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.
Commission-Driven Sales Partnership Needed Category: Account Management, Affiliate Marketing, Business Development, Influencer Marketing, Internet Marketing, Lead Generation, Marketing, Sales, Social Media Marketing Budget: $250 - $750 CAD
29-Nov-2025 16:58 GMT
4-Minute iQOO 15 Review Edit Category: A / V Editing, Adobe Premiere Pro, After Effects, Animation, Final Cut Pro, Graphic Design, Video Editing, Video Production Budget: ₹100 - ₹400 INR
Excel Social Statistics Analysis Category: Data Analysis, Data Analytics, Data Processing, Data Visualization, Excel, SPSS Statistics, Statistical Analysis, Statistics Budget: $15 - $25 USD
29-Nov-2025 16:57 GMT
iOS App & AI Algorithm Optimization Category: AI Development, Full Stack Development, IOS Development, IPhone, Mobile App Development, Node.js, Objective C, Swift Budget: min ₹2500 INR
29-Nov-2025 16:56 GMT
3D Cartoon Nasheed Animation Category: 3D Animation, 3D Design, 3D Modelling, 3D Rendering, 3D Rigging, 3D Visualization, Animation, Blender Budget: $30 - $250 CAD
29-Nov-2025 16:56 GMT
Event App & Website Build Category: Android, Flutter, Graphic Design, IPhone, Mobile App Development, UI / User Interface, UX / User Experience, Web Development Budget: ₹75000 - ₹150000 INR
29-Nov-2025 16:56 GMT
Birthday Party Reel Creation Category: Adobe Premiere Pro, After Effects, Animation, Commercials, Creative Design, Final Cut Pro, Video Editing, Video Production Budget: ₹100 - ₹400 INR
29-Nov-2025 16:53 GMT
Get Sample Transcript From Audio to English APPs Category: AI Chatbot Development, AI Content Creation, AI Development, AI Text To Speech, AI Writing, Audio Processing, Excel, Powerpoint, Software Architecture, Word Budget: ₹1500 - ₹12500 INR
29-Nov-2025 16:51 GMT
Lead-Gen Social Media Campaign Category: Ad Planning & Buying, Content Marketing, Facebook Marketing, Instagram Marketing, Internet Marketing, Lead Generation, Marketing, Social Media Marketing Budget: $30 - $250 USD
29-Nov-2025 16:49 GMT
Mulching Hammer Specs CSV Import Category: Data Collection, Data Entry, Excel, Image Processing, Web Scraping, WooCommerce, WordPress Budget: €8 - €30 EUR
