{"title":"CRM Software by Industry","description":"\u003cp\u003e\u003cstrong\u003eLevel 3 of our business software: a full CRM.\u003c\/strong\u003e Each one is built for the way your kind of business runs, and pairs a ready-to-use Excel workbook with a live team workspace your whole crew can open on a phone, tablet or computer: leads, quotes, jobs, follow-ups, money owed and the goals you set, all in one place.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eOne-time price, no monthly fee.\u003c\/strong\u003e Includes 3 team seats. Want it set up for you? See \u003ca href=\"\/collections\/done-for-you-crm-setup\"\u003eDone-For-You CRM Setup\u003c\/a\u003e. Need something built around your own process? \u003ca href=\"\/pages\/custom-crm\"\u003eWe build custom CRMs\u003c\/a\u003e.\u003c\/p\u003e","products":[{"product_id":"real-estate-crm-live-dashboard","title":"Real Estate CRM + Live Dashboard (Digital Download)","description":"\u003cp\u003e\u003cstrong\u003eNot just a spreadsheet CRM. A live dashboard your whole team shares.\u003c\/strong\u003e Your CRM workbook comes with a live web dashboard: KPI tiles, goal gauges, charts and alerts that update with your numbers, built for your phone, with light and dark mode. Plus 3 team seats and the full Excel + Google Sheets workbook. One-time price, no monthly subscription.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eEvery client, deal and contract deadline in one place, with GCI and goals you can see at a glance.\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eMade for real estate agents and teams. Track buyers, sellers, investors and renters, move every deal through your pipeline, and never miss an inspection, appraisal, financing or closing deadline. The live dashboard shows GCI earned and pending, closings, follow-up compliance and what needs attention today.\u003c\/p\u003e\u003ch3\u003eWhat's included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eReal Estate CRM + Live Dashboard - BLANK.xlsx (ready for your data)\u003c\/li\u003e\n\u003cli\u003eReal Estate CRM + Live Dashboard - SAMPLE.xlsx (filled with example data to explore)\u003c\/li\u003e\n\u003cli\u003eAccess card (PDF) with setup steps and a QR code to your live dashboard\u003c\/li\u003e\n\u003cli\u003eLive online dashboard for phone, tablet or computer\u003c\/li\u003e\n\u003cli\u003e3 team seats: you plus 2 teammates\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat it does\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eClient database for buyers, sellers, investors and renters: source, status, price range, pre-approval, lender and next follow-up\u003c\/li\u003e\n\u003cli\u003ePipeline by stage with commission %, brokerage split, projected GCI, net to you and weighted GCI\u003c\/li\u003e\n\u003cli\u003eContract-to-close tracker for inspection, appraisal, financing, walkthrough and closing deadlines, with color alerts\u003c\/li\u003e\n\u003cli\u003eFollow-up list that turns red when overdue, plus a needs-attention-today list on the dashboard\u003c\/li\u003e\n\u003cli\u003eLead source ROI: spend, cost per lead and cost per closing by source\u003c\/li\u003e\n\u003cli\u003ePast clients: home anniversaries, birthdays and touches due this month\u003c\/li\u003e\n\u003cli\u003eAnnual goal gauges for GCI, closings and follow-up compliance\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eThe live dashboard\u003c\/h3\u003e\u003cp\u003eYour workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Pipeline, Transactions, Clients, Lead Sources, Past Clients and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like a deal with no stage, the dashboard tells you.\u003c\/p\u003e\u003ch3\u003eTeam seats\u003c\/h3\u003e\u003cp\u003eYour order includes 3 team seats: you (the account owner) plus 2 teammates. Add teammates by email from the Team panel; they sign in with that email and see the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when (\"updated by ... 5 min ago\"). If two people update at once, the second person is asked before replacing. Need more? \u003ca href=\"\/products\/crm-extra-team-seats\"\u003eExtra Team Seats\u003c\/a\u003e add 5 at a time, up to 25 in total.\u003c\/p\u003e\u003ch3\u003eHow it works\u003c\/h3\u003e\u003col\u003e\n\u003cli\u003eDownload your files right after checkout. Open the BLANK workbook in Excel, or upload it to Google Drive and open it with Google Sheets. The Start Here tab walks you through setup. Enter your business name and goals on the Settings tab.\u003c\/li\u003e\n\u003cli\u003eGo to \u003ca href=\"https:\/\/buckeye-planners.web.app\/pro-crm-real-estate\"\u003ebuckeye-planners.web.app\/pro-crm-real-estate\u003c\/a\u003e and sign in with an email link or Google, using the email you bought with. Your dashboard unlocks automatically. If it ever asks, enter your order number on the unlock screen.\u003c\/li\u003e\n\u003cli\u003eTap \u003cstrong\u003eLoad your workbook\u003c\/strong\u003e and pick your .xlsx file. The dashboard saves it to your team account, so it's there on any device.\u003c\/li\u003e\n\u003cli\u003eTap \u003cstrong\u003eTeam\u003c\/strong\u003e to add teammates by email. They sign in with that email and see the same dashboard.\u003c\/li\u003e\n\u003c\/ol\u003e\u003ch3\u003eGood to know\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eRoom for 2,000 rows per tab.\u003c\/li\u003e\n\u003cli\u003eWorks in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.\u003c\/li\u003e\n\u003cli\u003eUsing Google Sheets? Download it as .xlsx (File \u0026gt; Download \u0026gt; Microsoft Excel) before loading it into the dashboard.\u003c\/li\u003e\n\u003cli\u003eOne-time price, no monthly subscription.\u003c\/li\u003e\n\u003cli\u003eWant it set up for you? The \u003ca href=\"\/products\/real-estate-crm-done-for-you-setup\"\u003eDone-For-You Setup\u003c\/a\u003e imports your customer list, sets your stages, team and goals, and includes 10 team seats.\u003c\/li\u003e\n\u003cli\u003eNeed custom fields or something built from scratch? Ask about a \u003ca href=\"\/pages\/custom-crm\"\u003efully custom CRM\u003c\/a\u003e (from $3,000).\u003c\/li\u003e\n\u003cli\u003eDigital download only. No physical item is shipped.\u003c\/li\u003e\n\u003cli\u003eSample names and numbers are made up.\u003c\/li\u003e\n\u003cli\u003eFigures are estimates from your own data, not financial, legal or tax advice.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eQuestions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.\u003c\/p\u003e","brand":"The Buckeye Branding Company","offers":[{"title":"Default Title","offer_id":51916042076407,"sku":null,"price":97.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0860\/8602\/5463\/files\/01-hero_386b7363-16b9-4285-88d2-b0796497cb55.jpg?v=1793608055"},{"product_id":"small-business-crm-live-dashboard","title":"Small Business CRM + Live Dashboard (Digital Download)","description":"\u003cp\u003e\u003cstrong\u003eNot just a spreadsheet CRM. A live dashboard your whole team shares.\u003c\/strong\u003e Your CRM workbook comes with a live web dashboard: KPI tiles, goal gauges, charts and alerts that update with your numbers, built for your phone, with light and dark mode. Plus 3 team seats and the full Excel + Google Sheets workbook. One-time price, no monthly subscription.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eEvery contact, deal, job and follow-up in one place, with revenue and goals you can see at a glance.\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eMade for small business owners. Keep leads, customers, partners and vendors in one list, move deals through your pipeline, track jobs and orders from quoted to paid, and stay on top of follow-ups. The live dashboard shows revenue won, open pipeline, win rate, money owed and what needs attention today.\u003c\/p\u003e\u003ch3\u003eWhat's included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eSmall Business CRM + Live Dashboard - BLANK.xlsx (ready for your data)\u003c\/li\u003e\n\u003cli\u003eSmall Business CRM + Live Dashboard - SAMPLE.xlsx (filled with example data to explore)\u003c\/li\u003e\n\u003cli\u003eAccess card (PDF) with setup steps and a QR code to your live dashboard\u003c\/li\u003e\n\u003cli\u003eLive online dashboard for phone, tablet or computer\u003c\/li\u003e\n\u003cli\u003e3 team seats: you plus 2 teammates\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat it does\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eContacts for leads, customers, partners and vendors, with source, owner and next follow-up\u003c\/li\u003e\n\u003cli\u003eSales pipeline by stage with win probability, weighted value and deals with no recent activity\u003c\/li\u003e\n\u003cli\u003eFollow-up tracker: overdue turns red, due today turns amber\u003c\/li\u003e\n\u003cli\u003eJobs and orders from quoted to paid, with balance owed and receivables aging\u003c\/li\u003e\n\u003cli\u003eRevenue goals for the month and year, win rate, average deal size and sales cycle\u003c\/li\u003e\n\u003cli\u003eTeam leaderboard: won revenue and follow-ups by team member\u003c\/li\u003e\n\u003cli\u003eTop customers, lead source conversion and repeat customers\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eThe live dashboard\u003c\/h3\u003e\u003cp\u003eYour workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Sales Pipeline, Jobs \u0026amp; Orders, Customers, Team, Reports and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like a deal with no stage, the dashboard tells you.\u003c\/p\u003e\u003ch3\u003eTeam seats\u003c\/h3\u003e\u003cp\u003eYour order includes 3 team seats: you (the account owner) plus 2 teammates. Add teammates by email from the Team panel; they sign in with that email and see the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when (\"updated by ... 5 min ago\"). If two people update at once, the second person is asked before replacing. Need more? \u003ca href=\"\/products\/crm-extra-team-seats\"\u003eExtra Team Seats\u003c\/a\u003e add 5 at a time, up to 25 in total.\u003c\/p\u003e\u003ch3\u003eHow it works\u003c\/h3\u003e\u003col\u003e\n\u003cli\u003eDownload your files right after checkout. Open the BLANK workbook in Excel, or upload it to Google Drive and open it with Google Sheets. The Start Here tab walks you through setup. Enter your business name and goals on the Settings tab.\u003c\/li\u003e\n\u003cli\u003eGo to \u003ca href=\"https:\/\/buckeye-planners.web.app\/pro-crm-small-business\"\u003ebuckeye-planners.web.app\/pro-crm-small-business\u003c\/a\u003e and sign in with an email link or Google, using the email you bought with. Your dashboard unlocks automatically. If it ever asks, enter your order number on the unlock screen.\u003c\/li\u003e\n\u003cli\u003eTap \u003cstrong\u003eLoad your workbook\u003c\/strong\u003e and pick your .xlsx file. The dashboard saves it to your team account, so it's there on any device.\u003c\/li\u003e\n\u003cli\u003eTap \u003cstrong\u003eTeam\u003c\/strong\u003e to add teammates by email. They sign in with that email and see the same dashboard.\u003c\/li\u003e\n\u003c\/ol\u003e\u003ch3\u003eGood to know\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eRoom for 2,000 rows per tab.\u003c\/li\u003e\n\u003cli\u003eWorks in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.\u003c\/li\u003e\n\u003cli\u003eUsing Google Sheets? Download it as .xlsx (File \u0026gt; Download \u0026gt; Microsoft Excel) before loading it into the dashboard.\u003c\/li\u003e\n\u003cli\u003eOne-time price, no monthly subscription.\u003c\/li\u003e\n\u003cli\u003eWant it set up for you? The \u003ca href=\"\/products\/small-business-crm-done-for-you-setup\"\u003eDone-For-You Setup\u003c\/a\u003e imports your customer list, sets your stages, team and goals, and includes 10 team seats.\u003c\/li\u003e\n\u003cli\u003eNeed custom fields or something built from scratch? Ask about a \u003ca href=\"\/pages\/custom-crm\"\u003efully custom CRM\u003c\/a\u003e (from $3,000).\u003c\/li\u003e\n\u003cli\u003eDigital download only. No physical item is shipped.\u003c\/li\u003e\n\u003cli\u003eSample names and numbers are made up.\u003c\/li\u003e\n\u003cli\u003eFigures are estimates from your own data, not financial, legal or tax advice.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eQuestions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.\u003c\/p\u003e","brand":"The Buckeye Branding Company","offers":[{"title":"Default Title","offer_id":51916172329207,"sku":null,"price":97.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0860\/8602\/5463\/files\/01-hero_76a0961f-50e9-4efe-a778-49ff30758035.jpg?v=1793608311"},{"product_id":"auto-repair-shop-crm-live-dashboard","title":"Auto Repair Shop CRM + Live Dashboard (Digital Download)","description":"\u003cp\u003e\u003cstrong\u003eNot just a spreadsheet CRM. A live dashboard your whole team shares.\u003c\/strong\u003e Your CRM workbook comes with a live web dashboard: KPI tiles, goal gauges, charts and alerts that update with your numbers, built for your phone, with light and dark mode. Plus 3 team seats and the full Excel + Google Sheets workbook. One-time price, no monthly subscription.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eCar count, ARO, labor rate, declined work and tech productivity in one place, with the shop's goals you can see at a glance.\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eMade for auto repair shop owners and service managers. Log repair orders with advisor, tech, pay type, hours sold and actual hours, and see the numbers a service manager watches every day: sales, car count, ARO, effective labor rate, gross profit, comebacks and tech productivity. Declined work turns into a follow-up list, and vehicles due for service show up before they slip away.\u003c\/p\u003e\u003ch3\u003eWhat's included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eAuto Repair Shop CRM + Live Dashboard - BLANK.xlsx (ready for your data)\u003c\/li\u003e\n\u003cli\u003eAuto Repair Shop CRM + Live Dashboard - SAMPLE.xlsx (filled with example data to explore)\u003c\/li\u003e\n\u003cli\u003eAccess card (PDF) with setup steps and a QR code to your live dashboard\u003c\/li\u003e\n\u003cli\u003eLive online dashboard for phone, tablet or computer\u003c\/li\u003e\n\u003cli\u003e3 team seats: you plus 2 teammates\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat it does\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eRepair orders with advisor, tech, pay type, hours sold and actual, labor, parts and sublet sales and costs, and comebacks\u003c\/li\u003e\n\u003cli\u003eCar count, ARO, effective labor rate, hours per RO, gross profit % and comeback rate\u003c\/li\u003e\n\u003cli\u003eTech productivity, proficiency and bay utilization, by tech\u003c\/li\u003e\n\u003cli\u003eDeclined work follow-up list, with recovered dollars when the work sells later\u003c\/li\u003e\n\u003cli\u003eCustomers, vehicles and retention, with vehicles due for service and not booked\u003c\/li\u003e\n\u003cli\u003eAppointments for the next 14 days, show rate and how they were booked\u003c\/li\u003e\n\u003cli\u003eGoal gauges for sales, car count, hours sold and labor rate, prorated by selling day\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eThe live dashboard\u003c\/h3\u003e\u003cp\u003eYour workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Repair Orders, Techs \u0026amp; Productivity, Declined Work, Customers \u0026amp; Retention, Appointments and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like an RO with hours sold but no tech, the dashboard tells you.\u003c\/p\u003e\u003ch3\u003eTeam seats\u003c\/h3\u003e\u003cp\u003eYour order includes 3 team seats: you (the account owner) plus 2 teammates. Add teammates by email from the Team panel; they sign in with that email and see the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when (\"updated by ... 5 min ago\"). If two people update at once, the second person is asked before replacing. Need more? \u003ca href=\"\/products\/crm-extra-team-seats\"\u003eExtra Team Seats\u003c\/a\u003e add 5 at a time, up to 25 in total.\u003c\/p\u003e\u003ch3\u003eHow it works\u003c\/h3\u003e\u003col\u003e\n\u003cli\u003eDownload your files right after checkout. Open the BLANK workbook in Excel, or upload it to Google Drive and open it with Google Sheets. The Start Here tab walks you through setup. Enter your business name and goals on the Settings tab.\u003c\/li\u003e\n\u003cli\u003eGo to \u003ca href=\"https:\/\/buckeye-planners.web.app\/pro-crm-auto-repair\"\u003ebuckeye-planners.web.app\/pro-crm-auto-repair\u003c\/a\u003e and sign in with an email link or Google, using the email you bought with. Your dashboard unlocks automatically. If it ever asks, enter your order number on the unlock screen.\u003c\/li\u003e\n\u003cli\u003eTap \u003cstrong\u003eLoad your workbook\u003c\/strong\u003e and pick your .xlsx file. The dashboard saves it to your team account, so it's there on any device.\u003c\/li\u003e\n\u003cli\u003eTap \u003cstrong\u003eTeam\u003c\/strong\u003e to add teammates by email. They sign in with that email and see the same dashboard.\u003c\/li\u003e\n\u003c\/ol\u003e\u003ch3\u003eGood to know\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eRoom for 2,000 rows per tab.\u003c\/li\u003e\n\u003cli\u003eWorks in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.\u003c\/li\u003e\n\u003cli\u003eUsing Google Sheets? Download it as .xlsx (File \u0026gt; Download \u0026gt; Microsoft Excel) before loading it into the dashboard.\u003c\/li\u003e\n\u003cli\u003eOne-time price, no monthly subscription.\u003c\/li\u003e\n\u003cli\u003eWant it set up for you? The \u003ca href=\"\/products\/auto-repair-shop-crm-done-for-you-setup\"\u003eDone-For-You Setup\u003c\/a\u003e imports your customer list, sets your stages, team and goals, and includes 10 team seats.\u003c\/li\u003e\n\u003cli\u003eNeed custom fields or something built from scratch? Ask about a \u003ca href=\"\/pages\/custom-crm\"\u003efully custom CRM\u003c\/a\u003e (from $3,000).\u003c\/li\u003e\n\u003cli\u003eDigital download only. No physical item is shipped.\u003c\/li\u003e\n\u003cli\u003eSample names and numbers are made up.\u003c\/li\u003e\n\u003cli\u003eFigures are estimates from your own data, not financial, legal or tax advice.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eQuestions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.\u003c\/p\u003e","brand":"The Buckeye Branding Company","offers":[{"title":"Default Title","offer_id":51916173672695,"sku":null,"price":97.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0860\/8602\/5463\/files\/01-hero_fb934bce-c5ac-4835-aa2a-1ad2f5b896de.jpg?v=1793608440"},{"product_id":"contractor-home-services-crm-live-dashboard","title":"Contractor \u0026 Home Services CRM + Live Dashboard (Digital Download)","description":"\u003cp\u003e\u003cstrong\u003eNot just a spreadsheet CRM. A live dashboard your whole team shares.\u003c\/strong\u003e Your CRM workbook comes with a live web dashboard: KPI tiles, goal gauges, charts and alerts that update with your numbers, built for your phone, with light and dark mode. Plus 3 team seats and the full Excel + Google Sheets workbook. One-time price, no monthly subscription.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eLeads, estimates, jobs, crews and invoices in one place, with margin and goals you can see at a glance.\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eMade for contractors and home service companies (construction, roofing, landscaping, HVAC, plumbing and more). Track every lead and estimate, schedule jobs by crew, log change orders and actual costs, and bill deposits, progress and final invoices. The live dashboard shows revenue billed, sales won, close rate, gross margin, crew utilization, money owed and what needs attention today.\u003c\/p\u003e\u003ch3\u003eWhat's included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eContractor \u0026amp; Home Services CRM + Live Dashboard - BLANK.xlsx (ready for your data)\u003c\/li\u003e\n\u003cli\u003eContractor \u0026amp; Home Services CRM + Live Dashboard - SAMPLE.xlsx (filled with example data to explore)\u003c\/li\u003e\n\u003cli\u003eAccess card (PDF) with setup steps and a QR code to your live dashboard\u003c\/li\u003e\n\u003cli\u003eLive online dashboard for phone, tablet or computer\u003c\/li\u003e\n\u003cli\u003e3 team seats: you plus 2 teammates\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat it does\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eLeads and estimates with source, status, close rate and why jobs were lost\u003c\/li\u003e\n\u003cli\u003eJobs with crew, schedule, contract, change orders, budget vs actual cost and hours\u003c\/li\u003e\n\u003cli\u003eJob costing: estimated vs actual margin by job type, and jobs trending over budget\u003c\/li\u003e\n\u003cli\u003eCrew schedule and utilization by crew\u003c\/li\u003e\n\u003cli\u003eDeposit, progress and final invoices, with AR aging and days to pay\u003c\/li\u003e\n\u003cli\u003eReviews by platform and rating, plus a follow-up list that turns red when overdue\u003c\/li\u003e\n\u003cli\u003eGoal gauges for revenue, sales, close rate and gross margin\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eThe live dashboard\u003c\/h3\u003e\u003cp\u003eYour workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Leads \u0026amp; Estimates, Jobs \u0026amp; Schedule, Job Costing, Crews, Invoices \u0026amp; AR and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like a job with no crew, the dashboard tells you.\u003c\/p\u003e\u003ch3\u003eTeam seats\u003c\/h3\u003e\u003cp\u003eYour order includes 3 team seats: you (the account owner) plus 2 teammates. Add teammates by email from the Team panel; they sign in with that email and see the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when (\"updated by ... 5 min ago\"). If two people update at once, the second person is asked before replacing. Need more? \u003ca href=\"\/products\/crm-extra-team-seats\"\u003eExtra Team Seats\u003c\/a\u003e add 5 at a time, up to 25 in total.\u003c\/p\u003e\u003ch3\u003eHow it works\u003c\/h3\u003e\u003col\u003e\n\u003cli\u003eDownload your files right after checkout. Open the BLANK workbook in Excel, or upload it to Google Drive and open it with Google Sheets. The Start Here tab walks you through setup. Enter your business name and goals on the Settings tab.\u003c\/li\u003e\n\u003cli\u003eGo to \u003ca href=\"https:\/\/buckeye-planners.web.app\/pro-crm-contractors\"\u003ebuckeye-planners.web.app\/pro-crm-contractors\u003c\/a\u003e and sign in with an email link or Google, using the email you bought with. Your dashboard unlocks automatically. If it ever asks, enter your order number on the unlock screen.\u003c\/li\u003e\n\u003cli\u003eTap \u003cstrong\u003eLoad your workbook\u003c\/strong\u003e and pick your .xlsx file. The dashboard saves it to your team account, so it's there on any device.\u003c\/li\u003e\n\u003cli\u003eTap \u003cstrong\u003eTeam\u003c\/strong\u003e to add teammates by email. They sign in with that email and see the same dashboard.\u003c\/li\u003e\n\u003c\/ol\u003e\u003ch3\u003eGood to know\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eRoom for 2,000 rows per tab.\u003c\/li\u003e\n\u003cli\u003eWorks in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.\u003c\/li\u003e\n\u003cli\u003eUsing Google Sheets? Download it as .xlsx (File \u0026gt; Download \u0026gt; Microsoft Excel) before loading it into the dashboard.\u003c\/li\u003e\n\u003cli\u003eOne-time price, no monthly subscription.\u003c\/li\u003e\n\u003cli\u003eWant it set up for you? The \u003ca href=\"\/products\/contractor-home-services-crm-done-for-you-setup\"\u003eDone-For-You Setup\u003c\/a\u003e imports your customer list, sets your stages, team and goals, and includes 10 team seats.\u003c\/li\u003e\n\u003cli\u003eNeed custom fields or something built from scratch? Ask about a \u003ca href=\"\/pages\/custom-crm\"\u003efully custom CRM\u003c\/a\u003e (from $3,000).\u003c\/li\u003e\n\u003cli\u003eDigital download only. No physical item is shipped.\u003c\/li\u003e\n\u003cli\u003eSample names and numbers are made up.\u003c\/li\u003e\n\u003cli\u003eFigures are estimates from your own data, not financial, legal or tax advice.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eQuestions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.\u003c\/p\u003e","brand":"The Buckeye Branding Company","offers":[{"title":"Default Title","offer_id":51916182552823,"sku":null,"price":97.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0860\/8602\/5463\/files\/01-hero_b69faf41-3e26-4851-bd6d-44d29aa821e3.jpg?v=1793608535"},{"product_id":"electrician-crm-live-dashboard","title":"Electrician CRM + Live Dashboard (Digital Download)","description":"\u003cp\u003e\u003cstrong\u003eNot just a spreadsheet CRM. A live dashboard your whole team shares.\u003c\/strong\u003e Your CRM workbook comes with a live web dashboard: KPI tiles, goal gauges, charts and alerts that update with your numbers, built for your phone, with light and dark mode. Plus 3 team seats and the full Excel + Google Sheets workbook. One-time price, no monthly subscription.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eService calls, projects, permits and service agreements in one place, with response time and recurring revenue you can see at a glance.\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eMade for electrical contractors. Log service calls with dispatch, arrival and completion times, track projects and estimates, keep permits and inspections moving, and manage maintenance agreements. The live dashboard shows revenue, average service ticket, first-time completion, response time, close rate, recurring revenue (MRR) and what needs attention today.\u003c\/p\u003e\u003ch3\u003eWhat's included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eElectrician CRM + Live Dashboard - BLANK.xlsx (ready for your data)\u003c\/li\u003e\n\u003cli\u003eElectrician CRM + Live Dashboard - SAMPLE.xlsx (filled with example data to explore)\u003c\/li\u003e\n\u003cli\u003eAccess card (PDF) with setup steps and a QR code to your live dashboard\u003c\/li\u003e\n\u003cli\u003eLive online dashboard for phone, tablet or computer\u003c\/li\u003e\n\u003cli\u003e3 team seats: you plus 2 teammates\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat it does\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eService calls with dispatch, arrival and completion times, first-time fix and ticket amount\u003c\/li\u003e\n\u003cli\u003eProjects and estimates: backlog, close rate and project margin\u003c\/li\u003e\n\u003cli\u003ePermits and inspections: permit pipeline, upcoming inspections and first-attempt pass rate\u003c\/li\u003e\n\u003cli\u003eService agreements: recurring revenue (MRR), renewals in the next 30 days and visits used\u003c\/li\u003e\n\u003cli\u003eBillable utilization and hours by tech\u003c\/li\u003e\n\u003cli\u003eInvoices with AR aging and days to pay, plus reviews and a follow-up list\u003c\/li\u003e\n\u003cli\u003eGoal gauges for revenue, billable utilization, inspection pass rate and MRR\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eThe live dashboard\u003c\/h3\u003e\u003cp\u003eYour workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Service Calls \u0026amp; Dispatch, Projects \u0026amp; Estimates, Permits \u0026amp; Inspections, Service Agreements, Techs, Invoices \u0026amp; AR and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like a service call with no tech, the dashboard tells you.\u003c\/p\u003e\u003ch3\u003eTeam seats\u003c\/h3\u003e\u003cp\u003eYour order includes 3 team seats: you (the account owner) plus 2 teammates. Add teammates by email from the Team panel; they sign in with that email and see the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when (\"updated by ... 5 min ago\"). If two people update at once, the second person is asked before replacing. Need more? \u003ca href=\"\/products\/crm-extra-team-seats\"\u003eExtra Team Seats\u003c\/a\u003e add 5 at a time, up to 25 in total.\u003c\/p\u003e\u003ch3\u003eHow it works\u003c\/h3\u003e\u003col\u003e\n\u003cli\u003eDownload your files right after checkout. Open the BLANK workbook in Excel, or upload it to Google Drive and open it with Google Sheets. The Start Here tab walks you through setup. Enter your business name and goals on the Settings tab.\u003c\/li\u003e\n\u003cli\u003eGo to \u003ca href=\"https:\/\/buckeye-planners.web.app\/pro-crm-electricians\"\u003ebuckeye-planners.web.app\/pro-crm-electricians\u003c\/a\u003e and sign in with an email link or Google, using the email you bought with. Your dashboard unlocks automatically. If it ever asks, enter your order number on the unlock screen.\u003c\/li\u003e\n\u003cli\u003eTap \u003cstrong\u003eLoad your workbook\u003c\/strong\u003e and pick your .xlsx file. The dashboard saves it to your team account, so it's there on any device.\u003c\/li\u003e\n\u003cli\u003eTap \u003cstrong\u003eTeam\u003c\/strong\u003e to add teammates by email. They sign in with that email and see the same dashboard.\u003c\/li\u003e\n\u003c\/ol\u003e\u003ch3\u003eGood to know\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eRoom for 2,000 rows per tab.\u003c\/li\u003e\n\u003cli\u003eWorks in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.\u003c\/li\u003e\n\u003cli\u003eUsing Google Sheets? Download it as .xlsx (File \u0026gt; Download \u0026gt; Microsoft Excel) before loading it into the dashboard.\u003c\/li\u003e\n\u003cli\u003eOne-time price, no monthly subscription.\u003c\/li\u003e\n\u003cli\u003eWant it set up for you? The \u003ca href=\"\/products\/electrician-crm-done-for-you-setup\"\u003eDone-For-You Setup\u003c\/a\u003e imports your customer list, sets your stages, team and goals, and includes 10 team seats.\u003c\/li\u003e\n\u003cli\u003eNeed custom fields or something built from scratch? Ask about a \u003ca href=\"\/pages\/custom-crm\"\u003efully custom CRM\u003c\/a\u003e (from $3,000).\u003c\/li\u003e\n\u003cli\u003eDigital download only. No physical item is shipped.\u003c\/li\u003e\n\u003cli\u003eSample names and numbers are made up.\u003c\/li\u003e\n\u003cli\u003eFigures are estimates from your own data, not financial, legal or tax advice.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eQuestions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.\u003c\/p\u003e","brand":"The Buckeye Branding Company","offers":[{"title":"Default Title","offer_id":51916183896311,"sku":null,"price":97.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0860\/8602\/5463\/files\/01-hero_2933db1c-cb3a-4031-a131-09ce1627f4be.jpg?v=1793608713"},{"product_id":"insurance-agency-crm-live-dashboard","title":"Insurance Agency CRM + Live Dashboard (Digital Download)","description":"\u003cp\u003e\u003cstrong\u003eNot just a spreadsheet CRM. A live dashboard your whole team shares.\u003c\/strong\u003e Your CRM workbook comes with a live web dashboard: KPI tiles, goal gauges, charts and alerts that update with your numbers, built for your phone, with light and dark mode. Plus 3 team seats and the full Excel + Google Sheets workbook. One-time price, no monthly subscription.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eEvery household, quote, policy, renewal and X-date in one place, with retention and production you can see at a glance.\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eMade for independent and captive insurance agents and small agencies. Track households, quotes and policies, see every renewal coming up and which ones are at risk, and keep X-dates working for you. The live dashboard shows new premium written, quote-to-bind, premium and policies in force, retention, commission and what needs attention today.\u003c\/p\u003e\u003ch3\u003eWhat's included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eInsurance Agency CRM + Live Dashboard - BLANK.xlsx (ready for your data)\u003c\/li\u003e\n\u003cli\u003eInsurance Agency CRM + Live Dashboard - SAMPLE.xlsx (filled with example data to explore)\u003c\/li\u003e\n\u003cli\u003eAccess card (PDF) with setup steps and a QR code to your live dashboard\u003c\/li\u003e\n\u003cli\u003eLive online dashboard for phone, tablet or computer\u003c\/li\u003e\n\u003cli\u003e3 team seats: you plus 2 teammates\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat it does\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eHouseholds, quotes and policies with line, carrier, producer, effective and expiration dates, premium and commission\u003c\/li\u003e\n\u003cli\u003eRenewals in the next 30, 60 and 90 days, with review status and rate change on each renewal offer\u003c\/li\u003e\n\u003cli\u003eRenewal risk flags from a rule you can see: pending cancellation, rate increase at or above your alert %, monoline, first renewal, not reviewed\u003c\/li\u003e\n\u003cli\u003ePolicy and premium retention, retention by line, and cancellations by reason\u003c\/li\u003e\n\u003cli\u003eX-date calendar for the next 12 months and a call list; passed X-dates roll forward 6 or 12 months\u003c\/li\u003e\n\u003cli\u003eCross-sell list of monoline households with the next line to offer, plus bundle, umbrella and life penetration\u003c\/li\u003e\n\u003cli\u003eLead source ROI: cost per lead, cost per bind and first-year commission per $1 spent\u003c\/li\u003e\n\u003cli\u003eProducer scorecards against each producer's own monthly goal, and commission by month, line and carrier\u003c\/li\u003e\n\u003cli\u003ePre-filled renewal review and X-date emails that open in your own email app, plus tap-to-call (nothing is sent automatically)\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eThe live dashboard\u003c\/h3\u003e\u003cp\u003eYour workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Pipeline \u0026amp; Quotes, Policies \u0026amp; Book, Renewals \u0026amp; Retention, X-Dates, Producers, Commissions and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like an active policy whose expiration date is weeks past, the dashboard tells you.\u003c\/p\u003e\u003ch3\u003eTeam seats\u003c\/h3\u003e\u003cp\u003eYour order includes 3 team seats: you (the account owner) plus 2 teammates. Add teammates by email from the Team panel; they sign in with that email and see the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when (\"updated by ... 5 min ago\"). If two people update at once, the second person is asked before replacing. Need more? \u003ca href=\"\/products\/crm-extra-team-seats\"\u003eExtra Team Seats\u003c\/a\u003e add 5 at a time, up to 25 in total.\u003c\/p\u003e\u003ch3\u003eHow it works\u003c\/h3\u003e\u003col\u003e\n\u003cli\u003eDownload your files right after checkout. Open the BLANK workbook in Excel, or upload it to Google Drive and open it with Google Sheets. The Start Here tab walks you through setup. Enter your business name and goals on the Settings tab.\u003c\/li\u003e\n\u003cli\u003eGo to \u003ca href=\"https:\/\/buckeye-planners.web.app\/pro-crm-insurance\"\u003ebuckeye-planners.web.app\/pro-crm-insurance\u003c\/a\u003e and sign in with an email link or Google, using the email you bought with. Your dashboard unlocks automatically. If it ever asks, enter your order number on the unlock screen.\u003c\/li\u003e\n\u003cli\u003eTap \u003cstrong\u003eLoad your workbook\u003c\/strong\u003e and pick your .xlsx file. The dashboard saves it to your team account, so it's there on any device.\u003c\/li\u003e\n\u003cli\u003eTap \u003cstrong\u003eTeam\u003c\/strong\u003e to add teammates by email. They sign in with that email and see the same dashboard.\u003c\/li\u003e\n\u003c\/ol\u003e\u003ch3\u003eGood to know\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eRoom for 2,000 rows per tab.\u003c\/li\u003e\n\u003cli\u003eWorks in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.\u003c\/li\u003e\n\u003cli\u003eUsing Google Sheets? Download it as .xlsx (File \u0026gt; Download \u0026gt; Microsoft Excel) before loading it into the dashboard.\u003c\/li\u003e\n\u003cli\u003eOne-time price, no monthly subscription.\u003c\/li\u003e\n\u003cli\u003eWant it set up for you? The \u003ca href=\"\/products\/insurance-agency-crm-done-for-you-setup\"\u003eDone-For-You Setup\u003c\/a\u003e imports your customer list, sets your stages, team and goals, and includes 10 team seats.\u003c\/li\u003e\n\u003cli\u003eNeed custom fields or something built from scratch? Ask about a \u003ca href=\"\/pages\/custom-crm\"\u003efully custom CRM\u003c\/a\u003e (from $3,000).\u003c\/li\u003e\n\u003cli\u003eDigital download only. No physical item is shipped.\u003c\/li\u003e\n\u003cli\u003eSample names and numbers are made up.\u003c\/li\u003e\n\u003cli\u003eFigures are estimates from your own data, not financial, legal or tax advice.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eQuestions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.\u003c\/p\u003e","brand":"The Buckeye Branding Company","offers":[{"title":"Default Title","offer_id":51939768008951,"sku":null,"price":97.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0860\/8602\/5463\/files\/01-hero_2f18710a-8f9c-4ed7-a5be-3f2007c09bbe.jpg?v=1793638056"},{"product_id":"photographer-crm-live-dashboard","title":"Photographer CRM + Live Dashboard (Digital Download)","description":"\u003cp\u003e\u003cstrong\u003eNot just a spreadsheet CRM. A live dashboard your whole team shares.\u003c\/strong\u003e Your CRM workbook comes with a live web dashboard: KPI tiles, goal gauges, charts and alerts that update with your numbers, built for your phone, with light and dark mode. Plus 3 team seats and the full Excel + Google Sheets workbook. One-time price, no monthly subscription.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eEvery inquiry, booking, payment and gallery deadline in one place, with open dates and booked revenue you can see at a glance.\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eMade for wedding, portrait and commercial photographers, videographers and event vendors. Answer inquiries fast, see which Saturdays are still open, keep payment schedules on track and deliver galleries on time. The live dashboard shows inquiries, inquiry-to-booking, response time, booked revenue, average booking value, money collected, profit per booking and what needs attention today.\u003c\/p\u003e\u003ch3\u003eWhat's included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003ePhotographer CRM + Live Dashboard - BLANK.xlsx (ready for your data)\u003c\/li\u003e\n\u003cli\u003ePhotographer CRM + Live Dashboard - SAMPLE.xlsx (filled with example data to explore)\u003c\/li\u003e\n\u003cli\u003eAccess card (PDF) with setup steps and a QR code to your live dashboard\u003c\/li\u003e\n\u003cli\u003eLive online dashboard for phone, tablet or computer\u003c\/li\u003e\n\u003cli\u003e3 team seats: you plus 2 teammates\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat it does\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eInquiries with event date, source, referrer, budget and first response time, plus a reply queue (unanswered first, then date conflicts)\u003c\/li\u003e\n\u003cli\u003eYour own booking rate by how fast you replied, and lead source conversion and revenue\u003c\/li\u003e\n\u003cli\u003eSaturday availability for the next 12 months, with open peak-season Saturdays counted\u003c\/li\u003e\n\u003cli\u003eSeason pacing: each coming month's bookings vs where you stood on this same date last year\u003c\/li\u003e\n\u003cli\u003ePayment schedules: due soon, overdue, aging, and bookings whose payments don't add up to the contract\u003c\/li\u003e\n\u003cli\u003eGallery workflow board (culling, editing, client review, delivered) with turnaround against your gallery days\u003c\/li\u003e\n\u003cli\u003eProfit per booking and per hour, from expenses and hours you log\u003c\/li\u003e\n\u003cli\u003eTop referrers, review requests and repeat clients\u003c\/li\u003e\n\u003cli\u003ePre-filled inquiry replies, payment reminders, timeline requests and review requests that open in your own email app (nothing is sent automatically)\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eThe live dashboard\u003c\/h3\u003e\u003cp\u003eYour workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Inquiries \u0026amp; Pipeline, Bookings \u0026amp; Calendar, Payments, Deliverables, Clients \u0026amp; Referrals and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like a signed booking with no signed date, the dashboard tells you.\u003c\/p\u003e\u003ch3\u003eTeam seats\u003c\/h3\u003e\u003cp\u003eYour order includes 3 team seats: you (the account owner) plus 2 teammates. Add teammates by email from the Team panel; they sign in with that email and see the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when (\"updated by ... 5 min ago\"). If two people update at once, the second person is asked before replacing. Need more? \u003ca href=\"\/products\/crm-extra-team-seats\"\u003eExtra Team Seats\u003c\/a\u003e add 5 at a time, up to 25 in total.\u003c\/p\u003e\u003ch3\u003eHow it works\u003c\/h3\u003e\u003col\u003e\n\u003cli\u003eDownload your files right after checkout. Open the BLANK workbook in Excel, or upload it to Google Drive and open it with Google Sheets. The Start Here tab walks you through setup. Enter your business name and goals on the Settings tab.\u003c\/li\u003e\n\u003cli\u003eGo to \u003ca href=\"https:\/\/buckeye-planners.web.app\/pro-crm-photographers\"\u003ebuckeye-planners.web.app\/pro-crm-photographers\u003c\/a\u003e and sign in with an email link or Google, using the email you bought with. Your dashboard unlocks automatically. If it ever asks, enter your order number on the unlock screen.\u003c\/li\u003e\n\u003cli\u003eTap \u003cstrong\u003eLoad your workbook\u003c\/strong\u003e and pick your .xlsx file. The dashboard saves it to your team account, so it's there on any device.\u003c\/li\u003e\n\u003cli\u003eTap \u003cstrong\u003eTeam\u003c\/strong\u003e to add teammates by email. They sign in with that email and see the same dashboard.\u003c\/li\u003e\n\u003c\/ol\u003e\u003ch3\u003eGood to know\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eRoom for 2,000 rows per tab.\u003c\/li\u003e\n\u003cli\u003eWorks in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.\u003c\/li\u003e\n\u003cli\u003eUsing Google Sheets? Download it as .xlsx (File \u0026gt; Download \u0026gt; Microsoft Excel) before loading it into the dashboard.\u003c\/li\u003e\n\u003cli\u003eOne-time price, no monthly subscription.\u003c\/li\u003e\n\u003cli\u003eWant it set up for you? The \u003ca href=\"\/products\/photographer-crm-done-for-you-setup\"\u003eDone-For-You Setup\u003c\/a\u003e imports your customer list, sets your stages, team and goals, and includes 10 team seats.\u003c\/li\u003e\n\u003cli\u003eNeed custom fields or something built from scratch? Ask about a \u003ca href=\"\/pages\/custom-crm\"\u003efully custom CRM\u003c\/a\u003e (from $3,000).\u003c\/li\u003e\n\u003cli\u003eDigital download only. No physical item is shipped.\u003c\/li\u003e\n\u003cli\u003eSample names and numbers are made up.\u003c\/li\u003e\n\u003cli\u003eFigures are estimates from your own data, not financial, legal or tax advice.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eQuestions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.\u003c\/p\u003e","brand":"The Buckeye Branding Company","offers":[{"title":"Default Title","offer_id":51939768074487,"sku":null,"price":97.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0860\/8602\/5463\/files\/01-hero_5a6f0f26-d3cf-4a73-b714-459bad766ef0.jpg?v=1793638447"},{"product_id":"pressure-washing-crm-live-dashboard","title":"Pressure Washing CRM + Live Dashboard (Digital Download)","description":"\u003cp\u003e\u003cstrong\u003eNot just a spreadsheet CRM. A live dashboard your whole team shares.\u003c\/strong\u003e Your CRM workbook comes with a live web dashboard: KPI tiles, goal gauges, charts and alerts that update with your numbers, built for your phone, with light and dark mode. Plus 3 team seats and the full Excel + Google Sheets workbook. One-time price, no monthly subscription.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eEvery lead, quote, job, crew and rebook in one place, with revenue per crew-day and the season's goals you can see at a glance.\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eMade for pressure washing, soft washing and exterior cleaning companies. Answer leads fast, price jobs from your own rate table, run the day's route from your phone and keep last year's customers coming back. The live dashboard shows revenue against a goal you set for each month, revenue per crew-day, close rate, job margin, money owed and what needs attention today.\u003c\/p\u003e\u003ch3\u003eWhat's included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003ePressure Washing CRM + Live Dashboard - BLANK.xlsx (ready for your data)\u003c\/li\u003e\n\u003cli\u003ePressure Washing CRM + Live Dashboard - SAMPLE.xlsx (filled with example data to explore)\u003c\/li\u003e\n\u003cli\u003eAccess card (PDF) with setup steps and a QR code to your live dashboard\u003c\/li\u003e\n\u003cli\u003eLive online dashboard for phone, tablet or computer\u003c\/li\u003e\n\u003cli\u003e3 team seats: you plus 2 teammates\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat it does\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eLeads and quotes with reply time, close rate by quote size and price per sq ft won vs lost\u003c\/li\u003e\n\u003cli\u003eSuggested price on each quote from your Settings price table (price per sq ft and minimum charge)\u003c\/li\u003e\n\u003cli\u003eJobs with crew, labor cost, job profit and margin %, plus a 3-week schedule against your daily goal\u003c\/li\u003e\n\u003cli\u003eSeasonal revenue goals: set a goal for each month and every gauge prorates by work day\u003c\/li\u003e\n\u003cli\u003eRevenue per crew-day with per-crew gauges and a crew scorecard ($\/day, $\/labor hour, margin, rain moves)\u003c\/li\u003e\n\u003cli\u003eRebook pipeline: last-ticket revenue coming due over the next 12 months at your own rebook rate\u003c\/li\u003e\n\u003cli\u003eCommercial contracts with next visit due, overdue visits and renewals\u003c\/li\u003e\n\u003cli\u003eAlerts for completed jobs with no invoice, low-margin jobs and leads waiting for a reply\u003c\/li\u003e\n\u003cli\u003eToday's route with Call and Map buttons, plus rebook, quote follow-up and renewal messages to copy or open in your own email app (nothing is sent automatically)\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eThe live dashboard\u003c\/h3\u003e\u003cp\u003eYour workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Leads \u0026amp; Quotes, Jobs \u0026amp; Schedule, Recurring \u0026amp; Commercial, Customers \u0026amp; Rebooks, Job Profit \u0026amp; Crews, Invoices and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like a won quote with no decision date, the dashboard tells you.\u003c\/p\u003e\u003ch3\u003eTeam seats\u003c\/h3\u003e\u003cp\u003eYour order includes 3 team seats: you (the account owner) plus 2 teammates. Add teammates by email from the Team panel; they sign in with that email and see the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when (\"updated by ... 5 min ago\"). If two people update at once, the second person is asked before replacing. Need more? \u003ca href=\"\/products\/crm-extra-team-seats\"\u003eExtra Team Seats\u003c\/a\u003e add 5 at a time, up to 25 in total.\u003c\/p\u003e\u003ch3\u003eHow it works\u003c\/h3\u003e\u003col\u003e\n\u003cli\u003eDownload your files right after checkout. Open the BLANK workbook in Excel, or upload it to Google Drive and open it with Google Sheets. The Start Here tab walks you through setup. Enter your business name and goals on the Settings tab.\u003c\/li\u003e\n\u003cli\u003eGo to \u003ca href=\"https:\/\/buckeye-planners.web.app\/pro-crm-pressure-washing\"\u003ebuckeye-planners.web.app\/pro-crm-pressure-washing\u003c\/a\u003e and sign in with an email link or Google, using the email you bought with. Your dashboard unlocks automatically. If it ever asks, enter your order number on the unlock screen.\u003c\/li\u003e\n\u003cli\u003eTap \u003cstrong\u003eLoad your workbook\u003c\/strong\u003e and pick your .xlsx file. The dashboard saves it to your team account, so it's there on any device.\u003c\/li\u003e\n\u003cli\u003eTap \u003cstrong\u003eTeam\u003c\/strong\u003e to add teammates by email. They sign in with that email and see the same dashboard.\u003c\/li\u003e\n\u003c\/ol\u003e\u003ch3\u003eGood to know\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eRoom for 2,000 rows per tab.\u003c\/li\u003e\n\u003cli\u003eWorks in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.\u003c\/li\u003e\n\u003cli\u003eUsing Google Sheets? Download it as .xlsx (File \u0026gt; Download \u0026gt; Microsoft Excel) before loading it into the dashboard.\u003c\/li\u003e\n\u003cli\u003eOne-time price, no monthly subscription.\u003c\/li\u003e\n\u003cli\u003eWant it set up for you? The \u003ca href=\"\/products\/pressure-washing-crm-done-for-you-setup\"\u003eDone-For-You Setup\u003c\/a\u003e imports your customer list, sets your stages, team and goals, and includes 10 team seats.\u003c\/li\u003e\n\u003cli\u003eNeed custom fields or something built from scratch? Ask about a \u003ca href=\"\/pages\/custom-crm\"\u003efully custom CRM\u003c\/a\u003e (from $3,000).\u003c\/li\u003e\n\u003cli\u003eDigital download only. No physical item is shipped.\u003c\/li\u003e\n\u003cli\u003eSample names and numbers are made up.\u003c\/li\u003e\n\u003cli\u003eFigures are estimates from your own data, not financial, legal or tax advice.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eQuestions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.\u003c\/p\u003e","brand":"The Buckeye Branding Company","offers":[{"title":"Default Title","offer_id":51939768172791,"sku":null,"price":97.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0860\/8602\/5463\/files\/01-hero_07e52ace-8394-4e0d-a0f3-6966c72c8cb3.jpg?v=1793638573"},{"product_id":"dumpster-rental-crm-live-dashboard","title":"Dumpster Rental CRM + Live Dashboard (Digital Download)","description":"\u003cp\u003e\u003cstrong\u003eNot just a spreadsheet CRM. A live dashboard your whole team shares.\u003c\/strong\u003e Your CRM workbook comes with a live web dashboard: KPI tiles, goal gauges, charts and alerts that update with your numbers, built for your phone, with light and dark mode. Plus 3 team seats and the full Excel + Google Sheets workbook. One-time price, no monthly subscription.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eEvery rental, container, truck, landfill ticket and invoice in one place, with availability and margin you can see at a glance.\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eMade for roll-off dumpster rental companies. See which sizes are free for the next two weeks, run the day's deliveries and pickups by truck, and catch rentals that were billed less than they should have been. The live dashboard shows revenue, utilization, revenue per container, margin per rental, landfill cost per ton, hauls per truck-day, money owed and what needs attention today.\u003c\/p\u003e\u003ch3\u003eWhat's included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eDumpster Rental CRM + Live Dashboard - BLANK.xlsx (ready for your data)\u003c\/li\u003e\n\u003cli\u003eDumpster Rental CRM + Live Dashboard - SAMPLE.xlsx (filled with example data to explore)\u003c\/li\u003e\n\u003cli\u003eAccess card (PDF) with setup steps and a QR code to your live dashboard\u003c\/li\u003e\n\u003cli\u003eLive online dashboard for phone, tablet or computer\u003c\/li\u003e\n\u003cli\u003e3 team seats: you plus 2 teammates\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat it does\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eRentals with size, container, truck, delivery and pickup dates, tons, overage and extra days, with a rental total that figures itself\u003c\/li\u003e\n\u003cli\u003e14-day availability by size, color coded, with a running-low alert and the date it runs low\u003c\/li\u003e\n\u003cli\u003eDispatch board for today and the next work day, grouped by truck, with Call and Map buttons, plus a driver run list to copy\u003c\/li\u003e\n\u003cli\u003eBilling check: rentals billed less than their total, and extra-day charges building on rentals still out\u003c\/li\u003e\n\u003cli\u003eUtilization and revenue by size, idle containers, and quotes turned away because no container was free\u003c\/li\u003e\n\u003cli\u003eLandfill cost per ton by facility, margin per rental by size and overweight share\u003c\/li\u003e\n\u003cli\u003eSeasonal monthly revenue goals plus goals for utilization, margin per rental, hauls per truck-day and landfill cost per ton\u003c\/li\u003e\n\u003cli\u003eContractors gone quiet, with a check-in message to copy or open in your own email app (nothing is sent automatically)\u003c\/li\u003e\n\u003cli\u003eInvoices with AR aging and days to pay\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eThe live dashboard\u003c\/h3\u003e\u003cp\u003eYour workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Dispatch Board, Rentals, Fleet \u0026amp; Utilization, Landfill \u0026amp; Margins, Customers, Invoices \u0026amp; AR and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like a rental with no delivery date, the dashboard tells you.\u003c\/p\u003e\u003ch3\u003eTeam seats\u003c\/h3\u003e\u003cp\u003eYour order includes 3 team seats: you (the account owner) plus 2 teammates. Add teammates by email from the Team panel; they sign in with that email and see the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when (\"updated by ... 5 min ago\"). If two people update at once, the second person is asked before replacing. Need more? \u003ca href=\"\/products\/crm-extra-team-seats\"\u003eExtra Team Seats\u003c\/a\u003e add 5 at a time, up to 25 in total.\u003c\/p\u003e\u003ch3\u003eHow it works\u003c\/h3\u003e\u003col\u003e\n\u003cli\u003eDownload your files right after checkout. Open the BLANK workbook in Excel, or upload it to Google Drive and open it with Google Sheets. The Start Here tab walks you through setup. Enter your business name and goals on the Settings tab.\u003c\/li\u003e\n\u003cli\u003eGo to \u003ca href=\"https:\/\/buckeye-planners.web.app\/pro-crm-dumpster-rental\"\u003ebuckeye-planners.web.app\/pro-crm-dumpster-rental\u003c\/a\u003e and sign in with an email link or Google, using the email you bought with. Your dashboard unlocks automatically. If it ever asks, enter your order number on the unlock screen.\u003c\/li\u003e\n\u003cli\u003eTap \u003cstrong\u003eLoad your workbook\u003c\/strong\u003e and pick your .xlsx file. The dashboard saves it to your team account, so it's there on any device.\u003c\/li\u003e\n\u003cli\u003eTap \u003cstrong\u003eTeam\u003c\/strong\u003e to add teammates by email. They sign in with that email and see the same dashboard.\u003c\/li\u003e\n\u003c\/ol\u003e\u003ch3\u003eGood to know\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eRoom for 2,000 rows per tab.\u003c\/li\u003e\n\u003cli\u003eWorks in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.\u003c\/li\u003e\n\u003cli\u003eUsing Google Sheets? Download it as .xlsx (File \u0026gt; Download \u0026gt; Microsoft Excel) before loading it into the dashboard.\u003c\/li\u003e\n\u003cli\u003eOne-time price, no monthly subscription.\u003c\/li\u003e\n\u003cli\u003eWant it set up for you? The \u003ca href=\"\/products\/dumpster-rental-crm-done-for-you-setup\"\u003eDone-For-You Setup\u003c\/a\u003e imports your customer list, sets your stages, team and goals, and includes 10 team seats.\u003c\/li\u003e\n\u003cli\u003eNeed custom fields or something built from scratch? Ask about a \u003ca href=\"\/pages\/custom-crm\"\u003efully custom CRM\u003c\/a\u003e (from $3,000).\u003c\/li\u003e\n\u003cli\u003eDigital download only. No physical item is shipped.\u003c\/li\u003e\n\u003cli\u003eSample names and numbers are made up.\u003c\/li\u003e\n\u003cli\u003eFigures are estimates from your own data, not financial, legal or tax advice.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eQuestions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.\u003c\/p\u003e","brand":"The Buckeye Branding Company","offers":[{"title":"Default Title","offer_id":51939768336631,"sku":null,"price":97.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0860\/8602\/5463\/files\/01-hero_aa6d84e6-7cd1-498e-93b8-1fdc4ebb64f6.jpg?v=1793638682"},{"product_id":"cleaning-business-crm-live-dashboard","title":"Cleaning Business CRM + Live Dashboard (Digital Download)","description":"\u003cp\u003e\u003cstrong\u003eNot just a spreadsheet CRM. A live dashboard your whole team shares.\u003c\/strong\u003e Your CRM workbook comes with a live web dashboard: KPI tiles, goal gauges, charts and alerts that update with your numbers, built for your phone, with light and dark mode. Plus 3 team seats and the full Excel + Google Sheets workbook. One-time price, no monthly subscription.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eEvery client, visit, cleaner, quote and invoice in one place, with recurring revenue and labor cost you can see at a glance.\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eMade for residential maid services and commercial cleaning companies. Keep recurring clients on schedule, see who is due but not booked, price against your real labor cost and keep the team's week full. The live dashboard shows revenue, recurring revenue, active recurring clients, revenue per labor hour, labor cost %, close rate, lead response, churn, complaints, money owed and what needs attention today.\u003c\/p\u003e\u003ch3\u003eWhat's included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eCleaning Business CRM + Live Dashboard - BLANK.xlsx (ready for your data)\u003c\/li\u003e\n\u003cli\u003eCleaning Business CRM + Live Dashboard - SAMPLE.xlsx (filled with example data to explore)\u003c\/li\u003e\n\u003cli\u003eAccess card (PDF) with setup steps and a QR code to your live dashboard\u003c\/li\u003e\n\u003cli\u003eLive online dashboard for phone, tablet or computer\u003c\/li\u003e\n\u003cli\u003e3 team seats: you plus 2 teammates\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat it does\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eClients with frequency (weekly, biweekly, monthly, plus commercial 2x, 3x and 5x weekly), price, cleaner and status\u003c\/li\u003e\n\u003cli\u003eVisits with cleaners and labor hours, and labor cost including payroll burden and optional drive minutes\u003c\/li\u003e\n\u003cli\u003eRecurring clients due but not scheduled, and a two-week team-by-day capacity grid\u003c\/li\u003e\n\u003cli\u003ePrice review: clients under your $ per labor hour goal, the price at goal and the monthly lift\u003c\/li\u003e\n\u003cli\u003eSkip reasons and repeat skippers, 3\/6\/12-month retention, lifetime value and a win-back list\u003c\/li\u003e\n\u003cli\u003eLead response time counted in office hours, a not-contacted-yet alert, and cost per lead and per new client by source\u003c\/li\u003e\n\u003cli\u003eMonth forecast: done plus booked plus recurring not yet booked, against your goal\u003c\/li\u003e\n\u003cli\u003eComplaints and quality, with a printable quality checklist tab\u003c\/li\u003e\n\u003cli\u003eCopy tomorrow's reminder texts or each cleaner's day list, or open email drafts in your own email app (nothing is sent automatically)\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eThe live dashboard\u003c\/h3\u003e\u003cp\u003eYour workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Schedule, Clients \u0026amp; Recurring, Leads \u0026amp; Quotes, Team \u0026amp; Labor, Quality, Invoices \u0026amp; AR and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like a cancelled client with no cancel date, the dashboard tells you.\u003c\/p\u003e\u003ch3\u003eTeam seats\u003c\/h3\u003e\u003cp\u003eYour order includes 3 team seats: you (the account owner) plus 2 teammates. Add teammates by email from the Team panel; they sign in with that email and see the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when (\"updated by ... 5 min ago\"). If two people update at once, the second person is asked before replacing. Need more? \u003ca href=\"\/products\/crm-extra-team-seats\"\u003eExtra Team Seats\u003c\/a\u003e add 5 at a time, up to 25 in total.\u003c\/p\u003e\u003ch3\u003eHow it works\u003c\/h3\u003e\u003col\u003e\n\u003cli\u003eDownload your files right after checkout. Open the BLANK workbook in Excel, or upload it to Google Drive and open it with Google Sheets. The Start Here tab walks you through setup. Enter your business name and goals on the Settings tab.\u003c\/li\u003e\n\u003cli\u003eGo to \u003ca href=\"https:\/\/buckeye-planners.web.app\/pro-crm-cleaning\"\u003ebuckeye-planners.web.app\/pro-crm-cleaning\u003c\/a\u003e and sign in with an email link or Google, using the email you bought with. Your dashboard unlocks automatically. If it ever asks, enter your order number on the unlock screen.\u003c\/li\u003e\n\u003cli\u003eTap \u003cstrong\u003eLoad your workbook\u003c\/strong\u003e and pick your .xlsx file. The dashboard saves it to your team account, so it's there on any device.\u003c\/li\u003e\n\u003cli\u003eTap \u003cstrong\u003eTeam\u003c\/strong\u003e to add teammates by email. They sign in with that email and see the same dashboard.\u003c\/li\u003e\n\u003c\/ol\u003e\u003ch3\u003eGood to know\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eRoom for 2,000 rows per tab.\u003c\/li\u003e\n\u003cli\u003eWorks in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.\u003c\/li\u003e\n\u003cli\u003eUsing Google Sheets? Download it as .xlsx (File \u0026gt; Download \u0026gt; Microsoft Excel) before loading it into the dashboard.\u003c\/li\u003e\n\u003cli\u003eOne-time price, no monthly subscription.\u003c\/li\u003e\n\u003cli\u003eWant it set up for you? The \u003ca href=\"\/products\/cleaning-business-crm-done-for-you-setup\"\u003eDone-For-You Setup\u003c\/a\u003e imports your customer list, sets your stages, team and goals, and includes 10 team seats.\u003c\/li\u003e\n\u003cli\u003eNeed custom fields or something built from scratch? Ask about a \u003ca href=\"\/pages\/custom-crm\"\u003efully custom CRM\u003c\/a\u003e (from $3,000).\u003c\/li\u003e\n\u003cli\u003eDigital download only. No physical item is shipped.\u003c\/li\u003e\n\u003cli\u003eSample names and numbers are made up.\u003c\/li\u003e\n\u003cli\u003eFigures are estimates from your own data, not financial, legal or tax advice.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eQuestions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.\u003c\/p\u003e","brand":"The Buckeye Branding Company","offers":[{"title":"Default Title","offer_id":51939768467703,"sku":null,"price":97.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0860\/8602\/5463\/files\/01-hero_4092b688-e7dc-46f0-a3b7-43e8e8f45d6e.jpg?v=1793638791"},{"product_id":"lawn-care-landscaping-crm-live-dashboard","title":"Lawn Care \u0026 Landscaping CRM + Live Dashboard (Digital Download)","description":"\u003cp\u003e\u003cstrong\u003eNot just a spreadsheet CRM. A live dashboard your whole team shares.\u003c\/strong\u003e Your CRM workbook comes with a live web dashboard: KPI tiles, goal gauges, charts and alerts that update with your numbers, built for your phone, with light and dark mode. Plus 3 team seats and the full Excel + Google Sheets workbook. One-time price, no monthly subscription.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eEvery property, contract, visit, estimate and install job in one place, with revenue per man-hour and renewals you can see at a glance.\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eMade for lawn care, landscaping and fertilization companies. Run routes and visits, keep the fert program on track, sell upsells and installs, and get next season's contracts signed. The live dashboard shows revenue against a season-aware goal, season contracts, active properties, revenue per man-hour, labor cost %, estimate close rate, upsell attach rate, install margin, renewal rate, money owed and what needs attention today.\u003c\/p\u003e\u003ch3\u003eWhat's included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eLawn Care \u0026amp; Landscaping CRM + Live Dashboard - BLANK.xlsx (ready for your data)\u003c\/li\u003e\n\u003cli\u003eLawn Care \u0026amp; Landscaping CRM + Live Dashboard - SAMPLE.xlsx (filled with example data to explore)\u003c\/li\u003e\n\u003cli\u003eAccess card (PDF) with setup steps and a QR code to your live dashboard\u003c\/li\u003e\n\u003cli\u003eLive online dashboard for phone, tablet or computer\u003c\/li\u003e\n\u003cli\u003e3 team seats: you plus 2 teammates\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat it does\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eProperties and contracts by service and season, with next season's renewals tracked as sent, signed, declined or not sent\u003c\/li\u003e\n\u003cli\u003eVisits with crew, minutes and crew size, so man-hours, crew cost and revenue per man-hour figure themselves\u003c\/li\u003e\n\u003cli\u003eRoute-day table (stops per day, minutes per stop, $ per man-hour) and a mowing price check against your goal\u003c\/li\u003e\n\u003cli\u003eRain make-up check and rain-day counts, with rain-delay texts to copy\u003c\/li\u003e\n\u003cli\u003eFert program rounds applied vs planned\u003c\/li\u003e\n\u003cli\u003eUpsell attach rate and a no-upsell-yet call list, plus estimates with close rate and follow-ups\u003c\/li\u003e\n\u003cli\u003eInstall job costing (margin, hours vs budget) and a three-week install timeline\u003c\/li\u003e\n\u003cli\u003eSeason-aware revenue goals (the off-season shows no goal) and season-over-season renewal rate\u003c\/li\u003e\n\u003cli\u003eCopy each crew's route, print a crew day sheet, and copy reminders for renewals still waiting (nothing is sent automatically)\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eThe live dashboard\u003c\/h3\u003e\u003cp\u003eYour workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Routes \u0026amp; Schedule, Customers \u0026amp; Contracts, Estimates \u0026amp; Upsells, Install Jobs, Crews \u0026amp; Productivity, Invoices \u0026amp; AR and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like a contract with no season, the dashboard tells you.\u003c\/p\u003e\u003ch3\u003eTeam seats\u003c\/h3\u003e\u003cp\u003eYour order includes 3 team seats: you (the account owner) plus 2 teammates. Add teammates by email from the Team panel; they sign in with that email and see the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when (\"updated by ... 5 min ago\"). If two people update at once, the second person is asked before replacing. Need more? \u003ca href=\"\/products\/crm-extra-team-seats\"\u003eExtra Team Seats\u003c\/a\u003e add 5 at a time, up to 25 in total.\u003c\/p\u003e\u003ch3\u003eHow it works\u003c\/h3\u003e\u003col\u003e\n\u003cli\u003eDownload your files right after checkout. Open the BLANK workbook in Excel, or upload it to Google Drive and open it with Google Sheets. The Start Here tab walks you through setup. Enter your business name and goals on the Settings tab.\u003c\/li\u003e\n\u003cli\u003eGo to \u003ca href=\"https:\/\/buckeye-planners.web.app\/pro-crm-lawn-care\"\u003ebuckeye-planners.web.app\/pro-crm-lawn-care\u003c\/a\u003e and sign in with an email link or Google, using the email you bought with. Your dashboard unlocks automatically. If it ever asks, enter your order number on the unlock screen.\u003c\/li\u003e\n\u003cli\u003eTap \u003cstrong\u003eLoad your workbook\u003c\/strong\u003e and pick your .xlsx file. The dashboard saves it to your team account, so it's there on any device.\u003c\/li\u003e\n\u003cli\u003eTap \u003cstrong\u003eTeam\u003c\/strong\u003e to add teammates by email. They sign in with that email and see the same dashboard.\u003c\/li\u003e\n\u003c\/ol\u003e\u003ch3\u003eGood to know\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eRoom for 2,000 rows per tab.\u003c\/li\u003e\n\u003cli\u003eWorks in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.\u003c\/li\u003e\n\u003cli\u003eUsing Google Sheets? Download it as .xlsx (File \u0026gt; Download \u0026gt; Microsoft Excel) before loading it into the dashboard.\u003c\/li\u003e\n\u003cli\u003eOne-time price, no monthly subscription.\u003c\/li\u003e\n\u003cli\u003eWant it set up for you? The \u003ca href=\"\/products\/lawn-care-landscaping-crm-done-for-you-setup\"\u003eDone-For-You Setup\u003c\/a\u003e imports your customer list, sets your stages, team and goals, and includes 10 team seats.\u003c\/li\u003e\n\u003cli\u003eNeed custom fields or something built from scratch? Ask about a \u003ca href=\"\/pages\/custom-crm\"\u003efully custom CRM\u003c\/a\u003e (from $3,000).\u003c\/li\u003e\n\u003cli\u003eDigital download only. No physical item is shipped.\u003c\/li\u003e\n\u003cli\u003eSample names and numbers are made up.\u003c\/li\u003e\n\u003cli\u003eFigures are estimates from your own data, not financial, legal or tax advice.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eQuestions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.\u003c\/p\u003e","brand":"The Buckeye Branding Company","offers":[{"title":"Default Title","offer_id":51939768533239,"sku":null,"price":97.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0860\/8602\/5463\/files\/01-hero_a5a6a423-e4ff-4e7b-87b0-fe8f2ebaa525.jpg?v=1793638905"},{"product_id":"print-shop-crm-live-dashboard","title":"Print Shop CRM + Live Dashboard (Digital Download)","description":"\u003cp\u003e\u003cstrong\u003eNot just a spreadsheet CRM. A live dashboard your whole team shares.\u003c\/strong\u003e Your CRM workbook comes with a live web dashboard: KPI tiles, goal gauges, charts and alerts that update with your numbers, built for your phone, with light and dark mode. Plus 3 team seats and the full Excel + Google Sheets workbook. One-time price, no monthly subscription.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eEvery quote, order, proof and reorder in one place, with production capacity and profit by method you can see at a glance.\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eMade for custom apparel and print shops: screen printing, DTF, embroidery, laser engraving, UV printing, awards and signs. Quote faster, see what's due and what's at risk on the production board, keep proofs and blanks from holding jobs up, and know which print methods actually make money. The live dashboard shows revenue, gross margin, on-time completion, quote close rate, proof turnaround, average order value, lead time, misprint rate and what needs attention today.\u003c\/p\u003e\u003ch3\u003eWhat's included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003ePrint Shop CRM + Live Dashboard - BLANK.xlsx (ready for your data)\u003c\/li\u003e\n\u003cli\u003ePrint Shop CRM + Live Dashboard - SAMPLE.xlsx (filled with example data to explore)\u003c\/li\u003e\n\u003cli\u003eAccess card (PDF) with setup steps and a QR code to your live dashboard\u003c\/li\u003e\n\u003cli\u003eLive online dashboard for phone, tablet or computer\u003c\/li\u003e\n\u003cli\u003e3 team seats: you plus 2 teammates\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat it does\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eQuotes and orders by print method, with stage, due date, blank, supply and labor cost, and margin\u003c\/li\u003e\n\u003cli\u003eCapacity planner: open orders scheduled by method at your pieces per day, a 10-workday load grid and jobs at risk of missing the due date\u003c\/li\u003e\n\u003cli\u003e\"When could a new job finish?\" check before you promise a date\u003c\/li\u003e\n\u003cli\u003eProof alerts weighted by due date, plus blanks-not-in and late purchase order alerts\u003c\/li\u003e\n\u003cli\u003eDeposit policy alert, ready-shelf balances and pickup reminders\u003c\/li\u003e\n\u003cli\u003eProfit by method: earned per labor hour, price per piece, margin by quantity break, rush vs standard and misprint rate\u003c\/li\u003e\n\u003cli\u003eSupplier on-time scorecard and a quote check calculator\u003c\/li\u003e\n\u003cli\u003eDaily run list per method and a printable job ticket with sign-off lines\u003c\/li\u003e\n\u003cli\u003eQuote follow-up, proof reminder, pickup and reorder messages to copy or open in your own email app (nothing is sent automatically)\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eThe live dashboard\u003c\/h3\u003e\u003cp\u003eYour workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Quotes, Orders \u0026amp; Production Board, Proofs \u0026amp; Art, Customers \u0026amp; Reorders, Profit by Method and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like an order with no due date, the dashboard tells you.\u003c\/p\u003e\u003ch3\u003eTeam seats\u003c\/h3\u003e\u003cp\u003eYour order includes 3 team seats: you (the account owner) plus 2 teammates. Add teammates by email from the Team panel; they sign in with that email and see the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when (\"updated by ... 5 min ago\"). If two people update at once, the second person is asked before replacing. Need more? \u003ca href=\"\/products\/crm-extra-team-seats\"\u003eExtra Team Seats\u003c\/a\u003e add 5 at a time, up to 25 in total.\u003c\/p\u003e\u003ch3\u003eHow it works\u003c\/h3\u003e\u003col\u003e\n\u003cli\u003eDownload your files right after checkout. Open the BLANK workbook in Excel, or upload it to Google Drive and open it with Google Sheets. The Start Here tab walks you through setup. Enter your business name and goals on the Settings tab.\u003c\/li\u003e\n\u003cli\u003eGo to \u003ca href=\"https:\/\/buckeye-planners.web.app\/pro-crm-print-shop\"\u003ebuckeye-planners.web.app\/pro-crm-print-shop\u003c\/a\u003e and sign in with an email link or Google, using the email you bought with. Your dashboard unlocks automatically. If it ever asks, enter your order number on the unlock screen.\u003c\/li\u003e\n\u003cli\u003eTap \u003cstrong\u003eLoad your workbook\u003c\/strong\u003e and pick your .xlsx file. The dashboard saves it to your team account, so it's there on any device.\u003c\/li\u003e\n\u003cli\u003eTap \u003cstrong\u003eTeam\u003c\/strong\u003e to add teammates by email. They sign in with that email and see the same dashboard.\u003c\/li\u003e\n\u003c\/ol\u003e\u003ch3\u003eGood to know\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eRoom for 2,000 rows per tab.\u003c\/li\u003e\n\u003cli\u003eWorks in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.\u003c\/li\u003e\n\u003cli\u003eUsing Google Sheets? Download it as .xlsx (File \u0026gt; Download \u0026gt; Microsoft Excel) before loading it into the dashboard.\u003c\/li\u003e\n\u003cli\u003eOne-time price, no monthly subscription.\u003c\/li\u003e\n\u003cli\u003eWant it set up for you? The \u003ca href=\"\/products\/print-shop-crm-done-for-you-setup\"\u003eDone-For-You Setup\u003c\/a\u003e imports your customer list, sets your stages, team and goals, and includes 10 team seats.\u003c\/li\u003e\n\u003cli\u003eNeed custom fields or something built from scratch? Ask about a \u003ca href=\"\/pages\/custom-crm\"\u003efully custom CRM\u003c\/a\u003e (from $3,000).\u003c\/li\u003e\n\u003cli\u003eDigital download only. No physical item is shipped.\u003c\/li\u003e\n\u003cli\u003eSample names and numbers are made up.\u003c\/li\u003e\n\u003cli\u003eFigures are estimates from your own data, not financial, legal or tax advice.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eQuestions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.\u003c\/p\u003e","brand":"The Buckeye Branding Company","offers":[{"title":"Default Title","offer_id":51939768631543,"sku":null,"price":97.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0860\/8602\/5463\/files\/01-hero_9e085d6d-bc40-468d-86ab-e838ddc13289.jpg?v=1793639011"},{"product_id":"salon-spa-crm-live-dashboard","title":"Salon \u0026 Spa CRM + Live Dashboard (Digital Download)","description":"\u003cp\u003e\u003cstrong\u003eNot just a spreadsheet CRM. A live dashboard your whole team shares.\u003c\/strong\u003e Your CRM workbook comes with a live web dashboard: KPI tiles, goal gauges, charts and alerts that update with your numbers, built for your phone, with light and dark mode. Plus 3 team seats and the full Excel + Google Sheets workbook. One-time price, no monthly subscription.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eEvery client, appointment, provider, service and membership in one place, with rebooking and retention you can see at a glance.\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eMade for hair salons, barbershops, nail and lash studios, day spas and med spas. See who's due back and who's overdue, fill open slots, track each provider's numbers and keep memberships growing. The live dashboard shows revenue, retail as a % of service, rebooking rate, new-client return, retention, no-shows and late cancels, occupancy, average ticket, revenue per hour, membership MRR and what needs attention today.\u003c\/p\u003e\u003ch3\u003eWhat's included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eSalon \u0026amp; Spa CRM + Live Dashboard - BLANK.xlsx (ready for your data)\u003c\/li\u003e\n\u003cli\u003eSalon \u0026amp; Spa CRM + Live Dashboard - SAMPLE.xlsx (filled with example data to explore)\u003c\/li\u003e\n\u003cli\u003eAccess card (PDF) with setup steps and a QR code to your live dashboard\u003c\/li\u003e\n\u003cli\u003eLive online dashboard for phone, tablet or computer\u003c\/li\u003e\n\u003cli\u003e3 team seats: you plus 2 teammates\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat it does\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eAppointments with provider, service, status, duration, ticket, retail and tips\u003c\/li\u003e\n\u003cli\u003ePersonal due-back dates from each client's own cycle or the service's rebook weeks, with an overdue-regulars call list (VIPs first)\u003c\/li\u003e\n\u003cli\u003eFill the gaps: open slots per provider on the next open day, with suggested clients who are due back\u003c\/li\u003e\n\u003cli\u003eDay book for today and the next 7 days, and a repeat no-show flag\u003c\/li\u003e\n\u003cli\u003eProvider scorecard: occupancy, rebooking, new-client 90-day return, $ per hour, commission owed, tips and booth rent\u003c\/li\u003e\n\u003cli\u003eService and category scorecards, retail attach rate and a busy-times heat map\u003c\/li\u003e\n\u003cli\u003eMemberships: MRR trend, ending soon, package sessions owed and member vs non-member visit frequency\u003c\/li\u003e\n\u003cli\u003eBirthdays this month, plus six message templates to copy or open in your own email app (nothing is sent automatically)\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eThe live dashboard\u003c\/h3\u003e\u003cp\u003eYour workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Appointments \u0026amp; Calendar, Clients \u0026amp; Retention, Staff Performance, Services \u0026amp; Retail, Memberships and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like an appointment for a service that isn't on your Services tab, the dashboard tells you.\u003c\/p\u003e\u003ch3\u003eTeam seats\u003c\/h3\u003e\u003cp\u003eYour order includes 3 team seats: you (the account owner) plus 2 teammates. Add teammates by email from the Team panel; they sign in with that email and see the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when (\"updated by ... 5 min ago\"). If two people update at once, the second person is asked before replacing. Need more? \u003ca href=\"\/products\/crm-extra-team-seats\"\u003eExtra Team Seats\u003c\/a\u003e add 5 at a time, up to 25 in total.\u003c\/p\u003e\u003ch3\u003eHow it works\u003c\/h3\u003e\u003col\u003e\n\u003cli\u003eDownload your files right after checkout. Open the BLANK workbook in Excel, or upload it to Google Drive and open it with Google Sheets. The Start Here tab walks you through setup. Enter your business name and goals on the Settings tab.\u003c\/li\u003e\n\u003cli\u003eGo to \u003ca href=\"https:\/\/buckeye-planners.web.app\/pro-crm-salon-spa\"\u003ebuckeye-planners.web.app\/pro-crm-salon-spa\u003c\/a\u003e and sign in with an email link or Google, using the email you bought with. Your dashboard unlocks automatically. If it ever asks, enter your order number on the unlock screen.\u003c\/li\u003e\n\u003cli\u003eTap \u003cstrong\u003eLoad your workbook\u003c\/strong\u003e and pick your .xlsx file. The dashboard saves it to your team account, so it's there on any device.\u003c\/li\u003e\n\u003cli\u003eTap \u003cstrong\u003eTeam\u003c\/strong\u003e to add teammates by email. They sign in with that email and see the same dashboard.\u003c\/li\u003e\n\u003c\/ol\u003e\u003ch3\u003eGood to know\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eRoom for 2,000 rows per tab.\u003c\/li\u003e\n\u003cli\u003eWorks in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.\u003c\/li\u003e\n\u003cli\u003eUsing Google Sheets? Download it as .xlsx (File \u0026gt; Download \u0026gt; Microsoft Excel) before loading it into the dashboard.\u003c\/li\u003e\n\u003cli\u003eOne-time price, no monthly subscription.\u003c\/li\u003e\n\u003cli\u003eWant it set up for you? The \u003ca href=\"\/products\/salon-spa-crm-done-for-you-setup\"\u003eDone-For-You Setup\u003c\/a\u003e imports your customer list, sets your stages, team and goals, and includes 10 team seats.\u003c\/li\u003e\n\u003cli\u003eNeed custom fields or something built from scratch? Ask about a \u003ca href=\"\/pages\/custom-crm\"\u003efully custom CRM\u003c\/a\u003e (from $3,000).\u003c\/li\u003e\n\u003cli\u003eDigital download only. No physical item is shipped.\u003c\/li\u003e\n\u003cli\u003eSample names and numbers are made up.\u003c\/li\u003e\n\u003cli\u003eFigures are estimates from your own data, not financial, legal or tax advice.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eQuestions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.\u003c\/p\u003e","brand":"The Buckeye Branding Company","offers":[{"title":"Default Title","offer_id":51939768729847,"sku":null,"price":97.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0860\/8602\/5463\/files\/01-hero_25ff2877-9a14-4576-84af-49c1f8751a2e.jpg?v=1793639119"}],"url":"https:\/\/buckeyebrandingcompany.com\/collections\/crm-software.oembed","provider":"The Buckeye Branding Company","version":"1.0","type":"link"}