Free templates · No cost
Free Business Templates for the Trades
Ready-to-use Excel workbooks built for the trades — with the formulas already done. Open them in Excel or Google Sheets and start using them today.
Job Costing Calculator — Add materials + labor, set your markup, and get your quote price automatically.
Profit & Margin Calculator — Enter revenue and costs; see profit and margin calculated for you.
Lead Tracker — A simple CRM sheet — every lead, its source, status, quote, and follow-up date.
Monthly Budget — Budget vs. actual by category, with your net calculated automatically.
Parts Inventory — Track parts on hand with an automatic 'reorder' flag when you run low.
Included workbooks
HVAC Business Templates5 sheets · Excel
Plumbing Business Templates5 sheets · Excel
Electrical Business Templates5 sheets · Excel
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Don't want to live in spreadsheets?
These templates are a great start — but keeping them updated by hand is exactly the busywork automation removes. When you're ready, a couple of questions is all it takes to see what could run on its own.