TA Tradie Admin Kit

Admin templates for Australian tradies

Stop letting missed calls and open quotes go cold.

The Tradie Admin Recovery Kit is a practical spreadsheet pack for writing down enquiries, spotting urgent callbacks, following up quotes, and setting the next action before work falls through the cracks.

Tradie Admin Recovery Kit preview showing what is inside the admin spreadsheet pack

Enquiry tracker

Record customer, job type, source, suburb, urgency, quote status, estimated value, and next follow-up date.

Quote follow-up

Use plain SMS and email scripts for missed calls, quote nudges, bookings, deposits, invoices, reviews, and lost leads.

Daily routine

Check open leads, urgent callbacks, stale quotes, and overdue follow-ups without needing a full CRM.

Built for the admin gap before a full CRM

Plumbers, electricians, cleaners, gardeners, mobile mechanics, locksmiths, and small home-service teams often do not need another big app on day one. They need a reliable place to write down the enquiry, decide what is urgent, and see what needs a callback.

  • Excel lead recovery tracker with dashboard
  • Starter lead CSV and message bank CSV
  • 40+ SMS, email, and internal note templates
  • Missed enquiry and emergency triage forms
  • Lead recovery calculator, quick-start guide, and compliance notes