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Excel + Google Sheets · for contractors & trades

Trades Business Kit

Price every job for profit, send professional estimates and invoices in minutes, and see what each job really made. Built for roofers, plumbers, electricians, builders and every trade that quotes.

$39 one-time · instant download · USD, GBP, EUR, AUD, CAD
Buy the Trades Business Kit: $39

Founder offer: use code FOUNDER at checkout for 25% off (until 9 November 2026). Secure checkout by Stripe. Prices include applicable tax.
Only need estimates and invoices? Get the Estimate & Invoice Template for $19.

Trades Business Kit: a filled-in roofing estimate

What it does

Price jobs for profit

Labour, materials and costs in: break-even price, the price that hits your target margin, and a warning when your quote is too low.

Estimates in minutes

Pick items from your price list by code, type the quantity. Tax, discount, deposit and valid-until date are calculated. Print or save as PDF.

Invoice with one switch

Set “Copy from Estimate” to Yes: client and lines come across. Deposit paid, balance due and due date are worked out.

Your price list, your markup

Up to 300 items with your cost. Sell price from your default or per-item markup, or a fixed rate. Low-margin items turn red.

See what every job made

Jobs tracker from lead to paid: actual labour, materials and subs vs. quote, profit, margin and days to get paid.

Dashboard for your year

Win rate, value won, invoiced, collected, outstanding, average margin and monthly charts. USD, GBP, EUR, AUD or CAD.

Take a look inside

Job pricing calculator with break-even and target-margin pricePrintable contractor estimateJob profit tracker and dashboardThe 7 tabs of the Trades Business KitUSD, GBP, EUR, AUD and CAD

Choose your option

Estimate & Invoice TemplateTrades Business Kit
Settings: business details, currency, tax, terms✓✓
Price list with markup and margin check✓✓
Printable estimate with deposit and valid-until date✓✓
Invoice that copies the estimate, balance due✓✓
Job pricing calculator: break-even, target margin, underpricing check✓
Jobs tracker: actual cost, profit, margin, days to pay✓
Dashboard with win rate, collected, outstanding, charts✓
Filled example files + Quick-Start PDF1 example3 examples
Price (one-time)$19$39
Ready to quote properly?
Trades Business Kit: $39Estimate & Invoice Template: $19

Code FOUNDER = 25% off either option until 9 November 2026.

What you get

FAQ

Which trades is it for?Any trade that quotes jobs: roofing, plumbing, heating, electrical, HVAC, building and remodeling, painting, carpentry, landscaping, flooring, handyman and more. You fill the price list with your own items and rates; the three example files show roofing, plumbing & heating and electrical.
Does it work in Google Sheets?Yes. Upload the .xlsx to Google Drive and choose File → Save as Google Sheets. Formulas, dropdowns and colours carry over. Excel 2016 or newer and Microsoft 365 work too.
Which currencies and taxes?Pick USD, GBP, EUR, AUD or CAD in Settings and name your tax (sales tax, VAT, GST, HST) with your own rate, or 0% if you're not registered. It's a pricing and paperwork tool, not tax advice.
Can I add my logo?Yes. Use Insert → Pictures and place your logo next to your business name on the Estimate and Invoice tabs. Your business name, address, licence and tax ID come from Settings automatically.
What's the difference between the two options?The Estimate & Invoice Template ($19) is Settings, Price List, Estimate and Invoice. The Trades Business Kit ($39) adds the Job Pricing calculator (break-even and target-margin price), the Jobs profit tracker and the Dashboard, plus three filled examples.
Is there a subscription?No. One payment, the files are yours to use in your business. No macros, no add-ons, no account.
Can I get a refund?You get the files immediately after payment. If a file is faulty or not as described, email us and we'll fix it or refund you.
How do I get the files?Right after payment you're taken to your download page and you receive a receipt by email. Problems? [email protected]

Buy now: $39

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