Quote, cost, invoice and review

Complete Trades Business Toolkit

Fifteen listed resources across three included product folders and a main toolkit folder. Move from measured quotation to job-cost control, invoice tracking and a monthly review without requiring Buildora-hosted software.

Designed for: Trade businesses wanting a consistent admin foundation across jobs
Practical outcome: Connect quoting, delivery costs and payment follow-up through one consistent job reference.

Genuine workbook preview

See the formulas and workflow inside

A real formula excerpt from Quote-to-job-cost workflow. The complete paid workbook is not publicly exposed.

Quote-to-job-cost workflow

Preview excerpt

1. Measure and price the work in the quotation workbook.
2. Transfer accepted net revenue and the original budget to job costing.
3. Record actual costs with consistent cost codes.
4. Review variances and approved variations separately.
5. Track reviewed invoices and actual receipts.
6. Compare quoted, actual, invoiced and collected positions.

Files do not synchronise automatically; the guide provides a controlled manual handover.

Compatibility

Fifteen XLSX, Markdown and CSV resources organised in one ZIP
Created for Microsoft Excel and recalculation-tested with LibreOffice
Google Sheets can import XLSX; validation, printing and layout may differ

Before you use it

Replace all fictional examples and business placeholders before real use
VAT is deliberately unset; choose the applicable rate and confirm your own tax treatment
General organisational templates, not accounting, tax, contractual or construction advice

Included files

15 resources, each with a job to do

The following files are prepared for the product. Paid archives stay private and unlock only through a verified order.

Trades Quotation & Estimating Calculator — 4 files

START-HERE.md

Setup order, formula map and pre-send checks.

trades-quotation-estimating-calculator.xlsx

Labour, materials, plant and subcontractor estimate with contingency, markup, margin and configurable VAT.

quotation-cover-template.md

Editable scope, exclusions, programme, price and acceptance structure.

pre-quote-site-visit-checklist.md

Measure the work and resolve assumptions before pricing.

Invoice & Payment Tracker — 4 files

START-HERE.md

Workbook setup, controls, formula guidance and limitations.

invoice-payment-tracker.xlsx

Invoice register, configurable VAT, linked receipts, balances, status and overdue tracking.

invoice-and-payment-email-templates.md

Editable invoice, reminder, balance-query and receipt emails.

payment-control-checklist.md

Practical checks before invoicing, receiving and following up payments.

Construction Job Cost Calculator — 4 files

START-HERE.md

Job-cost setup, formula map and review cadence.

construction-job-cost-calculator.xlsx

Budget versus actual costs, overhead allocation, variance, estimated profit and margin.

job-cost-review-checklist.md

Budget, live-job and completion review prompts.

cost-code-guide.csv

Editable labour, materials, plant, subcontractor, waste and other-cost coding guide.

Additional toolkit workflow resources

START-HERE.md

How to use all three workbooks as one controlled workflow.

quote-vs-job-cost-workflow.md

A manual handover from measured quote to live cost control and collection.

monthly-business-review-checklist.md

Review quotations, job costs, invoices, receipts and records.

Free XLSX sample · available now

Try a working mini-estimate

Download a genuine XLSX mini-estimate with three editable cost lines, markup and configurable VAT, plus a quote-preparation checklist and instructions. No email, account or payment details required.

Download free sample

Free sample only. Paid workbooks and archives are not publicly downloadable.

Try the free files first

The sample is a real download available now. It does not start an order, create an account or add you to a marketing list.