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.
Excel and CSV included. For Google Sheets, download CSV and use File > Import, or click Open Google Sheets and upload the file.
Example
Sample rows so you can see how the tracker is meant to be used.
| Job | Customer | Status | Due Date | Scheduled Date | Assigned To | Waiting On | Notes |
|---|---|---|---|---|---|---|---|
| Kitchen faucet swap | Nguyen Residence | Scheduled | 2026-08-22 | 2026-08-22 | Luis | Bring the brushed nickel model they picked in store. | |
| Retail lighting retrofit | Cedar Goods | In progress | 2026-08-28 | 2026-08-21 | Luis | Remaining LED cans | Phase 1 sales floor. Do not block the register. |
| Roof leak inspection | Patel Household | Quoted | 2026-08-26 | Rina | Photo from homeowner | Quote 2208 sent. Follow up if no reply Friday. | |
| Van wrap install | Fleetly | Waiting | 2026-09-03 | 2026-09-03 | Rina | Print shop proof | Second van. Same spec as van 1. |
| Office paint touch-up | Harbor Clinic | In progress | 2026-08-24 | 2026-08-21 | Luis | After 6pm only. Room 12 and hallway. |
Your spreadsheet stores the data. ClientPlot helps you work from it.
Import this tracker into ClientPlot and see clients, follow-ups, deadlines, tasks, and upcoming work in one dashboard.
Dashboard preview
This is the workspace shape, not a chart wall.
Upcoming schedule
- 2026-08-21 · Retail lighting retrofit · Cedar Goods
- 2026-08-21 · Office paint touch-up · Harbor Clinic
- 2026-08-22 · Kitchen faucet swap · Nguyen Residence
- 2026-09-03 · Van wrap install · Fleetly
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.
JobThe work being done.
CustomerWho the job is for.
StatusQuoted, scheduled, waiting, in progress, done.
Due DatePromised finish or start date.
Scheduled DateWhen you are on site, if different from due.
Assigned ToWho is doing the job.
Waiting OnParts, access, approval.
NotesScope, 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. 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. Status should match how you talk
Quoted, scheduled, waiting, in progress, done. Short labels you will actually update.
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.