Stay a little. Learn something.

The library brings together practical guides, examples, and questions for starting, buying, working together, running, and moving on from a business. Explore the library →

Find something useful.

Use free tools to prepare an idea, follow customer work, understand costs, or organize everyday responsibilities. Each has a clear job and a result you can keep. Find a useful tool →

Pull up a chair.

Work out what help you need, prepare a clear brief, and ask useful questions of mentors, experienced owners, and specialists. Prepare for the conversation →

Use the free tools without an account. Keep an editable download to continue later; choose PDF or text for a reading copy. Learn how to keep and reopen your work →

The Brass Charter house represents this online home for your life in business. The people and scenes are illustrative.

A shared understanding to work from.

The existing app helps partners organize their decisions and assumptions. It produces a printable snapshot and a term-sheet agenda for a conversation with counsel.

For an earlier conversation, use the free Partnership Discussion Planner to record expectations, responsibilities, open questions, and next actions.

Open the free discussion planner

The Partnership Prenup Builder is not available to use or purchase here. The free discussion planner above is ready to use without an account.

A little help, when you need it

Keep going.
Keep your work.

Clear steps for using the tools, keeping what you make, and picking it up again.

What are you trying to do?

Use a task, a tool name, or a file type.

32 help pages

The things you do across tools

Everyday help

Open saved work

Check a Brass Charter editable file and continue in the right tool.

Everyday help

Keep your work and return later

Know what stays in this tab, what a download keeps, and how to move to another device.

Everyday help

Choose the right download

Editable JSON, PDF, text, CSV, and calendar copies each do a different job.

Everyday help

Share the right copy

Choose what the other person needs and review it before sharing.

Everyday help

Move information between tools

See which connections exist, what moves, and what still needs review.

Everyday help

When something goes wrong

Find a safe next step for a file, download, or worksheet problem.

Help for your tool

Start, keep, reopen, and understand the limits of each tool.

Job Cost & Profit Review

Understand what a customer job took and what to change in the next quote.

Equipment & Maintenance Planner

Keep essential equipment available, cared for and ready for the work depending on it.

Stock & Supplies Planner

Know what is physically present, usable, promised to jobs, and still expected.

Business Continuity & Owner Backup Planner

Prepare essential work, arrange cover, check alternatives, and practice a disruption.

Give your idea a next step

Turn an idea into a small first test.

Weekly business review

Look back, make room for the week ahead, and keep the next actions you chose.

Buyer preparation

Prepare a personal brief before searching for a business.

Checklist Builder

Build repeatable steps and keep the progress of a particular run.

Customer Conversation Planner

Prepare a useful customer conversation and separate what you heard from what you assume.

Compare Your Options

Compare alternatives using evidence, priorities, and unanswered questions.

Help Brief Builder

Explain the help you need so a useful conversation can begin.

Partnership Discussion Planner

Make expectations and unresolved questions visible before treating them as agreement.

Business Handover Planner

Help someone understand the work, access, responsibilities, and unfinished commitments.

Cost & Pricing Explorer

Understand the costs, effort, and assumptions behind a price.

Cash Timing Planner

See when money may arrive or leave across an eight-week period.

Customer Follow-up Planner

Keep customer commitments, waiting responses, and next actions visible.

Quote & Scope Builder

Prepare a clear scope and price for a customer to review.

Invoice & Payment Tracker

Prepare invoices, record received payments, and see what remains due.

Business Spending & Commitments

Separate costs, payments, recurring commitments, and money personally covered.

Customer Job & Delivery Planner

Turn agreed work into steps, requirements, and a realistic view of remaining effort.

Business Deadlines & Renewals Planner

Keep obligations, preparation, dates, and confirmations together.

Business Records & Evidence Organizer

Know which records you have, where they are, and what is missing for a purpose.

Business Procedures & Routines

Write instructions people can follow, then keep versions, runs, and exceptions distinct.

Customer Inquiries & Opportunities

Follow possible customer work from the first inquiry to an agreed next commitment.

Supplier & Purchasing Planner

Keep supplier commitments, receipts, bill checks, and job supply understandable.

Owner Overview

Review selected working files together and choose the actions that need your attention.

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Help / A useful way forward

Keep your work and return later

Know what stays in this tab, what a download keeps, and how to move to another device.

A simple habit that keeps work usable

After useful changes, choose the tool’s reusable or editable JSON download. Complete any fields that tool requires for its export.
Check Downloads and make sure the file is there. “Prepared” means the download was requested, not that the browser has confirmed a file was saved.
Keep the file somewhere you can find it. A business or project name and date help; preserve the .json ending. Avoid overwriting your only earlier copy until you have checked the new one.
Next time, open that file with Open saved work, review it, and continue. Download again after the next changes.

Open saved work

While you move around this site

The tools keep their open work in memory while you move between pages inside the site. A refresh, closed tab, browser crash, or a different device can lose work that has not been downloaded. A leave-page warning is an extra prompt, not a backup.

My Work and accounts

My work helps you reopen an editable download and find the right tool. No sign-in is needed. Private accounts and online saving are planned; your files do not currently sync between devices or tabs.

Continue on another device

Download the editable JSON on the first device and verify that you have it.
Move that file using a method you already trust. Check who can access it because an editable book can contain private records.
On the other device, open Brass Charter → Help → Open saved work and select the transferred file.
Treat the two copies as separate. Decide which is current; edits do not automatically sync or merge.

An older or missing copy

Look in browser Downloads, your chosen save folder, and any location where you moved the file. Sorting by download time can help locate candidates, but does not prove the business data is current. The opener shows entered dates where present; it does not invent a last-saved date.

If no editable copy exists and the tab is gone, Brass Charter cannot recover work that was never downloaded. Keep any PDF or text copy as a reference for re-entering the information.

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Help / A useful way forward

Choose the right download

Editable JSON, PDF, text, CSV, and calendar copies each do a different job.

Choose the copy for the job

What each download can do
Copy	Useful for	Keep in view
Editable / reusable JSON (.json)	Reopening and continuing work in its Brass Charter tool.	Can contain the complete book, private notes, history, and related records. Keep a copy for yourself.
PDF (.pdf)	A fixed reading or sharing document.	Check the selected report and every page. It does not restore editable tool fields.
Text (.txt)	Reading, copying, or adapting words elsewhere.	Formatting is simple. It is not a full backup.
CSV (.csv)	A selected table for spreadsheet work; supported mapping imports in specific tools.	Relationships and history are not fully preserved. Import rules depend on the destination tool.
Calendar (.ics)	Selected dated items from Deadlines & Renewals.	A one-time copy, not live reminders or a restorable register. Reimporting can duplicate events.

Getting an actual PDF

Choose the report or customer-facing document you want, then review its preview.
Where Download PDF is available, use it for a .pdf file. A .txt download is still text, even if it contains the same words.
If you use Print / Save as PDF, choose your browser or system’s PDF destination in the print dialog and complete the save.
Open the resulting PDF and check names, figures, page breaks, and what should remain private before sharing.

The file opens as code or has an unfamiliar icon

That can be normal for JSON: it is an editable data file for the tool. Return to Open saved work and select it there. You do not need to edit the code or change which desktop application opens JSON.

Check an editable file

No download appeared

Check the browser’s Downloads list and any save prompt first. Look for a blocked or failed download and the actual file extension. If the page is still open, you can prepare the download again. A similar filename with “(1)” is usually a separate browser-created copy; review which one you need.

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Help / A useful way forward

Move information between tools

See which connections exist, what moves, and what still needs review.

Connections available in this build

File connections and their boundaries
Connection	What to review
Quote & Scope → Invoices	Selected quote details become an invoice draft to review. Check dates, reference, amounts, payment details, and issue status.
Quote & Scope → Delivery	Selected scope descriptions become a job draft. Prices, private notes, and customer acceptance do not transfer.
Checklist → Delivery / Renewals / Routines	Fresh job steps, preparation steps, or a draft procedure. Earlier ticks, people, and dates do not establish new completion.
Follow-ups / Conversation / contact CSV → Opportunities	Selected information goes through the destination’s review and matching steps. Inspect duplicates and customer links before accepting.
Opportunities → Quote / Delivery	A selected quote or delivery draft is downloaded. Delivery preparation requires the opportunity’s agreement step; review the destination draft.
Purchasing → Spending	Reviewed bill costs become spending drafts. Payments are not assumed, and a prepayment should not be counted as a second cost.
Purchasing → Delivery	Review selected supply requirements against an existing delivery book and job. Readiness is only confirmed through the review.
Purchasing → Records / Renewals	Selected record references or new obligations. Document files do not transfer; obligation dates remain to be confirmed.
Purchasing → Checklist / Routines	A fresh checklist or draft receiving procedure. Original completion is not carried over.
Supported business files → Owner Overview	Reviewed source copies used for findings and your action plan. Updating overview actions does not update the originals.

Opening and transferring are different

Open saved work reopens a file in its own tool. To bring selected information into a different tool, use that destination’s import control or the source tool’s specific transfer flow. The central opener does not guess a conversion or silently merge records.

Stock and supplies

Review goods from a Purchasing file with an explicit stock-unit conversion. Check existing receipts, counts, usage, and job reservations first. Expected supply stays separate from available stock. CSV count imports create draft counts for review. Selected reservations can update an existing Job & Delivery requirement; selected replenishment recommendations create purchasing requirements to review. Handling instructions become fresh checklist steps or a draft routine. Save the resulting files and reopen them in the receiving tool.

Continuity and owner backup

Business Continuity can review selected responsibilities and contacts from Handover and selected locations from Business Records. Imported arrangements need checking for the continuity plan. Selected actions export as a fresh Checklist Builder file with every step unchecked. Its editable plan can also be reviewed as an Owner Overview source.

Owner Overview source types

For each source, review what business or work it covers and its entered date, imported date, and checked date. These dates mean different things. Refresh a changed source deliberately and inspect possible duplicates or overlapping records before treating totals as complete.

Keep both ends of the work

Download the source tool’s editable file with your current changes.
Use the supported import or transfer control and review its preview, matches, omissions, and warnings.
Inspect the destination draft. Confirm dates, people, amounts, scope, and statuses from the actual evidence.
Download the updated destination book. Your original files and another tab’s work are not automatically updated.

Open Owner Overview Reopen a file in its own tool

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Help / A useful way forward

When something goes wrong

Find a safe next step for a file, download, or worksheet problem.

The file is rejected

Read the reason. Choose the original editable JSON from the tool, not a PDF or renamed document. Empty, damaged, unsupported-version, or oversized files cannot be safely restored. Keep the original and try another copy.

The file is valid, but the work looks old

Check the entered review date and the actual records. Look for later downloads or another device’s copy. The checker cannot tell whether this is the latest business information.

I have work open already

Cancel the replacement prompt, download the current editable work, and then reopen the other file. The two copies are not automatically merged.

A dialog is in the way

Finish the entry or cancel that dialog first. Canceling a form can discard the unkept form entry; keep it in the tool if needed, then download the book.

A form will not continue

Follow the message beside the field or at the form’s start. Check required fields and valid dates or amounts. Gray example text is a hint, not entered data.

A number or status seems wrong

Check the review date, currency, included records, filters, entered assumptions, and excluded or canceled entries. A status reflects the entered records; it is not a live bank or customer confirmation.

I only have a PDF or text copy

Keep it as a reference. Look for the separate JSON download. This build cannot reliably recreate all fields, relationships, and history from a reading copy.

I cannot find the download

Check browser Downloads, any save dialog, blocked downloads, and your chosen folder. If the page is still open, try the download again before refreshing.

My unsaved tab closed

Look for a previous editable download and reopen it. If there is none, keep any reading copies for re-entry. Work that was only in the closed tab cannot be recovered here.

The page is not responding

Allow a large file check to finish, or cancel the check. Keep any work you can download before reloading. A refresh can discard work that exists only in the tab.

I need to repeat or correct work

Use the tool’s own new run, correction, exclusion, or fresh-copy action as appropriate. Reopening a file continues its existing states; it does not automatically reset every record.

Make a clear issue summary

If you want help investigating, describe the action and what happened. This makes a copyable summary for you to review and share yourself; it does not send a support request.

Tool

What were you trying to do?

What happened instead?

Browser / device (optional)

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Help / A useful way forward

Using Job Cost & Profit Review

How to start, keep, reopen, and use your Job Cost & Profit Review work.

Understand what a customer job took and what to change in the next quote.

Open Job Cost & Profit Review

Start with the work in front of you

Start with one job, its currency and original offer. Confirm the agreement and keep original and revised plans separate.
Record actual time, costs and job allocations. Keep invoices, credits, receipts and refunds distinct. Review outstanding commitments before forecasting the final result.
Resolve missing rates, unreviewed cost bases and other checks. Keep the completed review, decide what changes next and download the editable JSON.

Keep it and pick it up again

The job review JSON retains jobs, time, costs, shared allocations, value and payment entries, running cost allowances, reviewed sources, lessons, snapshots and history.

Check your browser’s Downloads for the actual file. Keep the .json extension; a meaningful name and date can help you recognize the copy.
Choose Open saved work below, select that file, and check the tool and summary shown.
Continue in the tool. If there is already work open there, review the replacement prompt. Cancel to keep editing or download the current work before replacing it.

Check and reopen a file

What to keep in view

PDFs are internal reading copies with costs and rates. CSV contains the selected table, including private fields. Review selected source files before carrying figures; changed sources require reconciliation. A new Pricing draft uses reviewed grouped assumptions. Owner Overview can read this book.

If it does not look right

If the file will not open, leave the original unchanged and read the error. A reading copy cannot substitute for the editable JSON. If you reopened an older copy, look for a later download; do not overwrite the current work while checking.

Find a safe next step

Where this can lead

These tools may help with the next task. A link alone does not transfer your information.

See the actual file connections

← Back to Help

Help / A useful way forward

Using Equipment & Maintenance Planner

How to start, keep, reopen, and use your Equipment & Maintenance Planner work.

Keep essential equipment available, cared for and ready for the work depending on it.

Open Equipment & Maintenance Planner

Start with the work in front of you

Start with one equipment item and record its condition after checking it. Add kits, work reservations and actual handovers when useful.
Use equipment-specific sources for care plans. Record readings, faults, service work and actual returns. Repairs and return-to-use checks remain separate.
Download the editable JSON to keep the full book. Preview PDFs before sharing; CSV exports are separate table copies.

Keep it and pick it up again

The equipment JSON keeps equipment, kits, reservations, custody, care, readings, service records, costs, references and change history.

Check your browser’s Downloads for the actual file. Keep the .json extension; a meaningful name and date can help you recognize the copy.
Choose Open saved work below, select that file, and check the tool and summary shown.
Continue in the tool. If there is already work open there, review the replacement prompt. Cancel to keep editing or download the current work before replacing it.

Check and reopen a file

What to keep in view

Saved sources are reviewed copies. Equipment owns its care schedule. Dated actions, draft routines, purchasing requirements and backup dependencies need review in their destination tools. Owner Overview can read a saved equipment book.

If it does not look right

Find a safe next step

Where this can lead

These tools may help with the next task. A link alone does not transfer your information.

See the actual file connections

← Back to Help

Help / A useful way forward

Using Stock & Supplies Planner

How to start, keep, reopen, and use your Stock & Supplies Planner work.

Know what is physically present, usable, promised to jobs, and still expected.

Open Stock & Supplies Planner

Start with the work in front of you

Start a blank stock book or choose a labeled fictional example. Add items and locations, then record a checked opening count. Blank quantities mean not counted; enter zero deliberately.
Record receipts, issues, transfers, condition changes, returns, and corrections. Keep job reservations separate from physical stock. Complete counts only after checking movements during the count.
Review needs attention and replenishment assumptions. Save editable stock book (.json) to reopen everything. Choose PDF reading copies, blank count sheets, or the movement CSV for other uses.

Keep it and pick it up again

The editable JSON preserves items, quantities, movements, counts, reservations, expected supplies, source references, and review history. PDFs and CSV are separate reading or table copies.

Check your browser’s Downloads for the actual file. Keep the .json extension; a meaningful name and date can help you recognize the copy.
Choose Open saved work below, select that file, and check the tool and summary shown.
Continue in the tool. If there is already work open there, review the replacement prompt. Cancel to keep editing or download the current work before replacing it.

Check and reopen a file

What to keep in view

Purchasing imports require an explicit item and unit mapping and a check for goods already counted or used. Repeated source lines are blocked; changed sources need reconciliation. Job readiness is reviewed manually. Checklist exports start unchecked, routines start as drafts, and Owner Overview reads a selected file copy. Files do not synchronize.

If it does not look right

Find a safe next step

Where this can lead

These tools may help with the next task. A link alone does not transfer your information.

See the actual file connections

← Back to Help

Help / A useful way forward

Using Business Continuity & Owner Backup Planner

How to start, keep, reopen, and use your Business Continuity & Owner Backup Planner work.

Prepare essential work, arrange cover, check alternatives, and practice a disruption.

Open Business Continuity & Owner Backup Planner

Start with the work in front of you

Start a blank plan or deliberately choose a fictional example. Build the essential activities, people, resources, and scenarios that fit your business.
Keep proposed, confirmed, and tested arrangements distinct. Add response and recovery steps, then start a separate practice session or actual disruption record.
Preview a full plan, scenario reference, outstanding-actions list, or selected-person briefing. Save editable plan (.json) to reopen the complete work.

Keep it and pick it up again

The editable JSON keeps arrangements, source references, practice and disruption snapshots, results, and review history. PDF and text are reading copies.

Check your browser’s Downloads for the actual file. Keep the .json extension; a meaningful name and date can help you recognize the copy.
Choose Open saved work below, select that file, and check the tool and summary shown.
Continue in the tool. If there is already work open there, review the replacement prompt. Cancel to keep editing or download the current work before replacing it.

Check and reopen a file

What to keep in view

A named person does not establish agreement or authority. Practice results belong to that session and plan revision. Selected-person briefings contain only chosen fields plus identifying plan details. Reviewed Handover and Records imports, fresh checklist exports, and an Owner Overview source connection are available; files do not synchronize.

If it does not look right

Find a safe next step

Where this can lead

These tools may help with the next task. A link alone does not transfer your information.

See the actual file connections

← Back to Help

Help / A useful way forward

Using Give your idea a next step

How to start, keep, reopen, and use your Give your idea a next step work.

Turn an idea into a small first test.

Open Give your idea a next step

Start with the work in front of you

Describe the idea, who it helps, the problem, and what you need to learn. You can download editable answers before finishing.
Choose a next action, what you will look for, a limit, and a review point. Make your plan when the main answers are ready.
Give the result a plan name and add review notes as you learn. Choose Download editable plan (.json), then use Open saved work when you return.

Keep it and pick it up again

The editable file includes answers and review notes, including unanswered fields in an unfinished worksheet. Completed plans retain their names. Use the central file opener to return without an account; nothing is filled in on your behalf.

Check your browser’s Downloads for the actual file. Keep the .json extension; a meaningful name and date can help you recognize the copy.
Choose Open saved work below, select that file, and check the tool and summary shown.
Continue in the tool. If there is already work open there, review the replacement prompt. Cancel to keep editing or download the current work before replacing it.

Check and reopen a file

What to keep in view

A PDF or text result is useful to read but cannot restore the review notes as editable fields. Download the editable JSON to keep the answers and review notes for next time.

If it does not look right

Find a safe next step

Where this can lead

These tools may help with the next task. A link alone does not transfer your information.

See the actual file connections

← Back to Help

Help / A useful way forward

Using Business Deadlines & Renewals Planner

How to start, keep, reopen, and use your Business Deadlines & Renewals Planner work.

Keep obligations, preparation, dates, and confirmations together.

Open Business Deadlines & Renewals Planner

Start with the work in front of you

Add the obligation and current occurrence. Record where dates came from and whether they are confirmed.
Add preparation steps, outstanding questions, and progress. Close an occurrence only when its outcome is known.
Review proposed next occurrences and selected calendar dates. Download editable register (.json) for the complete working record.

Keep it and pick it up again

JSON restores the register. An ICS calendar file contains selected all-day entries only and cannot restore the register.

Check your browser’s Downloads for the actual file. Keep the .json extension; a meaningful name and date can help you recognize the copy.
Choose Open saved work below, select that file, and check the tool and summary shown.
Continue in the tool. If there is already work open there, review the replacement prompt. Cancel to keep editing or download the current work before replacing it.

Check and reopen a file

What to keep in view

Calendar exports are copies, not a subscription. Repeated imports can create duplicates. Notifications depend on the calendar you use, and legal or contractual dates need confirmation from the relevant source.

If it does not look right

Find a safe next step

Where this can lead

These tools may help with the next task. A link alone does not transfer your information.

See the actual file connections

← Back to Help

Help / A useful way forward

Using Customer Inquiries & Opportunities

How to start, keep, reopen, and use your Customer Inquiries & Opportunities work.

Follow possible customer work from the first inquiry to an agreed next commitment.

Open Customer Inquiries & Opportunities

Start with the work in front of you

Start a customer book. Add the customer, contacts, possible work, and the next action.
Record conversations, stages, offers, and outcomes as they happen. Review matches before importing contacts or follow-ups.
Prepare a selected quote or delivery draft when appropriate. Download editable book (.json) to keep the relationships and history.

Keep it and pick it up again

The JSON restores the customer book. A CSV export is a selected table for reading or working elsewhere, not a complete restorable book.

Check your browser’s Downloads for the actual file. Keep the .json extension; a meaningful name and date can help you recognize the copy.
Choose Open saved work below, select that file, and check the tool and summary shown.
Continue in the tool. If there is already work open there, review the replacement prompt. Cancel to keep editing or download the current work before replacing it.

Check and reopen a file

What to keep in view

Import matching requires review. The tool does not contact customers. A delivery draft needs an agreement recorded for the opportunity; it does not establish agreement by itself.

If it does not look right

Find a safe next step

Where this can lead

These tools may help with the next task. A link alone does not transfer your information.

See the actual file connections

← Back to Help

Help / A useful way forward

Using Supplier & Purchasing Planner

How to start, keep, reopen, and use your Supplier & Purchasing Planner work.

Keep supplier commitments, receipts, bill checks, and job supply understandable.

Open Supplier & Purchasing Planner

Start with the work in front of you

Record suppliers and offers. Prepare orders and distinguish what is ordered from what has been received and accepted.
Review shortages, returns, bill differences, payments, and job requirements using the relevant records.
Use the transfer review for selected information going into another tool. Download editable book (.json) after changes.

Keep it and pick it up again

The book JSON keeps relationships and history. Selected CSV or supplier-facing documents are separate exports.

Check your browser’s Downloads for the actual file. Keep the .json extension; a meaningful name and date can help you recognize the copy.
Choose Open saved work below, select that file, and check the tool and summary shown.
Continue in the tool. If there is already work open there, review the replacement prompt. Cancel to keep editing or download the current work before replacing it.

Check and reopen a file

What to keep in view

A prepared purchase order has not been sent, and a bill has not been paid merely because it is recorded. Transfers create reviewed copies; they do not update your original destination file.

If it does not look right

Find a safe next step

Where this can lead

These tools may help with the next task. A link alone does not transfer your information.

See the actual file connections

Brass Charter / Start here

A useful place to begin

What’s in front
of you today?

Find a next step for the question, responsibility, or possibility on your mind.

What would you like help with?

Use your own words. You don’t need to know a tool’s name.

Or narrow by business chapter

I’m not sure where to begin

What is taking most of your attention? Choose an area to see its situations. You can change direction at any time.

30 situations to explore

Ideas & decisions

I have an idea. Where do I begin?

You may have a rough possibility, a side project, or a new offer for an existing business. Give it enough shape to decide what to learn next.

Work towards: A clear description of the idea, one important unknown, and a small next action.

Would anyone actually want this?

Use this when you want to understand a customer problem, improve an offer, or learn why people choose another option.

Work towards: A conversation plan, observations kept separate from assumptions, and a useful question or test to pursue.

I need to choose between options.

Compare a purchase, opportunity, service, location, or change using the considerations that matter to you.

Work towards: A comparison of known details, trade-offs, assumptions, and the questions to resolve before choosing.

I want to grow or change how the business works.

Consider a new offer, another market, a different way of working, or more demand than your current capacity can handle.

Work towards: A defined change, its important assumptions, and a practical test or comparison before committing further.

Customers & agreed work

Someone is interested in buying from me.

A new inquiry, referral, repeat request, or possible piece of work needs a clear next conversation.

Work towards: A record of the request, what is known, what needs checking, and the next commitment.

I need to send a quote.

Put a proposed job or supply of work into a clear offer, including what is included and what still needs agreement.

Work towards: A customer-facing quote draft and an editable record of its scope, prices, and expectations.

I need to deliver what I promised.

Organize an accepted job, a product-related service, or ongoing customer work, including changes and dependencies.

Work towards: A practical delivery plan with responsibilities, remaining work, blockers, and acceptance checks.

I’m losing track of customer conversations.

Keep a promise, unanswered question, expected response, or useful follow-up from slipping through the cracks.

Work towards: A working follow-up list with context, a next action, and a place to record what happened.

I need to scope an automation project for a client.

Turn a workflow request into an opportunity assessment, effort estimate and defined proposal.

Work towards: A client offer with deliverables, exclusions, acceptance tests and a clear next step.

Money & commitments

What should I charge?

Explore the price of a product or service, review a current offer, or consider a change in costs, time, or fees.

Work towards: A price scenario with visible assumptions, cost coverage, and questions to check.

I need to invoice or follow up on payment.

Prepare a new invoice, record a partial payment, or find the next action on an outstanding amount.

Work towards: A clear invoice or updated payment record showing what remains due and what to follow up.

Will I have enough money when bills arrive?

Look at the timing of expected money in and out, including delayed customer payments and upcoming commitments.

Work towards: An eight-week cash timeline, visible assumptions, and a scenario to review.

My business spending is hard to follow.

Bring supplier bills, recurring services, job-related costs, and costs you covered personally into a clearer working record.

Work towards: A spending book showing commitments, due amounts, and decisions that need review.

Did this job work out as expected?

Review the time, costs and agreed value, then decide what changes in the next quote.

Work towards: An understandable job review and a useful next decision.

I need to track my freelance income and expenses.

Build a regular habit for recording payments, costs and a planned reserve.

Work towards: A selected-year cash record with monthly totals and your own set-aside rule.

Everyday work

I need to choose a supplier or manage a purchase.

Work through requirements, supplier offers, an order in progress, or a problem with a delivery, return, or bill.

Work towards: A purchasing record with the current position, outstanding questions, and the next action.

Everything feels urgent.

Take stock when your attention is split between customer work, money, promises, and the rest of life. Begin with the information you actually have.

Work towards: A manageable set of next actions with reasons, responsibilities, and room for the work.

We keep repeating work or missing steps.

Make a recurring task easier to follow, explain to someone else, and improve after use.

Work towards: A reusable checklist or procedure with clear instructions, checks, and a way to handle exceptions.

I can’t find the records I need.

Find and organize the information behind a decision, obligation, customer job, or handover.

Work towards: A records index showing locations, versions, missing evidence, and next checks.

Something important is coming due.

Prepare for a renewal, notice period, filing, inspection, or other dated commitment before the final day arrives.

Work towards: A register of confirmed or unconfirmed dates, preparation work, responsibilities, and follow-up.

What happens if I cannot work, or something stops working?

Prepare for an absence, outage, or interruption with practical arrangements someone can find and use.

Work towards: A continuity plan, a way to practice it, clear gaps to arrange, and useful reading copies.

Do I have the stock and supplies this work needs?

Count what is present, separate what is usable, and keep customer commitments and expected deliveries in view.

Work towards: A checked stock position and practical next actions for shortages, counts, and replenishment.

Will the equipment be ready for the work?

Check equipment availability, care, custody and unresolved faults before the next promise.

Work towards: An equipment book and practical next actions to protect the work ahead.

I need a formula for my spreadsheet.

Find a function, understand its arguments, and adapt an example to your own cells.

Work towards: A formula pattern to try, with a printable reference beside your work.

People & working together

We’re considering going into business together.

Discuss a new partnership or revisit how existing business partners want to work together.

Work towards: A discussion record covering expectations, contributions, responsibilities, unresolved issues, and next actions.

I need help beyond what I can handle myself.

Work out whether you need practical assistance, a sounding board, specialist advice, or help with a specific decision.

Work towards: A clearer description of the help needed, the result you want, and questions to ask before working together.

Buying, handovers & moving on

I’m considering buying a business.

Begin with the work and business that could fit your life, or move directly to organizing questions about a particular opportunity.

Work towards: A buyer brief with preferences, boundaries, and questions, or a clearer evidence review for a specific business.

Someone needs to take over my responsibilities.

Prepare for time away, delegation, a role change, or a transition so another person can understand the work they are taking on.

Work towards: A practical handover covering responsibilities, records, contacts, commitments, and matters to check together.

I’m considering stepping back or moving on.

You may need temporary cover, a gradual succession, a sale, a partnership change, or a closure. These call for different preparation.

Work towards: A clearer transition intention, a practical preparation step, and questions for the people who need to help.

I am helping administer an estate after a loss.

Keep the records, claims, correspondence, and questions together while the estate is being administered.

Work towards: A working record and a specific agenda for the next conversation with counsel.

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Start here / Ideas & decisions

Starting a business / Running a business

I have an idea. Where do I begin?

You may have a rough possibility, a side project, or a new offer for an existing business. Give it enough shape to decide what to learn next.

A useful first step

Give your idea a next step

Describe who this might help and the problem you think it could solve. Choose a question worth answering before making a larger commitment.

Open Give your idea a next step

Free to use in your browser. No account needed.

Already partway through?

Begin at the point that matches your situation. There is no required sequence.

You already know what you want to investigate
Prepare questions about real experiences and current alternatives.
Customer Conversation Planner
You have already spoken with potential customers
Choose a small test based on what you learned.
Choose a small test before a big commitment

What could follow

Use another resource when it helps the work in front of you. You can stop when you have the result you need.

You need evidence from potential customers
Ask about their experience before treating an assumption as a fact.
Customer Conversation Planner
You are ready to try something small
Define what you will try, what you will observe, and when to review it.
Choose a small test before a big commitment

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Start here / Ideas & decisions

Starting a business / Running a business

Would anyone actually want this?

Use this when you want to understand a customer problem, improve an offer, or learn why people choose another option.

A useful first step

Customer Conversation Planner

Ask about situations people have actually experienced, what they do now, and what is difficult. Record what you heard separately from your interpretation.

Open Customer Conversation Planner

Free to use in your browser. No account needed.

Already partway through?

Begin at the point that matches your situation. There is no required sequence.

The idea itself is still unclear
Clarify the problem and who might experience it.
Give your idea a next step
You have observations and want to act on them
Plan a limited test with an observable result.
Choose a small test before a big commitment

What could follow

Use another resource when it helps the work in front of you. You can stop when you have the result you need.

You have enough context to choose a test
Decide what result would support, challenge, or leave your assumption unresolved.
Choose a small test before a big commitment
Someone expresses interest in a specific offer
Keep that inquiry and the agreed next step separate from general research.
Customer Inquiries & Opportunities

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Start here / Customers & agreed work

Starting a business / Running a business

Someone is interested in buying from me.

A new inquiry, referral, repeat request, or possible piece of work needs a clear next conversation.

A useful first step

Customer Inquiries & Opportunities

Capture the customer's situation and the next agreed action before preparing an offer that may not fit.

Open Customer Inquiries & Opportunities

Free to use in your browser. No account needed.

Already partway through?

Begin at the point that matches your situation. There is no required sequence.

The request is clear and you need to calculate a price
Explore the costs and time behind the offering.
Cost & Pricing Explorer
You are ready to put the offer in writing
Prepare scope, prices, responsibilities, and proposed terms.
Quote & Scope Builder
The customer has already accepted
Begin with the agreed work and delivery commitments.
Customer Job & Delivery Planner

What could follow

Use another resource when it helps the work in front of you. You can stop when you have the result you need.

The request is sufficiently understood
Turn it into an offer the customer can review.
Quote & Scope Builder
You are waiting for information or a response
Set a specific follow-up and record what you are waiting for.
Customer Follow-up Planner

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Start here / Customers & agreed work

Starting a business / Running a business

I need to send a quote.

Put a proposed job or supply of work into a clear offer, including what is included and what still needs agreement.

A useful first step

Quote & Scope Builder

State the work, boundaries, itemized prices, responsibilities, and proposed terms so the customer can review the same understanding.

Open Quote & Scope Builder

Free to use in your browser. No account needed.

Already partway through?

Begin at the point that matches your situation. There is no required sequence.

The request needs another conversation
Resolve the important unknowns before making an offer.
Customer Inquiries & Opportunities
You are still working out the price
Check costs and time before presenting numbers.
Cost & Pricing Explorer
The quote has already been accepted
Organize delivery against the agreed scope.
Customer Job & Delivery Planner

What could follow

Use another resource when it helps the work in front of you. You can stop when you have the result you need.

You are waiting for the customer's decision
Keep the follow-up date and any questions together.
Customer Follow-up Planner
The work and terms have been agreed
Carry the agreed scope into the delivery plan and review any changes.
Customer Job & Delivery Planner

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Start here / Customers & agreed work

Starting a business / Running a business / Going into business together

I need to deliver what I promised.

Organize an accepted job, a product-related service, or ongoing customer work, including changes and dependencies.

A useful first step

Customer Job & Delivery Planner

Begin with the agreed outcome and break the remaining work into actions. Record what needs approval or another person's input.

Open Customer Job & Delivery Planner

Free to use in your browser. No account needed.

Already partway through?

Begin at the point that matches your situation. There is no required sequence.

The work has not been agreed yet
Clarify the proposed scope and terms first.
Quote & Scope Builder
Materials or outside services are blocking the job
Review orders, delivery expectations, and unresolved supply issues.
Supplier & Purchasing Planner
The agreed billing milestone has been reached
Prepare or update the invoice using the agreed basis.
Invoice & Payment Tracker

What could follow

Use another resource when it helps the work in front of you. You can stop when you have the result you need.

A change affects scope, cost, or timing
Prepare the proposed revision and seek agreement before treating it as accepted.
Quote & Scope Builder
The same work will happen again
Turn what you learned into instructions and checks for next time.
Business Procedures & Routines
You have met an agreed billing milestone
Record the invoice and follow payments separately from delivery progress.
Invoice & Payment Tracker

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Start here / Money & commitments

Starting a business / Running a business / Moving on

I need to invoice or follow up on payment.

Prepare a new invoice, record a partial payment, or find the next action on an outstanding amount.

A useful first step

Invoice & Payment Tracker

Check the agreed billing basis, amounts, and dates. Keep invoices, recorded payments, and the remaining balance distinct.

Open Invoice & Payment Tracker

Free to use in your browser. No account needed.

Already partway through?

Begin at the point that matches your situation. There is no required sequence.

You are still agreeing the work and price
Prepare the offer before treating it as an invoice.
Quote & Scope Builder
The amount is disputed
Organize the agreement, evidence, and question you need help resolving.
Help Brief Builder
Your immediate concern is cash arriving late
Explore the timing impact without assuming a payment will arrive.
Cash Timing Planner

What could follow

Use another resource when it helps the work in front of you. You can stop when you have the result you need.

A customer response or payment needs checking
Prepare a dated action with context and record the outcome.
Customer Follow-up Planner
Expected receipts affect other commitments
Use a realistic timing assumption and review it when facts change.
Cash Timing Planner

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Start here / Money & commitments

Starting a business / Buying a business / Running a business / Moving on

Will I have enough money when bills arrive?

Look at the timing of expected money in and out, including delayed customer payments and upcoming commitments.

A useful first step

Cash Timing Planner

Put dates beside expected receipts and payments. Review the lowest expected balance and compare a change in timing.

Open Cash Timing Planner

Free to use in your browser. No account needed.

Already partway through?

Begin at the point that matches your situation. There is no required sequence.

You need to establish what customers still owe
Review invoices and recorded payments first.
Invoice & Payment Tracker
Upcoming costs are unclear
Organize bills and recurring commitments.
Business Spending & Commitments
You cannot meet an immediate obligation
Prepare the facts and seek timely qualified help for your situation.
Help Brief Builder

What could follow

Use another resource when it helps the work in front of you. You can stop when you have the result you need.

A shortage depends on an unpaid invoice
Check its actual status before changing the expected receipt.
Invoice & Payment Tracker
You are considering reducing or delaying spending
Review the commitment and its terms before assuming a change is possible.
Business Spending & Commitments

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Start here / Money & commitments

Starting a business / Running a business / Moving on

My business spending is hard to follow.

Bring supplier bills, recurring services, job-related costs, and costs you covered personally into a clearer working record.

A useful first step

Business Spending & Commitments

Identify the commitment, who paid or needs to pay, the date, and the business purpose. Keep estimates separate from confirmed bills.

Open Business Spending & Commitments

Free to use in your browser. No account needed.

Already partway through?

Begin at the point that matches your situation. There is no required sequence.

You are still choosing a supplier or ordering
Record offers and purchase requirements before treating them as bills.
Supplier & Purchasing Planner
You need to understand the next few weeks
Place reviewed amounts onto a cash timeline.
Cash Timing Planner

What could follow

Use another resource when it helps the work in front of you. You can stop when you have the result you need.

A cancellation or renewal needs advance action
Record preparation and notice dates as well as the renewal date.
Business Deadlines & Renewals Planner
You want to see the effect on available cash
Use the relevant payment dates and avoid counting the same commitment twice.
Cash Timing Planner

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Start here / Everyday work

Starting a business / Running a business

I need to choose a supplier or manage a purchase.

Work through requirements, supplier offers, an order in progress, or a problem with a delivery, return, or bill.

A useful first step

Supplier & Purchasing Planner

Start at the relevant point: compare offers, record an order, check received items or services, or follow an unresolved issue.

Open Supplier & Purchasing Planner

Free to use in your browser. No account needed.

Already partway through?

Begin at the point that matches your situation. There is no required sequence.

You are weighing a broader business choice
Clarify the criteria and evidence that matter before choosing.
Compare Your Options
A confirmed bill needs tracking
Review the supplier bill and record the spending commitment.
Business Spending & Commitments
The purchase is blocking customer work
Review the dependency and any effect on delivery commitments.
Customer Job & Delivery Planner

What could follow

Use another resource when it helps the work in front of you. You can stop when you have the result you need.

Goods or services arrive
Check what was received and accepted against what was ordered.
Supplier & Purchasing Planner
A supplier bill is ready to review
Use the reviewed bill and check for an existing record to avoid duplicates.
Business Spending & Commitments
An issue affects a customer job
Give the blocker an owner and review the customer's agreed timing.
Customer Job & Delivery Planner

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Start here / Customers & agreed work

Starting a business / Running a business / Moving on

I’m losing track of customer conversations.

Keep a promise, unanswered question, expected response, or useful follow-up from slipping through the cracks.

A useful first step

Customer Follow-up Planner

Record why contact is needed and the specific next action. Keep waiting responses visible without treating them as completed.

Open Customer Follow-up Planner

Free to use in your browser. No account needed.

Already partway through?

Begin at the point that matches your situation. There is no required sequence.

You are tracking possible new work in detail
Keep the inquiry, requirements, and offer history together.
Customer Inquiries & Opportunities
The follow-up concerns money owed
Check the balance and payment history first.
Invoice & Payment Tracker

What could follow

Use another resource when it helps the work in front of you. You can stop when you have the result you need.

The conversation produces new possible work
Capture the new request and what needs to happen next.
Customer Inquiries & Opportunities
A promise changes the delivery plan
Update the work and check the implications with those involved.
Customer Job & Delivery Planner

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Start here / Everyday work

Starting a business / Running a business / Going into business together / Moving on

Everything feels urgent.

Take stock when your attention is split between customer work, money, promises, and the rest of life. Begin with the information you actually have.

A useful first step

Weekly business review

Use a weekly review to name what moved forward, what needs attention, and the actions you have room to take. You can begin without importing anything.

Open Weekly business review

Free to use in your browser. No account needed.

Already partway through?

Begin at the point that matches your situation. There is no required sequence.

You already have files from our business tools
Review selected files, inspect their source dates, and connect findings into an action plan.
Owner Overview
One customer job is the immediate pressure
Review the work, blockers, and capacity for that job.
Customer Job & Delivery Planner
Money timing is the immediate concern
Look at dated receipts and commitments before choosing a response.
Cash Timing Planner

What could follow

Use another resource when it helps the work in front of you. You can stop when you have the result you need.

You have several tool records to review together
Bring selected files into a review; check their dates and refresh them deliberately.
Owner Overview
One action keeps recurring
Give the repeatable work a clear procedure and review point.
Business Procedures & Routines

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Start here / Everyday work

Starting a business / Running a business / Going into business together / Moving on

We keep repeating work or missing steps.

Make a recurring task easier to follow, explain to someone else, and improve after use.

A useful first step

Checklist Builder

Begin with a checklist when the job is straightforward and someone already understands how to do it. Write the checks in the order the work requires.

Open Checklist Builder

Free to use in your browser. No account needed.

Already partway through?

Begin at the point that matches your situation. There is no required sequence.

Someone needs fuller instructions or exception handling
Create a procedure with responsibilities, versions, separate runs, and follow-through on problems.
Business Procedures & Routines
The work is being handed to another person
Prepare the surrounding responsibilities, records, and unresolved commitments.
Business Handover Planner

What could follow

Use another resource when it helps the work in front of you. You can stop when you have the result you need.

A checklist needs more explanation to be usable
Add the context, instructions, and exceptions people need.
Business Procedures & Routines
You want to see whether it actually works
Try the instructions on real work and record where they need improvement.
Make the work easier to follow, every time

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Start here / Everyday work

Starting a business / Buying a business / Going into business together / Running a business / Moving on

I can’t find the records I need.

Find and organize the information behind a decision, obligation, customer job, or handover.

A useful first step

Business Records & Evidence Organizer

Record where important material lives, which version matters, who needs access, and what remains missing.

Open Business Records & Evidence Organizer

Free to use in your browser. No account needed.

Already partway through?

Begin at the point that matches your situation. There is no required sequence.

You are investigating a claim about a business
Separate the claim, supporting evidence, and unanswered questions.
Keep claims, evidence, and questions separate
Someone else needs to take over the records
Explain responsibilities and access arrangements alongside the index.
Business Handover Planner

What could follow

Use another resource when it helps the work in front of you. You can stop when you have the result you need.

A record is needed for a dated obligation
Connect the preparation task to the relevant date.
Business Deadlines & Renewals Planner
You need a professional to review an issue
Prepare the question and a relevant records list before sharing material.
Help Brief Builder

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Start here / Everyday work

Starting a business / Buying a business / Going into business together / Running a business / Moving on

Something important is coming due.

Prepare for a renewal, notice period, filing, inspection, or other dated commitment before the final day arrives.

A useful first step

Business Deadlines & Renewals Planner

Record the source of the date and work backwards to the preparation needed. Keep uncertain dates marked for confirmation.

Open Business Deadlines & Renewals Planner

Free to use in your browser. No account needed.

Already partway through?

Begin at the point that matches your situation. There is no required sequence.

You still need to identify what applies to your business
Work out the question and the location-appropriate help you need.
People & guidance
Supporting records are scattered
Locate the evidence and identify missing material.
Business Records & Evidence Organizer

What could follow

Use another resource when it helps the work in front of you. You can stop when you have the result you need.

You need evidence or documents ready beforehand
Give each missing item a next action.
Business Records & Evidence Organizer
A renewal creates a payment commitment
Review the amount and terms, then consider the cash timing if needed.
Business Spending & Commitments

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Start here / Ideas & decisions

Starting a business / Buying a business / Going into business together / Running a business / Moving on

I need to choose between options.

Compare a purchase, opportunity, service, location, or change using the considerations that matter to you.

A useful first step

Compare Your Options

Choose meaningful criteria before comparing options. Keep missing evidence visible instead of filling gaps with guesses.

Open Compare Your Options

Free to use in your browser. No account needed.

Already partway through?

Begin at the point that matches your situation. There is no required sequence.

The choice is specifically between supplier offers
Compare offers in the context of purchasing requirements and the order.
Supplier & Purchasing Planner
You are deciding what sort of business to buy
Clarify fit and search boundaries first.
Buyer preparation

What could follow

Use another resource when it helps the work in front of you. You can stop when you have the result you need.

A missing fact could change the decision
Prepare a focused question and identify who can answer it.
Help Brief Builder
You are considering a price or cost change
Explore the numbers separately and bring the assumptions back to the decision.
Cost & Pricing Explorer

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Start here / People & working together

Starting a business / Going into business together / Running a business

We’re considering going into business together.

Discuss a new partnership or revisit how existing business partners want to work together.

A useful first step

Partnership Discussion Planner

Make room for each person's view. Discuss contributions, decision-making, money, working expectations, disagreements, and change.

Open Partnership Discussion Planner

Free to use in your browser. No account needed.

Already partway through?

Begin at the point that matches your situation. There is no required sequence.

You want context before opening the planner
Prepare for a constructive discussion.
Talk through working together
A specific choice is holding things up
Compare the options against criteria you discuss together.
Compare Your Options

What could follow

Use another resource when it helps the work in front of you. You can stop when you have the result you need.

You need to formalize arrangements
Prepare the questions and decisions for a qualified adviser.
Help Brief Builder
Responsibilities need practical instructions
Turn the agreed work into procedures people can follow.
Business Procedures & Routines

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Start here / Buying, handovers & moving on

Buying a business

I’m considering buying a business.

Begin with the work and business that could fit your life, or move directly to organizing questions about a particular opportunity.

A useful first step

Buyer preparation

Clarify the kind of work you want to take on, your boundaries, and the questions that will shape your search.

Open Buyer preparation

Free to use in your browser. No account needed.

Already partway through?

Begin at the point that matches your situation. There is no required sequence.

You are already examining a particular business
Separate seller claims, available evidence, and questions to verify.
Keep claims, evidence, and questions separate
You need to understand the owner's daily work
Look beyond the listing to the responsibilities you would inherit.
Understand the owner's working week
You have records to organize for an investigation
Index the material, versions, gaps, and follow-up questions.
Business Records & Evidence Organizer

What could follow

Use another resource when it helps the work in front of you. You can stop when you have the result you need.

You find a potentially suitable business
Investigate the claims and identify the qualified help needed.
Keep claims, evidence, and questions separate
You have an asking price and financing assumptions to test
Compare cash needed, debt payments, owner income, and weaker earnings in Small Business Deal Sizer. $5 once; also included in the complete acquisition package.
Small Business Deal Sizer
You need to work out an offer range from the earnings
Explore seller adjustments, your chosen multiples, and an opening-offer calculation in Business Valuation & Offer Builder. $5 once; also included in the complete acquisition package.
Business Valuation & Offer Builder
You need a purchase ceiling before negotiating
Use your cash-flow, income, debt-coverage, and financing assumptions to calculate a ceiling in Max Purchase Price Calculator. $3 once; also included in the complete acquisition package.
Max Purchase Price Calculator
You are working out bank and seller-note terms
Explore combined payments, cash after your income, the monthly cushion, and each balloon balance in Seller Note + Bank Loan Payment Lab. $5 once; also included in the complete acquisition package.
Seller Note + Bank Loan Payment Lab
You are ready to put an offer in writing
Bring the terms into an LOI draft and term sheet, with checks and editable saves. LOI & Offer Builder is $7 once; also included in the complete acquisition package.
LOI & Offer Builder
Investigate the business before closing
Track requests, evidence, and open findings through 92 checks and three reports. Due-Diligence Deal Room is $9 once; also included in the complete acquisition package.
Due-Diligence Deal Room
You are preparing to discuss acquisition financing
Balance the funding, test repayment, and prepare a loan request package. $7; also included in the complete system.
Acquisition Loan Package Builder
You want a guided path through the whole purchase
Buyer OS takes you through nine decision stages with a deal journal, decision log, and printable summary. $9 once; also included in the $29 complete acquisition package.
Main Street Buyer’s Operating System
You need acquisition software for a specific investigation
The $29 Verified Acquisition System includes Buyer OS and all seven companion tools for calculations, offers, diligence, and financing records.
The Verified Acquisition System

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Start here / Buying, handovers & moving on

Going into business together / Running a business / Moving on

Someone needs to take over my responsibilities.

Prepare for time away, delegation, a role change, or a transition so another person can understand the work they are taking on.

A useful first step

Business Handover Planner

Explain the responsibilities and open work from the recipient's point of view. Include where information lives and what still needs checking.

Open Business Handover Planner

Free to use in your browser. No account needed.

Already partway through?

Begin at the point that matches your situation. There is no required sequence.

The recipient needs instructions for a recurring task
Prepare the actual method and how to handle exceptions.
Business Procedures & Routines
Important records are hard to locate
Create a clear index of locations and access needs.
Business Records & Evidence Organizer
You are considering a permanent business exit
Explore the broader moving-on chapter.
Moving on

What could follow

Use another resource when it helps the work in front of you. You can stop when you have the result you need.

Dates could be missed during the change
Review responsibilities and preparation dates together.
Business Deadlines & Renewals Planner
The recipient is ready to review the handover
Walk through the open work together and record unresolved points.
Business Handover Planner

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Start here / Buying, handovers & moving on

Running a business / Moving on / Going into business together

I’m considering stepping back or moving on.

You may need temporary cover, a gradual succession, a sale, a partnership change, or a closure. These call for different preparation.

A useful first step

Moving on

Explore the moving-on chapter and identify what kind of change you are considering before choosing the next resource.

Open Moving on

Free to use in your browser. No account needed.

Already partway through?

Begin at the point that matches your situation. There is no required sequence.

You need temporary cover or practical delegation
Prepare responsibilities and open work for the person covering them.
Business Handover Planner
You are considering sale, closure, or ownership change
Prepare your objectives and questions for qualified advice.
Help Brief Builder
You need to see outstanding commitments
Review costs and agreements without assuming they end when you stop work.
Business Spending & Commitments

What could follow

Use another resource when it helps the work in front of you. You can stop when you have the result you need.

You are weighing a business sale or reviewing an offer
Explore a value range, deductions, tax reserve, and payment timing with the standalone $7 Exit Planner. Prepare a snapshot for your advisers.
Exit Value & Proceeds Planner
You know who will take over practical responsibilities
Prepare and review the transition with them.
Business Handover Planner
The change has dated obligations
Record confirmed deadlines and identify those still needing authoritative confirmation.
Business Deadlines & Renewals Planner

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Start here / People & working together

Starting a business / Buying a business / Going into business together / Running a business / Moving on

I need help beyond what I can handle myself.

Work out whether you need practical assistance, a sounding board, specialist advice, or help with a specific decision.

A useful first step

People & guidance

Identify the task and the kind of experience or qualification it calls for. Use that to assess fit and prepare a useful conversation.

Open People & guidance

Free to use in your browser. No account needed.

Already partway through?

Begin at the point that matches your situation. There is no required sequence.

You know what kind of help you need
Prepare a brief with context, desired result, and questions.
Help Brief Builder
You are weighing different people or approaches
Compare fit, scope, evidence, terms, and unresolved questions.
Compare Your Options

What could follow

Use another resource when it helps the work in front of you. You can stop when you have the result you need.

You are ready to approach someone
Prepare the information you choose to share and the questions you need answered.
Help Brief Builder
Advice requires supporting material
Organize relevant records and check access before sharing.
Business Records & Evidence Organizer

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Start here / Ideas & decisions

Starting a business / Running a business / Going into business together

I want to grow or change how the business works.

Consider a new offer, another market, a different way of working, or more demand than your current capacity can handle.

A useful first step

Give your idea a next step

Describe the proposed change and the question you need answered. Choose a manageable next step before treating the whole change as settled.

Open Give your idea a next step

Free to use in your browser. No account needed.

Already partway through?

Begin at the point that matches your situation. There is no required sequence.

You need to understand demand for the change
Learn about customer experience and alternatives.
Customer Conversation Planner
You are deciding between ways to grow
Compare the options against constraints and evidence.
Compare Your Options
Demand already exceeds your delivery capacity
Review remaining work and capacity before adding commitments.
Customer Job & Delivery Planner
The next step involves hiring or specialist requirements
Identify the appropriate advice and requirements for your location.
People & guidance

What could follow

Use another resource when it helps the work in front of you. You can stop when you have the result you need.

You can test one important assumption
Define a limited experiment and what you will observe.
Choose a small test before a big commitment
The change affects prices or cost coverage
Explore a scenario with explicit assumptions.
Cost & Pricing Explorer
The change creates spending before income arrives
Check the timing and uncertainty of the proposed commitments.
Cash Timing Planner

Bookmark this page to return to the same path. Use each tool’s save or download options to keep your work.

← Back to Start here

Start here / Everyday work

Starting a business / Running a business / Going into business together / Moving on

What happens if I cannot work, or something stops working?

Prepare for an absence, outage, or interruption with practical arrangements someone can find and use.

A useful first step

Business Continuity & Owner Backup Planner

Choose essential work, arrange appropriate cover, and examine what the alternatives depend on.

Open Business Continuity & Owner Backup Planner

Free to use in your browser. No account needed.

Already partway through?

Begin at the point that matches your situation. There is no required sequence.

You already have a handover
Keep its editable file nearby. The continuity planner can review selected responsibilities and contact references.
Business Handover Planner
You need to find the records first
Record relevant versions, locations, and authorized access arrangements.
Business Records & Evidence Organizer

What could follow

Use another resource when it helps the work in front of you. You can stop when you have the result you need.

A practice reveals steps to arrange
Use selected exported continuity actions as fresh checklist steps.
Checklist Builder
You want the gaps in your business review
Review the saved continuity file as a source and choose your next owner actions.
Owner Overview
Your people would need household contacts, records, and practical instructions
Prepare the standalone $7 Emergency & Legacy Binder for family and trusted contacts. Record where to look, who to call, and what needs attention.
Emergency & Legacy Binder

Bookmark this page to return to the same path. Use each tool’s save or download options to keep your work.

← Back to Start here

Start here / Everyday work

Starting a business / Running a business

Do I have the stock and supplies this work needs?

Count what is present, separate what is usable, and keep customer commitments and expected deliveries in view.

A useful first step

Stock & Supplies Planner

Begin with one item, its counting unit, a location, and an actual opening count.

Open Stock & Supplies Planner

Free to use in your browser. No account needed.

Already partway through?

Begin at the point that matches your situation. There is no required sequence.

Goods have already been purchased
Save the purchasing book for a reviewed import. Check what is already counted or used before adding it.
Supplier & Purchasing Planner

What could follow

Use another resource when it helps the work in front of you. You can stop when you have the result you need.

A job needs materials
Review a stock reservation against the existing delivery requirement.
Customer Job & Delivery Planner
The next order needs preparing
Review stock replenishment requirements before making supplier commitments.
Supplier & Purchasing Planner
You are reviewing the business
Include the saved stock book to see shortages, late supplies, and stock actions.
Owner Overview

Bookmark this page to return to the same path. Use each tool’s save or download options to keep your work.

Brass Charter / My work

A place to pick things up again.

My work.

Your plans, working figures, decisions and next steps. Keep the detail behind them, and return when there is something to update.

Work you can keep building on.

Your plans

Let an idea develop.

Keep your questions, assumptions and next steps together. Return after a conversation or small test and add what you learned.

Explore the idea worksheet

Your working figures

Update the picture.

Keep the dates and assumptions behind your cash plan. Revisit them when a payment moves or a commitment changes.

Explore the cash planner

Your next steps

Keep a useful rhythm.

Record what matters this week. Come back to review what moved forward and choose where your attention goes next.

Explore the weekly review

Keep a version you can return to.

An editable download keeps the working details so you can continue later. Choose a Brass Charter file below and we’ll guide you to the tool that can reopen it.

Open an editable file Start something new →

Keep the editable copy. Use the tool’s editable or reusable JSON download after making changes. Check your browser’s Downloads to make sure you have the file.
Open it when you return. Choose Open an editable file above. Review the identified tool and file details before continuing.
Download your next version. Your original file stays unchanged while you edit. Keep the updated download so you have your latest work.

Have a PDF or text file?

That is a reading or sharing copy. Look for the separate editable JSON to continue working in the tool.

Choose the right download →

Continuing on another device?

Move your editable file to that device, then open it here. Keep track of which copy is current; changes do not automatically sync between devices or tabs.

Keeping and moving your work →

Purchased downloads have their own saving options. Follow the instructions supplied with each product; they are not automatically saved in My Work.

Private accounts / planned

Keep your work together.

Private accounts are planned to let you keep supported work online and return to it on another device. Use editable downloads to keep your work in the meantime.

Checking your account…

The guides and worksheets are free to use without an account.

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.

Find a tool for the task

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.