Description
Full Walkthrough
Job log with costing, electrician scorecards, service plans, flat-rate pricer and a monthly view for electrical contractors.
Who it’s for
Electrical contractors with 1 to 20 electricians who want profit per job and close rate without paying for field-service software.
What’s inside
- Dashboard: Revenue, jobs, average ticket, gross margin, close rate, callback rate, revenue per hour, unpaid invoices, agreements, renewals due, tech scorecard, charts
- Jobs: Job log with labor cost, gross profit, margin and revenue per hour
- Technicians: Loaded cost per hour and the report month's jobs, revenue, hours, revenue per hour, average ticket, close rate, callbacks, gross profit and % of target
- Agreements: Service plan customers: renewal date, days to renewal, next visit due, flags and monthly value
- Flat Rate Pricer: Task price from hours × target labor rate + marked-up parts, with member price and estimated margin
- Monthly: 12 months: jobs, revenue, average ticket, parts, labor, gross profit, callbacks, close rate, new agreements, goal %
- Settings: Rates, markup, discount, goal, dates, lists
What you get
- The .xlsx workbook with sample data that’s easy to clear
- Setup Guide PDF, with every tab explained
- A video walkthrough
FAQ
Does it work in Google Sheets?
Yes. Upload it to Google Drive, open it with Google Sheets, then choose File > Save as Google Sheets.
Which Excel version do I need?
Excel 2019 or newer, Microsoft 365 or Excel for Mac.
Is this a subscription?
No. You pay once and keep the file. No macros, no add-ons.
This is a digital product. No physical item will be shipped.
Also on Gumroad: Electrical Contractor Job Costing, Technician & Service Plan Tracker on Gumroad
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