The Flip Companion — House Flip Project Manager & Field Binder

Overview

Most flips don't lose money at the purchase — they lose it in the middle: an undocumented change order, an unlogged expense, or weeks of holding costs quietly eating the profit. The Flip Companion helps you manage the complete project from purchase day to closing day. The live workbook manages the numbers at your desk; the included 26-page Project Field Binder goes with you to the property for walkthroughs, contractor meetings, inspections, and closing preparation.

What You Can Manage and Track

Thirteen customer-facing tabs plus a hidden calculation engine:

• Dashboard — final net profit, ROI on cash, days owned, budget used, draw funding, punch-list progress, and timeline milestones
• Project Profile — property, purchase, financing, ARV, and your project team, entered once
• Rehab Budget — original contract vs. approved changes, revised budget, actual cost, and variance by category
• Scope of Work — the renovation organized room by room
• Contractor Hub — vendors, contacts, license and W-9 status, contracted vs. paid amounts
• Expense Log — up to 150 transactions, each with date, payee, category, and payment method
• Draw Schedule — lender reimbursements from requested through funded
• Change Orders — documented and approved before they hit the budget
• Timeline — planned vs. actual milestones from closing to sale
• Punch List — up to 100 final completion items
• Selling & Closing — offers, commissions, closing costs, loan payoff, net wire, and the final scorecard
• Settings & Lists — customizable dropdowns and categories

What's Included

• BLANK workbook (Excel .xlsx) — reusable for every new project
• SAMPLE workbook (Excel .xlsx) — a complete worked example from purchase to final profit
• Start Here PDF
• 26-page Project Field Binder & Closing Pack — blank, reusable field forms (walkthroughs, bid comparison, daily site log, change-order authorization, draw request prep, punch list, closing checklist, final scorecard, and more)
• Google Sheets access PDF
• Illustrated user guide PDF (18 pages) with annotated screenshots

Who It's For

First-time house flippers, experienced fix-and-flip investors, BRRRR investors managing the renovation phase, and anyone tired of running a flip through scattered receipts, notes, and separate spreadsheets.

How It Works

Enter the deal in Project Profile, add the budget, contractors, scope, and milestones, then log expenses and activity as they happen. Print the Field Binder pages you need for site visits, transfer confirmed information into the workbook, and complete the Selling & Closing tab to see your final project scorecard. No formulas to write, no macros, no add-ons, no subscription.

File Compatibility

Microsoft Excel 2016 or newer (Windows and Mac), with Google Sheets access included. A PDF reader is needed for the binder and guides. The binder prints on US Letter and is A4-compatible using Fit to Page. A desktop or laptop is recommended for setup; Google Sheets works on tablets and mobile for viewing and light updates. Minor visual differences may appear between Excel and Google Sheets.

Important Notes

The Flip Companion is a project organization, tracking, and recordkeeping tool. It does not provide financial, investment, legal, tax, accounting, construction, engineering, or safety advice. Real estate investing involves risk — always perform your own due diligence and consult qualified local professionals. Sample figures are illustrative only and do not guarantee results. Personal or internal business use only — no resale or redistribution.

Digital Download Notice

This is a digital product — no physical item will be shipped. Your files are delivered automatically the moment your order is confirmed.

Support

Need help with your download or Google Sheets access? Contact us at info@primedigitalgoods.com and we'll help you get set up.

Product Highlights

• Complete flip management from purchase to closing
• Rehab budget with change-order and variance tracking
• Contractor hub, draw schedule & 150-row expense log
• 26-page printable field binder for on-site work
• BLANK + SAMPLE workbooks and 18-page illustrated guide
• No macros, no add-ons, no subscription
• Instant digital download