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ACTUAL PRODUCT PREVIEWHVAC & Plumbing Contractor Tracker
Price every HVAC and plumbing job with labor and parts, keep maintenance plans on schedule, and see your real profit.
Secure purchase through Etsy. Check the listing for current availability, included files and purchase instructions.
Take a closer look ↓What can HVAC & Plumbing Contractor Tracker help you do?
This HVAC + Plumbing Contractor Tracker is a ready-to-use spreadsheet for Google Sheets and Excel. Set your hourly rate, parts markup, service call minimum, common tasks with their hours and your maintenance plans. On Estimate, add labor and parts: markup, price to quote and profit per hour are worked out, with a check against your target rate. Print the Client Estimate or save it as a PDF; your costs never show. Log every job with labor, parts billed and what they cost you, hours and miles. Maintenance Plans works out the next visit due for every plan client, with overdue in red and due soon in gold. Invoices shows what is open, paid and late, and Money keeps your expenses with profit and loss by month. Type in the yellow cells; everything else is calculated for you.
Who is it for?
Designed for HVAC and plumbing contractors. Use the preview to check whether the screens and level of detail fit the way you prefer to work.
What's inside.
- Start Here: quick setup guide
- Dashboard: income, profit and jobs this month, unpaid invoices, profit per hour, plan visits due, plan income per year, profit this year, income vs profit chart, income by job type, jobs by month and next maintenance visits
- Estimate: tasks and 8 parts with markup, discount, service call minimum, price to quote, profit and profit per hour
- Client Estimate: a one-page estimate to print or save as a PDF, with your terms and a signature line
- Jobs: jobs with type, labor, parts billed and cost, hours, helper hours, miles, income, profit and profit per hour
- Maintenance Plans: plan clients with plan, last visit, next visit due, days, status, renewal and equipment notes
- Invoices: invoices with due date, status and days late
- Money: business expenses plus profit and loss by month
- Setup: hourly rate, parts markup, service call minimum, target rate, helper pay, cost per mile, tasks, plans and lists
Real screens. Clearer decisions.
Explore the supplied product previews. Example data illustrates the layout; your own entries will be different. Select an image to view it at full size.
Dashboard
Dashboard: income, profit and jobs this month, unpaid invoices, profit per hour, plan visits due, plan income per year, profit this year, income vs profit chart, income by job type, jobs by month and next maintenance visits
Jobs
Jobs: jobs with type, labor, parts billed and cost, hours, helper hours, miles, income, profit and profit per hour
Money
Money: business expenses plus profit and loss by month
Estimate
Estimate: tasks and 8 parts with markup, discount, service call minimum, price to quote, profit and profit per hour
A walkthrough from Albina.
HVAC & Plumbing Contractor Spreadsheet Tutorial: Estimates & Service Plans (Google Sheets & Excel)
Loads YouTube when you press play. Watch on YouTube
Before you make it yours.
A simple way to get started
- Review the screenshots and included tools to check the template fits your workflow.
- Open the matching Etsy listing to confirm the current version, compatibility and what is included.
- After purchase, follow the supplied setup instructions. Start with a small set of your own records and review the results.
Good to know
- Numbers are what you type in. Not tax or accounting advice.
- Check the Etsy listing for included files and supported spreadsheet software before purchase. Enter your own information and review calculated results before relying on them.