Contractor Estimate Template, Handyman Invoice Tracker for Excel and Google Sheets, Job Pipeline, Profit per Job, Bid Calculator

Seller's description

Contractor Estimate Template for Microsoft Excel and Google Sheets, instant digital download. Build a professional estimate with materials, labor and markup, move every job through your pipeline, bill deposits and finals, and see the real profit on each job. Perfect for handymen and home repair businesses.

🎥 WATCH THE FULL WALKTHROUGH VIDEO before you buy, every tab explained: https://youtu.be/jNMSOXlzTJg

✨ NOW INCLUDES 4 FILES: a SAMPLE version filled with example data so you can see how it works, plus a BLANK version ready for your own info, each for Excel and Google Sheets.

★ WHAT'S INCLUDED ★
• 10 tabs with a clickable Start Here cover page and a How To Use guide with FAQ
• Estimate Builder: a printable estimate with your business details, client lookup and 25 line items (materials, labor, subcontractor, equipment rental, permits, disposal). Markup by cost type, labor at your billing rate, contingency, sales tax on materials, estimate total, deposit due, your cost, expected profit and margin
• Jobs & Pipeline (300 rows): Lead, Estimate sent, Won, Scheduled, In progress, Completed or Lost, with estimate, estimated cost, start and finish dates, labor hours, subs and permits, plus labor cost, materials, invoiced, paid, balance, job profit, margin and profit vs. estimate
• Invoices (600 rows): deposit, progress, change order and final invoices by job #, with due date, paid, balance, status and days late
• Payments (800 rows) linked to each invoice, with job and client filled in
• Materials & Receipts (1,500 rows) by job # and category
• Clients (200 rows) with lead source, jobs, won work, invoiced and balance owed
• Dashboard: 8 KPI tiles (invoiced, collected, outstanding, job profit, average margin, open estimates, win rate, active jobs), cash by month, pipeline by status, most profitable jobs, unpaid invoices, plus charts for invoiced vs. collected and pipeline value
• Setup: business info, labor cost and billing rate, markups, tax, contingency, deposit %, terms and lists
• Sample data from a home repair business so you can see how it works

★ PERFECT FOR ★
✓ Handymen and home repair businesses
✓ General contractors and remodelers
✓ Painters, carpenters, flooring and deck builders
✓ Plumbers and electricians who quote small jobs

★ COMPATIBILITY ★
• Microsoft Excel (desktop, Mac, web)
• Google Sheets (upload to Google Drive and open with Google Sheets)
• 4 files included: Excel (sample) + Excel (blank) + Google Sheets edition (sample) + Google Sheets edition (blank)
• Not designed for Apple Numbers

★ HOW IT WORKS ★
1. Download and open the file in Excel, or upload it to Google Drive and open with Google Sheets.
2. On Setup, add your labor rates, markups, tax, deposit % and invoice terms.
3. Build an estimate, then add the job to Jobs and move it through the pipeline.
4. Bill from Invoices, record payments and log materials. Profit per job updates.

Works in any currency ($, £, €, C$, A$ and more): just change the currency symbol.

★ PLEASE NOTE ★
• This is a digital download. Nothing will be shipped.
• Check your local rules for sales tax, licensing and contracts. This is a business tool, not tax or legal advice.
• Because it's a digital file, returns aren't accepted, but if you have any trouble with the file, message me and I'll fix it or help you right away.