Home Service Job Scheduling & Payment Dashboard by Ivy Home Service Job Scheduling & Payment Dashboard by Ivy

Home Service Job Scheduling & Payment Dashboard

Portfolio project
Ivy
Home-Service Job Scheduling & Payment Dashboard
The problem: Home-service owners can't answer "how's business?" without scrolling 400 rows. Open quotes go stale, partial payments get lost, and nobody knows what's actually outstanding.
What it organizes: Jobs (scheduled → in progress → completed/cancelled), customers, scheduled dates, amounts billed, payments received, and balances — with a dashboard answering 4 questions at a glance: open quotes + value, stale items, this week's schedule, revenue billed vs collected.
Actual features: Status dropdowns with validation; automatic balance calculation (Amount − Paid); overpayment flagging; cancelled jobs excluded from billed/outstanding totals; 9-metric dashboard that updates automatically; filterable job list; 7-step user instructions included.
What has been tested: A synthetic 6-job workbook passed 13/13 QA checks (2026-11-01): partial payments reconcile, cancelled jobs exclude correctly, overpayments flag, every dashboard metric matches hand calculation. Test evidence available on request. This is a demonstration, not a client result.
What it does not do: It does not replace accounting software; it does not process payments; it does not send invoices. It organizes what you already track.

0 likes · 6 views · Oct 14, 2026

Designed an Excel dashboard to track home-service jobs, customer payments, unpaid balances, and upcoming schedules in one organized workbook.

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