Templates & Toolkits

Job Bid and Estimate Pipeline Tracker

Cleaning, Painting & Trades

Job Bid and Estimate Pipeline Tracker

$14

A bid and follow-up log for a trade shop, with amounts won or lost in a year you choose. It is not estimating software.

Instant download · 1 ZIP file (0.33 MB) · PDF, XLSX

What’s inside

  • Fillable bid log, follow-up notes, and an estimate summary
  • Spreadsheet: bids, follow-up dates, and won or lost totals for a year you choose
  • Won and lost totals use a date window, so blank dates are not treated as January
  • A bid log, not estimating software and not a contract
  • Sample clients and amounts are fictional. Delete them before you start

Licensed for one person or one organization. Please don’t resell, share or post the files.

Sales are final because files arrive instantly. If a file is broken or not as described, email us within 30 days and we will fix it or refund you. Shop terms.

Pairs well with Estimate Appointment and Site Visit Log ($14), Client Tracker for Service Businesses ($19), and Change Order and Extra Work Log ($14).

Pairs well with

Estimate Appointment and Site Visit Log ($14), Client Tracker for Service Businesses ($19), and Change Order and Extra Work Log ($14).

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