Client and Customer Record Spreadsheet
A customer list that is also a value list — contact details, how they found you, what they have spent, and when you last spoke.
3 tabs · 15 kB Open it
5 spreadsheets
Small business paperwork
Books, unpaid invoices, customers, stock and the quotes that turned into jobs.
The boring paperwork a one-person business actually runs on. Two lists and a summary will carry most small businesses for years, and are far more likely to be kept up than software nobody opens.
Invoice Tracker and Aged Debt Spreadsheet
Every invoice raised, what has been paid against it, and how many days overdue the rest is — with the aged debt split that tells you who to chase first.
2 tabs · 17 kB Open it
Quote and Job Tracker Spreadsheet
Quotes followed through to finished jobs, with your win rate, the gap between quoted and actual, and the margin you really made.
2 tabs · 18 kB Open it
Small Business Income and Expense Spreadsheet
Simple books for a small business — money in, money out, categorised, with a monthly profit line and a year-end category breakdown.
4 tabs · 22 kB Open it
Stock and Inventory Spreadsheet
Stock on hand valued at cost and at retail, with margin per line and a reorder flag against the minimum level you set for each item.
3 tabs · 24 kB Open it
The rest of the library
Money and household finance
Budgets, bills, debts and savings — the arithmetic a printed grid cannot do.
Home and property records
Contents valued for insurance, warranties counted down, maintenance kept on its clock.
Vehicle records and costs
What a vehicle really costs per mile, what it drinks, and what falls due first.
Landlord and rental property
Rent in, costs out, tenancy dates counted down, and what a let actually returns.
Personal and family records
Renewals that creep up, where the documents are, what the animals cost, and the move.