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Excel workbook

Contractor Job Costing Sheet: Excel Workbook for Margin by Job

Tag every cost and invoice to a job and see each job's margin, cost mix and balance owed, with a flag when costs are catching up to the contract.

$24 one time · example and blank copies · download link by email

Buy now, $24

Who it is for

Contractors and tradespeople who want to know which jobs actually make money before the next bid.

Why it is different

  • Margin is shown per job, not just for the whole business.
  • Flags appear when costs near the contract or margin falls below your target.
  • A filled example with three jobs and a blank copy.

What is inside

  • Setup. Your target margin and the point where a job's costs get a warning flag.
  • Jobs. One row per job: contract price and approved change orders.
  • Costs. Labor, materials, subcontractors, equipment, permits and other, tagged to a job.
  • Invoices. What you billed and what has been paid, per job.
  • Job summary. Margin, cost mix, billed, paid and owed for every job, with flags.

A look inside

Example data, real formulas

Jobs tab with example data
Jobs tab with example data. Made-up numbers.
Job summary tab with example data
Job summary tab with example data. Made-up numbers.

Get it

Contractor Job Costing Sheet

Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.

Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. Tracks your numbers only. It is not tax, legal or accounting advice. Ask a qualified professional about how to treat job costs in your books and returns. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.

Rather hand it off?

We can keep the books for you each month

If tracking this yourself is more than you want to take on, we do monthly bookkeeping in QuickBooks, Xero or Excel. Tell us what you use and what is behind, and we reply with a written quote after a short review of your books. No obligation.

Get a bookkeeping quote Free books health check

Prefer to keep it yourself but want a hand getting started? Book a 45 minute setup session ($65).

Rather have someone do the books?

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