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wazez

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Discussion starter · #1 ·
Could anyone direct me as to where I might find a spreadsheet designed to calculate subs and other costs for a new home build. I need something where I can input my sub quotes and also for the trades I self perform. Preferably something in a page layout so I can print. My excel skills are somewhat limited but the yellow pad and calculator method is quite cumbersome for larger projects lol

Not opposed to purchasing something from a website if there is such a thing?
 
Take your basic yellow pad that you have, and pull one of your past job estimates. I assume here you have a list of your job costs on the left hand side, then you insert the quotes from your trades and suppliers. Draw out what you want each column and what number of formula it is going to perform for you. Take that and find someone who is efficient with Excel, and have them walk through your template. You may find a college accounting student who would love to earn a few bucks and also get some experience.

On my spreadsheet, Column A has the job cost number and item. Column B has the quote from the trade or supplier. Column C has any amount I want to add to those numbers (fudge factor). Column D has the total of the B & C. You can also insert a second B column if you are getting quotes from two trades or suppliers. You can have the E column be where you can write out notes etc.

At the bottom you row, you can total all the columns. Then you create a row where you add your markup and profit. For a sales price.
 
I use a system similar to what Adam mentioned, but mine is geared more toward additions and remodeling. My columns are item, hours, rate, material, sub, and total for that line. There is one more column for "actual" so I can track my accuracy. At the bottom there is total, tax on material, and P&O.
I like that setup because it's easy to add or remove line items.
 
Discussion starter · #4 ·
Take your basic yellow pad that you have, and pull one of your past job estimates. I assume here you have a list of your job costs on the left hand side, then you insert the quotes from your trades and suppliers. Draw out what you want each column and what number of formula it is going to perform for you. Take that and find someone who is efficient with Excel, and have them walk through your template. You may find a college accounting student who would love to earn a few bucks and also get some experience.

On my spreadsheet, Column A has the job cost number and item. Column B has the quote from the trade or supplier. Column C has any amount I want to add to those numbers (fudge factor). Column D has the total of the B & C. You can also insert a second B column if you are getting quotes from two trades or suppliers. You can have the E column be where you can write out notes etc.

At the bottom you row, you can total all the columns. Then you create a row where you add your markup and profit. For a sales price.
I like your idea. I can do the page layout...it is the formulas I need help with.
 
Basically it will read a cell value and ask itself if this happens then do that. You can ask it simple things like look at a given cell and ask if it is less than or equal to a value or another cell. If it meets a set of criteria, you can ask it to look up values from a chart . The possibilities are endless.
I was pretty good at Lotus 1-2-3, but to this day I still struggle with Excel. With my boys it's the other way around. With one two three, I did estimating, job costing, payroll, profit sharing, and literally a hundred other things. I even did one on building an engine using variable parameters for bore stroke piston speed displacement etcetera. If you're into mechanics, gear ratios can be interesting. A while back I did one on our 25 horsepower dust collector because it was drawing a tad too many amps. It required changing the pulleys on the motor and the blower and I had to get it exactly where it needed to be, because the huge pulleys and belts get very expensive to change out. When it was all said and done I got the exact results that I wanted.

Long story short, learning Excel will be the single most important software that you could learn to be successful in business. I was lucky enough to be told the exact same thing by my accountant at the time, and also a small Builder that I was doing work for at the time. You can learn the fundamentals fairly easy if you just spend the time on it. I did it by reducing the amount of TV that I watched. Once I got going it was a lot of fun to produce all the different types of worksheets.
 
If you don't feel like paying Microsoft forever, there is Libreoffice. Freeware, but you should make a donation if you use it.

"if" statements are another handy tool in spreadsheets, you can nest them and end up with very complex actions based on very little input.
Back in the dark ages before windows, I used a spreadsheet that had an amazingly simple formula builder, every action was picked off of a menu. I built a series of linked spreadsheets for parametric estimating that was extremally complex. They never ported it to windows, and running it in a dos box was problematic. So it's gone but still missed.
 
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