I will create an excel invoicing and job system for contractors
Helping individuals and small business master their finances
About this Gig
Run your business without juggling spreadsheets or paying for expensive software.
I will deliver a clean, easy-to-use Excel system for quoting, invoicing, and job/payment tracking built to simplify your workflow and save hours each week. Ideal for contractors and small businesses looking to stay organized and professional.
What you get:
- Short intake form after purchase
- Quote builder and log
- Invoice generator with edit capability
- Job and invoice tracking
- Clean layout with guided inputs
Packages:
- Standard: Complete quoting and invoicing system
- Pro: Adds customer, category, and advanced tracking/reporting
- Elite: Full system with automated payment tracking, dashboards, and growth insights
This system is a powerful alternative to tools like QuickBooks or Jobber without monthly fees.
Why this system works:
No more manual tracking or scattered spreadsheets
Instantly see what's invoiced, paid, and outstanding
Built to scale with your business as you grow
Designed to replace multiple tools with one simple system
Message me if you're unsure which package fits your needs.
Platform:
Excel
Development technology:
VBA
•
Excel
Expertise:
Formulas
•
Functions
•
Macros
•
Dashboard
•
Modeling
FAQ
Can you customize it for my business?
Yes. Advanced edits are available as add-ons.
What counts as a revision?
Small edits only (labels, categories, formatting). No full redesigns.
How fast is delivery?
Base system is delivered within 24 hours. Custom work may add time.

