Project Management Spreadsheet Excel | Service Business Tracker, Job Cost, Client & Profit Dashboard

Know what each job is worth before, during, and after the work is done.

The MetricForgeHQ Service Business Profit & Job Tracker is an all-in-one Excel business management workbook built for service businesses that need one organized system for quoting jobs, tracking customers, monitoring labor and material costs, following payments, and understanding job profitability.

WHAT'S INCLUDED
• Executive Profit & Job Dashboard
• Job & Work Order Tracker
• Quote & Profit Calculator
• Client CRM
• Operating Expense Tracker
• Team Productivity Tracker
• Goals & Targets
• Start Here / Quick-Start Instructions

YOU RECEIVE
✓ DEMO workbook with sample service-business data
✓ BLANK workbook ready for your business
✓ Quick Start Guide + Customer FAQ + Single-Business License

TRACK
• Quoted price vs. final revenue
• Labor hours and labor cost
• Materials and other direct costs
• Gross profit and gross margin by job
• Scheduled, completed, paid and lost jobs
• Unpaid completed work
• Open quote value
• Operating expenses
• Net profit
• Average job value
• Close rate
• Team revenue per hour and jobs per hour

BUILT FOR
Contractors, repair businesses, maintenance companies, installers, cleaning businesses, mobile service providers, consultants and other job-based service businesses.

COMPATIBILITY
Delivered as Microsoft Excel .xlsx files using standard formulas and no macros. Files can also be imported into Google Sheets. Minor formatting, formula or chart differences may occur after import. Microsoft Excel is recommended for the intended experience.

IMPORTANT
This is an instant digital download. No physical product will be shipped.

This template is intended for general business organization and management. It is not accounting, tax, legal, investment, employment or financial advice. Buyers are responsible for verifying their information before making business decisions.

© MetricForgeHQ. Purchase includes a single-business usage license. Files may not be resold, redistributed, sublicensed, publicly shared, or offered as another template/product.