Workbook dashboard: contract price build-up, markup and margin checks, tariff exposure, job cost and the export to the draw schedule

Custom Home Estimate, Budget & Job-Cost Workbook

CA$99
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Workbook dashboard: contract price build-up, markup and margin checks, tariff exposure, job cost and the export to the draw schedule
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  • Workbook dashboard: contract price build-up, markup and margin checks, tariff exposure, job cost and the export to the draw schedule
  • One-page client estimate: construction by division, allowances, total before tax, sales tax and total
  • Estimate sheet on a tablet: cost lines by division and code with type, tariff group, quantity, unit cost and amount
  • Job cost sheet on a tablet: budget, committed and actual cost, projected final cost and variance by cost code
  • Workbook dashboard: contract price build-up, markup and margin checks, tariff exposure, job cost and the export to the draw schedule
  • One-page client estimate: construction by division, allowances, total before tax, sales tax and total
  • Estimate sheet on a tablet: cost lines by division and code with type, tariff group, quantity, unit cost and amount
  • Job cost sheet on a tablet: budget, committed and actual cost, projected final cost and variance by cost code
Custom Home Estimate, Budget & Job-Cost Workbook
Back-Office

Custom Home Estimate, Budget & Job-Cost Workbook

CA$99

Launch price until January 15, 2027. Prices in Canadian dollars. Any tax that applies is shown at checkout.

One Excel workbook for the estimate, the budget and the job cost of a custom home, with a one-page client estimate and a sales tax setting you choose. Example and blank copies.

  • Workbook Excel, nine sheets, example and blank copies
  • Estimate Up to 120 priced lines in 23 divisions
  • Cost tracking 200 rows of commitments and invoices
  • Client estimate One page, under your company name
  • Start Here 6-page PDF guide

Instant download after checkout, with the link also sent by email

30-day money-back guarantee, no questions asked

Secure checkout through Shopify

One business, unlimited use on its own projects

What's inside

Estimate and price build-up. Up to 120 lines priced as quantity times unit cost, each tagged Cost or Allowance, with an optional tariff group for steel, windows and doors, and HVAC. Settings holds your contingency, overhead and profit rates, whether overhead and profit apply to allowances (off by default) and your target price per square foot. The contract price is built from direct cost, allowances, contingency, overhead and profit, and a check at the top flags lines that need attention.

Dashboard. The price build-up, markup on cost and margin on price, price per square foot against your target, waterfront site costs and tariff exposure with a price-rise test, a job-cost summary, and an export block for the draw schedule in the Proposal + Welcome Kit.

Client estimate. A one-page estimate under your company name, with no store branding. Show the markup inside each division, or cost by division with contingency and fee shown separately; the total always equals the contract price. It lists up to 25 divisions and 15 allowance lines.

During the build. Costs logs commitments (subcontracts and purchase orders) and invoices by cost code, 200 rows. Change Orders records cost, markup and price for each change. Job Cost shows the original and revised budget, committed and actual cost, projected final cost and the variance for each code.

Start Here guide, 6-page PDF. The sheets, the tax setting, how the price is built, the settings to confirm first, the workflow from estimate to job cost, carrying the price into the draw schedule.
Formats
  • Excel (.xlsx): one workbook in example and blank versions, nine sheets, standard formulas and no macros. Shaded cells are inputs; formula cells are locked with sheet protection that has no password.
  • Made for Microsoft Excel: Excel 2016 and later, Excel for Mac and Excel for the web.
  • Fonts: Georgia and Arial, which come with Windows and macOS. Nothing to install.
  • PDF: the Start Here guide, 6 pages, letter size.
  • Not included: PowerPoint, Word or Canva files, and page-preview images.
  • Delivery: one ZIP file (about 0.2 MB) holding all three files, on the order page right after checkout and by email.
Licence

One purchase covers one business, with unlimited use on that business's own projects. Your employees may use it for the business's work. Edit it freely and give your clients the finished documents. Reselling, sharing or uploading the template files, edited or not, is not permitted. Read the full licence.
Refunds

If the workbook isn't right for you, email support@thebuildersledger.com within 30 days of purchase with your order number for a full refund, no questions asked. After a refund the licence ends and the download link is turned off, so please delete your copies of the files. Refund policy.
FAQ

Will the tax setting work where I build?

Settings offers one tax line on the contract price, two lines each with its own label and rate, or no tax, plus an optional currency label for the client estimate. Some places tax the contract price and others only the materials the contractor buys, so confirm the treatment of your contracts with your accountant before you set it.

Will my client see my markup?

Only if you choose. The client estimate can carry the markup inside each division, or show cost by division with contingency and fee set out separately. Either way the total equals the contract price.

Do I need the Proposal + Welcome Kit?

No. The workbook stands on its own. If you own both, the Dashboard's export block gives the contract price, tax label and rate to enter in the draw schedule, and the change order columns paste straight across.

Can I sort or add lines?

Add lines in the blank shaded rows. Do not sort the Estimate sheet, because Job Cost reads it row by row. The Start Here guide lists this and the other limits.
A note on tax and retainage

The tax lines, labels and rates in this workbook are sample settings that you change on the Settings sheet. Whether tax applies to the contract price, to materials only or not at all depends on your contracts and where you build, so have your accountant confirm the tax setting before you send an estimate. Sample documents, not legal or tax advice. Confirm with your accountant and lawyer.