Contractor & Home Services CRM + Live Dashboard (Digital Download)
One-time price. No monthly subscription.
- Instant download: Excel + Google Sheets workbook
- Live dashboard for phone, tablet and computer
- 3 team seats included
- Secure checkout
Not just a spreadsheet CRM. A live dashboard your whole team shares. Your CRM workbook comes with a live web dashboard: KPI tiles, goal gauges, charts and alerts that update with your numbers, built for your phone, with light and dark mode. Plus 3 team seats and the full Excel + Google Sheets workbook. One-time price, no monthly subscription.
Leads, estimates, jobs, crews and invoices in one place, with margin and goals you can see at a glance.
Made for contractors and home service companies (construction, roofing, landscaping, HVAC, plumbing and more). Track every lead and estimate, schedule jobs by crew, log change orders and actual costs, and bill deposits, progress and final invoices. The live dashboard shows revenue billed, sales won, close rate, gross margin, crew utilization, money owed and what needs attention today.
What's included
- Contractor & Home Services CRM + Live Dashboard - BLANK.xlsx (ready for your data)
- Contractor & Home Services CRM + Live Dashboard - SAMPLE.xlsx (filled with example data to explore)
- Access card (PDF) with setup steps and a QR code to your live dashboard
- Live online dashboard for phone, tablet or computer
- 3 team seats: you plus 2 teammates
What it does
- Leads and estimates with source, status, close rate and why jobs were lost
- Jobs with crew, schedule, contract, change orders, budget vs actual cost and hours
- Job costing: estimated vs actual margin by job type, and jobs trending over budget
- Crew schedule and utilization by crew
- Deposit, progress and final invoices, with AR aging and days to pay
- Reviews by platform and rating, plus a follow-up list that turns red when overdue
- Goal gauges for revenue, sales, close rate and gross margin
The live dashboard
Your workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Leads & Estimates, Jobs & Schedule, Job Costing, Crews, Invoices & AR and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like a job with no crew, the dashboard tells you.
Team seats
Your order includes 3 team seats: you (the account owner) plus 2 teammates. Add teammates by email from the Team panel; they sign in with that email and see the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when ("updated by ... 5 min ago"). If two people update at once, the second person is asked before replacing. Need more? Extra Team Seats add 5 at a time, up to 25 in total.
How it works
- Download your files right after checkout. Open the BLANK workbook in Excel, or upload it to Google Drive and open it with Google Sheets. The Start Here tab walks you through setup. Enter your business name and goals on the Settings tab.
- Go to buckeye-planners.web.app/pro-crm-contractors and sign in with an email link or Google, using the email you bought with. Your dashboard unlocks automatically. If it ever asks, enter your order number on the unlock screen.
- Tap Load your workbook and pick your .xlsx file. The dashboard saves it to your team account, so it's there on any device.
- Tap Team to add teammates by email. They sign in with that email and see the same dashboard.
Good to know
- Room for 2,000 rows per tab.
- Works in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.
- Using Google Sheets? Download it as .xlsx (File > Download > Microsoft Excel) before loading it into the dashboard.
- One-time price, no monthly subscription.
- Want it set up for you? The Done-For-You Setup imports your customer list, sets your stages, team and goals, and includes 10 team seats.
- Need custom fields or something built from scratch? Ask about a fully custom CRM (from $3,500).
- Digital download only. No physical item is shipped.
- Sample names and numbers are made up.
- Figures are estimates from your own data, not financial, legal or tax advice.
Questions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.