Approved change-order control
Connected records and formula-driven status keep this operational view tied to the data you enter.
Clearward Trades · 04
Clearward Roofing Business Operations System
Control the project. Track the changes. Reconcile the job.
Coordinate leads, properties, projects, user-entered measurements, estimates, material orders, crews, subcontractors, change orders, progress payments, warranties, expenses, and job costing.
MICROSOFT EXCEL WORKBOOKGOOGLE SHEETS TEMPLATE ACCESS
Includes the tested .xlsx workbook plus access to a separately tested native Google Sheets template.
Instant digital downloadOne business licenseNo subscription
Regular price $49.99. Etsy may show a current promotion.
One connected operation
What the system keeps together
The shared Clearward Trades backbone follows the job from first contact to final reconciliation. These modules make it specific to roofing.
- 01Leads, customers, and properties
- 02Projects and user-entered measurements
- 03Material orders and suppliers
- 04Crews and subcontractors
- 05Change orders and payment tracking
- 06Warranties and actual job cost
Decisions, not dashboard noise
See what needs attention and what the work actually produced.
Deposit, progress, and final balances
Connected records and formula-driven status keep this operational view tied to the data you enter.
Estimate-versus-actual job reconciliation
Connected records and formula-driven status keep this operational view tied to the data you enter.
Built to hand over cleanly
A complete customer package, not a workbook dropped in a ZIP.
Choose your platform
Use the tested Excel workbook or open the included access guide to make your own copy of the tested native Google Sheets template.
Follow the guided setup
Start Here, sample data, Quick Start, full User Guide, FAQ, troubleshooting, version information, and direct Etsy support are included.
Keep the master clean
Save a working copy before replacing sample data. The system is designed for one purchasing business and its reasonable internal team.
Compatibility: Includes the tested .xlsx workbook plus access to a separately tested native Google Sheets template. Minor visual or print-layout differences can occur between platforms.
Privacy: Clearward does not receive the customer, job, payment, or business records you enter.
Important boundary: Business organization only—not structural, engineering, measurement, estimating, material, code, safety, insurance, licensing, or construction advice. Verify all project requirements independently.
Good to know
Questions before you choose the system
Is this a subscription or hosted field-service app?
No. It is a one-time digital purchase with a local Excel workbook and access to a tested native Google Sheets template. There is no Clearward account, monthly software fee, automatic dispatch, payment processing, or background sync.
Will it work for an owner-operator and a small team?
Yes. The workflow is designed for one purchasing business and reasonable internal use by its employees or contractors. Assignments, worker records, and status fields support a small operation without pretending to be payroll or workforce-compliance software.
Does it create, send, sign, or legally validate estimates and invoices?
It organizes estimate, invoice, payment, and balance records. Use only the customer-facing output or export steps documented in the delivered version, and verify every scope, amount, tax, term, contract, and requirement before sending it.
Does Clearward receive the business data I enter?
No. Your Excel file stays where you save it. A Google Sheets working copy is created in your own Google account. Clearward does not receive the customer, job, invoice, payment, or service records you enter.
Does this include roofing technical guidance?
No. Business organization only—not structural, engineering, measurement, estimating, material, code, safety, insurance, licensing, or construction advice. Verify all project requirements independently.