Quote the work, record the job and track the payment in Excel.
Build lawn and garden quotes around your own costs, then keep your client, job, expense and payment records together. This toolkit is for Australian home services businesses, including lawn mowing and gardening operators, that want both quoting and business tracking in a spreadsheet.
You receive a digital ZIP with two Excel workbooks, a two-page setup guide and six printable A4 forms. Microsoft Excel is required for the workbooks.
See the toolkit before you buy
Watch the 56-second worked-example tour to see the actual Excel workbook, from cost inputs to quotes and payment records. The tour uses fictional sample data, not recommended rates or proof of customer results.
Exactly what you get
- One blank, editable Excel workbook: Nine tabs for quoting and business tracking using your own business details.
- One separate worked-example Excel workbook: Fictional business data to show you how the toolkit is used.
- One two-page setup guide: Open START_HERE.pdf first.
- Six printable A4 forms: Client enquiry, site visit and quote, job completion, expense and maintenance, payment follow-up, and weekly business review.
What you can do with the workbook
- Build a quote: Enter labour, crew size, overheads, travel and materials. Use your target gross margin to see a suggested price and estimated gross profit, then choose your own final price.
- Prepare the customer quotation: Create a quotation in Excel that you can export as a PDF.
- Keep business records together: Record clients, scheduled visits, jobs, expenses and payments.
- Review monthly figures: See monthly revenue, payments received and estimated operating profit.
Avoid buying the same forms twice
The six printable forms are the same forms sold in the Lawn & Garden Business Forms pack. You do not need to buy that pack separately if you buy this toolkit.
Your first quote in three steps
- Open the example first. Download and unzip the toolkit on a computer, read START_HERE.pdf, then open the separate worked-example workbook. Save a working copy of the blank workbook for your own business.
- Enter your own costs. Add business details, labour, overheads, travel and target margin in SETTINGS. Enter the job scope, estimated hours, crew, materials and other costs in QUOTE BUILDER.
- Check the customer quote. Review the suggested price and estimated gross profit, choose your final price, then check CLIENT QUOTE before exporting or printing. After the job, enter actual costs and payments in JOBS.
Use Microsoft Excel on a computer for setup and quoting. Use a PDF reader for the guide and printable forms. The workbook starts at 0% GST; review and adjust the setting to suit your business before preparing quotes.
Which product should you choose?
Choose this toolkit if you want quoting plus client, job, expense and payment tracking. If you only need job costing and quotes, consider the smaller Lawn & Garden Quote Calculator kit. If you only want handwritten paperwork, the six-form PDF pack is available separately.
Before you buy
This is a digital spreadsheet and printable forms toolkit, not a done-for-you business service or a physical product. You enter and maintain your own records. The suggested quote and profit figures are planning estimates based on your inputs, not a guarantee of actual results.
Licensed for internal use by one business. AI-assisted tools helped create this toolkit.
