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.
3D Unreal Engine Marketing Video Category: 3D Animation, 3D Design, 3D Modelling, 3D Rendering, After Effects, Animation, Unreal Engine, Video Production Budget: $250 - $750 USD
04-Dec-2025 23:01 GMT
Smart Medication Dispenser Design Project Category: 3D CAD, 3D Modelling, 3D Rendering, Electronics, Graphic Design, Industrial Design, PCB Layout, Product Design Budget: $30 - $250 USD
Instagram Fashion Store Launch Category: Content Creation, Content Marketing, Facebook Marketing, Instagram, Internet Marketing, Marketing, Social Media Management, Social Media Marketing, Social Video Marketing, Telemarketing Budget: min $50 USD
Business Course PowerPoint Slide Creation Category: Business Writing, Graphic Design, Microsoft Office, Microsoft Word, Powerpoint, Presentations, Visual Design, Word Budget: $10 - $30 USD
04-Dec-2025 22:53 GMT
High-Intent Mortgage Leads Data Sourcing Category: AI Development, Data Analysis, Data Collection, Data Entry, Data Management, Data Processing, Data Scraping, Leads, Sales, Telemarketing Budget: $2 - $8 USD
Field Service Order Platform Category: API Development, Database Management, GraphQL, HTML, MySQL, PHP, SQL, User Interface / IA, Web Development, Web Design Budget: £10 - £250 GBP
