Review criteria
- +Install pipeline to handoff
- +Tech and schedule per job
- +Room and device detail
- +Completed-phase highlighting
Smart Home Install Tracker in Smart Home Installer
The Smart Home Install Tracker is a copy-ready spreadsheet for smart home installer that tracks jobs, customer, phase, tech, 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 “Smart Home Install Tracker”
Tabs: How to use · Jobs · SummaryFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 15 minutesColumns: 10
Columns (grey = calculated for you)
- Opened
- Customer
- Scope
- Stage
- Tech
- Promised
- Price
- Deposit
- 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.
- Schedule a client handoff to walk through scenes and apps; Promised turns red when a phase slips.
- Record Wi-Fi and hub accounts in the client's password manager, not on this sheet.
- 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.
Smart Home Install Tracker
About this template
It is built for people who want results without another subscription: integrators scheduling installs. 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 Smart Home Install Tracker
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Integrators scheduling installs
- +Anyone tracking device handoff
Pause before choosing when
- -Automated customer texts
- -Remote device monitoring
About Smart Home Installer
Why people consider this option
- +Quote smart-home devices and labor without paid software
- +Track every install in a file you own
- +Know your margin on each automation job
What to review before acting
- -No system design or device config without a tool
- -Bigger integrators need real software
Trust FAQ
Questions people ask before copying a template
Does the Smart Home Install 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 Smart Home Install 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 Smart Home Install Tracker track?
It tracks jobs, customer, phase, tech, 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.