Estimating With Excel For The Small Contractor YouTube

 
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Old 03-03-2013, 11:35 AM   #61
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Re: Estimating With Excel For The Small Contractor YouTube


I have my Excel sheets, workbook set up .. one quick question.

How do you save your customers in the workbook ? Do you do one work book for each customer ... or divide them up or store them in one work book - if that makes sense ?

Thank you very much for posting these topic/videos I have wanted to do this for a long time but this was enough help to actually get it accomplished !!!
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Old 03-03-2013, 12:54 PM   #62
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Re: Estimating With Excel For The Small Contractor YouTube


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Originally Posted by AutumnWood Inc. View Post
I have my Excel sheets, workbook set up .. one quick question.

How do you save your customers in the workbook ? Do you do one work book for each customer ... or divide them up or store them in one work book - if that makes sense ?

Thank you very much for posting these topic/videos I have wanted to do this for a long time but this was enough help to actually get it accomplished !!!
Autumn

Let's be clear on the terminology. ( For a long time I wasn't because I just worked on Excel by myself and I didn't need to know.)

A workbook is what you open when you start Excel, the tabs at the bottom are worksheets within a workbook. My basic worksheets are Cover, EWS, Est letter, BWS, Invoice.

What I built in the videos is a workbook template.

I open that and start one for each customer or each job. At then end of the sesssion I use Save As to store it as a seperate workbook.

Now if customers want to remodel the bath and build a deck at the same time I will usually keep that in one workbook. If they build a deck today and remodel a bath a year from now then it is 2 workbooks.

I try to keep all the information on a job in one workbook. Sometimes they want a price on replacing windows, building a deck and replacing an entry door. I will keep those in one workbook but have 3 EWS and 3 Est letters. Then usually 3 BWS and 3 Invoices. They may elect to do 1 or all 3. Time frame is the deciding factor on one workbook or multiple.

I do not keep PDF quotes in the workbook but I can if I choose. A topic for another video. Most PDF quotes are keep in my e-mail folders. Ihave a folder for each supplier.

So my Construction folder (in Drop Box ) has about 10 -15 active workbooks in it. Once a job is completed then it gets stored in a subfolder called completed jobs. A PDF of the invoice is stored in Invoice PDF.

Jobs were I have sent an estimate to and I have given up hope of getting the job are stored in Estimates out.

So in answer to your question I have a workbook for each job.

I would not try to have a worksheet for each job. The workbook would become too complicated. With a workbook for each job even in multiple folders all you have to do is do a search of your construction folder to get every document you ever created about customer X, back until the creation of your system.

Thank you very much for posting these topic/videos I have wanted to do this for a long time but this was enough help to actually get it accomplished !!!

You are welcome. I am glad you were helped by my videos. Sometimes I felt like I did not do a good job of explaining or I just made stupid mistakes.

I have been busy with work, home projects and life. Right now I am on a hospital public computer because i have spent the seekend with my son Timothy in the hospital because he has a touch of pneumoia.

I will finish the roofing workbook and make a basic video, but right now I am too busy.

Rich
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Old 03-12-2013, 05:52 PM   #63
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Re: Estimating With Excel For The Small Contractor YouTube


Rich, thanks for much for this video info on excel. I've only watched the first video so far, but it has helped quite a bit!!! Can't wait to watch the rest!
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Old 03-12-2013, 07:02 PM   #64
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Rich, thanks for much for this video info on excel. I've only watched the first video so far, but it has helped quite a bit!!! Can't wait to watch the rest!
You are Welcome

Rich
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Old 03-21-2013, 08:02 PM   #65
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Re: Estimating With Excel For The Small Contractor YouTube


Rich, Thanks for the videos. I've watched the first 3 and modeled my sheet according to what you have. One question(you might have answered it in a later video)...whats the point of charging sales tax to labor? Rhode Island is also 7% sales tax but wouldn't it make sense to have an area for workers comp % on every dollar spent or would you put that in another area all together?

Again, sorry if this question is answered already. I'm going to start vid #4 right now.

Matt
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Old 03-21-2013, 09:17 PM   #66
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Re: Estimating With Excel For The Small Contractor YouTube


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Rich, Thanks for the videos. I've watched the first 3 and modeled my sheet according to what you have. One question(you might have answered it in a later video)...whats the point of charging sales tax to labor? Rhode Island is also 7% sales tax but wouldn't it make sense to have an area for workers comp % on every dollar spent or would you put that in another area all together?

Again, sorry if this question is answered already. I'm going to start vid #4 right now.

Matt
Matt

In Iowa new construction and remodeling is sales tax exempt. Repairs are not exempt. If I replace a whole roof it is exempt. If I repair 1 shingle then the labor is taxable.

We are all owners of the company so we do not have workman's comp.

Rich
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Old 03-21-2013, 09:31 PM   #67
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Re: Estimating With Excel For The Small Contractor YouTube


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Matt

In Iowa new construction and remodeling is sales tax exempt. Repairs are not exempt. If I replace a whole roof it is exempt. If I repair 1 shingle then the labor is taxable.

We are all owners of the company so we do not have workman's comp.

Rich
I see. In RI, I(the business owner) am exempt from Worker's Comp but I need to carry it for my employees. I know in other states the owner is not exempt.
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Old 03-27-2013, 06:07 PM   #68
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Re: Estimating With Excel For The Small Contractor YouTube


I again want to thank you Rich for posting this thread and doing all the YouTube videos ! This has helped us a ton !
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Old 03-27-2013, 07:43 PM   #69
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Re: Estimating With Excel For The Small Contractor YouTube


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I again want to thank you Rich for posting this thread and doing all the YouTube videos ! This has helped us a ton !
Autumn

You are welcome. Do you have a workbook designed and usable?

I have not finished the videos on making a roofing worksheet. My MIL died and we had the funeral stuff to do. My son and his wife had a baby a week ago, we are remodeling the laundry room/bathroom and business stuff keeps me busy. So I haven't added any new video's to the series.

I am glad you found the videos helpful. A well organized Excel workbook is a real time saver, as well as keeping you organized. On paper and a file cabinet I would be a hopeless mess. On the computer I can keep things organized.

Rich
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Old 03-27-2013, 07:55 PM   #70
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Re: Estimating With Excel For The Small Contractor YouTube


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My MIL died and we had the funeral stuff to do. My son and his wife had a baby a week ago,
Rich, Sorry and Congratulations at the same time buddy.
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Old 03-27-2013, 08:12 PM   #71
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Rich, Sorry and Congratulations at the same time buddy.
She was 82 and had Alzheimer's. It was time for her to go. I'm the picture guy and the guy who can write the obituary so I had a lot of little things to do.

Here is my grand daughter (from my other son) holding the newest member of the family.

Rich

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Old 03-27-2013, 09:00 PM   #72
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Re: Estimating With Excel For The Small Contractor YouTube


Congrats!

And the videos are much appreciated. Learning quite a bit.
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Old 03-28-2013, 12:33 AM   #73
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Re: Estimating With Excel For The Small Contractor YouTube


Sorry about your loss, and congrats on the grand baby !


Yes ... we have a full running workbook with everything you went over.

I was using Word for my proposal's now I use Excel for everything !


We have a huge material sheet with all the Timber Tech, Trex, Fiberon, Treated, Cedar, Misc. that was the biggest challenge to do !

What is so nice is the accurate quotes I can put together now ... when it is this time of the season we are slammed busy with bidding on projects... In the past I would just quote by the square foot on decks because it would take to long to run the numbers on everything.


This not only speeds up everything but it is way more accurate. Which has helped us bring better pricing for our customers and we have already gained more work from it !

We are now just starting the job tracking.

Thanks again ... I feel like I need to send you a gift card or something ... this thread was the help we needed to get this done !
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Old 03-31-2013, 11:01 PM   #74
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Re: Estimating With Excel For The Small Contractor YouTube


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Originally Posted by AutumnWood Inc. View Post
Sorry about your loss, and congrats on the grand baby !


Yes ... we have a full running workbook with everything you went over.

I was using Word for my proposal's now I use Excel for everything !


We have a huge material sheet with all the Timber Tech, Trex, Fiberon, Treated, Cedar, Misc. that was the biggest challenge to do !

What is so nice is the accurate quotes I can put together now ... when it is this time of the season we are slammed busy with bidding on projects... In the past I would just quote by the square foot on decks because it would take to long to run the numbers on everything.


This not only speeds up everything but it is way more accurate. Which has helped us bring better pricing for our customers and we have already gained more work from it !

We are now just starting the job tracking.

Thanks again ... I feel like I need to send you a gift card or something ... this thread was the help we needed to get this done !
That's way cool. You built the worksheet yourself. Now you understand it and how to make it work. Or improve it. Congratulations.

Your success is reward enough.

Rich
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Old 07-07-2013, 08:03 PM   #75
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Re: Estimating With Excel For The Small Contractor YouTube


Quote:
Originally Posted by AutumnWood Inc. View Post
Sorry about your loss, and congrats on the grand baby !


Yes ... we have a full running workbook with everything you went over.

I was using Word for my proposal's now I use Excel for everything !


We have a huge material sheet with all the Timber Tech, Trex, Fiberon, Treated, Cedar, Misc. that was the biggest challenge to do !

What is so nice is the accurate quotes I can put together now ... when it is this time of the season we are slammed busy with bidding on projects... In the past I would just quote by the square foot on decks because it would take to long to run the numbers on everything.


This not only speeds up everything but it is way more accurate. Which has helped us bring better pricing for our customers and we have already gained more work from it !

We are now just starting the job tracking.

Thanks again ... I feel like I need to send you a gift card or something ... this thread was the help we needed to get this done !
I was curious how things are going with your new system. Have you continued to use it? Do you find it helpful in keeping track of estimates and invoices?

Rich
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Old 02-09-2014, 04:28 AM   #76
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Re: Estimating With Excel For The Small Contractor YouTube


Thanks for posting all the great info Rich. I used to use Excel a lot when I was a estimator but got away form it over the past 5 years. I have been using it strictly for estimates and Invoices lately. The videos have reminded me again that I am wasting some valuable tools that the program provides.
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Old 02-09-2014, 06:02 PM   #77
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Re: Estimating With Excel For The Small Contractor YouTube


I am glad you found the videos useful.

I do all my thinking in Excel. I just have to get my thoughts on the screen and save them somewhere.

I save links and price quotes when I am working up an estimate so that I can find them later.

Rich
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Old 03-22-2014, 03:57 PM   #78
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Re: Estimating With Excel For The Small Contractor YouTube


rich,
great job on videos

I have started using it a few years back myself.

handed down version from a friend,

you have showed us / me some really good tricks.
it's always nice to see someone else's ideas

mine also has line items:
for permit fee's, calculated off job total
project management & overhead
and a few others

would like to share it with you and everyone else if wanted.

don't really know how to post it though

Jeff & jd
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Old 03-22-2014, 04:02 PM   #79
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Re: Estimating With Excel For The Small Contractor YouTube


I started with a basic template then mad ones for roofing, decking, siding and others.

save them as a template and us as a master list.

Then, when doing one for estimate "save as" under customers name for
example jones=deck or smith remodel.

it allows you to have specific material list's for those types of jobs already included with the pricing already there,

anyone interested forward your email or contact info.


the info on here has help me, so we all should share
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Old 03-22-2014, 05:19 PM   #80
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jaydee

I am glad you liked the videos. I would love to see your spreadsheet.

Go to the last post and in the bottom left corner hit reply.
Then look for the paper clip at the top of the reply box, click on that and it should open up the places you keep files on your computer. then choose the file you want and upload it.

Rich

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