Available$19
Small Business OS
Run a small service business from one Excel or Google Sheets workbook: lead pipeline, customers, projects, invoices with overdue tracking, expenses, vendors, tasks, KPIs and a monthly review.
Coming soon
Contractor Business OS: Estimates, Job Costing, Change Orders, Permits, Inspections and Invoices Spreadsheet
Know which jobs actually make money, what's owed to you, and what inspections and permits are coming up.
Coming soon. It's built and waiting on a final check before it goes on sale. Planned price: $29.
Launch updates by email are coming soon.
Requirements
- Microsoft Excel 2019 or later / Microsoft 365, or a free Google account for Google Sheets
- No add-ons, macros or scripts
Contractor Business OS is the back office for remodelers and trades contractors: line-item estimates, jobs, change orders, job costing, subcontractors, permits, inspections, punch lists and invoices with retainage, tied together by one dashboard.
Contract value counts the accepted estimate plus approved change orders only, so pending change orders can't leak margin. Job Costing shows budget vs actual, margin to date and projected margin for every job, and warns when spending runs ahead of progress.
Invoices handle deposits, progress billing and retainage, so "owed to you" and "overdue" are always right. The dashboard tracks backlog, win rate, collections, inspections in the next 7 days, failed inspections, expiring permits and lapsed subcontractor insurance.
Features
Estimates
Labor hours × rate, materials and subs with markup, permit fees, contingency and tax, plus a printable customer estimate.
Job costing
Budget vs actual (labor, materials, subs, permits), margin to date, projected margin and over-budget flags.
Change orders
Only approved change orders count toward contract value; pending ones stay visible.
Invoices and retainage
Deposits, progress billing, retainage held and released, part payments and overdue balances.
Permits, inspections, subs
Inspections in 7 days, failed inspections, permits expiring in 30 days, and expired or missing insurance certificates.
Dashboard
16 numbers and 12 months of cash collected vs job costs.
What's included
contractor-business-os.xlsx (blank, 21 tabs)contractor-business-os-example.xlsx (a fictional remodeling company)contractor-business-os-quick-start.pdfREADME.txt and LICENSE.txt (one business per licence)
Tested, and known limits
- All 16 dashboard tiles, the dashboard lists and every calculated row are checked against an independent calculation
- Seven deliberately broken rules (unapproved change orders counted, markup on labor, retainage ignored, drafts in the win rate, subs missing from job cost and more) were each caught
- Blank workbook opens with no errors and no made-up numbers
Limits
- Not accounting or payroll software
- One sales tax rate per workbook
Licence, updates and support
Licence
Personal licence: use it for yourself or your own business's internal work. No resale or sharing of the files. Using it with clients, or redistributing it, needs a commercial licence. Ask. Full terms.
Updates
Includes bug-fix updates to this version (1.x). Current version: 1.0.0. Changelog.
Support
Documentation included. Bug reports answered by email within 2 business days. One-to-one setup help isn't included. Report a problem.
Questions
Does it work in Google Sheets?
It's built to: it only uses functions Excel 2019+ and Google Sheets both support. Upload the .xlsx to Google Drive and choose File → Save as Google Sheets.
How is it different from Small Business OS?
It's built around jobs: estimates with line items, change orders, job costing, retainage, permits, inspections, subs and punch lists. Small Business OS is for service businesses that bill by project or retainer.
Is my data private?
Yes. It's a file you keep. Nothing is sent anywhere.
