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Free Job Tracker Template

A job tracker is for work that has a customer, a status, and a finish date. This template keeps one row per job so you can see what is open, what is waiting, and who is on it, without turning Excel into a homemade project manager.

Download ExcelDownload CSV

Free download. No signup required.

Excel (.xlsx) and CSV included. For Google Sheets, download the CSV and use File > Import > Upload.

Template preview

Sample rows so you can see what you will download. Scroll sideways on a phone if the table is wider than the screen.

Free Job Tracker Template sample data
JobCustomerStatusDue DateScheduled DateAssigned ToWaiting OnNotes
Kitchen faucet swapNguyen ResidenceScheduled2026-08-222026-08-22LuisBring the brushed nickel model they picked in store.
Retail lighting retrofitCedar GoodsIn progress2026-08-282026-08-21LuisRemaining LED cansPhase 1 sales floor. Do not block the register.
Roof leak inspectionPatel HouseholdQuoted2026-08-26RinaPhoto from homeownerQuote 2208 sent. Follow up if no reply Friday.
Van wrap installFleetlyWaiting2026-09-032026-09-03RinaPrint shop proofSecond van. Same spec as van 1.
Office paint touch-upHarbor ClinicIn progress2026-08-242026-08-21LuisAfter 6pm only. Room 12 and hallway.

What this spreadsheet looks like in ClientPlot

Upload your spreadsheet and ClientPlot turns the rows into clients, projects, tasks, deadlines and follow-ups on a live dashboard. Preview it before signup. Create a free account only if you want to save it. No credit card.

Dashboard preview

This replaces a formula Dashboard tab. Counts stay current after you import. Invoice totals and hours stay in the spreadsheet if you track them there.

MetricCurrent
Active Clients
5
Open Projects
5
Open Tasks
0
Follow-Ups Due
0
Waiting on Client
3
Upcoming Dates
5
Project StatusCount
Planning
0
In Progress
2
Waiting on Client
3
On Hold
0
Completed
0

Operational notes

After import, these counts stay current as you work. Invoice totals and hours stay in the spreadsheet if you track them there.

ClientOpen work

Clients with open work show here after import.

Upcoming schedule

  • 2026-08-22 · Kitchen faucet swap · Nguyen Residence
  • 2026-08-24 · Office paint touch-up · Harbor Clinic
  • 2026-08-26 · Roof leak inspection · Patel Household
  • 2026-08-28 · Retail lighting retrofit · Cedar Goods
  • 2026-09-03 · Van wrap install · Fleetly
Upload my spreadsheet freePreview this template as a dashboard

What is in the template

Job name, customer, status, scheduled or due date, assigned person, waiting-on, and notes. Sample jobs cover quoted, scheduled, and in-progress work.

Job

The work being done.

Customer

Who the job is for.

Status

Quoted, scheduled, waiting, in progress, done.

Due Date

Promised finish or start date.

Scheduled Date

When you are on site, if different from due.

Assigned To

Who is doing the job.

Waiting On

Parts, access, approval.

Notes

Scope, location, special instructions.

Who it is for

Trades, studios, and small service teams that sell jobs, not endless Kanban boards.

How to use it

  1. 1. One row per job

    When a customer has two jobs, they get two rows. That is what makes a job tracker different from a customer list.

  2. 2. Status should match how you talk

    Quoted, scheduled, waiting, in progress, done. Short labels you will actually update.

  3. 3. Due date is the promise

    If you told them Friday, Friday goes in the due column even if you hope to finish Thursday.

When a spreadsheet starts becoming difficult

  • Jobs live in texts and a whiteboard
  • You find out something is late when the customer calls
  • Two people think they own the same job
  • Waiting-on-parts work disappears from view

Jobs become records you can open

ClientPlot turns a job row into a project under that customer, with tasks and dates attached.

Waiting work is visible

Status and waiting-on fields show up in the workspace instead of a hidden filter.

Assignment on the work itself

See who is on which job without color-coding names in a spreadsheet.

Frequently asked questions

Should I track jobs or customers as the main list?

If most of your money is per job, start here. If the relationship is ongoing and jobs come and go, start with the customer or client tracker and keep jobs as a column.

Can ClientPlot import this job tracker?

Yes. Map Customer to the client, Job to the job/project, and Due Date to the due date. You can correct the mapping before anything is saved.

What about recurring maintenance jobs?

In the sheet, duplicate the row with a new due date. In ClientPlot, give the task a recurrence so the next one appears when you complete the last.

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