5-Day Call Board
Quickly track your daily and weekly schedule so you always know your call volume, gaps, and upcoming workload.
Ultimate Excel Performance Bundle
Service Business
Performance Bundle
Take control of your operations, sales, and growth with this all-in-one Excel toolkit designed for in-home service businesses.
KPI Sheet (Task Hour Pay)
Track technician performance including close rate, average ticket, and efficiency—built specifically for task/hour pay structures.
KPI Sheet (Hourly + Bonus)
Monitor the same critical KPIs, optimized for hourly teams with bonus incentives.
Huddle Sheet
Your daily scoreboard. Instantly see team performance, track progress toward monthly goals, and identify what’s holding you back.
Annual Pace Sheet
Roll your daily and monthly numbers into a clear yearly view so you always know if you’re on track to hit your revenue goals.
Marketing ROI Calculator
Organize your marketing spend and clearly measure what’s actually generating revenue.
Hourly + Bonus Pay Plan Builder
Easily structure and forecast pay plans that incentivize performance while keeping labor costs under control.
Bonus Included
You’ll also receive video tutorial links that walk you through each sheet step-by-step, so you know exactly how to use them to maximize results.
Instant Access
Performance Bundle
$999one-time payment
* Digital products are non-refundable
7 Ready-to-Use Excel Sheets
Step-by-step video training
Fully editable & customizable
Lifetime access to updates
Why This Bundle Works
- Gives you complete visibility into your business
- Helps increase average ticket, close rate, and revenue per tech
- Creates accountability across your team
- Simple Excel format — use as-is or customize to fit your business
The Bottom Line
If you want to scale from one truck to a high-performing operation, this system gives you the numbers and structure to do it.