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I will build a custom contractor CRM, job tracker and profit dashboard
Business Systems and Dashboards in Google Sheets and Excel
I build custom business systems in Google Sheets and Excel - CRMs, job trackers, and profit dashboards that replace scattered spreadsheets with one system showing what needs attention.
My focus is co...
À propos de ce service
Stop running your contracting business out of scattered notes, texts, and a spreadsheet only you understand.
I build a custom Contractor Command Center: one Google Sheets or Excel system tracking leads, estimates, jobs, expenses, and invoices - rolled into a live dashboard showing exactly what needs your attention today.
What you get:
- Live dashboard: revenue, profit margin, overdue invoices, upcoming jobs - updates automatically
- - "What Needs My Attention" panel flagging cold leads, stale estimates, unpaid completed jobs
- - Follow-Up Center pulling action items from every tab*
- - Per-job costing: materials, labor, subcontractor cost, true profit margin
- - Charts showing which service actually makes you money
- - Dropdown entry, color-coded statuses - no spreadsheet experience required
Built for HVAC, plumbing, electrical, landscaping, roofing, handyman, painting, cleaning, and similar trades.
No plugins, no monthly fee, no Apps Script required to run it. *Follow-Up Center needs Google Sheets or Excel 365/2021+ (free, and standard for most buyers).
Message me before ordering with your trade and current setup so I can recommend the right package.
Plateforme:
Excel
•
Google Sheets
Technologie de développement:
Excel
Expertise:
Formatage
•
Formules
•
Fonctions
•
Tableau de bord
•
Graphiques
Mon portfolio
FAQ
Excel or Google Sheets?
Either works - it's delivered as an .xlsx file that opens natively in Excel and imports cleanly into Google Sheets. I recommend Google Sheets since it's free and handles the newer formulas most smoothly.
I'm not exactly a "contractor" - landscaper/cleaner/handyman - does this work for me?
Yes - it's built to cover HVAC, plumbing, electrical, landscaping, roofing, handyman, painting, and cleaning out of the box, and the field labels are easy to adjust for any other service trade.
Is there a monthly fee or plugin I'll need later?
No. Every formula, dropdown, and chart is native to the spreadsheet - it's yours to keep with no recurring cost. Apps Script automations (like PDF invoices) are available as a separate optional upgrade, never required.
What do you need from me to start?
Fill out the requirements after ordering -- the more specific, the faster the turnaround.
Can you customize it further after I receive it?
Yes - Premium includes one round of deeper customization, and I offer additional customization or new dashboard views afterward as a separate order.
Will it break if my business grows past the included rows?
No - every tab is pre-built with working formulas for several hundred rows. The Start Here tab shows the one-step way to extend that further if you ever need to.
