I will build a custom excel job, quote, and payment tracker

United States

I speak English

Custom Spreadsheet Trackers for Small Businesses

I offer custom spreadsheet trackers for small businesses, including job lists, quotes and payment tracking. My focus is clear layouts, straightforward formulas and useful instructions. I use AI-assist...
About this Gig

I will build a straightforward Excel workbook so you can track jobs, quotes, and payments in one place. You get one .xlsx file with a job list, quote formulas, a payments log linked by job ID (including partial payments), and totals for invoiced, paid, and outstanding. Instructions are included, with highlighted inputs and protected calculated cells. This starter is for a small service business, not accounting software. No macros, live integrations, tax calculations or payroll. One workbook and two revisions within the agreed starter scope are included. I use AI-assisted tools to help build and check files. The sample has been tested in Microsoft Excel for the web. Desktop Excel, mobile Excel and Google Sheets have not been tested, so identical behavior there is not promised. Delivery is 7 days with a complete brief. Please describe your needs before ordering if they go beyond the starter scope.

Platform:

Excel

Development technology:

Excel

Expertise:

Formulas