Job Cost & Purchasing Budget Tracker — Plumbing Contractor Spreadsheet (Excel + Google Sheets)

If You Don't Know Your Real Job Cost Until the Invoice Arrives — You're Already Behind.

Most plumbing contractors find out they're over budget when the invoices stack up at the end of the job. By then, there's nothing you can do about it. The damage is done.

This spreadsheet changes that.

The Trade Buyer Job Cost & Purchasing Budget Tracker gives you a live, line-by-line view of every dollar budgeted, every dollar committed on a PO, and every dollar actually invoiced — updated in real time as you work the job. Built by a purchasing manager with 18 years in commercial plumbing. This is the system I wish every contractor I worked with had been using.

WHAT'S INSIDE — 6 TABS, FULLY BUILT

Multi-Job Dashboard Track up to 10 active jobs side by side from one screen. Six live KPI cards auto-sum your entire project portfolio: Total Budget, Total Committed, Total Invoiced, Total Remaining, and Average Variance across all jobs. Your weekly status view, built and ready.

Job Detail (the core of the tool) Line-by-line budget vs. actual organized by phase — Rough-In, Trim-Out, Mechanical Room/Equipment, and Specialty/Allowance. Every line item tracks:

• Budgeted amount
• Committed (what's on PO)
• Invoiced (what's actually been billed)
• Remaining budget
• Variance in dollars and percent
• PO number, vendor, invoice number, invoice date

Phase subtotals auto-calculate. Grand total rolls everything up. Budget Health Summary at the bottom gives you 8 key financial metrics at a glance — including Committed Not Yet Invoiced.

Duplicate this tab once per job. One workbook runs your whole year. Committed Cost Register Every open PO logged in one place. The orange "Committed Not Invoiced" column shows your real financial exposure before the invoice hits. Variance between PO amount and invoice amount flags automatically. Exposure Summary at the bottom tracks your total open position at all times.

Budget Summary (built for reporting) Phase-by-phase cost breakdown formatted to present to a GC, project manager, or owner. Includes a 10% contingency line — because it's always smarter to show contingency upfront than explain overruns later. Status flags update automatically per phase.

Cash Flow Projection Plan your material spend month by month across all phases. Enter your budget and forecast when each month's material dollars will hit. Cumulative spend and percentage of budget consumed auto-calculate across the bottom. Know your cash curve before the job starts. Instructions Color guide, 7-step setup workflow, and 5 pro purchasing tips baked in.