Estate Sale Company System Spreadsheet — Room by Room Item Inventory, Cash Reconciliation and Client Settlement Statement, Google Sheets

The sale is over, the house is empty, and the client asks the one question that decides whether they ever recommend you: "So what did we make — and what do I get?" If your answer lives in a shoebox of receipts, a cash drawer count on a sticky note, and a settlement you figure on a calculator the night before the check is due, this sheet is for you.

This is the whole job in one Google Sheet, built for professional estate-sale companies. Register the estate and its commission terms once, inventory the house room by room, and the rest keeps itself: the sale-day register builds itself as items sell, the cash count checks itself against the recorded sales, and the client settlement — gross minus commission, expenses and labor — figures itself out and prints as a clean statement your client can follow line by line. Nine focused tabs, no shoebox required.

Transparency note: this spreadsheet was designed with AI assistance, then hand-built and formula-tested by our shop.

THE 9 TABS

• Start Here — plain-English quick start

• Dashboard — estates in the pipeline, items listed and sold, gross sales, commission earned, expenses, labor, net payable to clients, and cash-count status

• Estates & Clients — one row per estate: client, property address, sale dates, your commission %, terms, and status

• Item Inventory — room by room: asking price, your walk-away minimum, a family-reserve flag for pieces the family may keep, and the sold price when it sells

• Sale-Day Log — one row per sale day; items sold and gross recorded sales roll up from the inventory on their own

• Cash Reconciliation — recorded sales vs the card & check total and the cash you counted; any variance shows to the cent and flags itself

• Client Settlement — per estate: gross, commission, expenses, labor and net payable, with a tie-out column proving the settlement matches your sold items — plus a printable client statement that fills itself in from an estate ID

• Expenses & Labor — advertising, hauling, supplies and crew labor with hours, charged per estate and flowing straight into its settlement

• Monthly Summary — sale days, gross, commission, expenses, labor and net payable, month by month

HOW THE SETTLEMENT WORKS — NO HIDDEN MATH

Net payable to client = gross sales − commission − expenses − labor. Every number on the statement traces back to a row you typed: a sold item, a sale day, an expense, a labor line. The settlement table ties its gross back to the items you marked sold, and the printed statement carries a check line that must come to zero — so when a client asks how you got the number, you show them, not tell them.

It comes loaded with a fictional sample company (fall 2026 — three estates, 20 items, $3,370 in gross sales) so you can watch every formula work before you delete the samples: the Henderson estate settles at $284.75 net on a 35% commission, one cash count balances to the cent, and one comes up $8 short on purpose so you can see the variance flag do its job. Formulas are pre-filled down the columns — room for 10 estates, 50 items, and seasons of sale days.

A plain note: this system does bookkeeping arithmetic on your own numbers only. It is not legal, probate, tax, or valuation advice, and it does not replace your accountant or attorney.

A FINISHED FILE, DELIVERED INSTANTLY

You receive the finished spreadsheet file exactly as shown — open it, add your own jobs and customers, and use it right away. It is a complete digital file delivered to you, not a service and not a setup project. Nothing about the file is customized, personalized or built to order. If you ever find a genuine error in a formula or a number, tell us and we will send you a corrected copy of the file, free, forever.

REQUIREMENTS: a free Google account. Your operations system lives in Google Sheets — nothing to install, and it works on your phone at the sale, in the office, or at the kitchen table settling up.

This is a digital product — no physical item will be shipped, and all sales are final (we can't accept returns or cancellations on digital downloads). Your files are available instantly after checkout. But don't worry: if anything isn't working right, message us anytime and we'll fix it for you — no time limit.