Review criteria
- +Foundation to finish phases
- +Crew and schedule per job
- +Permit and inspection detail
- +Completed-phase highlighting
Sunroom Build Tracker in Sunroom Builder
The Sunroom Build Tracker is a copy-ready spreadsheet for sunroom builder that tracks jobs, customer, phase, crew, 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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Live preview of “Sunroom Build Tracker”
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What’s inside “Sunroom Build Tracker”
Tabs: How to use · Jobs · SummaryFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 15 minutesColumns: 10
Columns (grey = calculated for you)
- Opened
- Customer
- Room type
- Stage
- Crew
- 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.
- Four-season rooms need foundation and energy-code inspections; Promised turns red when a phase slips.
- Collect progress payments at foundation, dry-in and completion.
- 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.
Sunroom Build Tracker
About this template
It is built for people who want results without another subscription: builders tracking multi-phase builds. 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 Sunroom Build Tracker
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Builders tracking multi-phase builds
- +Anyone scheduling crews by phase
Pause before choosing when
- -Automated customer texts
- -Design and CAD
About Sunroom Builder
Why people consider this option
- +Estimate sunrooms and screen rooms without paid software
- +Track every build in a file you own
- +Know your margin on each room addition
What to review before acting
- -No design or scheduling at scale without a tool
- -Bigger builders need real construction software
Trust FAQ
Questions people ask before copying a template
Does the Sunroom Build 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 Sunroom Build 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 Sunroom Build Tracker track?
It tracks jobs, customer, phase, crew, 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.