Workflow
Consulting

Practical spreadsheet support · Melbourne

Less spreadsheet admin.
A clearer view of your jobs and invoices.

For small electrical and property maintenance businesses that want clearer spreadsheets—not another complicated system.

Excel consultant in Melbourne helping trades with job and invoice tracking spreadsheets for electrical and property maintenance businesses.

Tell us what needs fixing

Clear scope. A fixed quote. A practical handover.

Work with the tools you have.

Make the information easier to use.

Excel & spreadsheet consulting

Who this is for

Built for busy trade businesses.

If you run a small electrical or property maintenance business in Melbourne and your jobs, invoices or reporting live in messy spreadsheets, we can help you make those workbooks clearer and easier to use — without asking you to change how you already work more than needed.

01 / Services

Useful spreadsheets.
Without the unnecessary complexity.

Start with one frustrating task. We’ll agree on a focused solution around your current workflow.

The starting point

Job & invoice tracker

Bring existing exports together in an Excel workbook that helps you track jobs, follow up invoices and see what needs attention—without replacing your accounting software.

  • Cleaned and organised source exports
  • A job register with agreed status and follow-up fields
  • Outstanding and overdue invoice views, where source data supports them
  • A simple summary, written instructions and a handover walkthrough

Built around your business

Agreed scope.
Fixed project quote.

Proposed turnaround: 5–7 business days after scope is agreed and usable files are received. Timing depends on data quality and complexity.

Files, features, compatibility needs and revision allowance are confirmed before work begins. Changes are agreed before extra work starts.

Discuss your tracker

Cleanup & formula fixes

Untangle inconsistent formatting, broken formulas and difficult-to-follow workbooks. Make everyday files easier to use and maintain.

Reporting & data checks

Build repeatable reports from regular exports, with checks for missing fields, duplicates and inconsistent totals. Recurring support can be scoped separately.

Keeping the scope clear: historical data entry, macros, live software integrations, accounting advice and ongoing maintenance are excluded unless separately agreed.

02 / Common spreadsheet problems we fix

Typical examples from trade workflows.

These are illustrative before-and-after examples of the kinds of spreadsheet problems we help with — not client case studies.

Job tracking

Now

Jobs live across texts, emails and a messy sheet, so it’s hard to see what’s booked, in progress or finished.

After

One job tracker gives each job a status, date, client and site, with filters that show what needs action today.

Invoicing and payments

Now

Invoices are created by hand and late payments are easy to miss.

After

Completed jobs link to invoice numbers, amounts and due dates, and overdue payments are highlighted automatically.

Broken or slow formulas

Now

Copied formulas, #REF! errors and manual totals nobody trusts.

After

Formulas are cleaned up, inputs are checked, and totals stay consistent as new rows are added.

Monthly reporting

Now

Revenue, outstanding invoices and job numbers are pieced together by hand.

After

A simple dashboard shows monthly revenue, unpaid invoices, completed jobs and the busiest job types.

03 / A straightforward approach

From spreadsheet frustration
to a clear handover.

  1. 01

    Describe the task

    Tell us what you use today, what’s frustrating and what you’d like to simplify.

  2. 02

    Agree the scope

    We confirm the deliverables, required files, compatibility, timing and project quote.

  3. 03

    Build & review

    We prepare the workbook and review it with you against the agreed requirements.

  4. 04

    Handover

    You receive the agreed files and practical instructions for using them.

04 / Who we are

Hi, we’re AG Workflow Consulting.

We help small electrical and property maintenance businesses make their spreadsheets clearer and more useful.

We start with how you work: what you track, where the admin gets frustrating and what information you need. Then we build a practical solution with a clear scope and handover.

05 / FAQ

Common questions.

What does AG Workflow Consulting do?

We build and tidy practical Excel and spreadsheet tools for small businesses — especially job and invoice trackers, formula cleanup and clearer reporting.

Who is this for?

We mainly work with small electrical and property maintenance businesses in Melbourne that want clearer spreadsheets without taking on another complicated system.

Do you sell software subscriptions?

No. We agree a focused scope for a spreadsheet project, prepare the workbook to match that scope, and hand it over with practical instructions.

How does an enquiry work?

Tell us about your business, the tools you use today and the task you want to simplify. We’ll reply by email to understand the work and outline a clear next step.

Where are you based?

We serve businesses in Melbourne, Victoria. Enquiries are welcome via the form on this site or enquiries@agworkflowconsulting.com.

Let’s simplify the next task

What’s your spreadsheet
making harder than it needs to be?

Tell us about your business, your current tools and the task you want to simplify. We’ll start there.

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