Lead & Job Pipeline

KNOW WHO TO CALL TODAY.

WHY THIS ONE

• Everything in one file: every lead, first call to paid, call list every morning, next action on every lead, win rate by lead source, open quotes + booked work. No add-ons to buy.
• Built for real use: gray cells are the only place you type, and formulas are protected so nothing breaks.
• A Start Here tab walks you through setup in minutes.
• Buy once: no subscription, no app, no monthly fee.

Every lead from the first call to the final payment, in one Google Sheet. One payment, no monthly fee.

WHAT IT DOES

• One row per lead: date, name, phone, service, lead source, your estimate and status (9 stages from New Lead to Paid).
• Every lead gets a NEXT ACTION: overdue follow-up, follow up today, no next step, collect payment.
• A Call List for every morning: everyone you need to call, biggest jobs first.
• Dashboard: open quotes, booked work, money collected, win rate, average job, days from lead to won.
• Win rate, money collected and average job by lead source and by service, so you know which ads and lead services pay.
• Monthly leads, jobs won and money collected. Room for 500 leads.
• Gray cells are inputs; formulas are protected so a stray tap cannot break them.
• A Start Here tab with step-by-step instructions.

WHAT THIS IS NOT (no surprises)

• Not an app: it doesn't send texts, emails or reminders. Open the Call List each morning.
• Not scheduling or dispatch software.
• Not accounting software: it tracks job money, not your books or taxes.

Works In: Google Sheets (free Google account) on a computer or phone, AND Microsoft Excel: a tested Excel version (.xlsx) is included for Excel 365, Excel 2021 or newer, and free Excel for the web.

What You Get: a PDF with a link to make your own copy in your Google Drive, plus a download link for the Excel version. Digital product.

Great for: Contractor CRM, Lead Tracker, Sales Pipeline, Job Pipeline, Contractor Sheet, Follow Up Tracker, Client Tracker, Estimate Tracker, Google Sheets CRM, Roofing CRM, Handyman CRM, Small Business CRM, Lead Source Tracker