Contractor Business OS
Estimate, track, and profit on every job — one workbook that runs the business side of your contracting practice.
Digital download. After checkout, Etsy gives you instant access to a ZIP containing the .xlsx workbook and the quick-start PDF. Buy once, yours forever.
What’s included
Everything in the file set.
- Job EstimatorLine-item estimating with your labor rate, materials markup, permits, overhead, and target margin set once — every line updates. Sell price and margin check are formulas, not guesses.
- Pipeline TrackerEvery lead and job in one list with stage dropdowns, automatic win probability and weighted forecast, overdue follow-up highlighting, and a forecast summary block.
- Invoice & Profit DashboardPer-job revenue, costs, gross profit, and margin percent. Jobs under 15% margin flag red. Monthly rollup plus a gross-profit-by-month bar chart.
- Client CRMOne row per client with automatic job count and total billed, last-contact and follow-up dates with overdue highlighting, and notes for winning repeat business.
- Expense TrackerCategorized expense log with automatic monthly totals by category — hand them straight to your accountant at tax time.
- Quick-start guide (PDF)The 15-minute setup, step by step, with realistic sample data already in the workbook so you can see exactly how each tab should look.
Who it’s for
Built for a specific desk.
- Residential electrical, HVAC, plumbing, and general contractors running 1–15 people
- Owner-operators estimating jobs between site visits
- Shops that want one consistent estimating method instead of gut feel
Requirements
| You need | Microsoft Excel (desktop or web) or a free Google Sheets account |
|---|---|
| No add-ons, no subscriptions, no special software | |
| Sample data is fictional — overwrite it with your own; the formulas work the same way |
A note from Procedura. Published by Procedura — researched, structured, and checked against real contractor workflows. Nothing here claims to be built by a veteran electrician, because it was not. A system’s worth is in its math and its procedures, which you can check for yourself.
Questions
Asked before you asked.
Still unsure? Write to [email protected] — we answer setup questions about every product.
Elsewhere on the ladder. Start smaller with the Contractor Entry 3-Pack — estimate, invoice, and change-order templates for $29.
No. It is a digital download: a ZIP with the Excel workbook and a PDF quick-start guide. Nothing will be mailed.
Because this is an instantly downloadable file, all sales are final. If your download is corrupted or a file is missing, message us and we will make it right — that is a delivery problem, not a fit problem, and we fix those.
Both. Open the .xlsx directly in Excel, or use File > Import in Google Sheets. Dropdowns, formulas, conditional formatting, and the profit chart carry over — spot-check totals after import.
Yes. It is your file: edit the labor rate, markup, overhead, and margin settings, rename pipeline stages, adjust win probabilities to match your history, and add columns or rows. The guide explains which cells are settings and which are formulas.
If you can type into a cell and pick from a dropdown, you can run this. The quick-start guide walks the 15-minute setup step by step, and the sample data shows you exactly what each tab should look like.
No. It tracks job costs, revenue, profit, and expenses — the numbers your accountant wants at tax time — but it is not accounting software and not tax advice.
The launch notes
Occasional, plain-spoken email.
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