Free worksheet for Excel
Free Job profit check worksheet
The Job profit check is a free Excel worksheet that shows what your last five jobs really earned, which ones pay best, and how much to raise prices when your costs rise. It takes about ten minutes and works for trades, studios, and project businesses.
Download the free worksheetFree. No email needed. Excel file, about 36 KB.
What it does
See what each job really paid
Enter what you billed, what each job cost, and how long it took. The worksheet works out profit, margin, and what you earned per hour.
Find the price that hits your target
It shows the price each job would have needed to reach the margin you want, and how far off the real price was.
Know how much to raise prices
Enter how much your costs have gone up. It shows the increase that holds your margin, or gets you back to your target.
How it works in 10 minutes
Fill in your numbers once
Crew wage, payroll costs, card fees, overhead, and your profit goal. Best estimates are fine.
Enter your last five jobs
Use the most recent five, not the best five. Count driving and quoting time too.
Read the results
See profit, margin, and rank for every job, then check the Price fix tab for how much to raise prices.
What it looks like
This is the Job check tab filled in with made-up numbers.
| Job | Billed | Total cost | Profit | Margin | Earned per hour | Status | Rank |
|---|---|---|---|---|---|---|---|
| AC repair | $420 | $231 | $189 | 45.1% | $101 | On target | 4 |
| Water heater swap | $1,350 | $907 | $443 | 32.8% | $127 | Below target | 2 |
| Drain clearing | $285 | $131 | $154 | 54.2% | $127 | On target | 1 |
| Duct repair | $640 | $622 | $18 | 2.8% | $48 | Below target | 5 |
| Tune-up, 2 units | $320 | $139 | $181 | 56.4% | $111 | On target | 3 |
| All five jobs | $3,015 | $2,030 | $985 | 32.7% | $98 |
Example with made-up numbers. In the real worksheet, the shaded cells are yours to fill in and everything else calculates.
Questions
Do I have to give you my email to download it?
No. The button goes straight to the file. If you'd like the monthly newsletter, you can sign up below, but you don't have to.
Does anything I type get sent to you?
No. The worksheet is a file on your computer. It has no macros and doesn't send data anywhere, so your numbers stay with you.
What kinds of businesses is it for?
Any business that sells jobs, projects, appointments, or orders and spends time and money on each one, such as trades, studios, and project-based services. It isn't built for stores that sell products off a shelf.
Does it work in Google Sheets?
It's built for Excel. You can upload it to Google Sheets, but some formatting may not carry over.
Want help putting the numbers to work?
If the worksheet shows jobs that aren't paying, or work that pays much better than the rest, we can talk it through. Book a free 30-minute discovery call, in person around the Upstate or by video.
Estimates only, not financial, tax, or legal advice. Results depend on the numbers you enter. Built by Cardinal Systems & Strategy, Greenville, South Carolina.
If you like this sort of thing
Sign up below for The Upstate Owner's Letter, a monthly newsletter for Greenville and Upstate business owners: one practical idea, one free tool, and one local item. You can also read Issue 1: Did your prices keep up?