A job tracker you cannot easily break.
This is the Spreadsheet to system package, Basic size, for the same made-up pressure-washing company. It is a real Excel file. Download it, type in it, and try to break it.
Download the Excel file.xlsx · opens in Excel or Google Sheets
Before
- One long tab with jobs, prices and notes mixed together
- “Driveway”, “drive way” and “DW” all meaning the same thing
- Prices typed by hand, so two customers got two prices for the same job
- A formula someone typed over in March that nobody noticed
- No way to see which quotes were going cold
After
- Type only in the blue columns; the rest fills itself in
- Service and status come from dropdowns, so totals add up
- Rates live in one place; each quote applies the minimum charge
- Formula columns are locked
- Quotes open more than 7 days are flagged “Follow up”; unpaid finished jobs after 14 days are flagged “Chase payment”
- A summary tab answers the owner’s four questions at a glance
Preview of the Jobs tab (example rows)
| Job | Customer | Service | Sq ft | Quote | Status | Flag |
|---|---|---|---|---|---|---|
| 4 | M. Okafor | Roof soft wash | 1,900 | $665 | Done | Chase payment |
| 8 | T. Alvarez | Pool deck | 800 | $160 | Scheduled | |
| 9 | Harbor Church | Driveway and sidewalk | 3,200 | $576 | Quoted | Follow up |
| 12 | P. Shah | Driveway and sidewalk | 600 | $125 | Done | |
| 14 | Maria Lopez | Driveway and sidewalk | 600 | $125 | Quoted |
Job 12 is 600 sq ft at $0.18, which is $108, so the $125 minimum charge applies. Flags depend on today’s date, so the file you download may show more.
The Standard size adds quote and invoice PDFs made from a row, plus due-date reminders. Premium adds a phone-friendly form in front so the crew never opens the sheet. See all three sizes.