Service Business Spreadsheet Kit
Price jobs with the costs in view. Give every lead a next action. Track what customers still owe. A working spreadsheet and six practical written lessons for solo service businesses.
A practical system for quotes and follow-ups
A focused course and workbook for solo service businesses that want quotes, lead follow-ups, and invoice balances in one place.
INCLUDED IN YOUR KIT
• Macro-free quote builder: labor, materials, travel, overhead, a cost buffer, target margin, and percentage and fixed payment fees.
• Lead follow-up: up to 100 opportunities with a next-action date, specific action, and attention label.
• Payment tracking: up to 100 invoices with partial-payment balances, overdue status, and overpayment flags.
• Visible input checks: missing amounts, duplicate IDs, incomplete next actions, and invalid margin inputs are flagged.
• Six written lessons: fictional examples, practice exercises, answers, and a browser-readable guide.
• Customer workflow bonuses: 10 message templates and a quote-scope checklist.
TRY THE TEACHING BEFORE BUYING
Lesson three is free to preview in the curriculum below. See the margin-versus-markup example before deciding whether the full kit suits your business.
REQUIREMENTS AND SCOPE
Use a computer and spreadsheet software that opens .xlsx files. Start with the included demo checks in your chosen application. This first edition contains written lessons and downloads. It does not include recorded videos, coaching, automated invoicing, or integrations.
You supply your actual costs, service scope, and market knowledge. Amounts are USD excluding customer sales tax. This operating tracker does not perform tax reporting or calculate final business net profit. No income or customer result is guaranteed. Use and adapt the templates within your own business; resale and redistribution are not included.
See the pricing difference
A job with $100 of included costs needs a price of $142.86 to target a 30% margin before payment fees. Charging $130 produces about a 23.1% margin.
Change the costs, target margin, and payment-fee inputs, then compare your proposed quote. Our workbook uses formulas rather than macros. All examples are fictional; use your actual costs and check market demand.
Lesson three is free to preview. The complete kit is $44.10 one time, including the workbook, six written lessons, guide, 10 customer-message templates, and quote-scope checklist.
Course curriculum
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1Start here
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2Set up and price jobs
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3Customers and payments
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4Weekly review