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TowMomentum

Tracking · Free resource

Completed Job Tracker

Connect the first inquiry to a completed job and collected money. A practical workbook with a worked example, clear definitions, and no double-counted callbacks.

Download5 minutes to startReviewed Oct 19, 2026

Start with the workbook

One request. One row. A clear outcome.

Use the workbook to log inquiries, update callbacks, and connect completed work to collected money. No customer names or phone numbers needed.

Download the workbookExcel / compatible spreadsheet apps · free

Interactive example · fictional records

See what the calls became.

Inquiries6
Qualified4
Quoted4
Booked3
Completed2
RequestSource / serviceOutcomeCollectedKnown contribution
DEMO-01Google AdsLocal towCompleted$240$100
DEMO-02Business ProfileJump startCompleted$100$60
DEMO-03Google AdsLocal towLost$0—
DEMO-04ReferralFlatbed towBookedUnknown—
DEMO-05Google AdsOutside service areaLost$0—
DEMO-06UnknownNot yet establishedUnknownUnknown—
Try closing out DEMO-04.

The booked flatbed job collects $260 with $150 in variable costs. Watch the completed count and contribution update.

Collected money$340Known collections across 6 inquiries; 2 amounts still unknown.
Known contribution$160Collected minus variable costs for 2 completed jobs with both amounts recorded.
Inquiry → completed job33%2 completed ÷ 6 unique inquiries. 1 outcome still unknown.

Sample only. Changes stay on this page and reset when you reload. CSV matches the rows above.

A five-minute close-out habit

Make the outcome part of the job.

  1. Create one request ID. Use it for the first inquiry and every callback about that same service request. A genuinely new job gets a new ID.
  2. Record the milestones. Qualified means you can serve the request. Quoted means a price was given. Booked means the customer accepted.
  3. Close the loop. Mark completed only after the job is done. Enter money actually collected and known variable costs. Leave unknown amounts blank.
  4. Review open outcomes weekly. A booked job or unanswered voicemail is not automatically a lost job. Update the original row as information arrives.

Put it into practice

Work through the next step with Chris.

If your reports stop at phone calls, we can map how inquiries move through quoting, booking, completion, and collection in your business.

Review your call-to-job process

Keep working on the system.