See TradeTrackTemplate in ActionSee Trade Track Template in Action

Explore each feature and see exactly how it helps you track jobs, save time, and get paid faster.

Visual Dashboard

Get a bird's-eye view of your entire operation. See revenue, profit margins, and overdue invoices at a glance.

  • Monthly revenue tracking with automatic calculations
  • Profit margin displayed in real-time
  • Overdue invoice alerts prominently displayed
  • Job status breakdown by category
Monthly Revenue $4,300
Profit Margin 88.2%
Jobs In Progress 4
Overdue Invoices 2 - $1,850

Job Tracker

Track every job from initial quote to final payment. Status changes trigger automatic emails so nothing falls through the cracks.

  • Status dropdown: Quoted, In Progress, Completed, Paid
  • Automatic profit calculation per job
  • Track hours, materials, and labor costs
  • Mobile-friendly - update jobs from the field
Job Revenue Cost Status
Panel Upgrade $2,450 $380 Paid
HVAC Repair $1,200 $245 In Progress
Water Heater $1,850 $420 30+ Days

Email Automation

Stop manually sending emails. TradeTrackTemplate automatically sends notifications based on job status changes and payment schedules.

  • Client confirmation emails when jobs are scheduled
  • Technician notifications for new assignments
  • Automatic invoice reminders at 30 days overdue
  • Customizable email templates with your branding
TO: client@email.com
Job Scheduled Confirmation
Hi Johnson, your panel upgrade has been scheduled for...
TO: tech@yourcompany.com
New Job Assignment
You've been assigned to: HVAC repair at 123 Main St...

Team Management

Managing a team? Track technician hours and calculate labor costs automatically. Know exactly what each job costs you in labor.

  • Add technicians with their hourly rates
  • Assign techs to jobs with one click
  • Automatic labor cost calculation
  • See which technicians are most profitable
Mike Thompson $45/hr
Sarah Chen $52/hr
James Wilson $48/hr

3-Minute Setup

No complex onboarding. No training required. Just open the template, enter your company info, and start tracking jobs.

  • One-click copy to your Google Drive
  • Enter your company name and contact info
  • Set your invoice reminder timing (default: 30 days)
  • Add your first job and you're done
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Ready in 3 Minutes
No technical skills required.
If you can use Google Sheets, you can use this.

Ready to Take Control?

Stop losing money on forgotten invoices. Get TradeTrackTemplate today.

Get Started - $97