You know materials, technique, and finish. But when it comes to quoting, invoicing, and tracking profit — you're guessing. These 6 pre-built Google Sheets templates do the maths for you. Just plug in your numbers. No Excel degree required.
You didn't start your business to become a spreadsheet operator. But every evening you're scribbling quotes on the back of a van receipt, forgetting to invoice that small job, and realising three months later you actually lost money on the big one because you never priced the extras.
You quote based on what "feels about right" — not on materials, labour, overhead, and margin. Other tradesmen charge 30% more for the same job because they know their numbers. You're leaving money on every quote.
You're typing estimates into a blank document, manually adding up materials you priced two weeks ago, wondering if you remembered everything. A proper template cuts that to 5 minutes — and you never forget a line item again.
You finish the month, there's money in the account, but did the bathroom renovation actually turn a profit after materials, labour, parking, and three return visits? You have no idea — and that's how businesses go under slowly.
You finish the job, the client's happy, and you say "I'll send the invoice later." Later becomes next week. Next week becomes "I'll do it at month-end." Cash sits in their account while you pay your suppliers out of your own pocket.
Six Google Sheets templates built specifically for trades businesses. Each one has the formulas pre-loaded, the layout done, and the protection in place so you can't accidentally delete the important bits. Open. Enter your numbers. Done.
Drop-down material lists. Auto-calculates total with markup. Generates a print-ready quote PDF that looks professional — not like something typed on a phone at 10pm.
Link it to your quote. Converts accepted quotes to invoices with one click. Tracks paid/unpaid/overdue. Auto-calculates VAT if you're registered.
Every receipt, every fuel fill-up, every Screwfix run — logged and categorised. See where your money actually goes. Comes with pre-built categories for materials, tools, fuel, parking, subcontractors, insurance, and more.
The one that changes everything. Enter the job revenue, all costs (materials, labour, sundries, parking, everything), and see your REAL profit. Know which jobs are winners — and which ones you should stop doing.
See what's coming in and going out over the next 30/60/90 days. Know if you can afford that new van — or if next month is going to be tight — before it happens.
One sheet that pulls data from all the others. Revenue, expenses, profit, top jobs, worst jobs, busiest months — your entire business on one screen. For the first time, you'll actually know where you stand.
This isn't just a spreadsheet. It's a complete business admin system that runs in Google Sheets — free, works on your phone, no software to install.
Quote builder, invoice generator, expense tracker, profit calculator, cashflow forecaster, and annual dashboard. All pre-formatted with formulas locked and protected.
Short 5-10 minute videos showing you exactly how to use each template. Watch on your phone while you have your cuppa. No jargon, no fluff.
The Quote Builder comes with common material prices pre-loaded for painting, carpentry, plastering, plumbing, and general building. Edit and add your own.
If tax rules change, VAT thresholds move, or we add new features — you get the updated templates. No subscription. One payment, forever access.
Google Sheets app on iOS and Android. Update expenses at the merchants, send quotes from the van, check your cashflow while waiting for plaster to dry.
Stuck? Not sure how to set up your material list? Message Sovael on WhatsApp. Real answers from someone who understands trades businesses.
You can be quoting properly within 10 minutes of purchase. The whole system takes about an hour to set up — and then it runs itself.
After purchase, you get a link to the Google Sheets folder. Make a copy to your own Google account (takes 10 seconds). Open it on your phone or laptop — it's just Google Sheets, which you probably already have.
Enter your business name and logo. Add your common materials and prices to the Quote Builder. Set your markup percentage. Link your bank feed categories. Watch the setup video — it walks you through everything.
Quote a job: open the Quote Builder, tick the materials, enter the labour estimate, and it calculates the price. Job accepted? Click to generate the invoice. Buy materials? Log it in expenses. At the end of the month, the dashboard shows your real profit. No more guessing.
This is what changes when you stop running your business from the back of a fag packet.
| Metric | Before (Guessing) | After (TradeBiz Templates) |
|---|---|---|
| Time Per Quote | 30-45 minutes | 3-5 minutes |
| Profit Awareness | "Money's in the bank, must be fine" | Real profit per job, per month |
| Invoices Sent On Time | Days to weeks late | Same day as job completion |
| Pricing Accuracy | Gut feel, often underpriced | Formula-driven, consistent margin |
| Tax Prep Time | Weekend of shoe-box hunting | Export from Expense Tracker in 30 seconds |
| Cashflow Visibility | Check bank balance, hope for the best | 90-day projection, always 30 days ahead |
| Annual Revenue Uplift | — | £5,000-£12,000 (from correct pricing alone) |
If any of these sound like you, this pack was made for you.
You do everything — the work, the quoting, the invoicing, the tax. These templates cut your admin time by 80% so you can spend more evenings with your feet up.
You've got lads to pay, materials to order, and jobs running simultaneously. The Cashflow Forecast and Profit Per Job calculator keep you from running out of money mid-month.
Just gone out on your own? Start with proper systems from day one. Most tradespeople spend years losing money before they learn this stuff. You'll be ahead from your first job.
You didn't become a tradesperson to push spreadsheets. These templates do the heavy lifting. You enter numbers. The formulas handle the rest. No pivot tables, no VLOOKUPs, no stress.
No. The templates are built so you just enter numbers in the white cells. The grey cells have formulas — don't touch those. The video walkthroughs show you exactly where to click and what to type. If you can use a calculator app on your phone, you can use these templates.
No. These are Google Sheets templates. Google Sheets is free — you just need a Google account (Gmail address). Works on your phone, tablet, laptop, any browser. No software to buy or install.
Yes. The Quote Builder comes with pre-loaded material lists for common trades, but you can add, remove, or edit everything. Your prices, your materials, your markup. The structure and formulas stay the same — you make it yours.
Any trade that quotes jobs and buys materials: painters, carpenters, plasterers, plumbers, electricians, bricklayers, landscapers, tilers, decorators, general builders, kitchen fitters, bathroom fitters — the templates are trade-agnostic. You load in your materials and your labour rates.
No. £47 once. You get the 6 templates, the video walkthroughs, and lifetime updates. No monthly fees. No upsells. The only thing you might pay for later is if you want the advanced version with automated client-facing quote forms — but the core pack is complete and self-contained.
Yes. Google Sheets lets you share with specific people. Your accountant can view the Expense Tracker and Annual Dashboard at tax time without you having to export anything. Your business partner can update the Quote Builder from their phone while you're on site.
The videos cover setup step by step. But if you get stuck, message us on WhatsApp. We'll either send you a quick screen recording showing the fix, or jump on a 5-minute call. You're not buying a PDF that gets abandoned — you're buying a system with support behind it.
Every month you operate without knowing your real numbers is a month you're leaving money on the table. This pack pays for itself the first time you price a job correctly instead of guessing. You'll wonder why you didn't do this years ago.