Contractor & Trades Business Kit — Estimates, Invoices, Change Orders & Job Costing in Excel

🔥 Contractor & Trades Business Kit — Instant Download Template

Send professional estimates and invoices, track change orders and see whether every job made money.

A ready-to-use Excel workbook for contractors, remodelers and trades businesses. It connects your price list and labor rates to printable estimates, invoices and change order forms, then tracks every lead and job from first call to final payment, compares estimated and actual costs, and sums it all up on a live Dashboard. Seven working tabs plus START HERE and Settings, in one file.

✨ What You Get Inside

- START HERE: 7 setup steps, a guide to every tab, notes on example data, protection, your logo, printing and Google Sheets, plus my contact email

- Settings: company details, a logo area, sales tax rate, default markup, payment terms, estimate valid days, estimate and invoice number prefixes, the job-cost variance threshold, a 15-row labor rates table and editable dropdown lists

- Estimate (printable, one page): header from Settings, client details pulled from the tracker by Job ID, 25 line items typed as Materials, Labor, Equipment or Subcontractor, an item dropdown from your labor roles and price list, subtotal per type, markup, tax on taxable lines and the estimate total

- Invoice (printable, one page): pull the estimate lines with one Yes / No switch or type up to 25 lines by hand, markup, tax, a 6-row deposits and payments table, balance due and a due date from your payment terms

- Job Costing: 200 job rows with estimated vs actual materials, labor, equipment and subs, contract amount including approved change orders, profit, margin %, variance in dollars and %, and an Over budget / Under budget / On target / Costs open flag against your threshold

- Change Orders: 300-row log with Approved / Pending / Rejected status, a running contract total per job, and a printable change order form that fills in from the CO # you pick

- Client & Job Tracker: 300 rows for leads and jobs, stages from Lead to Estimate Sent, Won / Lost, In Progress and Paid, lead source, estimate, contract, invoiced, paid and balance due, plus follow-up dates that highlight overdue and due soon

- Materials Price List: 300 rows for item, category, unit, unit cost and supplier, feeding the Estimate item dropdown, unit and unit cost

- Dashboard: 8 live figures (open jobs, paid revenue, profit, money owed, win rate, open pipeline, jobs over budget, overdue follow-ups) and 3 charts (jobs by stage, paid revenue by month, estimated vs actual profit for the last 10 jobs), with a year you can change

💡 Who This Is For

- Remodelers and general contractors running residential jobs

- Trades businesses such as carpentry, painting, flooring, tile, roofing, electrical and plumbing

- Owner-operators who write their own estimates and chase their own payments

- Small crews that want estimates, change orders and job costs in one file instead of separate documents

🔄 Before & After Using This Template

- Before: Rebuilding every estimate from scratch / After: Pick items from your price list and labor rates; subtotals, markup, tax and total fill in

- Before: Change orders agreed verbally and forgotten at billing / After: A change order log with a printable form and a running contract total for each job

- Before: Finding out at tax time which jobs lost money / After: Estimated vs actual costs per job with profit, margin % and an Over budget flag

🏆 What Makes This Template Better

- Connected tabs: the price list and labor rates feed the Estimate, the Estimate can feed the Invoice, and the tracker, Job Costing and Change Orders feed the Dashboard

- Live formulas throughout, so totals, flags and charts update as you type

- Every dropdown list lives on Settings, so you can rename items to fit your business

- Formula cells are pre-locked and shaded gray; sheet protection is off, so you can switch it on to prevent accidental edits

- Rows marked EXAMPLE DATA show how each tab works before you add your own numbers

- One ready .xlsx file: no zip to unpack

⚡ Get Results in Minutes

- Download instantly

- Open in Excel 2019 or later, Microsoft 365, or Google Sheets

- Fill in Settings, add your price list and replace the EXAMPLE DATA rows

- Start using it immediately

Compatibility: Works in Excel 2019 or later, Microsoft 365, or Google Sheets. No macros. It uses only standard functions (no MAXIFS, XLOOKUP or other newer-Excel functions).

Your logo: add it by hand. Paste it over the marked LOGO AREA box on the Settings tab, then put a copy in the empty top-right corner of the Estimate, the Invoice and the change order form so it prints. In Excel use Insert > Pictures > Place over cells; in Google Sheets use Insert > Image > Image over cells. Formulas can’t copy a picture between tabs, which is why it is a one-time manual step.

Google Sheets: the formulas, dropdowns and data work the same, but Sheets may restyle the charts, so colors and fonts can look a little different.

Sample data is fictional. Replace it with yours.

🔒 Instant Access

Once you purchase, you get immediate access to your files.

Need it tailored? Get a Custom Build of this kit built around your business: https://payhip.com/b/Vs6m3

We’re a new store, but our digital tools are built to save you time, simplify your workflow, and help your business grow. Your trust matters — and every product is designed to deliver real results.

Thank you for supporting a growing brand.

— Kyle P. Herrick, Founder

✔️ Satisfaction Guarantee

If this template doesn’t help you save time or improve your workflow, message me and I’ll make it right. Your success matters.

💬 Need Help?

Message me anytime — I’m here to help you get the most out of your templates. You can also email herrickkyle87@outlook.com (the address is on the START HERE tab too).

🚀 Ready to Use This Template?

Click “Buy Now” to get instant access and start using it today.

Organization tool only; not tax, legal, accounting or financial advice.