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Job History —
Every estimate, work order, and invoice on file for this customer — click any row to open it. Sorted newest first.
Date
Type
Number
Status
Amount
Paid Invoices —
Pick the customer below (it starts on the closest name match for this row), then link this month's revenue to one of their paid invoices — or reuse an invoice's line items to start a new estimate for this same month, with a fresh date, ready to send as a new job.
Date Paid
Invoice #
Amount
Schedule Work —
This puts the job on the Calendar tab too, linked back to this cell. Set an End Date for a job that runs several days — it'll show on every day in between.
Mark Paid in Full
"Good, Quality Service." — Bid & Estimate Maker
Build the Estimate
Fill this out — the sheet on the right updates live
Recurring Customer
Monthly Service (optional)
Job & Client
Add a Service
Tax
Subtotal$0.00
Tax$0.00
Discount–$0.00
Total$0.00
Customer Approval
Once the customer signs off on this estimate, convert it into an invoice — this keeps the estimate number for your records and stamps the sheet as an invoice.
Saved Estimates
Saved to this browser on this computer. Your current in-progress estimate is also kept automatically, so refreshing or closing the tab won't lose it.
Backup & Restore
Your records live only in this browser. Download a backup file regularly and keep it somewhere safe (Google Drive, a USB drive, email to yourself) in case this computer or browser ever loses its data.
"Good, Quality Service."
Estimate
Paid in Full
Mark Rojas — 903-840-4525
Ralph Rosales — 469-348-3029
Estimate #
3SBS-0000
PO #
—
Date
—
Valid Until
—
Prepared For
Job Site
Service
Qty
Rate
Amount
Subtotal$0.00
Tax$0.00
Discount–$0.00
Total Due$0.00
Payment Received–$0.00
Balance Due$0.00
Scope of Work & Notes
Customer Signature & Date
3 Star Building Services — Authorized By
Payment Method
Option 1 — By Check
Make payable to: 3 Star Building Services
Mail to: 1515 FM 2475, Willspoint, TX 75169
Write the invoice number on the memo line.
Option 2 — ACH / Direct Dep.
Account Name: 3 Star Building Services
Bank: Chase
Routing #:111000614
Account #:737293087
Account Type: Checking
3StarBuildingServices@gmail.com1515 FM 2475, Willspoint, TX 751693starbuildingservices.online
Accounts Receivable — Outstanding Balances
Invoices sent but not yet paid in full, linked to the customer that owes it.
Customer
Invoice #
Invoice Date
Due Date
Net Terms
Status
Invoiced
Received
Balance Due
Payment Records — Amounts Received by Customer
Every invoice marked Paid in Full, linked back to the customer that paid it. Check the box next to a customer's row(s), then click Print to print just that log. Amount Before Tax reflects your actual service revenue; Gross Received is what the customer paid including tax.
Date Paid
Customer
Invoice #
Method
Check Ref #
Before Tax
Tax
Gross Received
Yearly Totals
Year
Before Tax
Tax
Gross Received
Monthly Payments Received
3StarBuildingServices@gmail.com1515 FM 2475, Willspoint, TX 751693starbuildingservices.online
Bid Log
Every estimate made (not yet converted to an invoice), grouped by month in most-recent-first order.
Work Order
Mark Rojas — 903-840-4525
Ralph Rosales — 469-348-3029
3StarBuildingServices@gmail.com1515 FM 2475, Willspoint, TX 751693starbuildingservices.online
Mirrors whatever estimate or invoice is currently open — no prices shown, so it's safe to hand to a crew or customer before payment.
Order #
—
Date
—
PO #
—
Customer
Job Site
Done
Service
Qty
Notes
Scope of Work & Notes
Crew Signature & Date
Customer / Site Contact Signature & Date
Mark Rojas — 903-840-4525
Ralph Rosales — 469-348-3029
3StarBuildingServices@gmail.com1515 FM 2475, Willspoint, TX 751693starbuildingservices.online
Employees
Employee
Pay Type
Rate
Overtime
Taxes
Status
Weekly Time Sheet
Day
Job / Site
Hours Worked
Holiday?
Payroll History
Employee
Week Of
Job / Site(s)
Regular Hrs
OT Hrs
Holiday Hrs
Total Pay
Yearly Totals by Employee
Employee
Year
Regular Hrs
OT Hrs
Holiday Hrs
Total Paid
Mark Rojas — 903-840-4525
Ralph Rosales — 469-348-3029
3StarBuildingServices@gmail.com1515 FM 2475, Willspoint, TX 751693starbuildingservices.online
Employee Pay Log
Independent of Payroll — enter what each employee earned for the week and what they were actually paid. The balance owed calculates automatically.
Balance Owed by Employee
Employee
Total Worked ($)
Total Paid ($)
Balance Owed
Status
Yearly Totals — Pay Log
Employee
Year
Total Worked ($)
Total Paid ($)
Balance Owed
Total Owed — All Employees$0.00
Print One Worker — One Week
Pick a worker and a week above to preview and print that single record.
Work Schedule
Mark Rojas — 903-840-4525
Ralph Rosales — 469-348-3029
3StarBuildingServices@gmail.com1515 FM 2475, Willspoint, TX 751693starbuildingservices.online
Add a Work Day
Leave End Date blank for a single-day job. For a job that spans several days, set an End Date and it'll show on every day in between.
Schedule C Tracker
Mark Rojas — 903-840-4525
Ralph Rosales — 469-348-3029
3StarBuildingServices@gmail.com1515 FM 2475, Willspoint, TX 751693starbuildingservices.online
Add a Transaction
Monthly Ledger
Date
Description
Type
Category
Amount
Category Breakdown — This Month
Category
Amount
Rollover (All Prior Months)$0.00
Total Income$0.00
Total Expenses$0.00
Net Profit (This Month)$0.00
Running Balance$0.00
Annual Schedule C Summary —
Total Income (Year)$0.00
Total Expenses (Year)$0.00
Net Profit (Year)$0.00
Debt Payment Log
Mark Rojas — 903-840-4525
Ralph Rosales — 469-348-3029
3StarBuildingServices@gmail.com1515 FM 2475, Willspoint, TX 751693starbuildingservices.online
Debt Payments
Track payment plans for employees, vendors, loans, or rentals. Log each payment with the actual date it was made.
Total Owed — All Debts$0.00
Total Paid — All Debts$0.00
Profit Schedule
Mark Rojas — 903-840-4525
Ralph Rosales — 469-348-3029
3StarBuildingServices@gmail.com1515 FM 2475, Willspoint, TX 751693starbuildingservices.online
Quarterly Work Schedule
Revenue by customer and month. Click the color chip in each month cell to tag how that job was done — the color carries over automatically.
Use the Contract column to attach that customer's signed PDF contract.
Outside Inside In & Out No Schedule Not tagged
Customer
Contract
1st Quarter
2nd Quarter
3rd Quarter
4th Quarter
Taxes
Total
Monthly TOTAL:
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
Contract files are stored on this device and synced to the cloud like everything else. Very large PDFs (scanned, multi-page) may be too big to sync — keep contracts under a couple MB where you can.
Owners Report
Mark Rojas — 903-840-4525
Ralph Rosales — 469-348-3029
3StarBuildingServices@gmail.com1515 FM 2475, Willspoint, TX 751693starbuildingservices.online
Business Summary
A rolled-up snapshot pulled from every tab — revenue, receivables, payroll, debt, and tax activity. Outstanding balances and pipeline value are always shown as of today; everything else follows the period selected above.
Top Customers by Revenue
Customer
Revenue
Open Bids Awaiting Approval
Customer
Estimate #
Amount
Estimated Net Profit —
Rough figure, not a certified P&L — it combines invoice payments, actual payroll paid, debt payments made, and logged tax income/expenses. Talk to your accountant for tax filing numbers.
Bid List Prices
Mark Rojas — 903-840-4525
Ralph Rosales — 469-348-3029
3StarBuildingServices@gmail.com1515 FM 2475, Willspoint, TX 751693starbuildingservices.online
Customer Bid List
The full priced scope of work for a customer, grouped by building/area — pulled from their signed bid. Annual Total is Price × Frequency; leave Frequency blank for a priced item that isn't on the fixed annual schedule. Months Serviced is just a note of which months the job runs — type it in free-form, e.g. "Jan, Jun, Sep".
Monthly Schedule:
📂 Drag & drop a customer's .xlsx price sheet here — or click to browse
Builds a new customer's bid list automatically from the file, same layout as this one (Building / Item / Description / Prices / Freq / Jan–Dec / Ann Total).
Item
Description
Price
Freq / Yr
Months Serviced
Annual Total
Grand Total —
Monthly Service Schedule
Mark Rojas — 903-840-4525
Ralph Rosales — 469-348-3029
3StarBuildingServices@gmail.com1515 FM 2475, Willspoint, TX 751693starbuildingservices.online