Small Works Job Sheets Excel Template | Job Sheets, Sign Off, Charges and Payment Status

For trades doing lots of small jobs. Small jobs are easy to forget to charge for or chase. This workbook records each job properly, from the work done to sign off, the charge and whether it has been paid.

What it covers

• Job sheets recording each small job
• Track each job from signed off to charged and paid
• Dropdown lists set once in the setup tab
• Notes and actions tab for follow ups
• Contacts and links tab for customers and suppliers

Who it is for

Suits handymen, plumbers, electricians, joiners, maintenance contractors and property maintenance firms.

What is inside

• Easy Setup, your lists in one place so every dropdown matches how you work
• How To Use and Quick Start guides, from download to working in ten minutes
• Job Sheets
• Notes and Actions, Log and Diary, Goals and Targets, Weekly Review, Monthly Review and Contacts and Links tabs

How it works

Open the file in Microsoft Excel and start on the Easy Setup tab. Swap the sample lists for your own and every dropdown in the workbook updates. White cells are yours to type in and blue tinted cells calculate themselves, so there are no formulas to write. The example rows show every feature working, overtype them with your own figures and the totals and charts update as you go.

What you get

• One editable Excel (.xlsx) workbook with 10 tabs
• Built for Microsoft Excel, no macros and no formulas for you to write
• Example rows included so you can see every feature working
• Commercial licence, use in your own business, not for resale
• Instant digital download, no physical item shipped

Small print

Template only. The names, jobs and figures shown in the product images and in the example rows are examples only, overtype them with your own. A planning and record keeping aid, not professional advice, so check big decisions with the relevant professional.