I will build contractor quote job costing, invoice automation system in excel workbook
About this Gig
Managing contractor quotes, job costs, invoices, and project profit across separate spreadsheets can quickly become confusing and time-consuming. I will build a professional Excel workbook that connects your quoting, costing, invoicing, expenses, and job profitability into one practical system.
My services include:
- Contractor quote and estimate calculator
- Labor, material and subcontractor cost tracking
- Job costing and project expense tracker
- Automated invoice creation and calculations
- Client and job information management
- Quote-to-invoice workflow
- Job profit and margin calculations
- Payment and invoice status tracking
- Excel formulas, dropdowns and automated totals
- Summary dashboard and management reports
- Clean, organized workbook structure
What youll get:
- Faster and more consistent quoting
- Clear visibility into actual job costs
- Automatic revenue, cost and profit calculations
- Better control over labor and material expenses
- Professional invoices ready for clients
Whether you are a contractor, construction company, tradesperson, remodeler, or service business, I can create a practical Excel system arou
Platform:
Excel
•
Google Sheets
Development technology:
VBA
•
Excel
Expertise:
Formulas
•
Functions
•
Macros
•
Dashboard
•
Modeling
FAQ
Can you build the workbook around my contracting business?
Yes. I can structure the workbook around your services, costing method, quote process, and invoicing workflow.
Can labor and material costs be calculated automatically?
Yes. Labor hours, rates, material quantities, unit costs, and totals can be connected through formulas.
Can the quote automatically calculate the selling price?
Yes. I can include markups, margins, taxes, discounts, and other pricing rules you use.
Can the workbook generate invoices?
Yes. I can create an invoice section that pulls relevant client and job information into a professional invoice layout.
Can I track profit for each job?
Yes. The system can compare quoted revenue against labor, materials, subcontractors, expenses, and other costs.
Can I manage multiple projects?
Yes. The workbook can include a centralized job tracker for monitoring multiple active and completed projects.
Can you add a dashboard?
Yes. The Standard and Premium packages can include summaries for revenue, costs, profit, outstanding invoices, and job performance.

