Who, what, how much, who to chase, and what you're owed. Type each quote on one row and the Dashboard fills itself. Works in Google Sheets (free) and Excel. No add-ons, no scripts, nothing to install.
Your copy lives in your own Google or Excel. We never see your data.
What it does
Built for shops that quote jobs from a phone, a notebook and a pile of texts.
Have a look
Shown with example jobs for an example shop. Yours carries your name, your job types and your jobs.
November - Mike's Plumbing
DashboardPick a month; the numbers fill in.
Jobs: one row per quote
Orange row = no answer after your follow-up days. Call them.
JobsOne row per quote. Rows to chase turn orange.
Start here: two minutes
1. Settings tab: type your business name and your job types.
2. Jobs tab: one row per quote. Pick the status from the list.
3. Dashboard tab: pick a month. The numbers fill in by themselves.
Tip: keep the sample rows until you have typed three of your own, then delete them.
Start hereA two-minute setup in plain words.
Settings
SettingsYour name, your job types, your follow-up days.
See the other tabs: Jobs - Start here - Settings.
Two ways to get it
Template
$19 one-time
Good if you're comfortable with a spreadsheet and want it today.
Card checkout on Gumroad. The copy link, the Excel file and the setup guide are on your download page right after paying.
Set up for you
From $99 one-time
Good if you'd rather send us your jobs and have it ready to use.
Goes with the tracker
Same idea: plain spreadsheets, Google Sheets (free) and Excel, no add-ons, no monthly fee.
Free
$0 pay what you want
Jobs and money only. For a helper, a second trade, or to try the idea first.
Quote + Invoice Kit
$29 one-time
A one-page quote and a one-page invoice that fill in your details, tax, totals, deposit and balance due.
Trades Office Bundle · best value
$39 one-time, $48 bought apart
Everything a one-person trade shop needs on paper: track every job, send quotes and invoices, know who owes you.
All three are plain formulas: no scripts, no "Google hasn't verified this app" box. Card checkout on Gumroad; the copy links, Excel files and guides are on your download page right after paying. All sales are final, and we don't give refunds, so look through the pictures first.
Done-for-you setup
Everything is built inside your own Google account. We never ask for your password; you share the sheet with us, or we work with you on a quick screen share.
Setup
$99
Setup + Auto-alert Bot · most useful
$199
Setup + Auto-alert Bot + Form
$299
Paid up front, and all sales are final; done within 5 working days of getting your details. One round of changes within 7 days is included. After that round, changes are $25 each, or $29/month for unlimited small changes and a monthly check. The bot sends up to about 100 emails a day on Google's free limits, plenty for a one-truck shop. Texting customers and invoicing are not included.
What happens next
Your receipt page lists the few things we need: your business name, your job types, and your current jobs however you have them.
Reply to your receipt or email hello@getpipelineleads.com. We type them in.
You share a blank sheet with us, or we set it up on a quick screen share. For the Bot packages you click Allow once, in your own Google account.
We add a test job together, you see the alert, we delete the test job. One round of changes within 7 days is included.
Good questions
Yes, in the free Google Sheets app. The first two columns stay put while you scroll, so you always see the customer and the date.
Yes, on the Settings tab. Keep the statuses as they are; the Dashboard counts them.
No. The copy is yours, in your own Google or Excel. Nothing is sent anywhere. With a done-for-you setup we only see what you share with us, and we remove our access at hand-over if you ask.
With the Setup + Auto-alert Bot packages, yes, once: a "Google hasn't verified this app" box when you click Allow. That's Google's standard notice for any small script inside your own sheet. We'll send you a picture guide, and you can remove the bot's access any time from your Google account. The $19 template has no script and no warning.
Only if you send quotes and invoices on paper or by text. The tracker keeps score of jobs and money; the kit writes the quote and the invoice and lists who is overdue. They are separate files on purpose, so nothing breaks when you move one. The bundle has both plus Lite for $39.
No, all sales are final, on templates and on setup packages. You get template files right away, so look through the pictures first. The free Lite tracker shows how the sheets work, but it doesn't include quotes or invoices. With a setup package, we confirm your details by email before we start, and one round of changes within 7 days is included. We only refund a billing mistake, a setup we can't deliver, or where the law requires it.
No. The tracker is a one-time spreadsheet for jobs you already have. The lead-reply service answers requests from your website instantly and alerts your phone; it has a monthly fee and a free 7-day pilot. You can have one without the other.
Ready?
Say what you do and roughly how many jobs a month, and we'll point you to the right package.
Email hello@getpipelineleads.comNo card details by email, ever. Packages are paid by secure card checkout. Not sure which one fits? Ask us first.
Email app didn't open? Write to us at
hello@getpipelineleads.com
