Contractor Quote & Invoice Kit - Job Profit Tracker, Quotes, Invoices & Payments Owed (Excel & Google Sheets)
Quotes, invoices, money owed - and the REAL profit on every job, in one simple spreadsheet for contractors and tradespeople.
NEW IN THIS VERSION
• Job Profit tab - job price minus labour and materials = your real profit. Loss-making jobs turn red, so you can price the next one better.
• Dashboard - total invoiced, paid, still owed, overdue, jobs won, average margin + monthly chart (invoiced vs paid)
WHAT'S INCLUDED (2 files)
• Contractor_Quote_Invoice_Kit_EXAMPLE.xlsx - filled with sample jobs so you can see how it works
• Contractor_Quote_Invoice_Kit.xlsx - blank, ready for your business
TABS
• How To Use - simple step-by-step guide
• My Business - your details once, shown on every quote and invoice
• Dashboard (NEW) - invoiced, paid, owed, overdue + monthly chart
• Quote - printable quote: labour and materials split, deposit, sales tax
• Invoice - printable invoice with due date and totals
• Invoice Log - 300 invoices: balance, due date, OVERDUE flag
• Job Profit (NEW) - price minus labour and materials = real profit
HOW IT WORKS
1. Type your business details, tax rate and payment terms once
2. Fill the yellow cells, then print or save the quote / invoice as PDF
3. Log each invoice and job - see who owes you and what each job earned
WORKS IN: Microsoft Excel, Google Sheets (File > Import) and Apple Numbers.
Instant download. Example names and numbers are samples only. Not tax or legal advice.
Personal / single-business use. Please do not resell or share.
Images made by me from the real spreadsheet; some design help from AI tools.