SmartHelping / Job Tracking / Excel
Job Costing Tracker — Filters & Visuals
Track billed hours and the amount charged to clients across your jobs. Enter records in a structured database, filter by job, crew, or crew member, and review historical results in weekly summaries, monthly charts, and custom-date reports.
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See the template in action
Walk through the job costing tracker.
A structured record of completed work
Track hours and their billing value.
Database-style entry
Maintain job activity in a structured database that supplies the reporting summaries and visuals.
Two core measures
Track the number of hours billed and their dollar value: the amount charged to the client for those hours.
Crew member rate mapping
Map each crew member to an hourly billing rate to make recurring data entry more efficient.
Data validation
Use the template’s validation rules to support consistent entries and reduce data-entry errors.
Three filters, one reporting view
Focus on the jobs and people you want to review.
Combine the filters as needed. Each filter includes an “All” selection so you can broaden the report without changing the underlying records.
Job ID
Select a job to review its billed hours and billing value, or include all jobs in the reporting view.
Crew
Select a crew to focus the totals and charts on its activity. Combine this with a job filter when you need a narrower view.
Crew member
Select an individual crew member to review that person’s activity within the other selected filters.
Weekly, monthly, and custom-period views
Review historical performance at the right level.
52-week and monthly summaries
Review weekly and monthly totals. Enter the first week-ending date and the other reporting dates update from that starting point.
Monthly charts that follow the filters
View monthly billed hours and billing value. The charts automatically update when the reporting filters change.
Start and end date totals
Choose a date range to review the total hours and billing value accumulated during that period, using the same filter selections.
Average monthly activity
Enter a “months active” value to show average hours and average billing value per month for the selected date range.
Related tools for crews and job performance
Explore complementary tracking templates.
Crew Tracking Gantt Chart
Explore a separate Gantt chart tool with man-hours or revenue/crew planning views.
View template detailsConstruction Job Margin Dashboard
Compare historical quotes and actual results with the separate construction KPI and job success dashboard.
View template detailsTracking Billable Hours
Explore a separate template focused on billable-hours tracking.
View template detailsIncluded in the accounting collection
Explore the Accounting Templates Bundle.
Accounting Trackers and Calculators
This job costing tracker is included in the accounting templates bundle. Explore the collection for additional tracking, reporting, costing, and planning spreadsheets.
Explore the accounting bundleQuestions before you start
A few useful details.
What does the tracker measure?
It tracks billed hours and their dollar value for jobs. Billing value means the amount charged to the client for those hours.
Can I combine the reporting filters?
Yes. Filter by job ID, crew, and crew member in combination. Each filter also includes an “All” selection.
How do I set the reporting calendar?
Enter the first week-ending date. The remaining reporting dates update from that input, with summaries covering 52 weeks and monthly periods.
Do the charts follow my filter selections?
Yes. The monthly billed-hours and billing-value charts update when the filters change.
Can I review a specific date range?
Yes. Enter a start date and end date to see the filtered totals. A separate “months active” input supports average hours and average billing value per month.
Turn job records into useful reporting
See where your billed hours and value come from.
Job Costing Tracker — $45, delivered as an Excel download.
