Tradies' Free Planner

No real idea what your numbers actually look like?

This simple one-page planner shows you where your work and money are at — without fancy software or headaches.

Made for busy tradies who just want things to make sense.

Why You’ll Like It

• No complicated systems
• See your whole business at a glance
• Takes minutes to update
• Becomes one of those tools you wonder how you ran without

What It Helps With

• Keep track of quotes, potential jobs & locked-in work
• Set an income goal and break it down into weekly targets
• Quickly spot when work is slowing down (or picking up)
• See how much money is coming in before it hits your account
• Know exactly who to chase when things go quiet
• Make better calls without overthinking it

What You Get

• One-page Excel planner
• Simple instructions (no jargon)
• Sample filled-out planner

Simple tools. Less stress.

Want the full year? Check out the full Financial Year Revenue Pipeline and Workflow Planner for $19.