📐 Trades Business Profit Tracker — Google Sheets

The most common reason tradespeople lose money is not lack of work — it's no system for knowing which jobs are actually profitable. Materials overspend goes untracked. Platform fees on quotes are forgotten. Mileage never gets claimed. By the end of the year the bank account doesn't reflect the amount of work done.

This tracker fixes every single one of those problems. Ten professional tabs give you a complete sole-trader operating system — 300-row job log with true profit per job auto-calculated, a quote calculator that shows minimum price for any trade type before you commit, HMRC/IRS mileage deduction calculated automatically, full expense tracking with tax-deductible flags, and a quarterly self-assessment summary ready when you need it.

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📦 WHAT'S INSIDE — 10 Professional Tabs

1. 📊 Dashboard — Live Business Overview

14 live KPIs across two rows — all auto-populated from every data tab. Job row: jobs logged, total invoiced, total profit, avg profit per job, avg margin %, this-month revenue, outstanding invoices. Cost row: total clients, outstanding balance, total materials, total miles, mileage tax deduction, total expenses, tax deductible. Recent 10-job performance table and quarterly tax snapshot below.

2. 🔨 Job Log — 300-Row Profit Tracker

Every job: date, client, type, hours on site, hourly rate, labour cost (auto), materials, travel, subbie cost, invoice total, true profit (auto), margin % (auto), status, paid date, notes. True profit = invoice − labour − materials − travel − subbies. Summary bar tracks 14 live metrics including total invoiced, all cost categories, total profit, avg profit/job, avg margin, this-month revenue, highest-profit job.

3. 💰 Quote Calculator — Price Any Job Correctly

Enter hours, rate, travel time, materials, markup %, subbies, daily overhead, target margin → get: total cost, your profit, minimum quote (ex VAT/GST), minimum quote (inc VAT/GST), actual margin %. Trade rate reference table included for 8 trade types — UK and US rates pre-loaded.

4. 📋 Client Register — 150-Row Database

Name, address, phone, email, client type, first job date. Total jobs + total invoiced auto-pull from Job Log via SUMIF/COUNTIF — no manual updating. Outstanding balance, avg days to pay, notes are manual. Summary: total clients, total invoiced, outstanding, best client, new this month, avg invoice, repeat clients.

5. 🛒 Materials & Costs — 200-Row Tracker

Date, item, category, supplier, qty, cost, job allocated, receipt ref, tax-deductible flag. 14 pre-labelled categories. Summary: total spent, tax deductible, this-month, avg purchase, top supplier, markup potential at 17.5%, annual run rate.

6. 🚗 Mileage Tracker — 200-Row HMRC/IRS Log

Date, from, to, client/job, miles, purpose. Tax deduction auto-calculates at HMRC 45p/IRS 70¢ (both editable). Summary: total trips, total miles, total deduction, this-month miles and deduction, YTD miles, avg per trip, YTD total deduction. UK, US, and Australia rates all pre-configured.

7. 💸 Expenses — 200-Row Tracker

Date, description, vendor, payment method, category, amount, receipt ref, tax-deductible flag. 16 trades-specific categories: van, fuel, tools, PPE, insurance, phone, materials, subcontractor payments, memberships, training, home office, bank charges, advertising, accountancy, workwear, other. Summary: total, tax deductible, non-deductible, this-month, this-quarter, top category, annual run rate.

8. 📈 Monthly P&L — 12-Month Income Statement

Complete P&L across all 12 months + annual totals. Revenue (invoiced, returns, net). Direct costs (labour, materials, subbies, total). Gross profit + gross margin % auto-calculated. Overheads (van, fuel, tools, insurance, phone, other, total). Net profit + net margin % — every column, every month, every year.

9. 📊 Tax Summary — Self-Assessment Prep

Quarterly income, direct costs, overheads, gross profit, net profit, and margin % from Monthly P&L. Mileage deduction pulled from Mileage Tracker. Quarterly estimated tax tracker: enter tax rate %, see estimated tax due, log payments, track balance. UK Self Assessment and US IRS quarterly due dates both shown.

10. 🏠 Start Here — Setup & Navigation

15-minute setup guide, tab navigation with "use it when" instructions, five-step job pricing formula, overhead allocation explanation, colour key.

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✅ HIGHLIGHTS

- ✔ 300-row Job Log — true profit per job auto-calculated (invoice − all costs)

- ✔ Labour hours × rate = labour cost auto-calculated per row

- ✔ Quote Calculator — minimum charge for any trade type, all costs included

- ✔ HMRC 45p / IRS 70¢ mileage rate auto-applied, fully editable

- ✔ 150-row Client Register — job count and total invoiced auto-pulled

- ✔ 200-row Expense Tracker — 16 trades-specific categories + tax flag

- ✔ 12-month P&L — revenue, direct costs, overheads, net profit per month

- ✔ Quarterly Tax Summary — Self Assessment and Schedule C ready

- ✔ 1,745 pre-built formulas — zero errors, LibreOffice verified

- ✔ UK & US compatible — HMRC Self Assessment + IRS Schedule C

- ✔ Works on free Google Sheets and Excel

- ✔ Instant download — set up in 15 minutes

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🔨 TRADE RATE REFERENCE (Pre-Loaded in Quote Calculator)

| Trade | UK Rate | US Rate | Notes |

|-------|---------|---------|-------|

| Plumber | £45–£80/hr | $60–$110/hr | Emergency premium up to 2× |

| Electrician | £45–£75/hr | $65–$100/hr | Testing/certification premium |

| Plasterer | £150–£250/day | $200–$350/day | Day rate most common |

| Carpenter | £30–£65/hr | $45–$90/hr | Bespoke joinery at premium |

| Painter/Dec | £150–£200/day | $180–$280/day | Commercial pays higher |

| Roofer | £200–£300/day | $250–$400/day | Height + insurance premium |

| Gas Engineer | £60–£100/hr | $80–$130/hr | Gas Safe / licensed premium |

| Tiler | £150–£200/day | $180–$260/day | Wet rooms at premium |

All rates are editable in the Quote Calculator tab.

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👤 PERFECT FOR

- Self-employed plumbers, electricians, and gas engineers

- Plasterers, carpenters, joiners, and woodworkers

- Painters, decorators, and finishing tradespeople

- Roofers, tilers, and specialist trades

- Landscapers, groundworkers, and drainage contractors

- Any sole trader who invoices clients for skilled labour

- Small trades businesses with 1–3 operatives

- UK tradespeople filing HMRC Self Assessment

- US contractors filing IRS Schedule C

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## ⚡ INSTANT DOWNLOAD