{"product_id":"service-business-client-tracker","title":"Service Business Client Tracker and Bookkeeping","description":"\u003cp\u003eThis client tracker for service businesses keeps your client list and your books in the same file. It is made for trades and service businesses: type a client's name once and what they were billed, how many jobs they gave you, the average job and when they last paid all calculate themselves from the ledger.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003ePlease read:\u003c\/strong\u003e This is a tracker tool only, not financial, tax, legal, medical or any other professional advice or advisory service. It records and calculates what you enter; you are solely responsible for checking all figures, rates, dates and results and for every decision you make. By purchasing, downloading or using it, you accept these terms (your statutory consumer rights are not affected).\u003c\/p\u003e\u003ch2\u003eClients without a separate CRM\u003c\/h2\u003e\u003cp\u003eMost people keep a CRM spreadsheet in one place and their bookkeeping in another, and the two drift apart. Here the Clients tab reads straight from the money you record, so it is always up to date.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eUp to 60 clients, each with a status\u003c\/li\u003e\n\u003cli\u003eBilled, job count, average job and last paid, all calculated\u003c\/li\u003e\n\u003cli\u003eInvoices out, paid, outstanding and overdue, with days late counted\u003c\/li\u003e\n\u003cli\u003eSite visits logged as mileage at your own rate\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eOne ledger behind everything\u003c\/h2\u003e\u003cp\u003eYou enter money in on one tab and money out on another, pick a tax rate for each line, and everything else reads those two. The monthly view, the quarterly view, the profit and loss statement, the sales tax worksheet and the dashboard all recalculate. Nothing is typed twice, and no number on a report can disagree with the ledger it came from. The dashboard shows six live figures and the four quarters.\u003c\/p\u003e\u003ch2\u003eSixteen connected tabs\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eIncome:\u003c\/strong\u003e 500 rows, with the tax split out on every line\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eExpenses:\u003c\/strong\u003e 500 rows, split the same way\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSetup:\u003c\/strong\u003e your categories, your tax rates and your set-aside percentage\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMonthly:\u003c\/strong\u003e twelve months of income, spending, profit and margin\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eQuarterly:\u003c\/strong\u003e the four quarters, with tax due and tax to set aside\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfit and Loss:\u003c\/strong\u003e every category with its share and the margin\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSales Tax:\u003c\/strong\u003e collected against paid, by rate and by quarter\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eCustom Range:\u003c\/strong\u003e pick any two dates and everything follows\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eComparison:\u003c\/strong\u003e this year against last, month by month\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBalances:\u003c\/strong\u003e what each account took in and paid out\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eClients:\u003c\/strong\u003e 60 rows with status, billed, jobs, average and last paid\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eInvoices:\u003c\/strong\u003e an invoice tracker for what is out, paid, outstanding and overdue\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eEstimated Tax:\u003c\/strong\u003e four quarterly set-asides at your own rate\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMileage:\u003c\/strong\u003e site visits logged at your own rate\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eDashboard:\u003c\/strong\u003e six live figures and the four quarters\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eStart Here:\u003c\/strong\u003e walks you through setup in a few minutes\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eWhat it does for you\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003eSplits sales tax out of every line automatically\u003c\/li\u003e\n\u003cli\u003eNets tax collected against tax paid, quarter by quarter\u003c\/li\u003e\n\u003cli\u003eTurns real profit into a quarterly set-aside at your own rate\u003c\/li\u003e\n\u003cli\u003eRanks every category by its share of income and of spending\u003c\/li\u003e\n\u003cli\u003eCompares any two years month by month, as percentages\u003c\/li\u003e\n\u003cli\u003eCharts that redraw from your own numbers\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eIt works as a job tracker, an income tracker and an expense tracker in one. The filled copy holds two full years of demo data, so the comparison view has something real to compare.\u003c\/p\u003e\u003ch2\u003eWorks with\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003eMicrosoft Excel 2016, 2019, 2021 and Microsoft 365, on Windows and Mac, and LibreOffice. No Microsoft 365 subscription needed, and no Google account needed for the Excel files.\u003c\/li\u003e\n\u003cli\u003eGoogle Sheets with a free Google account. You get real spreadsheet files, not a PDF with a link in it.\u003c\/li\u003e\n\u003cli\u003eNo add-ins, no macros, no subscription and no bank connection\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eWhat you download\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003eThe Excel workbook, filled with a worked example\u003c\/li\u003e\n\u003cli\u003eThe same workbook, blank and ready for your own numbers\u003c\/li\u003e\n\u003cli\u003eThe instruction guide, with one-click links to the Google Sheets versions (filled and blank)\u003c\/li\u003e\n\u003cli\u003eThe terms of use as a PDF\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eYour files are ready as soon as payment clears. The template is for use in your own business; please do not share or resell the files. Questions before or after you buy? Use our contact page and we will help.\u003c\/p\u003e\u003ch2\u003eFrequently asked questions\u003c\/h2\u003e\u003ch3\u003eDoes it work in Excel and Google Sheets?\u003c\/h3\u003e\u003cp\u003eYes. The Excel workbook runs in Excel 2016 or later on Windows and Mac, and the instruction guide holds two one-click links to the Google Sheets versions.\u003c\/p\u003e\u003ch3\u003eHow many clients can I track?\u003c\/h3\u003e\u003cp\u003eThe Clients tab has 60 rows, each with a status, and billed, jobs, average and last paid calculate from the ledger.\u003c\/p\u003e\u003ch3\u003eDo I have to update client totals by hand?\u003c\/h3\u003e\u003cp\u003eNo. You type a client's name once on each income line and their totals calculate themselves.\u003c\/p\u003e\u003ch3\u003eDoes it track overdue invoices?\u003c\/h3\u003e\u003cp\u003eYes. The Invoices tab shows what is out, paid, outstanding and overdue, with the days late counted.\u003c\/p\u003e\u003ch3\u003eCan it help with tax?\u003c\/h3\u003e\u003cp\u003eIt splits sales tax out of every line, nets it by quarter and turns profit into four quarterly set-asides at your own rate. It is a bookkeeping tool, not tax advice.\u003c\/p\u003e","brand":"OPXVIA","offers":[{"title":"Default Title","offer_id":67597861584990,"sku":"OPX-023","price":38.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0769\/2094\/6782\/files\/service-business-client-tracker-01.jpg?v=1790832054","url":"https:\/\/opxviashop.com\/products\/service-business-client-tracker","provider":"OPXVIA","version":"1.0","type":"link"}