Templates & Toolkits

Client Tracker for Service Businesses

Cleaning, Painting & Trades

Client Tracker for Service Businesses

$19

Every lead, quote, job and invoice in one spreadsheet, with follow-up reminders and a revenue dashboard.

Instant download · 1 ZIP file (0.34 MB) · PDF, XLSX

What’s inside

  • Clients and leads with stage, source, frequency, and automatic job count, revenue, and last job date
  • Quotes with follow-up dates and won/lost results
  • Jobs and invoices with crew, hours, price, payment status, and days open
  • Alerts: overdue quote follow-ups and unpaid jobs older than 30 days
  • Dashboard: revenue, jobs, average job, unpaid, active clients, quote win rate, pipeline by stage, and revenue by month
  • Start Here tab and a PDF quick-start guide

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 Daily Work Ticket and Time and Materials Log ($14), Job Bid and Estimate Pipeline Tracker ($14), and 2027 Small Business Kickoff Bundle ($39).

Pairs well with

Daily Work Ticket and Time and Materials Log ($14), Job Bid and Estimate Pipeline Tracker ($14), and 2027 Small Business Kickoff Bundle ($39).

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