What's inside

Start HereYour welcome page: a 4-step setup checklist, how the tabs fit together, a guide to every tab with clickable links, and the color legend.
DashboardToday at a glance: open inquiries, booked pipeline, outstanding balances and shoots in the next 14 days; Upcoming shoots, Money to collect and Follow up on inquiries; and a chart of payments received by month.
JobsEvery job from first inquiry to paid, with deposit due, paid to date, balance, payment status, gallery due date and delivery status worked out for you.
ClientsEveryone you work with, with contact details, lead source, number of jobs, booked revenue, paid to date, balance owed and last/next shoot.
PaymentsEvery deposit, balance, tip and refund. Each payment updates its job's Paid to Date, Balance and Payment Status.
SettingsSet up once: your business info, business mode, gallery turnaround, deposit %, balance-due rule, follow-up days and the dropdown lists.

A closer look

Your day at a glance: Inquiries, pipeline, balances and upcoming shoots on one Dashboard. (CRM & Client Tracker, sample data)

Every job, inquiry to paid: Color-coded stages with dates, price and discount on one row. (CRM & Client Tracker, sample data)

Every client in one list: Contact details plus jobs, revenue and balance owed per client. (CRM & Client Tracker, sample data)

Payments that add up: Log deposits, balances, tips and refunds; every job's balance updates. (CRM & Client Tracker, sample data)

Never miss a follow-up: Inquiries waiting longer than your follow-up days show on the Dashboard. (CRM & Client Tracker, sample data)

Screenshots show the Sample copy with made-up data.

Get set up in minutes

Open your copy's Start Here tab.
Settings: your business info, mode, gallery turnaround, deposit % and follow-up days.
Clients: add the people you work with, starting with your next inquiry.
Jobs: add each job with its Stage and Price, then log money on Payments as it comes in.
Bookmark the Dashboard: it's your home page every day.

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.

Want it all connected?

The Photographer Business Command Center includes the CRM & Client Tracker plus clients, jobs, payments, pricing, bookkeeping, invoices and more, in one file.

See the Command Center · $29.99