HVAC Job Tracker Spreadsheet | Service Calls, Maintenance Contracts & Parts | Excel + Google Sheets Template
Item highlights
Seller's description
HVAC Job Tracker: Jobs, maintenance contracts and parts for HVAC pros.
An ivory, charcoal and muted gold workbook with editable inputs, linked calculations and a chart dashboard.
WHAT IS INCLUDED
- Dashboard with a selectable report date, summary metrics and an editable chart
- Working sheets: Jobs, Contracts, Parts
- 500 reserved records per working table, with formulas, filters and relevant dropdowns
- Setup instructions and sample data
FEATURES AND DEFINITIONS
- Unpaid job value excludes cancelled work. Contract visits left and parts reorder alerts calculate through all reserved rows.
HOW IT WORKS
Download the .xlsx file and open it in Microsoft Excel. Replace the sample inputs with your own data. Gold cells accept entries; sage cells calculate. Change the Dashboard report date to select the reporting month and year. Monetary values use USD.
GOOGLE SHEETS
Upload the .xlsx to Google Drive, then open with Google Sheets. Review the converted dropdowns, charts, date formats and formulas before entering your own records.
PLEASE NOTE
This is a digital download. No physical item is shipped. Excel or a Google account is required. No macros or subscriptions are included. Use in your own business; do not resell or redistribute the template files.
If something goes wrong with an order, we've got your back for all eligible purchases. View program terms
Price:$14.99
You can only make an offer when buying a single item
Delivery
Instant download
Your files will be available to download once payment is confirmed. Here's how.
Instant download items don't accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.
Seller's description
Specifications
HVAC Job Tracker: Jobs, maintenance contracts and parts for HVAC pros.
An ivory, charcoal and muted gold workbook with editable inputs, linked calculations and a chart dashboard.
WHAT IS INCLUDED
- Dashboard with a selectable report date, summary metrics and an editable chart
- Working sheets: Jobs, Contracts, Parts
- 500 reserved records per working table, with formulas, filters and relevant dropdowns
- Setup instructions and sample data
FEATURES AND DEFINITIONS
- Unpaid job value excludes cancelled work. Contract visits left and parts reorder alerts calculate through all reserved rows.
HOW IT WORKS
Download the .xlsx file and open it in Microsoft Excel. Replace the sample inputs with your own data. Gold cells accept entries; sage cells calculate. Change the Dashboard report date to select the reporting month and year. Monetary values use USD.
GOOGLE SHEETS
Upload the .xlsx to Google Drive, then open with Google Sheets. Review the converted dropdowns, charts, date formats and formulas before entering your own records.
PLEASE NOTE
This is a digital download. No physical item is shipped. Excel or a Google account is required. No macros or subscriptions are included. Use in your own business; do not resell or redistribute the template files.
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Designed by
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Item typeDigital download
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Digital file type(s)1 File
If something goes wrong with an order, we've got your back on all eligible purchases. View program terms
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