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Client & Recurring Job Tracker

Who's on what schedule, and what's due next. Keeps recurring work from quietly falling off the calendar because nobody wrote it anywhere.

The Dashboard tab showing jobs due, win rate and revenue, all calculated from the other tabs — Who you serve, when they are due, what you quoted, and what you earned.

The Client List tab with contact, address, access notes, frequency and price — The things you need at seven in the morning.

The Job Schedule tab with next due, days until and an overdue flag — Keep one date current and the sheet keeps track of the rest.

The Job Log tab comparing estimated hours against actual hours — After five jobs this tells you more about your pricing than any table can.

4 tabs above are screenshots of the file itself, taken from the workbook you download.

How it works

It opens pre-filled with a worked example so you can see how it behaves before you trust it with your own numbers. Delete the example row and it keeps working. Every total is a live formula — change an input and the sheet recalculates.

No account needed to use it. Download the file, open it in whatever you already have, and it is yours.

$15 one time

XLSX file · 51.2 KB · instant download

Buy it

Works in Excel, Google Sheets and Numbers

Opens pre-filled with a worked example

Every total is a live formula, not a typed number

Instant download. If a file does not work or is not as described, email within 30 days and we will refund it in full.

Often bought with it

The Bid Calculator tab turning square footage and frequency into a monthly bid

Cleaning Bid Calculator

Price a commercial job from square footage and production rates instead of guessing. Walks through the building, the hours and the one number that decides whether the bid is worth winning.

$15 See what's inside →

The Invoice Log tab, pre-filled with a worked example invoice