The problem: Inquiries, estimates, jobs, appointments, and payments live in different places — or in one spreadsheet nobody trusts. You can't see the state of your business at a glance.

Who this service is for: Home-service business owners who need one reliable system to track the work from first inquiry to final payment — built around how they actually operate, usable without technical training.

A custom Google Sheets dashboard built around your actual services and workflow: inquiry tracking, estimates, jobs and appointments, payment tracking, operational reporting

Data-entry safeguards (dropdowns, validation) so it stays clean after handover

Plain-English user instructions written for a non-technical owner

A written handover walkthrough

One dashboard for one business, built from your actual data structure

Standard Google Sheets formulas, validation, and formatting

A backup is created before any client file is modified

Custom Apps Script automation beyond standard formulas (that's the $300 service)

Advanced multi-user permission architecture beyond standard Google sharing

Paper-record migration — quoted separately as private custom work, if you want it

Repairing an existing spreadsheet or script. Spreadsheet inspection and reporting is covered by the $75 Audit; repair of one defined issue in an existing Apps Script project is covered by the $150 Debugging & Repair service. Other repair work requires a separately agreed scope.

A description of your services and how work flows from inquiry to payment

How inquiries arrive today (phone, form, email, message)

What you need to track and report on

Your current data structure — or fill in a blank template I provide

Timeline: About 1 week from completed intake.

Revisions: One revision round within 7 days for layout or calculation corrections.

How I check my work: Calculations verified against sample data; status consistency checked across tabs; filters and navigation tested; safeguards tested with invalid inputs; instructions reviewed for clarity by a non-technical read-through. A backup is created before any client file is modified.

Is this software I have to learn? No — it's Google Sheets, built around how you already work, with written instructions.

Can it send automatic reminders or emails? Not in this build — that's workflow automation (the $300 service). I'll flag automation opportunities in the handover.

Do you use my real customer data? Only with your permission and only as necessary. I can build from a template you fill in.

Next step: Tell me what you need to track — I'll reply within one business day during working hours with next steps.

All work is written and asynchronous — no calls, no meetings. I reply in writing within one business day during my working hours (Monday–Thursday mornings, Eastern). This is a service target, not a guarantee — messages arriving outside working hours are answered the next working morning. Work begins only after your project is confirmed and the required payment status is verified in Contra. Your files are accessed only as necessary for the agreed work. When necessary, temporary working, backup, or staging copies are stored securely and are never shared with unauthorized parties. Copies under my control are deleted after delivery and the agreed revision period. Third-party platforms may retain data under their own policies.

Which service do you need? — Spreadsheet you don't trust → $75 Audit (inspection + report only). Broken script you already have → $150 Debugging (one defined issue). Need a new tracking system → $249 Dashboard. Want a manual process automated → $300 Automation (one new workflow). If it doesn't fit one of these, message me and I'll tell you honestly.