new idea, an existing service, or a customer decision you want to understand. Prepare questions and capture what you learn.

You keep: questions, notes, reflections, and a manageable next action.

FreeUse in your browser
No account needed

Plan a conversation

Starting & running / Supplier purchasing

Know what is still on its way.

Compare supplier offers, organize purchases, and keep partial deliveries, service milestones, returns and next actions clear before they hold up customer work.

You keep: an editable purchasing book, supplier documents, accepted-supply records and reviewed connections to your other business tools.

FreeUse in your browser
No account needed

Start my purchasing book

Starting & running / Customer opportunities

Keep the conversation moving forward.

Organize inquiries, customer relationships, possible work, and the promises that move them forward. Keep offers and decisions clear before beginning delivery.

You keep: a reusable customer book, separate opportunities, retained quote revisions, action lists, and reviewed handover copies.

FreeUse in your browser
No account needed

Start my customer book

Starting, working together, running & moving on / Procedures & Routines

Make good work easier to repeat.

Turn everyday knowledge into instructions someone can follow. Test a procedure, keep each run separate, and give unfinished work and improvements a next step.

You keep: an editable playbook, versioned instructions, individual run records, and practical action lists.

FreeUse in your browser
No account needed

Build my business playbook

Starting, buying, running & moving on / Records & Evidence

Find the right record. Know where it stands.

Keep document locations, versions, checks, and missing information understandable. Prepare the relevant records around a customer request, an accountant’s questions, or a handover.

You keep: an editable register, a missing-records action list, and selected lists with the fields you choose.

FreeUse in your browser
No account needed

Organize my records

Starting, running & moving on / Deadlines & Renewals

Know what needs to happen before.

Keep obligations, early notice dates, preparation, and pending confirmations clear. Prepare the next occurrence while preserving unfinished work.

You keep: an editable register, a practical action list, and selected calendar entries.

FreeUse in your browser
No account needed

Organize my deadlines

Buying a business / Preparation worksheet

Begin with the business that fits you.

For someone considering a purchase and deciding what they want to investigate.

You keep: a personal buyer brief with your working preferences, limits, and unanswered questions.

FreeUse in your browser
No account needed

Running a business / Weekly review

Choose what matters next week.

For a week with loose ends, competing priorities, and only so much room to do the work.

You keep: your review and one to three priorities, each with a concrete next action.

FreeUse in your browser
No account needed

Running a business / Checklist Builder

Make the next time easier.

For everyday work you want to repeat or explain to someone else. Start with an example or build your own.

You keep: a reusable checklist with grouped steps, instructions, and clear finish checks.

FreeUse in your browser
No account needed

Build a checklist

Starting or running a business / Compare Your Options

Make the choice clearer.

For suppliers, service ideas, or practical improvements you are deciding between. Compare two to four options on your own criteria.

You keep: a comparison showing the differences, uncertainties, and reasoning behind your next step.

FreeUse in your browser
No account needed

Compare my options

For every chapter / Help Brief Builder

Make it easier to help you.

Describe where you are stuck, what you would like help to achieve, and what you need to ask before working together.

You keep: an editable brief with your scope, working needs, and conversation questions.

FreeUse in your browser
No account needed

Build a help brief

Going into business together / Discussion Planner

Make room for the conversation.

For people exploring a business together or revisiting an existing arrangement. Record contributions, responsibilities, and the questions that need more discussion.

You keep: each person's perspective, discussion notes, and next actions in an editable record.

FreeUse in your browser
No account needed

Plan our discussion

Moving on / Business Handover Planner

Make the work easier to pick up.

For sharing a responsibility, taking time away, or preparing for a new owner. Keep the everyday knowledge and unfinished commitments together.

You keep: an editable handover with responsibilities, references, walkthrough notes, and next actions.

FreeUse in your browser
No account needed

Plan my handover

Starting or running a business / Cost & Pricing Explorer

See what the price needs to do.

For one product, visit, or job. Explore the costs and time, compare a change, and check what the numbers leave open.

You keep: starting figures, a comparison, explained results, and questions to investigate.

FreeUse in your browser
No account needed

Explore my price

Starting or running a business / Cash Timing Planner

Give the coming weeks a clearer view.

For the receipts and payments ahead. Map eight weeks, see where cash may run short, and compare a change in timing.

You keep: a cash timeline, both versions, and the assumptions and next actions behind them.

FreeUse in your browser
No account needed

Plan my cash timing

Starting or running a business / Customer Follow-up Planner

Give the follow-through a place.

For requests, quotes, and commitments you need to return to. See what is due, keep waiting responses visible, and record the outcome.

You keep: your working list, next actions, and recorded updates in a file you can reopen.

FreeUse in your browser
No account needed

Organize my follow-ups

Starting or running a business / Quote & Scope Builder

Make the offer clear.

Turn a customer request into a clear quote draft. Describe the included work, separate optional items, and explain the timing and next step.

You keep: a customer-facing text or PDF draft and a reusable file with your working notes.

FreeUse in your browser
No account needed

Build my quote draft

Starting or running a business / Invoice & Payment Tracker

Know what is still due.

For your first invoice or a growing list of customers. Prepare clear invoices and record actual receipts without losing the original amounts.

You keep: an invoice book, customer PDFs, payment histories, and an outstanding view by currency.

FreeUse in your browser
No account needed

Track my invoices

Starting or running a business / Business Spending & Commitments

Give every cost a business reason.

For the first order that needs materials, the costs you covered personally, and the recurring charges worth reviewing. Keep the money movements and next decisions clear.

You keep: a spending book, owner-payment history, renewal reviews, and customer-job funding timelines.

FreeUse in your browser
No account needed

Review my business spending

Starting or running a business / Customer Job & Delivery Planner

Turn the promise into work delivered.

For your first customer order or several jobs at once. See what can move, what needs an approval, and how much time the remaining work will need.

You keep: a delivery book, workload review, scope-change decisions, and customer progress drafts.

FreeUse in your browser
No account needed

Plan my customer work

Working in a spreadsheet

Formula Lab + Cheat Sheet

Search 40 formula cards, choose the example for your app, and keep a printable reference beside your work.

Take away: Offline formula finder, one-page PDF, and opening guide.

$3 onceBoth resources together

Explore the combined offer

Managing freelance money

Freelancer Money Tracker

Log payments and costs, review the year by month, and plan a reserve using your own percentage.

Take away: One editable five-tab workbook with 500 rows per log.

$3 onceDownloadable workbook

Explore the tracker

Offering automation services

AI Automation Proposal Kit

Qualify a client opportunity, estimate effort, and prepare a proposal with clear boundaries and acceptance tests.

Take away: Editable templates, a pricing workbook, and two filled proposals.

$19 onceDownloadable toolkit

Explore the kit

Buying a business / Screen a particular deal

Small Business Deal Sizer.

When you have a business and numbers to test: explore the cash needed, debt payments, and what remains for your income and a cushion.

Includes: Three earnings scenarios, funding checks, and a copyable deal memo.

$5 one-timeDownloadable calculator
Also in the complete acquisition package

For a business you are already examining

Buying a business / Work out an offer range

Business Valuation & Offer Builder.

When you have earnings and seller adjustments to examine: explore a value range and an opening offer using the assumptions you choose.

Includes: Adjusted earnings, low and high values, asking-price comparison, and a valuation summary.

$5 one-timeDownloadable calculator
Also in the complete acquisition package

For the assumptions behind your offer

Buying a business / Set a purchase ceiling

Max Purchase Price Calculator.

When you need a price limit from your own requirements: work backward from earnings, income, debt coverage, and financing assumptions.

Includes: A calculated ceiling, required down payment cash, the limiting constraint, and a summary to keep.

$3 one-timeDownloadable calculator
Also in the complete acquisition package

For the limit you take into negotiation

Buying a business / Explore financing terms

Seller Note + Bank Loan Payment Lab.

When the purchase involves bank debt and a seller note: compare payments, the cash left for your income and cushion, and balances due later.

Includes: Combined debt service, purchase-funding checks, separate balloon amounts and dates, and a financing summary.

$5 one-timeDownloadable calculator
Also in the complete acquisition package

For the terms you discuss before agreeing

Buying a business / Write the proposed offer

LOI & Offer Builder.

When you are ready to put the terms in writing: prepare an LOI draft and term sheet for review and discussion.

Includes: Guided terms, offer checks, printable documents, and editable offer export and import.

$7 one-timeDownloadable application
Also in the complete acquisition package

For a concrete proposal to review

Buying a business / Investigate before closing

Due-Diligence Deal Room.

When records arrive and questions multiply: track what is missing, what you have reviewed, and which findings need resolution.

Includes: 92 checks, notes and status tracking, three printable reports, and editable deal export and import.

$9 one-timeDownloadable application
Also in the complete acquisition package

For the investigation behind the deal

Buying a business / Prepare a lender discussion

Acquisition Loan Package Builder.

When you have a deal to finance: connect the project costs, funding sources, and repayment plan in a clear loan request.

Includes: Sources and uses, debt schedules, coverage and stress cases, a printable package, and editable deal export and import.

$7 one-timeDownloadable application
Also in the complete acquisition package

For the conversation with your lender

Buying a business / Guided application

Main Street Buyer’s Operating System.

When you want a path through the whole purchase: understand the next decision and keep your deal notes, questions, and reasoning together.

Includes: Nine stages, a deal journal, decision log, and printable summary.

$9 one-timeDownloadable Buyer OS
Also in the $29 complete package

Guidance for your whole purchase

Buying a business / Downloadable software

The Verified Acquisition System.

For a specific opportunity: organize the investigation, explore assumptions, and prepare records for the next conversation.

Includes: Buyer OS, four calculation tools, and three document and diligence tools.

$29 one-timeBuyer OS + all seven tools
Purchase through Gumroad

Explore the contents and file requirements

Moving on / Considering a business sale

Exit Value & Proceeds Planner.

Explore value assumptions and what a sale could leave after costs, debt, and a tax reserve. Separate available cash from escrow and seller financing.

Includes: Value and proceeds scenarios, driver sensitivities, an Exit Snapshot, and editable JSON backups.

$7 one-timeStandalone downloadable planner

For the owner considering a sale

Before an absence or loss / Preparing your people

Emergency & Legacy Binder.

Help family and trusted contacts find the records and practical details you usually carry in your head.

Includes: Twelve guided sections, fifteen priority prompts, three letters, a printable binder, and encrypted editable backups.

$7 one-timeStandalone downloadable application

For the people who may need to step in

After a loss / Estate administration

Executor's Deal Room.

Keep assets, claims, cash, correspondence, and questions organized between adviser meetings.

Includes: 42 task prompts, 26 document prompts, three registers, letters, an attorney packet, and encrypted editable backups.

$9 one-timeStandalone downloadable application

For the person keeping an estate organized

Bring an unfinished question.

The free tools include examples and practical guidance. You can start with what you know and name what you still need to learn.

Leave with something useful.

The free tools need no purchase and no account. Download an editable or reusable JSON file to continue later. Choose a PDF or text copy for reading or sharing. See how to keep and reopen your work →

A few practical questions.

Which buying resource should I start with?

Use the free buyer brief when you are deciding what kind of business and working life to explore. Look at the acquisition system when you have a particular opportunity and want to understand the included investigation and calculation tools.

Both have a different job. The free brief stands on its own.

Does “use in your browser” mean the same thing as a download?

The free tools open here on the website. The acquisition product is a ZIP of HTML applications you extract and open on your own computer. Its overview explains the files, separate records, and available ways to keep your work.

Will my work be saved automatically?

No. Your entries stay in the open tab as you move around the site. Download an editable or reusable JSON copy before closing or refreshing. Reopen that file through My work next time, and download a new copy after changes. A PDF or text copy cannot restore the complete editable work.

The downloadable acquisition apps have different storage and export features. Browser storage and a separate backup file are different things; the product overview describes both.

Keep your open draft?

Continuing will discard your unsaved changes. You can return to the draft and save or download it first.