Free Templates
LiveA free set of clean, ready-to-use spreadsheet templates for trades and service businesses: a jobs & quotes tracker, an income & expenses log, a materials & stock sheet, and a mileage & expenses log. Each is a proper Excel file with headings, example rows and built-in totals — download, fill it in, done. No sign up, nothing stored.
Excel template (.xlsx)
Log quotes sent, won/lost, value and status — your whole pipeline in one place, with built-in totals.
Excel template (.xlsx)
Money in, money out, with running totals — the simple cashflow sheet that gets you ready for tax time.
Excel template (.xlsx)
Materials used per job (with auto-totals), plus a separate stock-on-hand sheet so you know what to reorder.
Excel template (.xlsx)
Mileage at 45p/mile with the claim worked out automatically, plus an expenses sheet — both ready for tax.
Free to use and share. No sign up, no account — nothing you put in them is stored anywhere.
Plain-language guide
This tool is provided as-is for general guidance. Use the result with your own judgement and consult a professional for important decisions.
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