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.
Vapi.ai Voice Agent Workflow Category: AI Agents, AI Chatbot Development, AI Content Creation, AI Design, AI Development, AI Text To Speech, AI Writing, Conversational AI, Voice Assistance Devices, Voice Over Budget: $250 - $750 CAD
18 Sep 2025 04:02 GMT
AWS Migration by Experienced DevOps Engineer Category: Amazon Web Services, CI / CD, Cloud Computing, Kubernetes, Linux, System Admin, Terraform, Troubleshooting Budget: ₹37500 - ₹75000 INR
Inspirational Congress Promo Video Category: After Effects, Animation, Video Ads, Video Conferencing, Video Editing, Video Post Editing, Video Production, Video Services, Video Streaming Budget: $250 - $750 USD
Holistic SEO & Social Boost Category: Content Strategy, Facebook Marketing, Google Analytics, Instagram Marketing, Internet Marketing, Keyword Research, SEO, Social Media Marketing, Website Optimization Budget: ₹600 - ₹1500 INR
18 Sep 2025 03:48 GMT
Build SCORM-Compliant British Literature Course Category: AI Content Creation, Article Writing, Articulate Storyline, Content Development, ELearning, Instructional Design, Research Writing, SCORM, Training Development, Video Editing Budget: $250 - $750 USD
