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.
YouTube Productivity Software Explainer Videos Category: Adobe Premiere Pro, After Effects, Camtasia, Explainer Videos, Video Editing, Video Production, Video Services, Videography Budget: ₹600 - ₹1500 INR
05-Feb-2026 23:04 GMT
Management Category: Admin Support, Internet Marketing, Property Management, Social Media Marketing Budget: $250 - $750 USD
05-Feb-2026 23:03 GMT
Modern Phoenix Dachshund Logo Category: Adobe Illustrator, Photoshop, Branding, Graphic Design, Illustration, Logo Design, Vector Design Budget: $30 - $250 AUD
05-Feb-2026 23:02 GMT
Lovable to WordPress Category: HTML, MySQL, PHP, SEO, SSL, Web Development, Website Management, WordPress Budget: €8 - €30 EUR
05-Feb-2026 23:00 GMT
Business Video Editor/Creator Category: Adobe Premiere Pro, After Effects, Animation, Content Creation, Creative Design, Video Editing, Video Production, Video Services Budget: ₹600 - ₹1500 INR
WordPress Security Cleanup & SEO Category: Computer Security, Database Management, Internet Security, SEO, Web Security, Website Management, Website Optimization, WordPress Budget: $250 - $750 NZD
05-Feb-2026 22:50 GMT
Traditional 2-3BR SIPs Home Category: Architecture, AutoCAD, Building Architecture, Building Design, Construction, Project Management, Project Scheduling, Structural Engineering Budget: $1500 - $3000 USD
05-Feb-2026 22:50 GMT
Modern Commercial Pool Design Category: AutoCAD, Building Design, CAD / CAM, Construction Management Budget: $15 - $25 USD
05-Feb-2026 22:46 GMT
Asistente Ventas con Llamadas CRM -- 2 Category: CRM, Customer Service, Data Entry, Data Management, ERP, Lead Generation, Odoo, Sales, Sales Management, Software Architecture Budget: €6 - €12 EUR
05-Feb-2026 22:45 GMT
Quick Logo Text Update _TIME SENSITIVE Category: Adobe Illustrator, Photoshop, Business Card Design, Graphic Design, Logo Design, PDF, Word Budget: $10 - $30 USD
