Quotation & job-costing workbook
A practical quoting and job-costing system shaped around a real service workflow.
Completed projects
Select a project to view its workflow and result.
Completed projectNative / 01
XQuotation BuilderSaved
FileHomeInsertDataView
↶↷Calibri 11BI◇
A1fx=SUMIFS(Approved, Status, "Ready")
ABCD
1WORK ITEMSTATUSOWNERVALUE
2Labour 40 hrsReadyA. Chen1,284
3Materials approvedReviewM. Ortiz17
4Margin 33.4%ReadyS. Patel98.7%
5
Current result$18,740 quote
Control roomDataReview queue+
Field services team
Quotation Builder
Combined estimates, labour, materials, and job review in one workbook.Completed projectPremium / 02
Custom fabrication teamProject preview
Overview
The project view compares planned and actual cost by phase.
Current result7 phases tracked
3
01Design approvedComplete02Shop work activeReady03Install forecast setReady
Custom fabrication team
Project Costing Studio
Created a high-end costing experience for custom fabrication projects.Completed projectNative / 03
XService Estimate BookSaved just now
FileHomeInsertDataView
↶↷Calibri 11BI◇
D3fx=SUMIFS(Approved, Status, "Ready")
ABCD
1WORK ITEMSTATUSOWNERVALUE
2Rates currentReadyA. Chen1,284
3Travel includedReadyM. Ortiz17
4PDF quote readyReadyS. Patel98.7%
5
Current result13 packages ready
Control roomDataReview queue+
Mechanical services team
Service Estimate Book
Made recurring service estimates faster and more consistent.Result
A reusable workbook for estimating, quoting, tracking cost, and reviewing margin inputs.
03Protected inputs and usage notes
Important limits
Tax treatment, pricing policy, and accounting rules remain client-approved inputs.