Customer records
Keep customer IDs, contact details, property information, preferred contact method, lead source and notes in one searchable table.
SEASONS BUSINESS TOOLS / DIGITAL DOWNLOAD
Keep the job moving.
Keep the details together.
A straightforward customer and job tracker for independent contractors, lawn-care crews and property-service businesses. Organize inquiries, scheduled work, follow-ups and invoice balances in an Excel workbook.
$15 one-time · Excel .xlsx + Quick Start PDF
Secure checkout with Stripe. After Seasons confirms payment, we email the workbook and Quick Start PDF to your checkout email address. Delivery is currently manual, not an instant download.
Jobs & follow-ups
Track each job from inquiry through completion, with service and status dropdowns, planned dates, follow-up dates and job notes.
Payment visibility
Enter invoice amounts and cumulative receipts. The workbook calculates remaining balances and shows Paid, Open, Overdue, Overpaid or missing-due-date statuses.
REAL WORKBOOK PREVIEWS
Simple enough to use.
Useful enough to keep.
These screenshots show fictional examples. Your workbook starts blank, with 200 prepared job rows and 200 customer rows.
WHAT’S INCLUDED
One purchase.
A practical starting point.
- A blank Excel workbook with Jobs and Customers tabs.
- 200 prepared rows per tab, filters, dropdowns and frozen headers.
- Calculated balances, payment status and a compact summary.
- A Quick Start PDF explaining the workflow with a worked example.
- Use within one business, including its internal team. No resale or redistribution.
Designed for desktop Excel. Requires software that can open .xlsx files; software licenses are separate. Google Sheets and other spreadsheet applications have not been separately verified for this release.
This is a manual tracking tool. It does not send invoices, collect payments, sync with HubSpot or Square, schedule crews, optimize routes, or automatically create recurring visits. One job row holds one invoice and a cumulative amount received. Detailed bookkeeping and a payment-by-payment ledger are outside this template.
Keep a backup before editing. The Quick Start shows which columns calculate automatically and how to filter the prepared rows. Customization and ongoing support are scoped separately.
YOUR DIGITAL DOWNLOAD
Purchase.
Then get organized.
Pay $15 once through Stripe. Use an email address where you can receive the files. We confirm payment and email the downloadable package, containing your Excel workbook and Quick Start PDF.
Delivery is handled manually. Your Stripe receipt confirms the purchase; it does not itself include a download link. For delivery help, contact Seasons with the email used at checkout and your receipt reference. Do not send card details.
Buy the tracker · $15 ↗MORE INDUSTRIES, NEXT
A tool for
the way you work.
This first edition focuses on contractors and property services. Barber, salon and other industry versions will be developed around their own customer and appointment workflows rather than simply relabeling this workbook.
Back to free resources ↗THERE’S SOMETHING GOOD AHEAD.