Review criteria
- +Audit by client and type
- +Scheduled, done, report stages
- +Rebate-program notes
- +Report-due view
Energy Audit Job Tracker in Home Energy Auditor
The Energy Audit Job Tracker is a copy-ready spreadsheet for home energy auditor that tracks audits, client, type, stage, status. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 15 minutes to set up.
Last updated: August 2026
Excel workbook · opens in Google Sheets · 3 tabs · no sign-up
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What’s inside “Energy Audit Job Tracker”
Tabs: How to use · Jobs · SummaryFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 15 minutesColumns: 11
Columns (grey = calculated for you)
- Opened
- Customer
- Audit type
- Stage
- Auditor
- Promised
- Price
- Deposit
- Rebate program
- Balance
- Days open
- Open the Jobs tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- Promised is the report delivery date; it turns red if a report is late.
- Note the rebate program so you file the paperwork the customer is counting on.
- Using Google Sheets? Upload the file to Google Drive, then open it with Google Sheets (or File → Import in an open sheet). Formulas, dropdowns and highlights carry over.
The file opens locally on your device — nothing is uploaded, and you own the copy outright.
Energy Audit Job Tracker
About this template
It is built for people who want results without another subscription: auditors tracking jobs through stages. The whole template is free to copy — there is no paid tier. Because it is a plain spreadsheet, you own your data outright and can shape every column to how you actually work.
Review evidence
What to verify before choosing Energy Audit Job Tracker
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Auditors tracking jobs through stages
- +Anyone managing rebate-program paperwork
Pause before choosing when
- -Modeling-software integration
- -Utility-data pulls
About Home Energy Auditor
Why people consider this option
- +Track audits, findings, and report pricing without paid software
- +Keep every job and recommendation in a file you own
- +Know jobs completed and revenue per audit
What to review before acting
- -No modeling-software or utility-data integration without a tool
- -Growing firms eventually need energy-audit software
Trust FAQ
Questions people ask before copying a template
Does the Energy Audit Job Tracker work in both Google Sheets and Excel?
Yes. It is built with standard functions and no macros, so it opens and works the same in Google Sheets or Microsoft Excel — on desktop or your phone.
Is the Energy Audit Job Tracker really free?
The core template is free to copy and use. There is no paid tier — download the Excel workbook, replace the sample rows with your own, and you are ready to work.
What does the Energy Audit Job Tracker track?
It tracks audits, client, type, stage, status. The workbook comes with these columns plus the formulas, dropdowns and highlights already set up. Replace the sample rows and the totals update as you go.