ADMIN SYSTEM FOR AUSTRALIAN TRADIES

The Ultimate Tradie Admin Toolkit

Ready-to-use dashboards, spreadsheets, checklists, templates and business systems to help you organise your jobs, customers, quotes, invoices and everyday admin.

$39.00

Get the Toolkit

Instant access to 25+ editable Excel and Word resources. Compatible with Microsoft Excel and Word. Google Sheets compatibility may vary by feature.

Instant digital download. No subscription required.

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Instant access

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Fully editable

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Created for Australian tradies

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No ongoing subscription

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Setup instructions included

Your Trade Business Back Office—Already Built

The toolkit contains a collection of editable business resources designed to work together.

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BUSINESS REPORTING

  • TradeFlow Master Business Dashboard
  • Monthly business dashboard
  • Yearly business dashboard
  • Basic KPI Tracker
  • Cash Flow Overview
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JOBS AND SCHEDULING

  • Job Tracker
  • Weekly Job Planner
  • Materials Tracker
  • Job Completion Checklist
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CUSTOMERS

  • Customer Database
  • Customer Communication Log
  • Review Request System
  • Customer email templates
  • Customer SMS templates
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QUOTES AND PAYMENTS

  • Quote Tracker
  • Invoice Tracker
  • Outstanding Payment Tracker
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BUSINESS ADMINISTRATION

  • Supplier Database
  • Daily Admin Checklist
  • Weekly Admin Checklist
  • Monthly Admin Checklist
  • Password and Access Tracker
  • Recommended Digital Filing Structure
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SYSTEMS AND AI

  • Essential SOP Templates
  • Tradie-specific AI Prompts
  • Admin System Setup Guide
  • First 90 Days Checklist

Running the Business Shouldn't Mean Drowning in Admin

You started your business to work in your trade—not to spend every evening chasing invoices, searching for job details and creating spreadsheets from scratch.

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Job information is spread across messages, notebooks and calendars.

Quotes and invoices are difficult to monitor.

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Business expenses and job costs are hard to understand.

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Important processes exist only in the owner's head.

The Ultimate Tradie Admin Toolkit gives you a ready-made back-office system that you can customise for your business.

Get Your Business Admin Under Control

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ORGANISE YOUR JOBS

Keep job details, dates, customers, costs and progress together.

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TRACK YOUR MONEY

Monitor quotes, invoices, outstanding payments and business expenses.

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UNDERSTAND YOUR BUSINESS

Use monthly and yearly dashboards to see revenue, expenses, overheads and profit.

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SAVE ADMIN TIME

Use ready-made templates instead of creating documents and spreadsheets from scratch.

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IMPROVE FOLLOW-UPS

Keep track of customer communication, unpaid invoices and outstanding quotes.

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BUILD CONSISTENT SYSTEMS

Use checklists and SOPs to create repeatable ways of working.

See Your Whole Business in One Place

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Selectable reporting month

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Separate yearly dashboard

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Revenue and cash collected

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Paid and outstanding invoices

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Quotes and conversion rate

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Jobs completed

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Direct job costs

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Wages and salaries

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Software subscriptions

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Business overheads

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Total business expenses

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Net operating profit

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Expense category breakdown

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Individual job profitability

The dashboard brings information from the supporting tracker tabs into a clear monthly and yearly overview. Business profit includes recorded job expenses and overhead costs, giving you a more complete view of business performance.

See What You're Getting

Master Business Dashboard

Monthly and yearly view of revenue, expenses and profit.

Year Dashboard

See annual performance trends at a glance.

Job Tracker

Track every job's details, dates and status in one place.

Weekly Job Planner

Plan and schedule your week's jobs clearly.

Customer Database

Keep customer details and history organised.

Quote Tracker

Monitor quotes sent, accepted and outstanding.

Invoice Tracker

Track invoices issued and payments received.

Expense Breakdown

Understand where your business expenses are going.

SOP Templates

Standard procedures for consistent ways of working.

Administrative Checklists

Daily, weekly and monthly admin, covered.