60-day money-back guarantee
The Back Office Kit
Price jobs, send invoices, get paid and see your profit on every job. Excel and Google Sheets templates for trade and service businesses.
Instant download, Excel and Google Sheets, 60-day money-back guarantee
You finish the job, drive home, and the second shift starts. Receipts in the van. Hours on a scrap of paper. An invoice you meant to send on Friday. A quote nobody followed up.
And once the job is done, there is no easy way to see if you actually hit your margin.
The Back Office Kit gives every piece of paper one place to go. The sheets do the adding up. You get one number per job: what you kept.
The tabs in the Back Office workbook are linked by the Job ID. Follow sample job #1042 from quote to profit.
Write the quote line by line. The total lands on Quotes. When the client says yes, mark it Won.
Copy the quote lines under the invoice number. Print or save the invoice as PDF from the Invoice sheet.
Type the payment when it arrives. Status switches from Open to Paid, or to Overdue after the due date.
Tag receipts with the Job ID. The Jobs sheet takes off labor and costs and shows what you kept.
Real screenshots of the file you download, filled with sample data. Blue cells are where you type. Gray cells are calculated. Every file starts on a sheet called Start here.
Jobs. Your profit on every job. Invoiced, materials and labor come in from the other sheets; profit and margin are worked out. Jobs under your target margin turn yellow, jobs that lost money turn red.
Next to the workbook you get 18 separate files for the work around the jobs: pricing, crew, van, cash. Open the one you need. Ignore the rest until you need it.
Add 20% to your cost and you keep 16.7% of the price. Try your own numbers. Tool 01 in the kit does the same, and the reverse: type the margin you want and it gives you the price to quote.
You added 20%. You kept 16.7%.
Materials, labor, everything the job costs you.
Markup is profit divided by cost. Margin is profit divided by price. Same dollars, different base, so the margin is always the smaller number.
Each option has its place. Here is what you get with each, including what the kit does not do.
| Accounting software subscription | Building it yourself or with ChatGPT | Free template downloads | The Back Office Kit | |
|---|---|---|---|---|
| What you pay | A monthly fee for as long as you use it | Your evenings, plus any AI subscription | $0 | $37 once |
| Made for | Bookkeeping for many kinds of business | Whatever you manage to describe | Depends on the file | Trade and service jobs |
| Quote, invoice and job profit linked | Depends on the plan | Only if you build and test the links | Depends on the file | Yes, by Job ID in one workbook |
| Formulas checked | Yes, it is software | You check them yourself | Depends on the file | Checked against worked sample numbers |
| Instructions | Help center | Only what you write | Depends on the file | A Start here sheet in every file and a PDF Quick Start Guide |
| Bank feeds, payroll, books for your accountant | Yes | No | No | No. It is not accounting software |
| Where your data lives | With the provider | In your file | In your file | In your files, on your computer or your own Drive |
| Money back | Depends on the provider | Nothing to refund | Nothing to refund | 60 days, no reason needed |
General comparison of product categories, not of specific products. As of October 2026.
Trade and home-service businesses that quote, buy materials, send invoices and want to know which jobs paid. Solo service pros fit too.
Lots of small jobs, each with its own profit line.
Paint and supply receipts tagged to the job they were for.
Regular clients, regular invoices, open ones flagged.
Labor hours and dump fees counted on the right job.
Quotes with your terms and tax, printed or saved as PDF.
Parts bought for a call tagged to that call.
Service calls and installs side by side, each with its margin.
Material costs per job, so the margin is the real one.
Bigger jobs with a Gantt schedule and budget vs actual.
Not a fit if you need payroll, bank feeds or books your accountant files from. That is the job of accounting software, and the kit does not pretend otherwise.
Start hereDashboardSettingsClientsJobsQuotesLine ItemsQuoteInvoicesInvoiceExpensesMonthly P<ax Set-AsideLists
The Back Office Kit
$37one-time payment
no subscription
If the kit is not for you, ask for a full refund within 60 days of your purchase. No reason needed. Refunds are handled by Digistore24, our reseller, and come in addition to your statutory rights.
Yes. Use Microsoft Excel 2016 or newer for Mac, or Microsoft 365. There are no macros, so there is nothing that only runs on Windows.
Yes. Upload the .xlsx file to Google Drive, open it and choose File, then Save as Google Sheets. The thank-you page walks you through it.
We do not support them. The files are built for Excel and Google Sheets only.
No. No macros, no add-ins, no links to other files. Just formulas you can see and change.
It can write you a sheet. Then you test every formula, link the tabs, fix what breaks and write the instructions. The kit is that work done: 19 files, linked by Job ID where it matters, checked against worked sample numbers, with a Start here sheet in each.
No, and nothing here is tax advice. You type your own rates for sales tax, VAT or GST, and the sheets do the arithmetic. Your accountant can tell you which rates apply to you.
The Back Office workbook has room for 300 clients, 300 jobs, 500 quotes, 500 invoices, 1,500 quote and invoice lines and 2,000 expenses. The Start here sheet suggests a fresh copy each financial year.
If you find an error that stops a template from working as described, email support@shipshapesheets.com and we send you the corrected file. New features are not part of the purchase.
Ask for a refund within 60 days of your purchase. No reason needed. Digistore24, our reseller, handles the refund.
The license covers your own business, including your employees and contractors. You cannot resell the templates or use them to run other businesses’ books.
Quotes, invoices, receipts and hours each get their place. At the end of every job you see one number: what you kept.
$37 once. Instant download. Excel and Google Sheets. 60-day money-back guarantee.