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 Hoodie Model & Texture file off inner hood Category: 3D Animation, 3D Art, 3D CAD, 3D Design, 3D Graphic Design, 3D Illustration, 3D Modelling, 3D Printing, 3D Rendering, 3D Visualization Budget: $30 - $250 USD
19-Mar-2026 11:04 GMT
U.S. Email Inbox Manager Category: Admin Support, Customer Service, Customer Support, Data Entry, Email Handling, Time Management, Virtual Assistant Budget: $250 - $750 USD
19-Mar-2026 11:03 GMT
Hire B2B Account Executives Category: Account Management, Business Development, CRM, Hubspot, Lead Generation, Sales, Sales Management, Sales Promotion, Salesforce.com Budget: $30 - $250 USD
19-Mar-2026 11:03 GMT
Cold Caller for Digital Sales Category: Customer Service, Lead Generation, Sales, Sales Management, Sales Promotion, Telemarketing Budget: ₹400 - ₹750 INR
19-Mar-2026 11:03 GMT
Publicação de Empresa na Wikipédia Category: Article Writing, Content Development, Content Management System (CMS), Content Writing, Editing, Proofreading, Research, Wikipedia Budget: $30 - $250 USD
19-Mar-2026 11:02 GMT
Compelling Destination Proposal Copywriting Category: B2B Marketing, Business Writing, Copywriting, Creative Writing, Digital Marketing, Email Marketing, Marketing, Marketing Strategy, Proposal Writing, Public Relations Budget: $8 - $15 USD
19-Mar-2026 11:01 GMT
Grafiche 2D per Videogioco Category: 2D Animation, 2D Animation Explainer Video, 2D Game Art, 2D Layout, Caricature & Cartoons, Game Design, Graphic Design, Illustration Budget: €30 - €250 EUR
19-Mar-2026 11:01 GMT
Crée de logo Category: Adobe Illustrator, Photoshop, Graphic Design, Illustration, Invitation Design, Logo Design, Print Design Budget: $250 - $750 SGD
19-Mar-2026 11:01 GMT
Consultor Odoo para Empresa MedTech Category: Consulting, Data Analysis, ERP, Inventory Management, Odoo, Python, SAP, Software Architecture Budget: €18 - €36 EUR
19-Mar-2026 11:01 GMT
Administrative Assistant (ET) Category: Admin Support, Data Entry, Email Handling, Excel, Microsoft Word, Time Management, Virtual Assistant, Web Search Budget: $8 - $15 USD
Course Site Edit Pages Category: CSS, Elementor, HTML, PHP, UI / User Interface, Web Design, Web Development, WordPress, WordPress Design Budget: $15 - $25 USD
19-Mar-2026 10:58 GMT
Google First-Page SEO Ranking Category: Content Marketing, Google Analytics, Internet Marketing, Keyword Research, Link Building, Marketing, SEO, Website Optimization Budget: ₹1500 - ₹12500 INR
19-Mar-2026 10:58 GMT
Microsoft Power Automate Setup Category: AI Chatbot, AI Content Creation, AI Development, AI Text To Text, Automation, Automation Codeless Program, Microsoft, Microsoft 365 Budget: $15 - $25 AUD
