JOBTRACE – Client Proof & Payment Administration Toolkit

Take control of your service business with JOBTRACE, a practical documentation and payment-tracking toolkit designed for independent contractors, handymen, painters, cleaners, maintenance professionals and small service businesses.

JOBTRACE helps you organise client information, document agreed work, record progress, track approvals, manage invoices and follow up on outstanding payments.

WHAT YOU GET

You receive 11 downloadable files in one ZIP package:

1 PDF Guide

- 1 × Start Here JOBTRACE Guide (PDF)

7 Editable Word Templates (DOCX)

- Client Project Intake Form

- Before-and-After Evidence Log

- Additional Work Approval Form

- Daily Work Progress Tracker

- Client Approval & Sign-Off

- Payment Follow-Up Templates

- Project Completion Checklist

2 Editable Excel Spreadsheets (XLSX)

- Job Quotation Calculator

- Invoice & Payment Tracker

1 Additional File

- 1 × README text file with product contents and usage information.

KEY FEATURES

- Record client details and project requirements.

- Document before-and-after job conditions using photo references.

- Record daily work progress, materials and issues.

- Document additional work requests and client approvals.

- Calculate quotations, balances and payment statuses.

- Track invoices and outstanding payments.

- Prepare professional payment reminders.

- Complete project close-out and record archiving.

FILE FORMATS & ACCESS

All files are supplied digitally in one ZIP download.

The Word templates are editable DOCX files. The Excel trackers are editable XLSX spreadsheets containing automatic calculations. The guide is supplied as a PDF.

Compatible with Microsoft Word, Microsoft Excel and suitable alternatives such as WPS Office.

WHO IS IT FOR?

Independent service providers, contractors, handymen, painters, cleaners, maintenance professionals, freelancers and small service businesses.

IMPORTANT NOTE

JOBTRACE is an administrative documentation toolkit. It is not legal advice, accounting software or a guarantee of payment. Users should adapt the templates to their agreements and applicable local requirements.

Created by PixelForge Technologies.