Advanced Spreadsheet · Business Control
Contractor Project Management Workbook
A multi-tab operations system for contractors and trades: project tracker, estimate tracker, materials log, subcontractor tracker, invoice tracker, and a profit dashboard showing margin per job.
The problem it solves
Built for a specific pain
Revenue-heavy, operationally messy: quotes in email, materials on receipts, and no idea which job types actually make money.
Designed for
- General contractors
- Roofers, painters, remodelers
- Flooring, fence, and deck builders
- HVAC, plumbing, electrical
Product brief
The operating model behind the interface
Aura products are not generic templates. Each one is configured around the client's stages, terminology, inputs, controls, and reporting expectations.
- 01
System class
Advanced Spreadsheet · Business Control
- 02
What feeds it
Estimates and quotes · Job details and timelines · Labor and material costs
- 03
What it produces
Job pipeline from quote to completion · Per-job profit and margin · Invoice aging and cash view
- 04
Deployment and ownership
Excel or Google Sheets, delivered with training for office staff.
Trade-specific fields and pricing structures; pairs with our quote calculator websites.
How it works
From input to insight
- TriggerQuote logged
- LogicJob conversion
- LogicCost capture
- ActionInvoice status
- ReportProfit dashboard
Inputs
- Estimates and quotes
- Job details and timelines
- Labor and material costs
- Invoices and payments
Outputs
- Job pipeline from quote to completion
- Per-job profit and margin
- Invoice aging and cash view
Key features
What's inside
- Quote tracker with win/loss reasons
- Project tracker with status and dates
- Materials and subcontractor logs
- Invoice and payment tracking
- Job profitability dashboard
- Overdue and follow-up alerts
Integrations
Quote request website forms · Follow-up automation · Accounting exports
Customization
Trade-specific fields and pricing structures; pairs with our quote calculator websites.
Deployment
Excel or Google Sheets, delivered with training for office staff.
Support & optimization
Formula support and seasonal reviews available.
Related services
How we deliver and extend it
- Advanced Spreadsheets
Professional Excel and Google Sheets systems — CRMs, trackers, calculators, and dashboards with real logic, validation, and alerts.
- Dashboards & Reporting
Custom dashboards that show leads, revenue, jobs, staff, inventory, and KPIs — the numbers owners actually need, updated automatically.
- Websites & Digital Experiences
Websites with business logic — lead forms, quote calculators, booking flows, and CRM connections — not brochures.
Ready for a contractor project management workbook?
Tell us about your workflows in a consultation and we'll scope the configuration, timeline, and tier that fits.