You finish the job. I make sure you get paid for it.

Invoicing, invoice chasing, schedule changes and your Monday numbers, run for you. For HVAC and plumbing shops with 8 to 20 people. No software to learn.

Job Name Client Amount Status
Panel Upgrade Johnson $2,450 Paid
HVAC Install Williams $4,800 In Progress
Bathroom Reno Garcia $3,200 Quoted
Water Heater Chen $1,850 Paid

What I Take Off Your Plate

Invoices go out the same day the job closes, not whenever the office gets to it. Anything unpaid gets chased on a schedule instead of when someone remembers. When the schedule changes, the customer hears about it once and the board gets updated in the same move. Every Monday you get one page: what went out, what got paid, what is late, and what needs your decision.

You keep the tools your techs already use. I work alongside them, not instead of them.

How It Starts

A fifteen minute call about how your invoices and schedule actually work today. If it looks like a fit, we start with two weeks where I do the work with you by hand so you can watch it happen before anything changes.

The DIY Job Tracker

A Google Sheets job tracking system you run yourself. One-time purchase, no subscriptions. Costs less than two months of the software you already pay for.

📊

Visual Job Dashboard

See every job at a glance - quoted, in progress, completed, and paid. Never lose track of a single job again.

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Automated Email Alerts

Get notified when payments are 30 days overdue. Send automatic updates to clients and your team.

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Real-Time Profit Tracking

See your actual profit on every job after materials and labor. Know exactly which jobs make you money.

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Works on Any Device

Access from your phone, tablet, or computer. Google Sheets works everywhere - even offline.

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Protected Formulas

Built-in protections prevent accidental formula breaks. Your system stays working no matter what.

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You Own Your Data

No vendor lock-in. No data hostage situations. Export, backup, and modify however you want.

One Price. Lifetime Access.

No subscriptions. No hidden fees. Pay once, use forever.

$97

One-time payment • Lifetime access

✓ Job Tracking Spreadsheet with Dashboard
✓ Email Automation Scripts (client & tech notifications)
✓ 3-Minute Setup Guide
✓ Quick Reference Card (printable cheat sheet)
✓ Professional Invoice Template
✓ Client Communication Templates (20+ emails & texts)
✓ Mobile Setup Guide
✓ ROI Calculator Worksheet
Get the Template - $97

Common Questions

Do I need any technical skills to use this?
Not at all. If you can use Google Sheets (or Excel), you can use TradeTrackTemplate. Just enter your job info in the cells - the formulas handle everything else. Plus, a setup guide walks you through the entire process in about 3 minutes.
How do I receive the product after purchase?
Instantly! After completing your purchase, you'll be redirected to a download page where you can immediately download everything. No waiting for emails, no delays - just click and download.
Can I access this on my phone?
Yes! Google Sheets works on any device - iPhone, Android, tablet, or computer. You can check job status and add new jobs right from the job site. It even works offline and syncs when you're back online.
Is my data secure?
Your data stays in your own Google Drive account. I never see it or have access to it. You're protected by Google's enterprise-grade security - the same security used by millions of businesses.
How do the automated emails work?
The template uses Google Apps Script (built into Google Sheets) to send emails automatically. When you change a job status, it can notify your client or technician. You can also set up automatic invoice reminders that send when payments are overdue. You customize the email templates and timing in the Settings tab - no coding required.
Who is this for?
The service is built for HVAC and plumbing shops with crews - typically 8 to 20 people - where one person in the office is holding it together. The DIY template works well for smaller operations who want to run the system themselves.