ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
Create work orders your techs open on their phones with Smarfle. From $19/month. Start free.
2
Google Sheets Job Tracker
3
A simple job log for local service work, from quote to payment.
4
Make a copy to use it privately in your Google Drive
5
Download for Excel (.xlsx)Works in Excel. A few Google-only formulas work best in Google Sheets.
6
Quick start
7
1. Make a copy using the link above. Keep your copy Restricted before entering real customer or employee details.
8
2. Clear only yellow input cells in Jobs rows 6:11. Remove their Sample labels too. Clear contents rather than deleting whole rows so prepared formulas and dropdowns stay in place.
9
3. Set your business name, labor-cost rate and crew list in Settings, then start a new row in Jobs. Clear the date in Settings to use today.
10
Who this is for
11
Use this tool when a cleaning, pest control, HVAC, lawn care or repair business needs one clear list of jobs and their current status. The office can find unfinished work, check who is assigned and see which completed jobs still need billing. It is a lightweight job tracker, not a customer database, dispatch route planner or complete invoice system.
12
What you can track
13
Record customer contact details, service address, service, job date, assigned crew, status, quoted and final amounts, materials, labor hours and invoice references. The visible results calculate labor cost and job profit. The dashboard shows weekly workload, monthly completed revenue and profit, jobs by status, unpaid completed jobs and technician totals. Three operational alerts focus on billing and unfinished appointments.
14
How the tabs connect
15
Jobs is the authoritative log. Dashboard reads dates, amounts and status from Jobs; it does not store a second copy of any job. Settings holds the report date, business name, example labor-cost rate and editable lists. Keep one permanent job ID per job. Invoice references are just references, not a connection to a bank, invoice workbook or payment processor.
16
Setup steps
17
1. Set your business name, labor-cost rate and crew list in Settings, then start a new row in Jobs.
18
2. Clear Settings B6 to use today. The demo date is kept in the public master so fictional examples remain useful. The dashboard always states the report date it uses.
19
3. Enter planned job details and update Status as work progresses. On completion enter the actual completed date, final amount, materials cost and labor hours. Enter explicit zero when the real materials or labor cost is zero.
20
4. Enter invoice number and invoice date when billed, then set Paid and enter the paid date after full payment. There is no partial-payment ledger here. Use the Invoice Tracker for balances and aging, or Payment Tracker for individual receipts.
21
Worked examples
22
Sample J-1001 has $350 final revenue, $50 materials and 3 hours at $30. Labor cost is $90 and profit is $210. J-1002 has $320 revenue, $20 materials and 4 hours at $30, giving $180. Together they show $670 revenue and $390 profit in the sample month.
23
J-1003 was invoiced more than 30 days before the demo report date and has no paid date, so it needs payment follow-up. J-1004 is still Scheduled even though its job date passed. J-1002 is Completed without an invoice number, so it needs billing.
24
Definitions
25
Revenue completed this month uses final amount, actual completed date and a Completed, Invoiced or Paid status. It is not cash collected, a tax figure or quoted pipeline value. Jobs this week uses job date from Monday through Sunday and excludes Canceled jobs.
26
Profit means final amount minus materials cost minus labor hours times labor cost per hour. It excludes overhead, mileage, subcontractors, financing and tax unless you separately include them in a cost input. Use an actual cost rate, not the selling rate. The optional labor-rate override replaces the Settings rate only for that job; zero is accepted.
27
Practical checks
28
Check Needs attention before trusting totals. Missing final costs leave profit blank, while entered revenue can still appear in revenue totals. Review blank profit on completed jobs instead of treating it as zero. Duplicate IDs are flagged but their entered amounts are not silently removed from totals.
29
The unpaid-over-30-days alert measures days since invoice date, not contractual due date. Completed but not invoiced means Completed with a blank invoice number. A paid date does not turn a status to Paid automatically. Keep both fields consistent and save a dated copy before changing a historical default rate.
30
Capacity and protection
31
Prepared for 500 job records in Jobs rows 6:505 and up to 30 list entries in Settings rows 6:35. Sample rows are contiguous at the top. Clear their yellow contents, not entire rows, and leave formula cells alone. Yellow cells accept inputs, and blue cells calculate. USD and MM/DD/YYYY are used throughout. Keep permanent record IDs unique. Sort complete rows, never individual columns. Technical calculations are in collapsed groups, but the results people read remain visible. Check the Needs attention column at the end of each row; alerts are separated by semicolons and an empty cell means no listed alert is active. Headers, instructions and formulas are protected. Smarfle banners, About Smarfle and the author line show an editing warning. Owners may remove protections in their own copies. No scripts, macros, automatic messages or account connections are used.
32
Private use
33
This is a public master with fictional examples, not a place for customer records. Make your own copy, clear the samples and keep its sharing Restricted. Give staff access only where needed. Review any exported document before sending it outside the business. Formula results reflect the information entered; missing records and incorrect dates can still produce incomplete reports. Save dated private backups before major changes and use a separate file when a new year needs different assumptions.
34
About Smarfle
35
Manage customers, jobs and invoices with Smarfle when you need a connected service-business platform. Plans start at $19/month. Plan limits and usage charges apply. Check current features and pricing on the website.
36
Created by Ihor Lavrenenko, founder of Smarfle
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100