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Service Business Job Planner

Three tests on any job - capacity, margin and profit per hour - and a plain English accept or decline with the reason. It opens in Microsoft Excel and in Google Sheets, has no macros and nothing to install, and is yours to reuse as often as you like.

What you get

Accept or decline verdict on any job in under a minute
Capacity, margin and profit per hour tested separately
The price that would turn a no into a yes
Rolling 8 week capacity, per person and per week
Profit per client and per service, after paying labor
Opens in Excel and in Google Sheets

$29.99one-time, no subscription

Buy on Etsy

Instant digital download · one-time purchase · no subscription

Service Business Job Planner — the workbook open in Excel

What it does

Accept or decline verdict on any job in under a minute
Capacity, margin and profit per hour tested separately
The price that would turn a no into a yes
Rolling 8 week capacity, per person and per week
Profit per client and per service, after paying labor

What it looks like

Every tab in the workbook

These are the actual sheet names in the file, not a feature list.

Job Simulator
Dashboard
Jobs
Capacity
Clients
Services
Team
Settings

Works in

Microsoft Excel 2016 or later, Windows and Mac
Google Sheets — upload to Drive and open
No macros, no add-ins, no subscription

Honest scope

This is a planning and bookkeeping template, not tax or accounting advice. The numbers it reports are the numbers you enter.

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Service Business Job Planner$29.99Buy on Etsy