Job Costing and Quoting Calculator Excel Template | Price Book, Quotes, Quote Register and Job Costing

For tradespeople who want quotes that cover costs and leave a profit. Set your rates and material prices once, then build each quote line by line with totals, VAT and margin worked out live. Every quote goes into a register showing pipeline and win rate. After the job, enter what it really cost to see the true profit.

What it covers

• Set your rates once and every quote uses them
• Price book with sell price worked out from cost plus markup
• Quote calculator with live totals, VAT and profit margin
• Quote register with pipeline value and win rate
• Job costing to compare the quote with what the job really cost
• Goals and targets with dates

Who it is for

Suits builders, plumbers, electricians, decorators, landscapers and other trades who price their own work.

What is inside

• Easy Setup, your lists in one place so every dropdown matches how you work
• How To Use and Quick Start guides, from download to working in ten minutes
• Price Book
• Quote Calculator
• Quote Register
• Job Costing
• Notes and Actions, Log and Diary and Goals and Targets tabs

How it works

Open the file in Microsoft Excel and start on the Easy Setup tab. Swap the sample lists for your own and every dropdown in the workbook updates. White cells are yours to type in and blue tinted cells calculate themselves, so there are no formulas to write. The example rows show every feature working, overtype them with your own figures and the totals and charts update as you go.

What you get

• One editable Excel (.xlsx) workbook with 10 tabs
• Built for Microsoft Excel, no macros and no formulas for you to write
• Example rows included so you can see every feature working
• Commercial licence, use in your own business, not for resale
• Instant digital download, no physical item shipped

Small print

Template only. The names, jobs and figures shown in the product images and in the example rows are examples only, overtype them with your own. A planning and record keeping aid, not professional advice, so check big decisions with the relevant professional.