Review criteria
- +Pipeline from lead to install to paid
- +Job value and stage columns
- +Crew and schedule notes
- +Works in Google Sheets and Excel
Roofing Job Tracker
The Roofing Job Tracker is a copy-ready spreadsheet for roofing that tracks jobs, customer, stage, value, status. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 10 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 “Roofing Job Tracker”
Tabs: How to use · Jobs · SummaryFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 10 minutesColumns: 12
Columns (grey = calculated for you)
- Opened
- Customer
- Scope
- Stage
- Crew
- Promised
- Price
- Deposit
- Squares
- Insurance claim
- 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.
- Move leads through to paid; Promised turns red when an estimate or install date slips.
- Insurance jobs: record the claim number and collect the deductible per your state's rules.
- 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.
Roofing Job Tracker
About this template
It is built for people who want results without another subscription: roofers tracking jobs from bid to payment. 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 Roofing Job Tracker
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Roofers tracking jobs from bid to payment
- +Anyone managing a pipeline without software
Pause before choosing when
- -CRM email automation
- -Crew GPS tracking
About Roofing
Why people consider this option
- +Estimate roofs and track jobs without paid roofing software
- +Price material and labor with real margin
- +Keep the job pipeline from lead to paid in one sheet
What to review before acting
- -No aerial measurement or supplier ordering
- -High-volume roofers eventually need dedicated software
Trust FAQ
Questions people ask before copying a template
Does the Roofing 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 Roofing 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 Roofing Job Tracker track?
It tracks jobs, customer, stage, value, 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.