Tradie Business Tools Bundle (AU): Job Costing, Quote & Payment Chaser, Tool Register + Test & Tag (Excel & Google Sheets)
Three offline spreadsheets for Australian tradies:
• See whether each job made money.
• Follow up quotes and chase unpaid invoices with ready-made messages.
• Keep a register of your tools with test & tag, service and theft/insurance records.
Works in Excel and Google Sheets. No macros, no subscription.
These three tools cover the paperwork side of running a trade business, without a monthly software fee. Type into the yellow cells and the formulas do the rest. Each tool comes with a BLANK file to use and an EXAMPLE file filled with made-up data, so you can see how it works first.
1. Job Costing & Profit Tracker (A$29 on its own)
• Compares what you quoted, plus approved variations, with what each job actually cost: materials, your own labour, subbies, hire, travel and other costs.
• Shows profit, margin and budget used for every job, with an On budget / OVER BUDGET / LOSS flag.
• Includes a GST registered Yes/No switch, a variations log, quote win rate and a bonus Charge-out Rate Calculator.
• Room for 150 jobs, 500 cost lines and 200 variations.
2. Quote Follow-up & Payment Chaser (A$19 on its own)
• Gives you a to-do list of quotes to follow up and invoices to chase.
• Steps unpaid invoices through a reminder ladder: friendly, firm, final notice, then call. It also tracks promised payment dates and part payments.
• Shows how much money is owed and how overdue it is, your win rate and why quotes were lost.
• 6 editable message templates fill in the client, amount, dates and your bank details. Messages are not sent automatically.
• Room for 200 quotes and 300 invoices.
3. Tool & Equipment Register + Test & Tag Log (A$19 on its own)
• Register (300 items): serial numbers, purchase details, replacement value, where the receipt is kept, warranty, location, loans, and insured Y/N.
• Logs: a test & tag log (1,000 rows) that uses the latest test for each item and works out the next due date, plus a service & repair log (500 rows).
• Dashboard: gear value, insured vs not insured, test & tag status and a to-do list.
• Theft & Insurance List: a printable list of lost or stolen items with their serial numbers.
What's included
In the zip, Tradie-Business-Tools-Bundle-AU.zip:
• READ-ME-FIRST.txt: how the bundle is laid out.
• 01-Job-Costing-Profit-Tracker/: BLANK.xlsx, EXAMPLE.xlsx and READ-ME-FIRST.txt.
• 02-Quote-Followup-Payment-Chaser/: BLANK.xlsx, EXAMPLE.xlsx and READ-ME-FIRST.txt.
• 03-Tool-Register-Test-Tag-Log/: BLANK.xlsx, EXAMPLE.xlsx and READ-ME-FIRST.txt.
The files are exactly the same as the ones sold separately.
Works with
• Microsoft Excel (desktop), Google Sheets (File > Import > Upload) and LibreOffice Calc.
• No macros and works offline.
• Best on a laptop or desktop.
FAQ
• Is it a subscription? No. It's a one-off purchase and an instant download.
• Do I need to be registered for GST? No. The Job Costing tracker has a GST Yes/No setting, and the Payment Chaser can add "(incl. GST)" to amounts in its messages.
• Will it work in Google Sheets? Yes. Formulas and dropdowns carry over. Sheet protection doesn't, so stick to the yellow cells.
• Is this tax, legal, safety or insurance advice? No. These are record-keeping tools. Test & tag must be done by a competent person under your state's rules.
• Can I share it with my mates or my team? The licence covers use in your own business. Please don't resell or share the files.