Part of the Contractors industry →
Plumbing Starter 3-Pack
Clean paperwork wins jobs. Estimates that total themselves, an invoice tracker that watches due dates, and a work order log for the week.
Digital download: a ZIP with the workbook and guide. Buy direct and the download link arrives by email right after checkout. Also available on Etsy if you prefer to shop there.
Where this fits
Level 1 of 3: Fix individual tasks
Standalone, single-purpose tools. Each one does exactly one job: an estimate template that totals itself, a sign-in sheet that feeds your follow-up, a prompt pack that drafts the emails. The 3-packs bundle the individual tasks a trade hits most often, cheaper than buying them one by one, with nothing in the bundle you will not use this month.
Shown for the Contractors stack. The levels are the same in every industry.
Fix individual tasks
$12 to $19
What comes next: You are at Level 1 (Fix individual tasks). Next is Level 2 (Run the operation): Plumbing Business OS: $95
Beyond the levels: Own the whole stack — Every level for your industry, one purchase, about 25% off. In development now; we bundle the stack once the levels beneath it are real.
What’s included
Everything in the file set.
- Estimate templateLine items for fixtures, parts, and labor, discount, tax, totals, deposit due, valid-until date, and signature lines. Change a line item and the total updates.
- Invoice trackerOne list of every invoice with balance due, automatic status (Paid, Overdue, Due Soon, Open), days overdue, and a summary strip with total outstanding.
- Work order logThe week’s jobs with scheduled dates, technicians, job-type and status dropdowns, and a flag column that watches dates for you.
- Quick-start guide (PDF)Add your logo, rates, and terms in under 30 minutes. Print-ready, one page per document.
The make-it-right promise. If a file does not open, a formula does not calculate, or a pack is not what this page describes, write to us within 14 days of purchase. We fix it, replace it, or refund it.
Who it’s for
Built for a specific desk.
- Plumbing shops that need estimates out the door today
- Owner-operators who lose track of who owes what
- Anyone still tracking invoices from memory
Requirements
| You need | Microsoft Excel (desktop or web) or a free Google Sheets account |
|---|---|
| No add-ons, no subscriptions | |
| Sample line items are examples. Replace them with your own work |
A note from Procedura. Every total in the workbook is a real spreadsheet formula, not a typed-in number: 243 checks across all 68 formula cells, all passing. This is a starter set: it does not do job costing, pipeline tracking, or profit reporting. When the jobs stack up, the Contractor Operating System is the next level up.
Questions
Asked before you asked.
Still unsure? Write to [email protected]. We answer setup questions about every product.
Elsewhere in the stack. Ready for the full system? The Plumbing Business OS ($95) adds the work order board, service agreements, parts log, and profit dashboard.
Both. The workbook is an .xlsx built for Microsoft Excel, and it imports into Google Sheets. After import, spot-check the totals.
Yes. The quick-start guide shows exactly where it goes.
Yes. Enter your tax rate once and the estimate uses it.
It compares the due date you enter against today’s date. No setup: the status and days-overdue columns update themselves.
Insert rows above the totals block. The formulas extend with them.
Yes. Buy once, yours forever. No subscription.
Yes, under the make-it-right promise: if something does not work as this page describes, write to us within 14 days and we will fix it, replace it, or refund it.
The launch notes
Occasional, plain-spoken email.
New products, new playbooks, and practical notes on running a service business. No spam, no funnels, no daily drip. Unsubscribe anytime.