Link To Template:

https://docs.google.com/spreadsheets/d/15DhYwGXT39Mno3L2AZphO1jAU2CD6EIiWxrXdkF9Ebg/edit?gid=0#gid=0

What it’s for

A monthly unit economics template to understand the profitability of your business at the “unit” level (per job, per customer, per service line, or per recurring plan), so you can scale what’s profitable, fix what isn’t, and stop relying on top-line revenue as the main success metric.

Who it’s for

• Small to Medium Business owners who are growing but unsure if growth is actually profitable
• Service businesses with variable labor/material costs (pest control, HVAC, plumbing, cleaning, landscaping, restoration, etc.)
• Owners running ads or lead gen who need to know their true CAC → payback → margin
• Businesses considering new offers, pricing changes, or expansion

Inputs needed

• Pick your “unit” first (keep it simple): per job or per customer (or per recurring plan).
• Then fill in monthly:
  • Volume: # of Jobs / # of Customers / # of Services
  • Revenue
    • Average ticket (AOV) per job
    • Monthly recurring revenue per plan (if applicable)
    • Upsell/cross-sell revenue (optional)
  • Direct costs (COGS)
    • Technician labor hours × hourly cost (or % of revenue)
    • Materials/chemicals/supplies per job
    • Subcontractors (if any)
    • Payment processing fees (optional)
  • Acquisition costs
    • Ad spend (Google/Meta)
    • Lead platform fees
    • Sales commissions (if any)

Common mistakes

• Choosing too many “units” at once (start with 1: per job or per customer)
• Ignoring labor burden (taxes, travel time, non-billable time) and underestimating true COGS
• Treating ad spend as “overhead” instead of attributing it to acquisition (hides CAC)