We are a Leak Detection and drying company that undertakes works for clients by first attending a property and providing a report then with subsequent costs.
We currently pay for a CRM that we only use c.10% of, the pricing tool element so looking to replace this with an excel sheet.
We have four price lists that we use for different types of clients so in effect would be four sheets built the same but with different line item costs.
We have the template of costs and are looking to produce an excel tool that our team of estimators can use/input relevant line items then a cost/ estimate is produced at the bottom.
We have different types of costs ranging from equipment charged out per day, labour, materials and sub contractors with % uplifts to be applied.
An example of a line item would be a solution applied to a square meterage of floor, we would need the line item to be able to work out the cost with a pre determined figure with an input being the size needed (or the most efficient way of attaining the right figure for the volume needed). We would need an area that accounts for the rooms we are working in and sizes so it automatically prices depending on the item.
Another example would be different costs of labour time, depending on seniority.
We would then look to take the estimate and pop it into another document that would be provided to the client. This would be word that would be converted to PDF.
As a bare minimum we are looking for the pricing tool on excel. However if you are able to produce a report template we could use also that we can input this data sheet in to, and use for adding pictures and writing for our report too, then that is something we are thinking about also.
I have attached an example price list and an example Estimate and report which is our current document that we are looking to replace (where the costing sheet would be copied in to) but it maybe that an excel sheet can do 90% of it excluding maybe the written report bit.
I also have a pricing template a sister company uses that is similar to what we want but can share this with relevant responders.
Tekla Industrial Steel Modeling Category: 3D CAD, 3D Design, 3D Modelling, 3D Rendering, AutoCAD, Building Architecture, Construction Engineering, Tekla Structures Budget: $250 - $750 USD
Modern Party Dress Design & Translation Category: 3D Graphic Design, Adobe Illustrator, English Translation, Procreate, Technical Drawing / Tech Pack, Textile Design Budget: min $50 USD
01 Dec 2025 17:01 GMT
Small Functional PLA Prototype Category: 3D CAD, 3D Design, 3D Modelling, 3D Printing, 3D Rendering, CAD / CAM, Fusion 360, Solidworks Budget: $10 - $30 USD
Engaging SaaS Homepage Design Category: CSS, Frontend Development, Graphic Design, HTML, UI / User Interface, User Interface / IA, Web Design Budget: £750 - £1500 GBP
01 Dec 2025 17:00 GMT
YouTube Educational Video Creator Category: After Effects, AI Art Creation, AI Content Creation, AI Image Editing, AI Model Development, Animation, Video Editing, Video Services Budget: $10 - $30 USD
01 Dec 2025 17:00 GMT
Handwritten Text Transcribed to Word Category: Data Entry, Editing, Microsoft Word, Proofreading, Time Management, Transcription, Typing, Word Processing Budget: ₹750 - ₹1250 INR
01 Dec 2025 16:59 GMT
Metro Engineering Certification Form Preparation Category: Data Visualization, Engineering, Project Management, Report Writing, Research And Development, Technical Documentation, Technical Writing Budget: $250 - $750 SGD
01 Dec 2025 16:59 GMT
PeepChat Fun UI/UX Design Category: Adobe XD, Figma, Graphic Design, Logo Design, Photoshop, UI / User Interface, User Interface / IA, UX / User Experience Budget: $15 - $25 USD
01 Dec 2025 16:59 GMT
Modern Standout Logo Revamp Category: Adobe Illustrator, Photoshop, Branding, Graphic Design, Illustration, Logo Design, Vector Design Budget: $50 - $75 USD
