Trades CRM
The job and client management spreadsheet for electricians, plumbers, and HVAC engineers. Track enquiries, quotes, scheduled jobs, warranties, and repeat customers — without subscription software.
What's Included
- Customer database with full property address and job history
- Job pipeline: Enquiry → Quote → Scheduled → In Progress → Complete → Invoiced
- Parts and materials tracker per job
- Warranty expiry and follow-up reminder system
- Seasonal maintenance campaign tracker (boiler service, AC tune-up)
- Repeat customer and service frequency log
- Revenue dashboard by job type and month
- Lifetime updates
The Trades CRM is built for the way tradespeople actually work — multiple jobs per customer, repeat maintenance visits, and a warranty that needs following up months later. Track every job from first call to final invoice, and never lose a repeat customer to a competitor.
Simple enough to update on your phone between jobs. Powerful enough to run your whole business.
Why a Spreadsheet CRM?
Trades management software like Jobber, ServiceM8, or Tradify costs €29–$99/month. For self-employed tradespeople and small teams doing 20–100 active jobs per month, this template tracks everything you actually need — for a single one-time payment.
Included Sheets
| Sheet | Purpose |
|---|---|
| Dashboard | Jobs this week, revenue this month, pending quotes, overdue follow-ups |
| Customers | Contact and property database with notes and total spend |
| Jobs | Full job log tracked by stage with dates, materials used, and invoice amount |
| Quotes | Outstanding quotes with follow-up dates and conversion tracking |
| Warranties | Warranty expiry log with automatic alert for upcoming expirations |
| Maintenance | Recurring service schedule (annual boiler service, HVAC tune-up, etc.) |
| Materials | Parts list with supplier and last-paid price |
Who It’s For
- Self-employed electricians, plumbers, and HVAC engineers
- Small trades companies with 2–5 field staff
- Multi-trade contractors managing residential and commercial work
Compatibility
Fully functional in Google Sheets (recommended) and Microsoft Excel 2016+.
Frequently asked questions
Yes. All templates work with the free version of Google Sheets. No paid subscription or Google Workspace plan required.
Absolutely. You pay once and own the template forever. No monthly fees, no recurring charges — ever.
Yes, everything is fully editable. Add your logo, change colors, rename columns, or add new fields to match your exact workflow.
You receive a Google Sheets link and an Excel (.xlsx) file. Both are instantly accessible right after purchase.
No. The templates are built for non-technical users. If you can fill in a spreadsheet, you can run your CRM with this.
We offer email support at [email protected] and WhatsApp for quick questions. Most issues are resolved within a few hours.
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