SafeOps Contractor Project Tracker-Lite | Free Excel Template

$0.00

Know exactly who owes you — on every job, at a glance.

Stop tracking payments in your head, in texts, or on the back of a receipt. The Project & Payment Tracker gives you one clean spreadsheet where every job, every invoice, and every dollar owed is right in front of you.

Enter your project, your quote, and any approved changes — the tracker calculates your final invoice and remaining balance automatically. Log payments as they come in and watch the balance turn green when you're paid in full.

WHAT'S INCLUDED

📊 Business summary bar — total invoiced, total collected, and outstanding balance across all your projects, always up to date

🗂️ Track 50 projects — project name, client, status, dates, quote total, approved modifications, invoice amount, payments, and balance due

🧮 Automatic calculations — final invoice and remaining balance compute themselves; no formulas to build

🎨 Color-coded balances — copper while money is owed, green when you're paid

📋 Status dropdowns — Quoted, Approved, In Progress, Complete, Paid in Full, On Hold

📖 Quick-start guide included — you'll be tracking jobs in under five minutes

WORKS EVERYWHERE

✓ Microsoft Excel (Windows and Mac) and Excel Online
✓ No macros, no add-ons, no subscription — one file, yours forever

PAIRS WITH THE GET PAID CONTRACTOR TOOLKIT

Every dollar in this tracker should have a signed form behind it. Use the toolkit's Estimate Approval and Modification Request forms to document the numbers — and this tracker to make sure they get collected.

Know exactly who owes you — on every job, at a glance.

Stop tracking payments in your head, in texts, or on the back of a receipt. The Project & Payment Tracker gives you one clean spreadsheet where every job, every invoice, and every dollar owed is right in front of you.

Enter your project, your quote, and any approved changes — the tracker calculates your final invoice and remaining balance automatically. Log payments as they come in and watch the balance turn green when you're paid in full.

WHAT'S INCLUDED

📊 Business summary bar — total invoiced, total collected, and outstanding balance across all your projects, always up to date

🗂️ Track 50 projects — project name, client, status, dates, quote total, approved modifications, invoice amount, payments, and balance due

🧮 Automatic calculations — final invoice and remaining balance compute themselves; no formulas to build

🎨 Color-coded balances — copper while money is owed, green when you're paid

📋 Status dropdowns — Quoted, Approved, In Progress, Complete, Paid in Full, On Hold

📖 Quick-start guide included — you'll be tracking jobs in under five minutes

WORKS EVERYWHERE

✓ Microsoft Excel (Windows and Mac) and Excel Online
✓ No macros, no add-ons, no subscription — one file, yours forever

PAIRS WITH THE GET PAID CONTRACTOR TOOLKIT

Every dollar in this tracker should have a signed form behind it. Use the toolkit's Estimate Approval and Modification Request forms to document the numbers — and this tracker to make sure they get collected.