Contractor Business Excel Bundle
Run your whole contracting business from one spreadsheet. The Contractor Business Excel Bundle combines 7 linked tools in a single Excel workbook - so an approved change order updates your job costing, your pay application and your dashboard automatically.
WHAT'S INCLUDED (1 workbook, 8 tabs)
• Dashboard - active jobs, contract value, costs to date, gross profit, margin, budget variance, change orders, bid win rate and pipeline
• Estimate Builder - labor, materials, subs and equipment line items with markup per line or default, sales tax on materials, total, profit and margin
• Job Costing - budget vs actual for labor, materials, subs, equipment and other, with variance flagged in red
• Project Schedule - 16-week Gantt chart that colors itself from your start/end dates and % complete, with a "this week" marker
• Progress Billing / Pay Application - schedule of values, work this period, materials stored, % complete, retainage, current payment due
• Change Order Log - amounts, days added, approved/pending/rejected totals
• Customer & Bid Tracker - leads, sources, quote amounts, status, days open and win rate
• Settings - your markup, tax rate, retainage and editable dropdowns
• PDF Quick-Start Guide
FEATURES
✓ Yellow cells = type here, grey cells = automatic formulas
✓ No macros, no add-ins
✓ Every tab prints on one page
✓ Works in Microsoft Excel 2016+ / Microsoft 365; also opens in Google Sheets and LibreOffice
✓ Comes blank and ready to use (listing photos show sample data)
HOW IT WORKS
This is a digital download - nothing will be shipped. After purchase, your files are available to download instantly. Open the .xlsx file in Excel or upload it to Google Sheets.
NOTES
• Not accounting, tax or legal advice. Billing and retainage requirements vary by contract and state.
• Designed with AI assistance and checked by hand; all formulas were tested with sample data.
• For your own business use. Please don't resell or share the files.
Questions? Send a message any time - happy to help.