Trades CRM
The job and client management spreadsheet for electricians, plumbers, and HVAC engineers. Track enquiries, quotes, scheduled jobs, warranties, and repeat customers — without subscription software. What's Included Customer database with full property address and job history Job pipeline: Enquiry → Quote → Scheduled → In Progress → Complete → Invoiced Parts and materials tracker per job Warranty expiry and follow-up reminder system Seasonal maintenance campaign tracker (boiler service, AC tune-up) Repeat customer and service frequency log Revenue dashboard by job type and month Lifetime updates Compatible with: Google Sheets and Microsoft Excel The Trades CRM is built for the way tradespeople actually work — multiple jobs per customer, repeat maintenance visits, and a warranty that needs following up months later. Track every job from first call to final invoice, and never lose a repeat customer to a competitor. Simple enough to update on your phone between jobs. Powerful enough to run your whole business. Why a Spreadsheet CRM? Trades management software like Jobber, ServiceM8, or Tradify costs $29–$99/month. For self-employed tradespeople and small teams doing 20–100 active jobs per month, this template tracks everything you actually need — for a single one-time payment. Included Sheets Sheet Purpose Dashboard Jobs this week, revenue this month, pending quotes, overdue follow-ups Customers Contact and property database with notes and total spend Jobs Full job log tracked by stage with dates, materials used, and invoice amount Quotes Outstanding quotes with follow-up dates and conversion tracking Warranties Warranty expiry log with automatic alert for upcoming expirations Maintenance Recurring service schedule (annual boiler service, HVAC tune-up, etc.) Materials Parts list with supplier and last-paid price Who It's For Self-employed electricians, plumbers, and HVAC engineers Small trades companies with 2–5 field staff Multi-trade contractors managing residential and commercial work Compatibility Fully functional in Google Sheets (recommended) and Microsoft Excel 2016+.
Get it → viasheet.gumroad.com