A workbook for handyman, painting and landscaping crews

Own the paperwork.Rent softwarewhen you need it.

One workbook does the quote, the change order, the invoice and the profit check. Excel and Google Sheets. You pay $29 once. You keep the file. Need dispatch, texting or card payments? Rent software then. This is for the paperwork until you do.

See what is inside

$29 through Dec 31, 2026. $39 starting Jan 1, 2027. Plus sales tax where it applies.

  • No monthly fee
  • No per-user fee
  • Formulas you can read and change
QuoteNo. Q-1042
Customer
Maria Alvarez
Trade
Painting
Labor, 52 hr at $34.16 burdened
$1,776.32
Materials
$410.00
Drop cloths and disposal
$45.00
Direct cost
$2,231.32
Overhead, 15%
$334.70
Subtotal, 30% markup
$3,335.83
Discount
−$100.00
Sales tax, materials only
$49.05
You quote
$3,284.88
Profit after overhead
$669.81 · 20.7%

Workbook spec

File
.xlsx + Google Sheets copy
Size
313 KB blank, 315 KB sample
Tabs
9 (6 you use daily)
Macros
None
Login
None
Price
$29 one-time (see dates)

$29 through Dec 31, 2026. $39 starting Jan 1, 2027.

Right-size it

The meter runs whether you work or not.

Field-service apps bill by the month. Slow season, same bill. Meanwhile the spreadsheet you built yourself does not know what an hour of your labor really costs. Start with a workbook. Rent software when you need dispatch, texting and card payments.

Rent that never stops

Jobber Core is $29 a month, billed annually, or $49 if you go month to month, billed monthly. Job costing starts on its Grow plan, from $149 a month, billed annually. Slow season, same bill. Checked Oct 5, 2026.

Features you never open

Solo guys and two-truck crews pay for a pile of dispatch, marketing and CRM tools. You wanted to quote, bill and see profit. That is three screens.

Your sheet is lying to you

No burden on labor. No overhead. A 30% markup treated like a 30% margin. It keeps you busy and broke, and you rebuild it every job.

Three years of paperwork software

List price, 1 user, billed annually, times 36 months. Checked Oct 5, 2026.

$2,124 vs $29

Housecall Pro, Basic $59 a month, billed annually$2,124
Jobber, Core $29 a month, billed annually$1,044
Joist, Pro $14.17 a month, billed annually$510
Tailgate Ledger workbook $29 one time$29

Prices from each vendor's pricing page, checked Oct 5, 2026: getjobber.com/pricing, housecallpro.com/pricing, joist.com/pricing. Plans and prices change; check before you decide. These apps do more than a workbook: scheduling, texting, card payments, a customer portal. If you need those, they are worth renting. If you only quote, invoice and check profit, a workbook may be enough.

The workbook

Buy it once. Run it for years.

One workbook. Excel and Google Sheets.

Google Sheets + Excel

Quote → Invoice → Job Profit Workbook

The one that covers the paperwork for a solo guy or a small crew. Build the quote, print the invoice, check what you actually made.

In the workbookv1.1

  • Many jobs, one file. Up to 200 jobs and 2,000 line items.
  • Quote, change order, invoice. Pick a job number and print. Only the customer's part prints.
  • Rates set once. Burdened labor, overhead and markup. Markup and margin shown side by side.
  • Sales tax your way. None, materials only, or the whole invoice. You set the rate.
  • Estimate vs actual. Profit and margin per job, money owed, and how late it is.
$29One time. No renewal.

$29 through Dec 31, 2026. $39 starting Jan 1, 2027. Plus sales tax where it applies.

Trade packs with ready line items for painting, lawn care and handyman work are in the works. Buyers of the workbook will hear first.

How it works

Four steps. Start with the sample job.

  1. Set your rates

    Wage, burden, overhead, markup, sales tax. Type them in once on the Settings tab. Every job after that uses them.

  2. Add the job

    One row on Jobs. Then its lines on Lines: labor, material, sub or other. Leave labor cost blank and the file uses your burdened rate.

  3. Print the quote or invoice

    Pick the job number. Print or save as a PDF. Only the customer's part prints. Extra work gets its own change order.

  4. Check the profit

    Enter actual hours and costs on Jobs. The Dashboard shows what you made against what you figured, job by job.

What is inside the workbook

Real formulas. No macros. Open the file.

Two more tabs: Start Here is a short guide, and Lists holds the dropdown choices.

B29fx=B26*(1+B27)*(1+B28)
AB
5Business nameCedar Ridge Home Services (sample)
12Payment terms (days)14
13Deposit % to start work (default)30%
18Sales tax modeMaterials only
19Sales tax rate8.25%
24Base hourly wage$28.00
25Burden % (payroll tax, workers comp, insurance on labor)22.0%
26Burdened labor cost per hour$34.16
27Overhead % on direct cost15.0%
28Markup % on cost + overhead30.0%
29Resulting billable rate per labor hour$51.07
30Margin you keep (profit / price)23.1%
31Target margin (jobs below this get flagged red)20.0%
W8fx=IF($A8="","",MAX(0,U8-N(L8)))
ABEHULWAEAF
5Job #CustomerTradeStatusTotalPayments received $Amount dueProfitMargin %
61031ThompsonHandymanPaid$1,311.43$1,311.43$0.00$47.533.7%
71033OkaforLandscapingPaid$3,362.01$3,362.01$0.00$532.2316.0%
81035Kim DuplexPaintingInvoiced$5,350.86$1,000.00$4,350.86$465.858.9%
91037BrooksLandscapingComplete$1,747.27$1,747.27-$291.30-17.1%
101038NguyenPaintingPaid$2,777.23$2,777.23$0.00$394.3914.5%
111040DanielsHandymanComplete$683.72$683.72-$76.56-11.4%
121042Maria AlvarezPaintingApproved$3,284.88$3,284.88
I30fx=IF(H30="","",ROUND(H30*(1+OverheadPct)*(1+MarkupPct),2))
ABCDEFGHIJ
5Job #CO #TypeDescriptionQtyUnitYour unit costYour costPriceTaxable?
301042LaborPrep: scrape, patch, sand, caulk, prime stains14hr$478.24$714.97No
311042LaborWalls and ceilings, two coats26hr$888.16$1,327.80No
321042LaborTrim and 3 doors, semi-gloss, three coats12hr$409.92$612.83No
331042MaterialInterior paint, premium eggshell6gal$42.00$252.00$376.74Yes
341042MaterialStain-blocking primer2gal$28.00$56.00$83.72Yes
351042MaterialPatch, caulk, tape, plastic sheeting1ls$64.00$64.00$95.68Yes
361042MaterialRollers, brushes, tray liners1ls$38.00$38.00$56.81Yes
371042OtherDrop cloths, disposal, dump fee1ls$45.00$45.00$67.28No
F48fx=IF($C$4="","",F45-F46+F47)
ABCDEFHI
4QUOTE #Q-10421042
13ItemDescriptionQtyUnitUnit priceAmountYour numbers (not printed)
141Prep: scrape, patch, sand, caulk, prime stains14hr$51.07$714.97Labor hours52.0
152Walls and ceilings, two coats26hr$51.07$1,327.80Labor cost (burdened)$1,776.32
163Trim and 3 doors, semi-gloss, three coats12hr$51.07$612.83Materials cost$410.00
174Interior paint, premium eggshell6gal$62.79$376.74Subcontractor / other cost$45.00
185Stain-blocking primer2gal$41.86$83.72Direct cost$2,231.32
196Patch, caulk, tape, plastic sheeting1ls$95.68$95.68Overhead recovered$334.70
207Rollers, brushes, tray liners1ls$56.81$56.81Profit after overhead$669.81
218Drop cloths, disposal, dump fee1ls$67.28$67.28Margin20.7%
22Margin checkOK
…· · ·
45Subtotal$3,335.83
46Discount$100.00
47Sales tax (materials)$49.05
48TOTAL$3,284.88
49Deposit to start$985.46
50Balance on completion$2,299.42
F31fx=IF(OR($C$4="",$C$5=""),"",F29+F30)
ABCDEF
4JOB #1035-CO11035
5CO #1
7CustomerKim Duplex
12ItemDescriptionQtyUnitUnit priceAmount
131Add closet interior, labor6hr$51.07$306.42
142Interior paint1gal$62.79$62.79
…· · ·
29This change order$369.21
30Sales tax$5.18
31CO TOTAL$374.39
32Original quote total$4,976.47
33Previous change orders$0.00
34New contract total$5,350.86
B4fx=IF($C$4="","","INV-"&$C$4)
ABCDEF
4INVOICE #INV-10351035
5Invoice dateAug 7, 2026
6Due dateAug 21, 2026
7Bill toKim Duplex
13ItemDescriptionQtyUnitUnit priceAmount
141Pressure wash, scrape, sand, prime24hr$51.07$1,225.66
152Two coats, body and trim40hr$51.07$2,042.77
163Exterior paint22gal$59.80$1,315.60
174Primer, caulk, tape, supplies1ls$179.40$179.40
185Lift rental and disposal1ls$89.70$89.70
196CO 1: Add closet interior, labor6hr$51.07$306.42
207CO 1: Interior paint1gal$62.79$62.79
…· · ·
45Subtotal$5,222.34
47Sales tax$128.52
48Total$5,350.86
49Payments received$1,000.00
50AMOUNT DUE$4,350.86
D6fx=IFERROR(SUM(Jobs!$AE$6:$AE$205)/SUMIFS(Jobs!$AD$6:$AD$205,Jobs!$AA$6:$AA$205,">=0"),0)
Jobs (not lost)8
Revenue (finished jobs)$14,925.91
Profit$1,072.14
Blended margin7.2%
Open pipeline$7,714.37
Money owed to you$4,350.86
Jobs over budget6
Jobs under target margin6
ABCDE
20TradeFinished jobsRevenueProfitMargin
21Handyman2$1,954.45-$29.03-1.5%
22Painting2$7,940.37$860.2410.8%
23Landscaping2$5,031.09$240.934.8%
25All trades6$14,925.91$1,072.147.2%

Click a tab. Numbers are from the sample jobs that ship in the file.InputCell shown in the formula barRed: under target margin

Straight answers

Before you buy

What it does, what it does not, and how the file works.

Does it work in Google Sheets and Excel?

Yes. Your download email has a 'Make a copy' link that puts your own Google Sheets copy in your Drive. The Excel file works in Excel for Windows and Mac (Microsoft 365 or Excel 2016 and later). Editing on phones works best in the Google Sheets app.

Is this a subscription?

No. You pay once and keep the files. No login, no per-user fee, no renewal. Use it for ten years or ten jobs.

Will the price change?

Yes. It is $29 through Dec 31, 2026 and $39 starting Jan 1, 2027. If you buy now, you keep the file and the v1.x updates.

What do I get?

The workbook (.xlsx, sample and blank copies), a Google Sheets copy link, and a 3-page quickstart PDF. Download link by email right after you pay.

What if it is not for me?

Email us within 14 days of purchase and we refund you. No forms.

How does sales tax work in the file?

Pick None, Materials only, or Whole invoice on the Settings tab and enter your rate. Rules differ by state and by job type. The file does the math; it does not decide what is taxable. In Texas, see Comptroller publications 94-116 and 94-112, or ask a tax pro.

I do not know my burden or overhead. Can I still use it?

Yes. The Settings tab explains each one in a sentence and starts you on typical numbers for a small crew. Burden is what payroll tax, workers comp and insurance add on top of wages. Overhead is the cost of running the business that is not tied to one job. Replace the starter numbers as you learn yours.

Can it make a PDF for the customer?

Yes, through your print dialog. The Quote, Change Order and Invoice tabs are set up to print on one page. Pick the job number, then Print and Save as PDF. The customer sees prices only: your cost columns and margin sit outside the print area.

What will it not do?

It does not take card payments, text customers, dispatch crews or run a customer portal. Field-service apps such as Jobber, Housecall Pro and Joist do those things. If you need them, a field-service app is the right tool. This is for the quote, the change order, the invoice and knowing your profit.

Can my crew use it?

In Google Sheets, share the file the way you share any Sheet. It is one file with one set of rates, not a multi-user app with logins and permissions.

Is it bookkeeping or tax software?

No. It tells you what a job cost and what you made on it. It does not replace your bookkeeping, and it is not tax or financial advice.

Your tailgate. Your numbers.

Quote it. Bill it.
Know what you made.

See what is inside

$29 through Dec 31, 2026. $39 starting Jan 1, 2027. Plus sales tax where it applies.

One workbook. Opens in Excel and Google Sheets. Pay once, keep it.