Services • Job Quoting Tools
Build it. Price it. Send it. Your quote in minutes, not hours.
This is your business. Your quote has to be easy to build. It has to look professional. And it has to be right, no matter who builds it. I bake your company’s DNA into Excel so that’s what you get.
How I Build It
What data is needed?
Overview Data
Client and Job Details
Summary information for this job:
- Client name and address
- Creation, approval, and invoice dates
- Payments made
- Discount or markup applied
Primary Data
Selected or Custom-Built Items
The actual line items, requirements, and details for the work:
- Products and quantities required
- Labor hours needed
- Measurements
- Install location
Metadata Lists
Pricing, Thresholds, and Rules
The backend of your business — both physically and logically:
- Product and labor pricing lists
- Quantity thresholds
- Markup, tax, and fee percents
- Multi-layered (if-then) pricing rules
Where does it come from?
Structure
One Page, or Many
Some jobs need one input page. Others need a page per room or category.
Custom pages are hand-crafted with their unique logic. Duplicable pages are cloned with one click, giving you the ultimate flexibility for large jobs.
Primary Data
Guided Input Pages
You select or build each item on a protected, dedicated input page.
Self-referencing queries save everything into a master database automatically.
For multi-sheet quotes, Power Query, Lambdas, and VBA roll up and centralize data in one place.
Metadata Lists
Managed by You, or Locked Down
Products and pricing live in tables you can edit directly.
For larger teams, an admin mode can lock away that data and keep everyone else working inside guardrails.
What do you need to do with it?
Shareable Output
Instant, Professional Quotes
A single formatted, printable quote or invoice assembles itself the moment you’re ready. No copying, formatting, or arranging by hand.
Internal Output
Job Detail Reports
Every input page rolls up into one combined, line-by-line job report you can share with your field team on the job.
Presentation Output
Multiple Pricing Options
Show a client two or three ways to spend their budget — side by side in the same spreadsheet — without building anything twice.
Ideal for
Businesses that win work through quoted proposals and want consistent, correct results no matter who prepares the quote.
FAQs
Can this work if my products are fully custom, not just selected off a list?
Yes. My framework holds up precisely because it's built for customization. Lambda functions let me instill your unique logic directly into Excel, tailoring it to your business.
Can my team use this without knowing all our internal pricing rules?
Yes. By combining structured Tables and custom Lambdas with action-driven VBA macros, I use your IP to establish boundaries that keep your team's selections consistent with your rules.
Can I show a client multiple pricing options at once?
Yes, if that's a requirement you have. Depending on the nature of your quotes, I can show side-by-side results on the input selection page, or I can build a custom report that shows either the summary or details of multiple quotes on the same page.
