Plumbing Business Spreadsheet | Quotes, Jobs, Invoices & Profit Tracker

Run your plumbing business from one organised Excel system.

The BusinessOSLab Plumbing Business OS is a complete 24-sheet Excel business-management system designed for self-employed plumbers, plumbing contractors and small plumbing teams.

Track enquiries from first contact through estimating, scheduling, job completion, invoicing and payment — while monitoring job profitability, materials, emergency callouts, technicians, vans, recurring maintenance and overall business performance.

WHAT’S INCLUDED

• Blank Excel workbook ready for your business

• Filled example workbook showing the full system in use

• Quick Start PDF guide

• README file

• 24 organised business-management sheets

• Automated calculations and business dashboard

24 BUSINESS SHEETS

Quick Start, Settings, Services & Rates, Price Book, Leads, Clients & Properties, Estimates, Schedule & Dispatch, Jobs, Emergency Callouts, Materials, Suppliers, Purchase Orders, Technicians, Time Sheets, Equipment & Vans, Maintenance Plans, Certificates & Records, Invoices & Payments, Expenses, Reviews & Referrals, Profitability, Monthly Performance and Dashboard.

BUILT SPECIFICALLY FOR PLUMBING BUSINESSES

Manage services and rates, call-out fees, materials, suppliers, enquiries, clients and properties, estimates, labour, scheduling, technician assignments, emergency jobs, invoices, payments and recurring maintenance.

Track actual job revenue and costs, technician costs, mileage, gross profit, gross margin, callbacks, materials used and revenue per labour hour.

OPERATIONS & BUSINESS CONTROL

Monitor technicians, timesheets, billable hours, vans, tools and equipment, inspection and insurance dates, maintenance-plan renewals, invoices, deposits, overdue balances, expenses, referrals and service profitability.

AUTOMATED DASHBOARD

See:

• Revenue

• Gross profit

• Outstanding accounts receivable

• Completed jobs

• Average job value

• Gross margin

• Active leads

• Emergency jobs

• Monthly performance

• Service profitability

• Technician performance

• Recent jobs

• Outstanding invoices

• Materials / stock snapshot

IDEAL FOR

Self-employed plumbers, plumbing contractors, small plumbing companies, service businesses, property-maintenance plumbers, emergency plumbing businesses and teams operating technicians or vans.

COMPATIBILITY

Microsoft Excel .xlsx format. Best used in Microsoft Excel. Compatibility with Google Sheets, Apple Numbers or other spreadsheet applications is not guaranteed.

IMPORTANT

Digital download only. No physical item will be shipped. No subscription required.

This is a business-management and organisational tool only. It does not replace professional plumbing qualifications, accounting or tax software, contracts, insurance, safety procedures, permits, inspections, certificates or jurisdiction-specific requirements.

BusinessOSLab does not provide legal, tax, accounting, regulatory, plumbing, gas or safety advice.