Budget drift
Actual costs move faster than the original plan.
EXCEL + GOOGLE SHEETS WORKBOOK
Know which jobs are on track to make money before they are finished.
Track budgets, actual costs, change orders, invoices, payments, and projected gross profit across multiple jobs in one ready-to-use workbook.
Blank + Demo files includedInstant digital downloadOne-time purchaseNo subscription
Excel + Google SheetsSeparate versions included.
Blank + Demo filesStart clean or learn from sample data.
No macros or scriptsNo VBA, Apps Script, or permissions-based automation.
One-time purchaseNo Vigor Wave Pro account or recurring subscription.
Instant digital deliveryCheckout and delivery are handled by Etsy.
WHY IT MATTERS
Profit problems rarely wait until closeout.
A job can look busy and still be drifting off margin. Materials run over. Labor takes longer than expected. Approved change orders sit unbilled. Invoices age in the background.
This workbook gives you one weekly place to see what changed, which jobs need attention, and where margin may be slipping.
Unbilled change orders
Approved work can be missed before it becomes an invoice.
Overdue invoices
Open balances are harder to manage when they are scattered.
Separate job files
One file per job makes it harder to see the full picture.
A clearer weekly profit check across your open jobs.
Contractor Job Profit Dashboard is a multi-job costing workbook for small contractors and service businesses. It connects job budgets, actual costs, change orders, invoices, payments, and projected gross profit into one weekly review system.
Built for owners who need to know which jobs are healthy, which jobs need attention, and which jobs may be losing margin before the project is over.
View on EtsyWHAT IT HELPS YOU SEE
Useful visibility before the job is finished.
Projected final cost
See estimated final cost by job before the job is finished.
Projected gross profit and margin
Track whether each job is on pace to protect margin.
Budget vs actual cost
Compare the job budget to actual incurred costs as work progresses.
Approved but unbilled change orders
Catch approved work that still needs to be billed.
Open and overdue invoices
Review outstanding balances and overdue payment alerts.
An open-job portfolio view
Review active and on-hold jobs from one portfolio view. The detail table displays up to 10 jobs at a time, while portfolio KPIs include all qualifying jobs in the current view.
HOW IT WORKS
A simple weekly workflow.
Add your jobs.
Enter each job, client, project name, status, contract amount, and target margin.
Build a simple budget.
Add budget lines by cost category, vendor, quantity, and unit cost.
Update three logs weekly.
Add actual costs, change orders, invoices, and payments as the job moves.
Update what you still expect to spend.
For the most useful forecast, enter an estimated Cost to Complete for each open job.
Check the Dashboard.
Review margin, budget, billing, overdue-payment alerts, and job health.
Designed for weekly operational review — not complicated accounting setup.
DASHBOARD PROOF
Built around the Dashboard screen.
The Dashboard gives you a portfolio view of open jobs, plus selected-job detail when you need to focus. Review projected gross profit, projected gross margin, budget risk, accounts receivable, unbilled approved change orders, and overdue invoices in one place.
Job HealthHealthy, Needs Attention, Action Required, or Setup Incomplete — with a text reason.
Projected Gross MarginKnow when a job is drifting below target.
Unbilled Approved COSpot approved work that has not been billed.
Top Overdue InvoicesReview the most urgent open balances.
Budget vs ActualCompare revised budget and actual costs by category.
SEE INSIDE
See the workbook before you buy it.
Workbook screenshots show the actual product with demo data. The Included files card summarizes the delivered package.
WHAT IS INCLUDED
Blank files, demo files, and clear buyer documents.
Your purchase includes blank files for your own business and demo files with sample jobs so you can see how the system works before entering real data.
Blank Excel workbookStart clean with your own jobs.
Demo Excel workbookReview sample jobs, alerts, and dashboard behavior.
Blank Google Sheets versionCreate your own copy in Google Sheets.
Demo Google Sheets versionSee the same workflow in a sample Google Sheets file.
Read Me First PDFUse 01_Read-Me-First.pdf to choose the right files and begin setup.
License, support, and FAQ PDFUnderstand license terms, support scope, and troubleshooting.
One-page weekly profit checklistUse a simple weekly review routine.
FIT
Designed for small contractors managing multiple jobs.
Built for small general contractors, residential remodelers, painters, roofers, flooring contractors, handymen, and similar trade businesses managing multiple open jobs.
This is a good fit if you:
- Manage multiple open jobs.
- Want a weekly profit check.
- Use Excel or Google Sheets.
- Prefer a one-time purchase instead of a software subscription.
- Want clearer job-level visibility without a complex accounting system.
This is not built for:
- Large commercial contractors needing formal WIP accounting.
- AIA billing, retainage, payroll, CRM, scheduling, or accounting integrations.
- Buyers expecting custom setup, data migration, or accounting advice.
IMPORTANT LIMITATIONS
Important limitations
This is an operational planning tool, not bookkeeping software, accounting advice, tax advice, legal advice, payroll, WIP accounting, AIA billing, retainage tracking, a CRM, or a QuickBooks integration.
Projected final cost and projected gross profit use current actual costs plus a remaining-cost estimate. If Manual Cost to Complete is blank for an open job, the workbook temporarily uses remaining revised budget as a provisional fallback and flags the job for review.
Results depend on the accuracy and completeness of the data you enter. Projected gross profit is not company net profit or your bank balance.
The Dashboard detail view displays up to 10 jobs at a time. Portfolio KPIs use qualifying records within the workbook’s designed source ranges.
Editing on a computer is recommended. Mobile editing is not supported or guaranteed.
FAQ
Frequently asked questions
No. This is an operational planning workbook for job-costing visibility. It does not replace bookkeeping software, accounting advice, tax advice, payroll, WIP accounting, AIA billing, retainage tracking, or QuickBooks.
Yes. The package includes Excel files and separate Google Sheets versions. Editing on a computer is recommended.
No. This is a one-time digital purchase.
Projected gross profit uses the revised contract, actual costs entered to date, and your estimated remaining cost. If no Manual Cost to Complete is entered for an open job, the workbook temporarily uses the remaining revised budget and flags the job for review.
No advanced spreadsheet skills are required, but basic comfort with Excel or Google Sheets is helpful. The workbook is designed around clear input areas, protected formulas, and a demo example.
You can edit unlocked input areas and category lists for your own business. Custom design, new fields, integrations, data entry, and individual setup are not included.
Mobile viewing may be possible depending on your device and app, but mobile editing is not supported or guaranteed. Editing on a computer is recommended.
You receive digital files through Etsy. Start with 01_Read-Me-First.pdf, choose Excel or Google Sheets, review the demo file, then create your blank working copy.
The current version is available through Etsy as an instant digital download.
READY
Ready to review your open jobs more clearly?
Use Contractor Job Profit Dashboard to track budgets, actual costs, change orders, invoices, payments, and projected gross profit in one workbook.
Excel + Google SheetsBlank + Demo files includedNo subscription