# Clearpath Templates

> Ready-to-use spreadsheets, forms and business kits


## Posts

- [Hello world!](https://paperworkdonehq.com/hello-world/): Welcome to WordPress. This is your first post. Edit or delete it, then start writing!

## Pages

- [NC Home Care Policy and Procedure Manual Template Guide](https://paperworkdonehq.com/guides/north-carolina-home-care-policy-and-procedure-manual-template/): What an NC template should already contain under 10A NCAC 13J, the choices you make in the brackets, and how to get it ready before you apply.
- [NC Home Care Licensure Policy and Procedure Manual](https://paperworkdonehq.com/guides/nc-home-care-licensure-policy-and-procedure-manual/): Your policies, procedures and personnel documents are North Carolina's initial survey. Here is the licensure process step by step and what to have ready.
- [North Carolina Home Care Agency Policies and Procedures](https://paperworkdonehq.com/guides/north-carolina-home-care-agency-policies-and-procedures/): The eleven written policies 13J .1001(a) requires, what the rest of 13J and G.S.
- [Pennsylvania Home Care Policies and Procedures Template](https://paperworkdonehq.com/guides/pennsylvania-home-care-policies-and-procedures-template/): What a Pennsylvania template should already contain under 28 Pa. Code Chapter 611, the numbers Chapter 611 leaves to you, and what to check before you adopt it.
- [Florida Homemaker and Companion Policy Manual Template](https://paperworkdonehq.com/guides/florida-homemaker-and-companion-policy-manual-template/): What a Florida template should already contain for AHCA registrants, the numbers Florida leaves to you, and what to check before you adopt it.
- [Florida Homemaker Companion Agency Policies and Procedures](https://paperworkdonehq.com/guides/florida-homemaker-companion-agency-policies-and-procedures/): What Florida requires your homemaker and companion agency's policies and procedures to cover, rule by rule, and what to write even where the rules are silent.
- [Georgia Home Care Policies and Procedures Template Guide](https://paperworkdonehq.com/guides/georgia-home-care-policies-and-procedures-template/): What a Georgia template should already contain, the choices you make in the brackets, and how to adopt it the way Rule 111-8-65 expects.
- [Georgia PHCP Policy Manual: What DCH Checks and When](https://paperworkdonehq.com/guides/georgia-phcp-policy-manual/): How your private home care provider policy manual is reviewed, from the application to the initial survey and re-licensure, and what to have ready.
- [Georgia Private Home Care Provider Policies and Procedures](https://paperworkdonehq.com/guides/georgia-private-home-care-provider-policies-and-procedures/): What Georgia's Rule 111-8-65 requires your private home care agency's policies and procedures to cover, rule by rule, with citations and a checklist.
- [Guides](https://paperworkdonehq.com/guides/): Plain-English guides to the paperwork behind starting and running a business, written from the official rules.
- [Terms of Service](https://paperworkdonehq.com/terms-of-service/): The terms that apply when you buy and use templates from this store.
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- [Refund Policy](https://paperworkdonehq.com/refund-policy/): How refunds work for digital downloads.
- [FAQ](https://paperworkdonehq.com/faq/): Downloads, file formats, licensing and refunds.
- [About](https://paperworkdonehq.com/about/): Practical templates for jobs that come with a lot of paperwork and not much guidance.
- [Home](https://paperworkdonehq.com/): The spreadsheets, forms and checklists for the job in front of you, built in the order the work actually happens.
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## Products

- [North Carolina Home Care Policy Manual](https://paperworkdonehq.com/product/north-carolina-home-care-policy-and-procedure-manual/): A North Carolina home care policy manual, ready to adopt: the policies and procedures 10A NCAC 13J and the Home Care Agency Licensure Act require of a licensed home care agency, mapped rule by rule. You get 108 pages: 15 policy sections, 17 forms and a 13J crosswalk, in an editable Word file plus PDF. It also covers the 2023 home assistance services change. Instant download.
- [Pennsylvania Home Care Agency Policy Manual](https://paperworkdonehq.com/product/pennsylvania-home-care-policy-and-procedure-manual/): A Pennsylvania home care agency policy manual, ready to adopt: the manual written for a home care agency licensed under 28 Pa. Code Chapter 611 by the Pennsylvania Department of Health. You get 105 pages: 15 policy sections, 17 forms and a Chapter 611 crosswalk, in an editable Word file plus PDF. Instant download.
- [Florida Home Care Policy Manual for Homemaker and Companion Agencies](https://paperworkdonehq.com/product/florida-home-care-policy-and-procedure-manual/): A Florida home care policy manual for homemaker and companion agencies, ready to adopt. It is written for AHCA-registered Homemaker and Companion Services Providers and mapped to section 400.509, Florida Statutes, and Rule 59A-8.025. You get 105 pages: 15 policy sections, 17 forms and a Florida compliance crosswalk, in an editable Word template plus PDF. It keeps your agency inside Florida's no-hands-on-care line and downloads instantly.
- [Texas Home Care Policy & Procedure Manual](https://paperworkdonehq.com/product/texas-home-care-policy-and-procedure-manual/): Written for Texas HCSSAs licensed for Personal Assistance Services (PAS) and mapped to 26 TAC Chapter 558. It covers the administrator’s 24-hour initial training and 12-hour annual CE, the NAR/EMR checks before hire and every 12 months, 24-hour reporting of abuse, neglect and exploitation to DFPS and HHSC, the Provider Investigation Report due by day 10, complaint investigations started within 10 days and finished within 30, the §558.256 emergency plan with STEAR, QAPI, the 5-day discharge notice and 5-year record retention.
- [Georgia Home Care Policy and Procedure Manual](https://paperworkdonehq.com/product/georgia-home-care-policy-and-procedure-manual/): A ready-to-adopt Georgia home care policy and procedure manual: the private home care provider (PHCP) policy manual Georgia licensing asks for, mapped rule by rule to Ga. Comp. R. and Regs. Chapter 111-8-65. You get 106 pages: 15 policy sections, 17 forms and a Georgia compliance crosswalk, in editable Word plus PDF. Use it as your Georgia home care policies and procedures template: it covers companion/sitter, homemaker and personal care agencies, downloads instantly, and you can have your own manual adopted this week.
- [Soccer Recruiting Spreadsheet](https://paperworkdonehq.com/product/soccer-recruiting-spreadsheet/): College soccer recruiting happens at ID camps and club showcases, and the players who get recruited are the ones who email coaches before and after every event. This soccer recruiting spreadsheet comes pre-loaded with every NCAA Division I men’s and women’s soccer program we could verify (560 programs with 2026 conferences). Use it to plan ID camps and showcases, track every coach contact, log your stats and fitness tests, and compare offers by real net cost. It works for both men’s and women’s players.
- [Football Recruiting Spreadsheet](https://paperworkdonehq.com/product/football-recruiting-spreadsheet/): Stop building your list from scratch. This football recruiting spreadsheet comes pre-loaded with 884 college football programs (every FBS, FCS, NCAA Division II, Division III and NAIA program, plus NJCAA and California community college teams) with conference, city and state. Pick a school from a dropdown and its details fill in. Then track coaches, every call and DM, camps and visits, film, verified measurables and offers, all in one sheet that you and your parents can share.
- [Au Pair Handbook Template](https://paperworkdonehq.com/product/au-pair-handbook-template/): A good au pair year starts with clear expectations. This editable host family handbook covers everything your au pair needs to know: the kids’ routines, the schedule, house rules, car and phone policies, curfew, discipline, emergencies, time off and classes. It’s written in a warm, welcoming voice, so you only fill in your details. The matching schedule spreadsheet totals hours as you plan and flags any day over 10 hours or any week over 45 (30 for EduCare), the limits in the federal au pair rules (22 CFR 62.31).
- [Adoption Profile Book Template](https://paperworkdonehq.com/product/adoption-profile-book-template/): Your profile book may be the first time an expectant parent meets your family, so it should feel warm, honest and like you. This editable adoption profile book template gives you 14 clean, modern page layouts with drag-in photo frames, sample wording written in respectful adoption language, and an 11-page writing guide. The guide covers prompts for every page, a photo shot list, a privacy checklist, and the words to use (and avoid) when you write to an expectant parent. No design skills needed: swap in your photos, replace the bracketed text, and export to PDF or print.
- [Sorority Recruitment Packet & Resume Bundle](https://paperworkdonehq.com/product/sorority-recruitment-packet-and-resume-bundle/): Recruitment week moves fast. Walk in prepared, not scrambling. This sorority recruitment packet includes three polished, editable social resume designs, a recommendation-request kit for alumnae (with up-to-date guidance, since many chapters have made recs optional), a packet cover and info sheet, a round-by-round guide and daily planner for recruitment week, and a one-page guide for parents. Everything is editable in Word and ready to print as PDF.
- [College Sports Recruiting Tracker](https://paperworkdonehq.com/product/college-sports-recruiting-tracker/): College recruiting is a full-time job, and most families run it out of a messy inbox. This college recruiting spreadsheet puts the whole process in one place: your school list, every coach conversation, camps and visits, offers compared by real net cost, a grade-by-grade checklist and ready-to-send coach emails that fill in your details for you. Built for high-school athletes and parents in any sport, at any level: NCAA DI, DII, DIII, NAIA and junior college.
- [Taxidermy Business Forms Bundle](https://paperworkdonehq.com/product/taxidermy-business-forms-bundle/): Your shop runs on paperwork: who dropped off which deer, what pose they wanted, how much deposit they paid, and whether that elk from last November is ever getting picked up. This bundle gives you every form a taxidermy business needs, ready to brand and print. It includes mount-specific intake forms and work orders, a deposit and pickup policy customers sign, unclaimed-mount notices with a state-rules checklist, a wildlife record log built around the federal migratory bird rules, plus a job tracker spreadsheet that flags overdue mounts and notices due.
- [Home Care Startup Cost & Projections Spreadsheet](https://paperworkdonehq.com/product/home-care-startup-cost-and-projections-spreadsheet/): Most new home care agencies under-price because they compare their bill rate to the caregiver’s wage and forget overtime, paid travel time, sick leave, FICA, unemployment tax, workers’ comp and mileage. This spreadsheet builds your fully loaded cost per billable hour, shows your real gross margin, tells you how many weekly hours and clients you need to break even, and forecasts your cash month by month so you know how much funding you need before you open.
- [Bar & Bat Mitzvah Planner Spreadsheet](https://paperworkdonehq.com/product/bar-and-bat-mitzvah-planner-spreadsheet/): Planning a bar or bat mitzvah means tutoring schedules, synagogue deadlines, vendors, deposits, RSVPs, meal counts, seating, honors and a mitzvah project, all at once. This planner keeps the whole simcha in one spreadsheet. Set the date once, and an 18-month timeline counts down with automatic due dates. The budget tracks every deposit and balance, the guest list feeds meal counts and the seating chart, and a dashboard shows exactly where you stand. Respectful, accurate terminology throughout: aliyot, maftir, hagbah, gelilah, Kiddush, d’var Torah, tzedakah.
- [Truck Dispatch Spreadsheet](https://paperworkdonehq.com/product/truck-dispatch-spreadsheet/): Run your dispatch board from one clean spreadsheet. Track every load, carrier and broker, see rate per mile instantly, calculate your dispatcher commission per carrier, and print weekly carrier statements in one click – in Google Sheets or Excel.
- [Home Care Employee Handbook Template](https://paperworkdonehq.com/product/home-care-employee-handbook-template/): An editable home care employee handbook template written for caregivers, not office staff. It has 24 sections in 30 pages: professional boundaries, EVV timekeeping, overtime and travel time, live-in and 24-hour shifts, abuse reporting and client-home rules. You get Word plus PDF, "check your state" boxes, and a signed acknowledgment page. Instant download.
- [Owner-Operator Trucking Spreadsheet](https://paperworkdonehq.com/product/owner-operator-trucking-spreadsheet/): Know your real numbers every week. This all-in-one owner-operator trucking spreadsheet tracks loads and revenue, fuel and miles by state for IFTA, expenses, maintenance and per diem – then builds your cost per mile, monthly P&L and a quarterly tax set-aside automatically. Works in Excel and Google Sheets.
- [DOT Compliance Toolkit](https://paperworkdonehq.com/product/dot-compliance-toolkit/): Get audit-ready without hiring a consultant. This DOT compliance toolkit for owner-operators and small fleets explains exactly what FMCSA requires – with the CFR citation for every rule – and gives you the 16 forms and a compliance calendar spreadsheet to run your driver qualification files, drug & alcohol program, vehicle maintenance records and new entrant safety audit prep.
- [Truck Dispatcher Starter Kit](https://paperworkdonehq.com/product/truck-dispatcher-starter-kit/): Start your truck dispatching business with the paperwork, scripts and tracking tools already done – and stay on the right side of the dispatcher vs. broker line. This kit walks you through how dispatching works, explains FMCSA’s 2023 guidance on dispatch services in plain English, and gives you an editable dispatcher–carrier agreement, a complete carrier onboarding packet, a rate confirmation checklist, broker call scripts and email templates, and a Google Sheets/Excel dispatch board that calculates rate per mile, your commission and weekly carrier statements automatically.
- [Home Care Agency Startup Kit](https://paperworkdonehq.com/product/home-care-agency-startup-kit/): Starting a non-medical home care agency means building a mountain of paperwork before your first client: licensing steps, a policy manual, client agreements, caregiver hiring forms, training, timesheets, and a budget that actually covers payroll. This kit gives you all of it in one download — 104 editable forms, a policy & procedure manual, a 31-page caregiver orientation packet with quiz, a 30-page employee handbook, a 12-phase startup & licensing checklist, and a startup cost & projections spreadsheet — written for 2026 rules and organized so you can open your doors faster.
- [Home Care Policy & Procedure Manual](https://paperworkdonehq.com/product/home-care-policy-and-procedure-manual/): Starting or growing a companion, homemaker or personal care agency? This is a complete, ready-to-customize policy and procedure manual: 83 numbered policies across 15 sections, each written in plain English with Purpose, Policy, Procedure and Related Forms, plus 17 forms you can use the same day. It covers client rights, intake and service agreements, care plans and supervisory visits, caregiver hiring and background checks, HIPAA, CDC-based infection control, incident and abuse reporting, emergency preparedness, complaints, quality improvement, records and discharge. It also includes a “Customize for Your State” checklist that tells you where to find your state’s rules, and a 50-state licensing lookup table.
- [Fix & Flip Calculator](https://paperworkdonehq.com/product/fix-and-flip-calculator/): Know your profit before you make the offer. Enter the purchase price, ARV, rehab scope and your lender’s terms, and this flip deal analyzer shows your all-in cost, net profit, ROI, cash needed, cash-on-cash and annualized return, and whether the deal passes the 70% rule. Then stress-test it: what if the ARV comes in 10% low, the rehab runs 20% over, or it takes 3 more months to sell?
- [End-of-Life Doula Business Kit](https://paperworkdonehq.com/product/end-of-life-doula-business-kit/): End-of-life doula work deserves paperwork as careful as the care you give. This kit gives you an editable death doula contract written for non-medical end-of-life support. It covers vigil on-call terms, a responsible party for payment, what happens to prepaid hours after a death, gifts and conflicts of interest, and confidentiality that continues after death. It also includes an intake form, a welcome packet for families, a vigil plan worksheet, a legacy project worksheet, a gentle “What to Expect in the Last Weeks” family handout, invoices and a client tracker spreadsheet.
- [Military Deployment Binder](https://paperworkdonehq.com/product/military-deployment-binder/): Your service member is deploying, and now you run the house. This deployment binder gives you one place for all of it: a pre-deployment checklist built from Military OneSource guidance (wills, powers of attorney, DD Form 93, SGLI, DEERS, Family Care Plan), the exact details the Red Cross needs to send an emergency message, every document and account, bills and budget, house and car upkeep, kids’ routines, care packages, and a countdown to homecoming. Fill it in together before departure. Afterward, nothing is left in only one person’s head.
- [HOA Treasurer Spreadsheet](https://paperworkdonehq.com/product/hoa-treasurer-spreadsheet/): You volunteered to be treasurer. Now you need to track every owner’s dues, pay the bills, reconcile the bank account and walk into each board meeting with a clear report. This workbook does all of that for small, self-managed HOAs. Enter payments and bills in one ledger, and the dues roll, delinquency report, bank reconciliation, reserve funding and a printable monthly Treasurer’s Report fill themselves in.
- [Foster Parent Binder](https://paperworkdonehq.com/product/foster-parent-binder/): Placement day moves fast, and after it the paperwork keeps coming: medication times, visit notes, school calls, court dates, receipts. This foster parent binder gives every piece its own page. Answer a caseworker in seconds, go into court or an IEP meeting with your notes, get reimbursed for what you spend, and send the child’s story with them when they move. It works for foster, kinship and resource families, and you can print it or fill it in on screen.
- [Cookie Pricing Calculator](https://paperworkdonehq.com/product/cookie-pricing-calculator/): Charging $3 a cookie because “that’s what everyone charges”? This calculator works out what each cookie really costs you: flour, butter and icing down to the teaspoon, packaging, your decorating time at your hourly rate, and overhead. It then adds your profit margin and gives you a price per cookie and per dozen for every design level. Turn it into a professional quote with deposit, rush and delivery fees in a couple of minutes.
- [Soap Business & Pricing Spreadsheet](https://paperworkdonehq.com/product/soap-business-and-pricing-spreadsheet/): Stop guessing what a bar of soap costs you. Enter what you paid for your oils, lye, fragrance and packaging once, and this workbook works out the true cost of every recipe down to the bar. That includes your labor and overhead. It then suggests wholesale and retail prices and shows what you actually keep after Etsy or card fees. Log each batch and the cure-ready date fills in for you. Log each sale and the monthly profit dashboard builds itself.
- [Doula Business Kit](https://paperworkdonehq.com/product/doula-business-kit/): Everything a new doula needs to run a professional business, for about half the price of the big toolkits. You get birth and postpartum client contracts, every client form from the first inquiry to the final postpartum visit, a fill-in doula business plan, and a Doula Business Tracker spreadsheet. The tracker handles clients, due dates, an on-call calendar, payments, mileage, expenses, a pricing calculator and invoices. Customize it once and you’re ready to take clients.
- [Doula Contract Template](https://paperworkdonehq.com/product/doula-contract-template/): Stop piecing together a doula contract from free PDFs. This editable doula contract template set gives you two complete client service agreements, one for birth doula work and one for postpartum doula work. Each covers the terms that cause disputes: what you do and don’t do, the on-call window, your backup doula, the retainer, the balance due date, missed births, refunds, termination, confidentiality, photos and signatures. Fill in the teal [BRACKETED FIELDS], add your prices, have a local attorney review it, and send it.
- [Executor Kit](https://paperworkdonehq.com/product/executor-kit/): Everything an executor needs, in one download. Three spreadsheets that work together (a 90-task executor checklist with live deadlines, a probate accounting ledger that balances itself, and an estate inventory with a fair sibling split), plus an 18-page plain-English guide to the whole process, 11 ready-to-edit notification letters, and a one-page First 30 Days checklist to print and stick on the fridge. Settle the estate with a plan instead of a pile of paper.
- [Estate Inventory Spreadsheet](https://paperworkdonehq.com/product/estate-inventory-spreadsheet/): Before anything can be settled, someone has to list everything: the house, the accounts, the car, the jewelry, the furniture in every room. This estate inventory spreadsheet does it properly, with date-of-death values, how each asset is titled (which decides whether it goes through probate), beneficiary designations and who receives what. And when it’s time to divide Mom’s or Dad’s belongings, the Sibling Split tab shows each person’s fair share in dollars, so the family can split things fairly without arguments.
- [Probate & Estate Accounting Spreadsheet](https://paperworkdonehq.com/product/probate-and-estate-accounting-spreadsheet/): As executor, you have to account for every dollar: what the estate owned, what came in, what was paid, what was sold and what went to each beneficiary. This probate spreadsheet keeps it all in simple tabs and builds a court-style Summary of Account that balances itself, with a built-in check that turns green when your numbers match the bank and red when something is missing. It also logs your executor time and expenses and calculates each beneficiary’s share.
- [Estate Executor Spreadsheet](https://paperworkdonehq.com/product/estate-executor-spreadsheet/): You’ve just been named executor, and nobody handed you a manual. This estate executor spreadsheet turns the whole job into a clear, step-by-step plan: 90 executor tasks in the order they actually happen, the real court and tax deadlines with live countdowns, a log of every bank, agency and company you notify, and a dashboard that shows what’s done, what’s overdue and what’s next. Enter the date of death once and every suggested date fills in for you.


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