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Pet Sitting & Dog Walking Business Spreadsheet, Client, Visit and Invoice Tracker (Excel, Google Sheets)

Designed by Jua

HonestMarginCo ·

South Africa

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Highlights

  • Designed by HonestMarginCo
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 1 PDF, 1 other file

This pet sitting and dog walking spreadsheet tracks every visit, prices it automatically, invoices each client monthly and keeps every pet's care notes and vaccines in one place. It also shows your recurring revenue and what each walker earns. Built for dog walkers, pet sitters and small pet care teams. Works in Excel and Google Sheets.

FREE WITH YOUR PURCHASE
• Setup help: stuck on anything? Message me and I'll help you get set up.
• Updates: when I improve this spreadsheet, message me and I'll send you the newest version, free.

WHAT IT DOES
• Services priced per visit or per night, with an extra-pet fee: walks, group walks, drop-ins, puppy visits, overnights, house sitting and pet taxi.
• Visits: the price fills in with extra pets, an automatic holiday surcharge on the dates you list and a late cancellation fee. Sitter pay is a % of the visit, and you get payments, balance, mileage and your profit.
• Weekly Routine: your regular clients and the days they get a visit. Shows recurring revenue per week and per month.
• Monthly Invoice: pick a client and month. Every visit, holiday surcharges, payments and the balance due fill in.
• Schedule: the next 7 days with walker, address, lockbox or alarm code and pets. Print it for your team.
• Clients: entry / key / alarm notes, vet and emergency contact, pet names, visits, revenue and unpaid balance.
• Pets: species, breed, birthday, weight, medication, feeding and behaviour notes, with vaccine expiry alerts.
• Team: pay % per walker or sitter, with visits, hours and pay for any pay period.
• Dashboard: income, net profit, visits, average visit, recurring revenue per week, unpaid and vaccines due. Also month by month, the next 7 days, unpaid visits, birthdays this month, revenue by service, top clients and team pay.

WHAT'S INCLUDED
• 1 spreadsheet (.xlsx) with 14 tabs: Start Here, Dashboard, Visits, Schedule, Invoice, Weekly Routine, Clients, Pets, Team, Services, Expenses, Mileage, Settings, Lists
• Quick-Start Guide (PDF)
• A sample business with 40 clients and their pets, a team of 4 and a year of visits, so you can see everything working before you add your own

WORKS WITH
• Microsoft Excel 2010 or newer (Windows and Mac), Excel for the web, and Google Sheets
• Any currency, miles or km
• 500 clients, 1,000 pets, 30 team members, 30 services, 4,000 visits, 200 routine rows, 1,000 expenses and 1,000 trips per file

HOW IT WORKS
1. Download the files instantly after purchase
2. Add your services, clients and pets (about 20 minutes)
3. Log each visit. Invoices, team pay and your dashboard update by themselves.

QUICK ANSWERS
• Does it add a holiday surcharge? Yes. List your holiday dates and the surcharge % and every visit on those days is charged extra.
• Can I pay walkers a % of each visit? Yes. Each team member has their own pay %, and the Team tab shows what each person earned this pay period.
• Solo walker? It works for one person too - leave the pay % empty for yourself.
• Is there a monthly fee? No. It is a one-time purchase and an instant download, with no subscription. It works in Excel and Google Sheets, in any currency.

PLEASE NOTE
• This is a digital download. No physical item will be shipped.
• This template helps with record keeping. It is not tax, legal, payroll, veterinary or accounting advice.
• For use in your own business. Please don't resell or share the file.
• Designed by me with the help of AI tools. Every formula was tested in Microsoft Excel and Google Sheets.

Questions? Send me a message. I'm happy to help you get set up.

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