Caleb's Templates

Templates · Google Sheets

Client Tracker

Keep your clients, jobs and payments in one place, move every job from lead to paid, and see what needs your attention today.

  • Every job from Lead to Paid
  • See who owes you
  • Know what needs attention
$6.00
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Instant download on Etsy. Checkout on this site is coming soon.

Client Tracker in Google Sheets on a laptop, shown with sample data

What's inside

  • Start HereYour welcome page: a 5-step setup checklist, how the tabs fit together, a guide to every tab with clickable links, and the color legend.
  • DashboardToday at a glance. Four tiles (open jobs, quoted value, money received this month, owed on active jobs), a Needs attention list, jobs by stage and money received over the last 6 months, with two charts.
  • ClientsEveryone you work with: name, email, phone, where they found you and when you first heard from them. Their number of jobs, booked value, what they've paid and their balance fill in.
  • JobsEvery job from Lead to Paid (or Lost). Pick the client, type, stage, price and dates; the final price, what's been paid, the balance and a Status (Follow up, Overdue, Collect payment, Paid, Lost) work themselves out.
  • PaymentsEvery payment you receive, linked to its job. The client and month fill in.
  • SettingsSet up once: your business name, how many days before a lead or quote shows Follow up, and your lists of lead sources, job types and payment methods.

A closer look

Everything at a glance: Open jobs, quoted value, money in and money owed, plus what needs your attention. (Client Tracker, sample data)
Jobs from lead to paid: Change the Stage as a job moves along and the Status keeps watch. (Client Tracker, sample data)
Know who owes you: Final price, paid and balance for every job, with a Status that says what to do next. (Client Tracker, sample data)
Every client in one place: Contact details, jobs, booked value, what they've paid and their balance. (Client Tracker, sample data)
See where the money comes from: Jobs by stage and money received each month, with charts. (Client Tracker, sample data)

Screenshots show the Sample copy with made-up data.

Get set up in minutes

  1. Open your copy's Start Here tab.
  2. Settings: your business name, follow-up days and lists.
  3. Clients: add your first client.
  4. Jobs: add their first job and set its Stage.
  5. Payments: log a payment against a job.
  6. Dashboard: bookmark it.

Good to know

  • Google Sheets: you need a free Google account. This isn't 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.
  • You get a ready-to-use copy plus a Sample copy filled with example data, and a step-by-step PDF guide.
How Client Tracker fits together

Ready when you are

$6.00
Buy on Etsy

Instant download on Etsy. Checkout on this site is coming soon.

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