Job Costing & Quote-to-Invoice Spreadsheet for Trades | VAT-Ready Excel and Google Sheets | Job Profit and Margin Tracker for Sole Traders

TITLE (134/140 chars)
Job Costing & Quote-to-Invoice Spreadsheet for Trades | VAT-Ready Excel & Google Sheets | Job Profit & Margin Tracker for Sole Traders

TAGS (13 max, 20 chars each)
job costing (11)
spreadsheet template (20)
trade invoice (13)
quoting template (16)
invoice template (16)
contractor tool (15)
electrician biz (15)
plumber invoice (15)
carpenter quote (15)
vat invoice (11)
small business (14)
bookkeeping sheet (17)
cost tracker (12)

PRICE: EUR 19.90 (intro EUR 15.00)

DESCRIPTION
Job Costing & Quote-to-Invoice System - for sole-trader trades who are busy but not sure they are making money.

Most spreadsheets tell you what you invoiced. This one follows a single job all the way through - quote, the real cost of doing it, the margin you actually kept, the invoice, the VAT and the cash - so you can finally answer the question that matters: was that job worth doing?

WHAT YOU GET
- DEMO workbook: an 11-tab system pre-filled with a worked example (a kitchen fit-out) so you can see every tab behaving before you touch your own numbers.
- BLANK workbook: the same system with the example rows cleared, ready for your own jobs and customers.
- Quick-start guide PDF: setup in about 10 minutes, in plain English.
- Works in Microsoft Excel (.xlsx) and Google Sheets (File > Import, then Save as Google Sheets). No macros, so it works everywhere and nothing breaks.

THE 11 TABS
1. START HERE - instructions on page one, no spreadsheet knowledge assumed
2. Settings - your rates, VAT %, payment terms and deposit %; set them once and every tab uses them
3. Rate Card - your priced items, which power the dropdown menus
4. Quote Builder - pick a code, the description and rate fill in; subtotal, VAT, deposit and balance calculated
5. Jobs - one row per job: cost, profit and margin fill in automatically
6. Cost Log - labour at your own rate, materials, subcontractor, plant, mileage, per job
7. Sales Log - every invoice issued, one row each
8. Invoice - printable, pulls your details, splits the VAT, credits the deposit
9. VAT Return - the VAT you charged less the VAT you paid, for the period you set
10. Dashboard - win rate, total quoted, cost, gross profit, average margin, unpaid invoices, VAT due
11. Cash Flow - 12 months in, out, net and running balance from your own dates

WHY IT COSTS MORE THAN A ONE-SHEET TEMPLATE
A single-sheet tracker is a SUM in a box: it can tell you what you billed, and nothing else. This workbook carries the job through costing, margin, invoicing, VAT and cash flow, with the costs feeding the profit figure automatically. It is a system, not a printable.

MARGIN TRAFFIC LIGHTS
Every job's margin is colour-coded: red means the job is losing you money, amber is under 20%, green is 20% or better. If a job goes red, the cause is nearly always unbilled hours or materials you swallowed. You see it while you can still do something about it.

BUILT FOR
Carpenters, electricians, plumbers, tilers, plasterers, painters, builders, landscapers, mechanics, cleaners and any sole trader who quotes for work and pays for materials out of their own pocket.

GOOD TO KNOW
- Nothing is locked or password protected - change anything you like.
- Holds 100 jobs and 200 cost lines as supplied. Delete spare rows, or extend the formulas, if you outgrow it.
- Your figures are yours. The workbook is for your own jobs and businesses; please do not resell or redistribute the files.
- This is a spreadsheet, not accounting or tax advice. It does its own arithmetic on the figures you enter and files nothing. VAT rates, mileage rates and thresholds change - confirm current rates and your own filing obligations with Revenue (revenue.ie) or your accountant.
- Instant download. No subscription, no expiry.

Because this is a digital download, all files are delivered immediately after purchase. If anything does not work as described, message me and I will sort it out.