Overview
Built for plumbing, electrical, HVAC, painting, and other trades that take requests through their website and dispatch on-site estimates. Covers the full path from inquiry to quoted amount to booked job.
Column layout
Copy this column order into a blank Google Sheet, or let SheetLink Forms create the headers for you on first submission.
| Column | Notes |
|---|---|
| Request ID | Unique ID |
| Received | Timestamp |
| Customer | Name |
| Phone | Primary contact method |
| Service needed | Dropdown: Plumbing / Electrical / HVAC / etc. |
| Urgency | Emergency / This week / Flexible |
| Property type | Residential / Commercial |
| Address / ZIP | Location - drives routing |
| Description | Freeform |
| Photos | URLs from form upload |
| Assigned tech | Dropdown |
| Estimate date | Scheduled site visit |
| Status | New / Scheduled / Quoted / Booked / Completed / Lost |
| Quoted amount | If in Quoted or later |
| Notes | Freeform |
Useful formulas
Paste these into a top-of-sheet summary row or a separate dashboard tab.
Emergency open
=COUNTIFS(G:G,"Emergency",N:N,"<>Booked",N:N,"<>Lost",N:N,"<>Completed")Puts urgent-uncommitted count at top.
Conversion rate
=COUNTIF(N:N,"Booked")/(COUNTA(A2:A)-1)Average quote
=AVERAGEIF(N:N,"Quoted",O:O)Conditional formatting
- Urgency: red for Emergency, yellow for This week.
- Status: green for Booked/Completed, red for Lost, yellow for Quoted, blue for Scheduled.
- Photos column: show 'View' hyperlinks (use HYPERLINK formula around the URL).
Pivot table guidance
Pivot with Assigned tech as rows, Status as columns. Second pivot: Service needed by month - spot seasonality.