Job & Quote Tracker Spreadsheet
Budget: $30 – $250 AUD
I need a streamlined spreadsheet—Excel or Google Sheets—that lets me enter every quote and active job in one place, then quickly see where each one stands. The two essentials I must capture for every line are the client’s details (name, contact info, any notes) and the current job status. For the status I don’t want complex charts; plain-language tags or labels such as “Quoted”, “Won”, “In Progress”, “Completed” are perfect, provided they’re easy to add, filter, and update.
The file should open to a clean dashboard or main table with columns already formatted, basic data-validation in place to avoid typos, and a couple of preset views or filters so I can instantly pull up jobs by status or by client. If you can tuck in a separate sheet that automatically aggregates totals—number of jobs, quotes vs. wins, etc.—that would be a bonus, but the core need is the data entry sheet itself working smoothly.
Deliverables
• Spreadsheet template ready to use, no broken formulas
• Status tags implemented and filterable
• Client-detail fields laid out clearly
• Brief walkthrough or annotated notes so I understand how to extend it later
If you’ve built similar trackers before, share a quick example and let me know which platform you prefer. I’m aiming for something I can start using the same day it arrives.
The file should open to a clean dashboard or main table with columns already formatted, basic data-validation in place to avoid typos, and a couple of preset views or filters so I can instantly pull up jobs by status or by client. If you can tuck in a separate sheet that automatically aggregates totals—number of jobs, quotes vs. wins, etc.—that would be a bonus, but the core need is the data entry sheet itself working smoothly.
Deliverables
• Spreadsheet template ready to use, no broken formulas
• Status tags implemented and filterable
• Client-detail fields laid out clearly
• Brief walkthrough or annotated notes so I understand how to extend it later
If you’ve built similar trackers before, share a quick example and let me know which platform you prefer. I’m aiming for something I can start using the same day it arrives.