{"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","url":"https:\/\/instantfileco.com\/products\/service-business-operations-template-xlsx","provider":"Instant File Co","version":"1.0","type":"link"}