Service Business Control Workbook | Quote, Job, Profit & Payment Tracker for Excel

Run the important parts of your service business from one clear Excel workbook.

The AdminMint Service Business Control Workbook helps you follow every opportunity from the first enquiry through to the final payment. Enter your figures into the clearly marked fields and the workbook automatically calculates your estimated costs, expected profit, gross margin, outstanding payments and actual profit.

WHAT’S INCLUDED

• Live business dashboard showing quoted, booked, invoiced, received and outstanding totals

• 200-row enquiry, quotation and job tracker

• Quote builder for labour, materials, mark-up and gross margin

• Invoice and payment tracking

• Automatic reminders for follow-ups, low margins and outstanding balances

• Editable services, statuses, priorities and lead sources

• Six ready-to-use customer message templates

• Ten-minute setup guide

• Simple fifteen-minute weekly admin routine

WHO IT’S FOR

Designed for cleaners, gardeners, mobile detailers, pet-service businesses, tradespeople and other small service businesses that quote for jobs or appointments.

YOU WILL NEED

• Microsoft Excel or compatible spreadsheet software

• Basic information about your jobs, prices and costs

This is a digital download. No physical product will be sent.

Your purchase allows you to edit and use the workbook within one business. You may not copy, share, redistribute or resell the workbook.

This workbook is an operational planning tool and does not replace professional accounting, tax or legal advice.