{"title":"Spreadsheet Templates","description":"\u003cp\u003eStop building the same finance tracker, inventory log, and KPI dashboard from scratch every quarter.\u003c\/p\u003e\u003cp\u003eThese spreadsheets are wired and ready: formulas live, conditional formatting in place, charts auto-updating. Drop in your numbers and the dashboard works on day one. Works in Google Sheets or Microsoft Excel — pick your tool, make a copy, edit anything. No SaaS subscription, no per-seat fees, no \"upgrade to unlock\" — one-time purchase, unlimited use, yours forever. Built for operators who need answers from their numbers, not another tool to learn.\u003c\/p\u003e","products":[{"product_id":"service-business-operations-template-xlsx","title":"Service Business Operations Spreadsheet — Clients, Invoices \u0026 Profit","description":"\u003ch2\u003eStop running your service business out of five browser tabs\u003c\/h2\u003e\n\u003cp\u003eClients in one app, invoices in another, profit a mystery until tax time. This single spreadsheet pulls clients, jobs, invoices, and profit into one file you actually open every day.\u003c\/p\u003e\n\u003cp\u003eI built this for the owner-operator who's done duct-taping a CRM, an invoicing app, and a profit guess together. One file, one source of truth, opened every morning. That's the whole idea. You see who owes you, what's overdue, which jobs are live, and whether you're actually profitable — all without logging into four different tools or paying for any of them.\u003c\/p\u003e\n\u003ch2\u003eWhat's inside\u003c\/h2\u003e\n\u003cul\u003e\n\u003cli\u003eClient list with contact details and job history\u003c\/li\u003e\n\u003cli\u003eInvoice tracker showing paid, due, and overdue at a glance\u003c\/li\u003e\n\u003cli\u003eJob and project log tied to revenue\u003c\/li\u003e\n\u003cli\u003eProfit dashboard — revenue, costs, and margin, live\u003c\/li\u003e\n\u003cli\u003ePipeline view so you know what's coming next\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho it's for\u003c\/h3\u003e\n\u003cp\u003eService business owners, agencies, consultants, and solo operators who want one source of truth without subscribing to a CRM.\u003c\/p\u003e\n\u003ch3\u003eWho it's NOT for\u003c\/h3\u003e\n\u003cp\u003eProduct businesses with inventory, or teams needing multi-seat cloud software.\u003c\/p\u003e\n\u003ch3\u003eDelivery\u003c\/h3\u003e\n\u003cp\u003eInstant download. Works in Excel and Google Sheets. Lifetime updates included.\u003c\/p\u003e\n\u003ch3\u003eGuarantee\u003c\/h3\u003e\n\u003cp\u003e14-day refund — request within 14 days before downloading the files. Email Craig directly. Real human, real reply, no hoops. Full policy: \u003ca href=\"\/policies\/refund-policy\"\u003eRefund Policy\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cem\u003e— Craig Roberts, founder, Instant File Co\u003c\/em\u003e\u003c\/p\u003e\n\u003ch3\u003eFAQ\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003eWhat format is this and what apps does it work with?\u003c\/strong\u003e\u003cbr\u003eExcel and Google Sheets — one file for clients, invoices, jobs, and profit. No CRM subscription needed.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eHow do I get it after I buy?\u003c\/strong\u003e\u003cbr\u003eInstantly. Email and on-screen link the second you check out. Copy it and open it every morning.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRefund if it's not for me?\u003c\/strong\u003e\u003cbr\u003eYes — 14-day refund before download. Email Craig.\u003c\/p\u003e","brand":"Instant File Co","offers":[{"title":"Default Title","offer_id":42431161499728,"sku":"IFC-SBO-V1","price":19.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0597\/5772\/3728\/files\/service-ops-whats-inside_1f08a3bb-0e49-4abf-a88e-42ff51cddfde.png?v=1780606030"},{"product_id":"quarterly-tax-estimator","title":"Quarterly Tax Estimator Template — Freelancer Tax Spreadsheet","description":"\u003ch2\u003eStop getting blindsided by quarterly taxes\u003c\/h2\u003e\n\u003cp\u003eSelf-employment means the IRS wants money four times a year, and guessing the number is how you end up with a penalty. This spreadsheet does the estimate for you so you set aside the right amount every quarter.\u003c\/p\u003e\n\u003cp\u003eI built this because \"set aside roughly a third\" is how freelancers end up short in April. Roughly isn't a number. This sheet gives you the actual figure for each quarter so the IRS is never a surprise. Enter your income and expenses as they happen and the estimate updates itself — by each due date you already know exactly what to send, and you've been quietly setting that money aside all along.\u003c\/p\u003e\n\u003ch2\u003eWhat's inside\u003c\/h2\u003e\n\u003cul\u003e\n\u003cli\u003eIncome and expense entry that feeds your estimated tax automatically\u003c\/li\u003e\n\u003cli\u003eFederal and self-employment tax calculation with adjustable rates\u003c\/li\u003e\n\u003cli\u003eQuarterly due-date tracker so you never miss a payment\u003c\/li\u003e\n\u003cli\u003eSet-aside percentage so every deposit puts tax money away\u003c\/li\u003e\n\u003cli\u003eYear-to-date summary you can hand to your accountant\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho it's for\u003c\/h3\u003e\n\u003cp\u003eFreelancers, 1099 contractors, and side-hustlers who need to know what to pay the IRS before the deadline sneaks up.\u003c\/p\u003e\n\u003ch3\u003eWho it's NOT for\u003c\/h3\u003e\n\u003cp\u003eW-2 employees with taxes withheld automatically, or anyone wanting filed-for-you tax software.\u003c\/p\u003e\n\u003ch3\u003eDelivery\u003c\/h3\u003e\n\u003cp\u003eInstant download. Works in Excel and Google Sheets. Lifetime updates included.\u003c\/p\u003e\n\u003ch3\u003eGuarantee\u003c\/h3\u003e\n\u003cp\u003e14-day refund — request within 14 days before downloading the files. Email Craig directly. Real human, real reply, no hoops. Full policy: \u003ca href=\"\/policies\/refund-policy\"\u003eRefund Policy\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cem\u003e— Craig Roberts, founder, Instant File Co\u003c\/em\u003e\u003c\/p\u003e\n\u003ch3\u003eFAQ\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003eWhat format is this and what apps does it work with?\u003c\/strong\u003e\u003cbr\u003eExcel and Google Sheets. Enter income and expenses; it calculates your federal and self-employment estimate and tells you what to set aside each quarter.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eHow do I get it after I buy?\u003c\/strong\u003e\u003cbr\u003eInstant download by email and on-screen link at checkout.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRefund?\u003c\/strong\u003e\u003cbr\u003e14-day refund before download. Email Craig directly.\u003c\/p\u003e","brand":"Instant File Co","offers":[{"title":"Default Title","offer_id":42431236603984,"sku":"IFC-QTE-V1","price":17.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0597\/5772\/3728\/files\/quarterly-tax-whats-inside_a13b7b76-a898-4e9e-82fc-262257e67c98.png?v=1780606041"},{"product_id":"a-multi-industry-warehouse-kpi-dashboard-template-google-sheets-excel-compatible","title":"Warehouse KPI Dashboard — Google Sheets Template for Ops","description":"\u003ch2\u003eStop running your warehouse off gut feel and a clipboard\u003c\/h2\u003e\n\u003cp\u003eThroughput, accuracy, on-time shipping, labor cost per unit. If you can't see them on one screen, you can't fix them. This Google Sheets dashboard tracks the metrics that decide whether your warehouse is winning.\u003c\/p\u003e\n\u003cp\u003eI built this for the operator who knows their warehouse is leaking money but can't point to where. A clipboard tells you what happened today. A dashboard tells you what's trending — so you fix the slide before it becomes a crisis. Set your targets once, log the daily numbers, and the red\/green flags do the watching for you so problems surface while they're still small.\u003c\/p\u003e\n\u003ch2\u003eWhat's inside\u003c\/h2\u003e\n\u003cul\u003e\n\u003cli\u003ePre-built KPIs: order accuracy, on-time ship rate, units per labor hour, dock-to-stock, inventory accuracy\u003c\/li\u003e\n\u003cli\u003eAuto dashboard with trend charts and red\/green status flags\u003c\/li\u003e\n\u003cli\u003eDaily and weekly input sheets — fill in, the dashboard updates itself\u003c\/li\u003e\n\u003cli\u003eMulti-industry setup: 3PL, retail, manufacturing, distribution\u003c\/li\u003e\n\u003cli\u003eTarget vs. actual view so misses surface immediately\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho it's for\u003c\/h3\u003e\n\u003cp\u003eWarehouse and ops managers, 3PL operators, and supply-chain leads who want a working dashboard today, not a six-month BI project.\u003c\/p\u003e\n\u003ch3\u003eWho it's NOT for\u003c\/h3\u003e\n\u003cp\u003eTeams already running a full WMS with live reporting. This is for operators who need clarity in a spreadsheet now.\u003c\/p\u003e\n\u003ch3\u003eDelivery\u003c\/h3\u003e\n\u003cp\u003eInstant download. Open in Google Sheets (Excel compatible), copy, start tracking. Lifetime updates included.\u003c\/p\u003e\n\u003ch3\u003eGuarantee\u003c\/h3\u003e\n\u003cp\u003e14-day refund — request within 14 days before downloading the files. Email Craig directly. Real human, real reply, no hoops. Full policy: \u003ca href=\"\/policies\/refund-policy\"\u003eRefund Policy\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cem\u003e— Craig Roberts, founder, Instant File Co\u003c\/em\u003e\u003c\/p\u003e\n\u003ch3\u003eFAQ\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003eWhat format is this and what apps does it work with?\u003c\/strong\u003e\u003cbr\u003eA Google Sheets template (Excel compatible). Open it in Google Sheets for free, or download as .xlsx for Excel. No add-ons or macros required.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eHow do I get it after I buy?\u003c\/strong\u003e\u003cbr\u003eInstantly. Right after checkout you'll get an email and an on-screen link with your copy of the dashboard. Make a copy, enter your numbers, and the dashboard updates itself.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat if it doesn't fit my warehouse?\u003c\/strong\u003e\u003cbr\u003e14-day refund — just email Craig before you've downloaded the file. Real human, real reply, no hoops.\u003c\/p\u003e","brand":"Instant File Co","offers":[{"title":"Default Title","offer_id":42432231538768,"sku":"IFC-WKD-V1","price":49.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0597\/5772\/3728\/files\/warehouse-kpi-whats-inside_7c86792c-2731-4ccd-8af8-22a953373ec4.png?v=1780605876"},{"product_id":"small-business-bookkeeping-tracker","title":"Small Business Bookkeeping Spreadsheet — Income, Expenses \u0026 P\u0026L","description":"\u003ch2\u003eStop dreading tax season because your books are a mess\u003c\/h2\u003e\n\u003cp\u003eReceipts in a shoebox, transactions in your head, and a panic every March. This spreadsheet gives a small business owner clean books without hiring a bookkeeper or learning accounting software.\u003c\/p\u003e\n\u003cp\u003eI built this for the owner who's brilliant at the business and terrified of the books. You don't need to learn double-entry accounting. You need clean categories, a P\u0026amp;L that updates itself, and to never again wonder where the money went. Spend ten minutes a week in it and tax season stops being a fire drill — your accountant gets numbers they can actually use, and you get a real-time read on whether the business is making money.\u003c\/p\u003e\n\u003ch2\u003eWhat's inside\u003c\/h2\u003e\n\u003cul\u003e\n\u003cli\u003eIncome and expense logs with categories that map to tax deductions\u003c\/li\u003e\n\u003cli\u003eAuto profit \u0026amp; loss statement updated as you type\u003c\/li\u003e\n\u003cli\u003eMonthly and yearly dashboards showing cash flow at a glance\u003c\/li\u003e\n\u003cli\u003eSales tax and mileage trackers\u003c\/li\u003e\n\u003cli\u003eInvoice log so you always know who still owes you\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho it's for\u003c\/h3\u003e\n\u003cp\u003eSmall business owners, sole proprietors, and side-hustlers who want simple, accurate books they actually understand.\u003c\/p\u003e\n\u003ch3\u003eWho it's NOT for\u003c\/h3\u003e\n\u003cp\u003eMulti-entity companies with payroll and inventory complexity. This is clean bookkeeping for a lean operation.\u003c\/p\u003e\n\u003ch3\u003eDelivery\u003c\/h3\u003e\n\u003cp\u003eInstant download. Works in Excel and Google Sheets. Lifetime updates included.\u003c\/p\u003e\n\u003ch3\u003eGuarantee\u003c\/h3\u003e\n\u003cp\u003e14-day refund — request within 14 days before downloading the files. Email Craig directly. Real human, real reply, no hoops. Full policy: \u003ca href=\"\/policies\/refund-policy\"\u003eRefund Policy\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cem\u003e— Craig Roberts, founder, Instant File Co\u003c\/em\u003e\u003c\/p\u003e\n\u003ch3\u003eFAQ\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003eWhat format is this and what apps does it work with?\u003c\/strong\u003e\u003cbr\u003eWorks in both Excel and Google Sheets. No accounting software or double-entry knowledge required — just clean categories and an auto-updating P\u0026amp;L.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eHow do I get it after I buy?\u003c\/strong\u003e\u003cbr\u003eInstantly via email and on-screen link. Make your copy, spend ten minutes a week in it, and tax season stops being a fire drill.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat if it's not a fit?\u003c\/strong\u003e\u003cbr\u003e14-day refund before download. Email Craig, real reply, no hoops.\u003c\/p\u003e","brand":"Instant File Co","offers":[{"title":"Default Title","offer_id":42432248086608,"sku":"IFC-SBB-V1","price":49.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0597\/5772\/3728\/files\/bookkeeping-whats-inside_6a1d5dbe-1dc0-4cf1-8e5e-d049508271d0.png?v=1780606017"},{"product_id":"construction-project-management-spreadsheet-estimating-gantt-draw-requests-excel","title":"Construction Project Management Spreadsheet — Excel Estimating \u0026 Gantt","description":"\u003ch2\u003eStop running your jobs out of three different notebooks\u003c\/h2\u003e\n\u003cp\u003eEstimates in one file, the schedule on a whiteboard, draw requests on sticky notes. Then a client asks where the money went and you're scrambling. This Excel workbook puts estimating, scheduling, and draws in one place.\u003c\/p\u003e\n\u003cp\u003eI built this for the contractor who's great at the work and tired of losing money to bad tracking. Estimating margin, schedule slips, and untracked draws are where profit quietly disappears. Put them in one workbook and the leaks show up while you can still fix them.\u003c\/p\u003e\n\u003ch2\u003eWhat's inside\u003c\/h2\u003e\n\u003cul\u003e\n\u003cli\u003eLine-item estimating sheet with markup and margin calc built in\u003c\/li\u003e\n\u003cli\u003eAuto-generated Gantt chart from your task dates\u003c\/li\u003e\n\u003cli\u003eDraw request tracker tied to budget line items\u003c\/li\u003e\n\u003cli\u003eBudget vs. actual dashboard so overruns show up early\u003c\/li\u003e\n\u003cli\u003eChange order log and subcontractor contact list\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho it's for\u003c\/h3\u003e\n\u003cp\u003eGCs, remodelers, custom home builders, and trades running residential or light-commercial projects who want control without $200\/month software.\u003c\/p\u003e\n\u003ch3\u003eWho it's NOT for\u003c\/h3\u003e\n\u003cp\u003eEnterprise firms needing multi-user cloud PM. This is a single-operator Excel tool, not a SaaS platform.\u003c\/p\u003e\n\u003ch3\u003eDelivery\u003c\/h3\u003e\n\u003cp\u003eInstant download. Opens in Excel; Google Sheets compatible. Lifetime updates included.\u003c\/p\u003e\n\u003ch3\u003eGuarantee\u003c\/h3\u003e\n\u003cp\u003e14-day refund — request within 14 days before downloading the files. Email Craig directly. Real human, real reply, no hoops. Full policy: \u003ca href=\"\/policies\/refund-policy\"\u003eRefund Policy\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cem\u003e— Craig Roberts, founder, Instant File Co\u003c\/em\u003e\u003c\/p\u003e\n\u003ch3\u003eFAQ\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003eWhat format is this and what apps does it work with?\u003c\/strong\u003e\u003cbr\u003eAn Excel workbook (Google Sheets compatible). Estimating, Gantt, and draw tracking all in one file — no project-management software needed.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eHow do I get it after I buy?\u003c\/strong\u003e\u003cbr\u003eInstant. You'll receive an email and on-screen download link the moment you check out. Open in Excel and start estimating.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eIs there a refund if it's not right for my jobs?\u003c\/strong\u003e\u003cbr\u003eYes — 14-day refund, requested before you download the file. Email Craig directly.\u003c\/p\u003e","brand":"Instant File Co","offers":[{"title":"Default Title","offer_id":42432474972240,"sku":"IFC-CPM-V1","price":29.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0597\/5772\/3728\/files\/construction-pm-whats-inside_320d98df-0fa9-4697-8ef9-b98b20641f2e.png?v=1780606017"}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0597\/5772\/3728\/collections\/col-spreadsheet-templates.png?v=1780441496","url":"https:\/\/instantfileco.com\/collections\/spreadsheet-templates.oembed","provider":"Instant File Co","version":"1.0","type":"link"}