This project is very similar to a system I recently built for a client to automatically generate emails using their invoice data, eliminating the need to retype information. I’m a firm believer that every time you manually touch data, the chance of errors increases—so I design spreadsheets that pull directly from the source and populate the messaging automatically.

While there are larger platforms that offer this kind of functionality, small “mom and pop” businesses often just need a clean, easy-to-use spreadsheet that gets the job done without added complexity. This approach keeps everything simple, reliable, and accessible to anyone on the team.

Calculate income and hours for your small business with this easy to use spreadsheet.

Track contract expiration dates with this easy to use spreadsheet.