What's inside the Service Business Operations spreadsheet — client list, invoice tracker, profit dashboard, and pipeline view
Google Sheets + Excel

Service Business Operations Spreadsheet — Clients, Invoices & Profit

New
$19.00 $39.00Save $20.00
Google Sheets Excel
14-day money-back guarantee Full refund if you haven't used the file yet — just email Craig within 14 days. Real reply, no hoops.
  • Delivered to your inbox in 60 seconds
  • One-time payment — lifetime updates
  • Real human support — talk to Craig directly

Stop running your service business out of five browser tabs

Clients 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.

I 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.

What's inside

  • Client list with contact details and job history
  • Invoice tracker showing paid, due, and overdue at a glance
  • Job and project log tied to revenue
  • Profit dashboard — revenue, costs, and margin, live
  • Pipeline view so you know what's coming next

Who it's for

Service business owners, agencies, consultants, and solo operators who want one source of truth without subscribing to a CRM.

Who it's NOT for

Product businesses with inventory, or teams needing multi-seat cloud software.

Delivery

Instant download. Works in Excel and Google Sheets. Lifetime updates included.

Guarantee

14-day refund — request within 14 days before downloading the files. Email Craig directly. Real human, real reply, no hoops. Full policy: Refund Policy

— Craig Roberts, founder, Instant File Co

FAQ

What format is this and what apps does it work with?
Excel and Google Sheets — one file for clients, invoices, jobs, and profit. No CRM subscription needed.

How do I get it after I buy?
Instantly. Email and on-screen link the second you check out. Copy it and open it every morning.

Refund if it's not for me?
Yes — 14-day refund before download. Email Craig.

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14-day refund Unused, money back — no hoops
Instant delivery In your inbox in 60 seconds
Lifetime updates One payment, every future version
Real human support Talk to Craig directly