Client Tracker Google Sheets Template, Small Business CRM, Customer & Job Tracking Spreadsheet with Payments and Dashboard

Keep every client, job and payment in one simple Google Sheet. Move each job from Lead to Paid, see who owes you, and let the Dashboard tell you what needs your attention today.

━━━ WHAT YOU GET ━━━
• A START-HERE PDF with two "Make a copy" buttons:
– Ready-to-use copy for your own business
– Sample copy filled with a made-up business, so you can see how it works
• A step-by-step PDF guide (setup, every tab, FAQ, troubleshooting)

━━━ WHAT'S INSIDE ━━━
DASHBOARD – today at a glance
• Four tiles: open jobs, quoted value, money received this month, owed on active jobs
• A Needs attention list of follow-ups, overdue jobs and payments to collect
• Jobs by stage and money received over 6 months, with two charts

CLIENTS – up to 500 clients
• Contact details and where they found you
• Their jobs, booked value, paid and balance are worked out for you

JOBS – up to 1,000 jobs
• Stage: Lead, Quoted, Booked, In Progress, Done, Paid or Lost
• Price, discount and dates; balance and an automatic Status (Follow up, Overdue, Collect payment)

PAYMENTS – up to 2,000 payments, each linked to its job

SETTINGS – set once
• Your business name, follow-up days, and your own lists of lead sources, job types and payment methods

START HERE – a 5-step setup checklist and a color guide

━━━ PERFECT FOR ━━━
Freelancers, consultants, contractors, cleaners, tutors, coaches, designers, home-service businesses, side hustles and any small business that wants more than a notes app but less than a full CRM.

━━━ HOW IT WORKS ━━━
1. Buy and download the START-HERE PDF
2. Click a button while signed in to Google, then "Make a copy"
3. Open your copy and follow the 5 setup steps on the Start Here tab

━━━ GOOD TO KNOW ━━━
• Google Sheets only: you need a free Google account. This is not an Excel file.
• Works in any browser on a computer, tablet or phone. Setup is easiest on a computer.
• Nothing to install, no add-ons, no scripts.
• A simple tracker, not a full CRM: no invoices, emails or automations.
• Each client and job needs its own name, because the tabs link to each other by name.
• Screenshots show the sample copy with made-up data.

━━━ LICENSE ━━━
For use by one person or one business. Please don't resell, share or redistribute the template or its links. Digital download: no physical item will be shipped. Because it's a digital file, returns aren't accepted, but if something isn't working, message me and I'll help.