EVERRACOLLECTIVE
The Everra Shop

Tools for the business. Ready tonight.

Five thoughtfully designed templates for home-service pros and small businesses. Pay once, download instantly, and keep them for good.

For home-service pros

Plumbing, electrical, HVAC, roofing, landscaping, cleaning, pest control and every trade in between.

Home Service Job & Estimate Tracker dashboard on a laptop
For home-service pros

Home Service Job & Estimate Tracker

One spreadsheet for every estimate, job and invoice, in any trade. Profit, margin and close rate calculate themselves, so you can see what's working at a glance.

What's included

  • Estimates log with Won / Lost status and overdue follow-up alerts
  • Jobs log with automatic gross profit and margin
  • Dashboard: revenue, close rate, average ticket, unpaid invoices
  • Month-by-month results, plus revenue by job type and lead source
  • 14 editable job types for plumbing, electrical, HVAC, roofing, cleaning and more
  • Start Here guide, 500 ready rows and sample data
$13.99 USDExcel & Google Sheets · .xlsx
Coming soon · Notify me

Instant download after checkout · Secure payment by card or PayPal · Refund policy

Home Service Forms Pack: estimate, invoice and work order pages
For home-service pros

Home Service Forms Pack

Seven clean, trade-neutral business forms that make every quote, job and sign-off look professional. Print them, or write on them in a PDF app on your tablet.

What's included

  • Estimate with Good / Better / Best options and customer acceptance
  • Invoice with labor and materials sections
  • Work order
  • Job completion checklist & customer sign-off
  • Site inspection report with customizable rows
  • Service call log and recurring service record
$8.99 USDPrintable PDF · US Letter · 7 pages
Coming soon · Notify me

Instant download after checkout · Secure payment by card or PayPal · Refund policy

For small business & planning

Simple, beautiful tools for running a shop and planning your year.

Profit & Inventory Tracker dashboard on a laptop
For small business

Small Business Profit & Inventory Tracker

Know exactly what's in stock and what you actually keep after fees and cost of goods. Built for makers, resellers and small shops.

What's included

  • Products tab with stock on hand and automatic reorder alerts
  • Purchases that update inventory automatically
  • Sales with fees, discounts and true profit per order
  • Expenses by category
  • Monthly profit dashboard and net margin
  • Start Here guide, 200 product and 500 sales rows
$11.99 USDExcel & Google Sheets · .xlsx
Coming soon · Notify me

Instant download after checkout · Secure payment by card or PayPal · Refund policy

2027 Annual Budget Planner on a laptop
For planning

2027 Annual Budget Planner

Plan every month, compare your budget to what you actually spent, and watch your savings goals and debt payoff move.

What's included

  • Monthly budget by category, renamed to fit your life
  • Transactions log with category dropdowns
  • Annual summary with over-budget alerts
  • Net income and savings rate by month
  • Savings goals with progress bars
  • Debt payoff tracker
$8.99 USDExcel & Google Sheets · .xlsx
Coming soon · Notify me

Instant download after checkout · Secure payment by card or PayPal · Refund policy

The Calm Planner on a tablet
For planning

The Calm Planner

A calm, undated digital planner with 83 hyperlinked pages. Start any day and use it year after year on your tablet.

What's included

  • 83 hyperlinked pages with month tabs on every page
  • Index, year at a glance and yearly goals
  • 12 undated monthly calendars
  • 60 weekly spreads with Top 3 and to-dos
  • 31-day habit tracker
  • Dot-grid notes pages
$5.99 USDHyperlinked PDF · GoodNotes, Notability & more
Coming soon · Notify me

Instant download after checkout · Secure payment by card or PayPal · Refund policy

How buying works

Three steps. No accounts needed.

01

Choose

Pick a template and tap Buy now.

02

Check out securely

Pay by card or PayPal on a secure checkout page. Any sales tax or VAT is added there.

03

Download

Your download link appears right away and arrives by email with your receipt.

Shop questions

Before you buy.

Anything else? Write to hello@everracollective.com.

How do I get my files?

Right after checkout you'll see a download link, and the same link arrives by email with your receipt. Nothing ships by mail.

Do the spreadsheets work in Google Sheets?

Yes. Open the .xlsx in Microsoft Excel, or upload it to Google Drive and open it with Google Sheets. Each file has a Start Here tab with setup steps.

Which apps work with The Calm Planner?

GoodNotes, Notability, Noteshelf, Xodo, Samsung Notes and other PDF annotation apps on iPad or Android tablets. The page links work in apps that support PDF links.

Can I use the templates in my business?

Yes, for your own business, as often as you like, including printing as many forms as you need. Please don't resell or share the files. See our Shop Terms.

What if a file doesn't work for me?

Because files are delivered instantly, sales are generally final, but if something doesn't open or work as described, email us within 14 days and we'll fix it, replace it or refund you. See our Refund & Cancellation Policy.

Are these made with AI?

They're designed by Everra Collective with help from AI tools for drafting layouts, formulas and copy. Every template is then reviewed and tested by us.

Is this accounting or legal advice?

No. These are organizing and record-keeping tools. Forms are general templates, so check your state's requirements before using one as a contract.

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