Google Sheets Construction Management System
Budget: $30 – $250 USD
I need a single, cohesive Google Sheets / Workspace solution that runs every core process in my construction & home-maintenance company. The sheet (or interconnected set of sheets) should let my office staff and field crews move from lead to invoice without ever leaving Workspace.
Here’s what I want it to do:
• Job scheduling – a calendar-driven view that assigns crews, tracks job stages and flags clashes automatically.
• Client management / CRM – capture leads, store contact history, and show each customer’s active jobs and past invoices in one place.
• Bookkeeping, estimating & invoicing – enter labour and materials once and watch estimates, change orders and final invoices generate themselves. A running profit-versus-actuals snapshot per job is essential.
• Admin dashboard – high-level KPIs (upcoming jobs, overdue invoices, daily cash-flow, staff utilisation) pulled from the live data.
• Automations – email or chat notifications, drive file creation, calendar events and status updates powered by Google Apps Script or Make/Zapier where appropriate.
Everything must live inside Google Sheets, Drive, Calendar and Gmail so my team can work from phones and Chromebooks in the field. Clean, intuitive layouts matter more to us than fancy graphics; speed and reliability are critical.
Acceptance criteria:
1. All modules above are functional with sample data.
2. No manual copying between sheets – formulas, queries or Apps Script handle it.
3. Clear documentation and short Loom walkthrough so we can maintain it.
If you have built similar Workspace systems and can show examples, let’s talk timelines and milestones so we can get this running quickly.
Here’s what I want it to do:
• Job scheduling – a calendar-driven view that assigns crews, tracks job stages and flags clashes automatically.
• Client management / CRM – capture leads, store contact history, and show each customer’s active jobs and past invoices in one place.
• Bookkeeping, estimating & invoicing – enter labour and materials once and watch estimates, change orders and final invoices generate themselves. A running profit-versus-actuals snapshot per job is essential.
• Admin dashboard – high-level KPIs (upcoming jobs, overdue invoices, daily cash-flow, staff utilisation) pulled from the live data.
• Automations – email or chat notifications, drive file creation, calendar events and status updates powered by Google Apps Script or Make/Zapier where appropriate.
Everything must live inside Google Sheets, Drive, Calendar and Gmail so my team can work from phones and Chromebooks in the field. Clean, intuitive layouts matter more to us than fancy graphics; speed and reliability are critical.
Acceptance criteria:
1. All modules above are functional with sample data.
2. No manual copying between sheets – formulas, queries or Apps Script handle it.
3. Clear documentation and short Loom walkthrough so we can maintain it.
If you have built similar Workspace systems and can show examples, let’s talk timelines and milestones so we can get this running quickly.
Related categories:
PHP
Project Management
Excel
CRM
HTML
Bookkeeping
Google Sheets
Automation
Data Management
Invoicing