You don't have a spreadsheet problem yet.
Start without one.
In plain English
- What it does
- Builds you a working Excel spreadsheet from scratch — a job log, an invoice list and a summary page — without asking you for anything.
- Why it helps
- It arrives already set up so the two most expensive mistakes flag themselves: work you finished but never invoiced, and invoices sitting unpaid past 60 days. Nobody has to remember to check.
- What you need
- Nothing at all. Press one button.
- How long
- About five seconds, and you get a real .xlsx file that opens in Excel or Google Sheets.
Our other tools ask you to upload a file so they can tell you what is wrong with it. This one asks for nothing. Press the button and you get a working Excel tracker where the two mistakes that actually cost money — finishing work you never invoice, and invoices quietly ageing past 60 days — flag themselves. Nobody has to remember to check.
No upload, no signup, no email. The file is assembled in your browser and saved straight to your downloads.
Want this running on your real jobs and invoices instead of a blank start? Send me one messy export and I’ll set it up on your numbers — free, usually within a business day. You keep it either way.
Email me at colin@automatedworkflowllc.com and I’ll send you the same workbook myself.
What you get
Jobs
Every job you complete. The
Invoiced? column watches the invoice register and turns itself into
NOT INVOICED the moment a finished job has no matching invoice number.
Invoices
What you billed, and whether it landed.
Days Outstanding and Status update themselves every time the file
opens — OVER 60 DAYS is not a note someone forgot to write.
Dashboard
Five live totals: money finished but never invoiced, money outstanding, money past 60 days, and a duplicate-job-number count that catches double entry before it reaches a customer.
The formulas, in the open
These are the whole trick. There is nothing else in the file — no macros, no add-in, no link back to us.
Did we ever invoice this job?
=IF($A2="","",IF(COUNTIF(Invoices!$B:$B,$A2)>0,"Yes","NOT INVOICED"))
Looks for this job's number in the invoice register. Absent means finished work nobody billed — the single most common leak we find in real books.
How old is this invoice, really?
=IF(OR($C2="",$E2="Yes"),"",TODAY()-DATEVALUE($C2))
Recalculates on open, so the number is never stale. Paid invoices go blank rather than showing a misleading age.
Money finished but never invoiced
=SUMIF(Jobs!$F:$F,"NOT INVOICED",Jobs!$E:$E)
The number worth putting on a wall. In the sample rows it is not zero, which is the point.
Already have a spreadsheet full of history?
Then the tracker is the wrong end. Run your existing export through the free file check — it will tell you what is already stranded in there. Or see a real report first without uploading a thing.