Job & Booking Management
Track appointments, jobs, and customer details all in one place — no more scattered notes or missed bookings.
Time & Invoice Tracking
Log hours, generate professional invoices, and get paid faster with built-in financial tracking tools.
Business Reporting
See your revenue, expenses, and performance at a glance with automated summary reports.
Save Hours Every Week
Stop chasing receipts, rewriting invoices, and losing track of jobs. Our systems automate the busywork so you can focus on your customers.
Look Professional Get Paid Faster
Generate clean, branded invoices and quotes that make a great impression. Professional paperwork builds trust and gets you paid on time.
Grow with Confidence
Know exactly where your business stands. Track revenue, monitor expenses, and make smarter decisions with clear, automated reporting.
Why Choose Sortlio?
We built Sortlio because we believe every small business deserves professional tools — without the complexity, cost, or ongoing subscriptions of traditional software.
✅ Save hours on administration every week
✅ Professional business management systems
✅ Instant digital download
✅ Easy to customise
✅ One-time payment, no subscriptions
✅ Built for small businesses
Designed for Real Businesses
Every template is built from the ground up for small service businesses — not generic spreadsheets adapted from scratch.
Instant Access, No Setup
Download and start using immediately. No installation, no training, no waiting. Just open Excel and get to work.
Frequently Asked Questions
What is included in each Business Management Excel Spreadsheet?
Each spreadsheet is a comprehensive Excel-based solution tailored to your industry. It typically includes job and booking management, customer tracking, time logging, invoice generation, expense tracking, and business reporting — everything you need to run your business professionally.
Do I need any special software to use your Excel Spreadsheets?
No. All our spreadsheet are built in Microsoft Excel, which is included with Microsoft 365 or available as a one-time purchase. If you already use Excel for anything, you're ready to go.
Can I use the spreadsheet on my phone or tablet?
Yes. Microsoft Excel is available on iOS and Android devices, so you can access and update your business data from anywhere — on the job, at home, or on the go.
What if I need help getting started?
Every purchase includes a getting-started guide and a customer support email. We're here to help you set up and make the most of your Excel spreadsheet from day one.
Do you offer refunds?
As our products are digital downloads, all purchases are final and we do not offer refunds once the files have been purchased or downloaded. If you have any questions or need help with your purchase, please contact us by email and we'll be happy to help.
Ready to Take Control of Your Business?
Explore our growing collection of Business Management Systems designed to help you save time, stay organised, and grow your business.