Project Milestone Tracker - Job Management Template

Free Project Milestone Tracker — See Every Job, Invoice and Profit Margin at a
Glance

Juggling multiple jobs at once? This free project milestone tracker for sole
traders gives you a bird’s-eye view of every active job — what stage it’s at,
which invoice is attached, what you’ve spent, and what your margin looks like.
Built for tradies, builders, designers, and anyone who runs more than one
project at a time.

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What You Get :

  • Per-job tracking: job name, client, start date, due date, milestone description
    and status
  • Linked invoice number and invoice amount per job
  • Expenses column with auto-calculated profit margin
  • Dashboard shows all active jobs in one view
  • Status options: Not Started, In Progress, Awaiting Client, On Hold, Completed,
    Invoiced, Paid
  • Annual totals row — total invoiced, total expenses, overall margin

Who It’s For :

Builders, web designers, consultants, photographers, landscapers, NDIS plan
managers, any sole trader who manages ongoing projects with multiple
deliverables or payment milestones.

ATO / Compliance Note :

Tracking project-level income and expenses helps you accurately allocate GST,
report income by job, and reconcile your accounts at year end.

Download Free Project Tracker


FAQ :

Can I track multiple projects for the same client?
Yes, add a new row for each project. Filter by the Client column to see all jobs
for one client.

How do I use the profit margin column?

Enter your Invoice Amount and Expenses. The Profit Margin column autocalculates as (Invoice − Expenses) ÷ Invoice, displayed as a percentage.

Does this connect to Sole App invoicing?

Not directly, it’s a planning spreadsheet. In Sole App, use the Projects &
Milestones feature to link milestones directly to invoices and trigger automatic
invoice creation when milestones are reached.