Business Tools
Practical spreadsheet tools for general small businesses, farms, and people who work in trucks, shops, customer homes, and the field.
Includes the tested .xlsx workbook plus access to a separately tested native Google Sheets template.
Start with the way you work
Start with a broad operating tracker, a farm-specific record, or an industry workflow built around field-service work.
General small businessCustomers, projects, invoices, expenses, and operating priorities in one general-purpose tool.
See the business tracker →
Farm operationsFields, plantings, livestock, equipment, inputs, harvests, sales, and operating records.
See the farm tracker →
Service businessesChoose from nine job-to-payment workflows tailored to the work each service business performs.
Browse service industries →Service businesses by industry
Each option shares a dependable operating backbone, then adds the records, workflows, and decisions that make that industry different.
01Plumbing business tool
Connect customers, service locations, fixtures, emergency calls, scheduled work, estimates, invoices, payments, materials, recurring maintenance, and job profitability in one field-ready operating system.
02HVAC business tool
Connect customers, properties, HVAC equipment, filters, maintenance agreements, service calls, estimates, invoices, parts, technicians, and profitability without turning business records into technical service instructions.
03Pressure Washing business tool
Manage leads, customers, service addresses, surfaces, packages, estimates, routes, chemicals, equipment, mileage, recurring work, invoices, payments, and actual job profitability in one connected system.
04Roofing business tool
Coordinate leads, properties, projects, user-entered measurements, estimates, material orders, crews, subcontractors, change orders, progress payments, warranties, expenses, and job costing.
05Mobile Detailing business tool
Connect customers, vehicles, packages, add-ons, appointments, travel, product usage, chemical inventory, invoices, deposits, tips, repeat service, customer lifetime value, and job profit.
06Handyman business tool
Manage customers, properties, jobs, estimates, tasks, materials, purchases, receipts, suppliers, subcontractors, scheduling, invoices, payments, mileage, equipment, and job profitability.
07Lawn & Landscape business tool
Connect customers, properties, recurring service plans, route stops, crews, equipment, fuel, materials, administrative chemical records, estimates, invoices, payments, seasonality, and route profitability.
08Electrical business tool
Manage customers, properties, service calls, work orders, estimates, schedules, technicians, parts, suppliers, invoices, payments, mileage, service history, callbacks, and profitability.
09Appliance Repair business tool
Connect customers, properties, appliances, service calls, diagnosis notes, parts orders, suppliers, labor, warranties, callbacks, invoices, payments, technicians, mileage, maintenance plans, and job profitability.
Utility over decoration
Clearward Trades connects the records an owner-operator actually needs to move a job from first call to final reconciliation.
Stable customer, location, job, estimate, invoice, payment, and cost IDs keep the workflow traceable.
Fixtures, equipment, surfaces, vehicles, properties, appliances, routes, warranties, and callbacks stay tied to the work.
Projected profit, invoiced revenue, cash collected, direct job cost, overhead, and actual gross profit remain distinct.
Dropdowns, visible inputs, formula fields, duplicate warnings, missing-relationship checks, and guided sample data reduce common mistakes.
Know the boundary
These systems organize business records and operating decisions. They do not replace qualified technical judgment, codes, permits, safety procedures, licensing requirements, contracts, insurance, accounting, tax, payroll, or legal advice. Verify requirements with the responsible professional, authority, supplier, or provider.
Business Tools
Choose the category that matches your work and see exactly what the tool keeps together.
Compare business tools