Google Sheets
Google Sheets for job tracking
Use the spreadsheet you already have for estimate actions, supply checks and paperwork status.
Sort next actions
Read a dated export or shared rows to separate accepted work from customers needing an answer. Keep a responsible person per row. Start with Sort next actions.
Check a material calculation
Show measured area, owner-chosen allowance and full-box rounding. The installer supplies the assumptions and checks the product label. Start with Check a material calculation.
Track received or missing
Use document status only. Keep identifying numbers, signatures and completed forms outside the shared tracker. Start with Track received or missing.
What you provide
Provide a CSV export, selected rows or the sheet link through the agreed setup route. To read or edit a connected sheet, Google sign-in and the correct file role are reviewed privately. Tell us which tab and columns are the source of truth.
Limits to know
A CSV is a dated snapshot, not a live connection. Editing is available only if separately configured and permitted. Do not overwrite formulas or treat a draft list as a saved change. Verify quantities and money against the source records.
Sources: Google Sheets: collaboration, Google: export documents and sheets
Setup in 3 steps
Use the spreadsheet you already have for estimate actions, supply checks and paperwork status.
- Choose one tab and a few sample rows.
- Set the allowed access and preserve existing formulas.
- Compare one result with the source before using it.