Files for the business side of a job, under three headings: estimating and bidding; billing and payment; field and project. The spreadsheets compute their own figures with live formulas, and the Word files are forms to fill in.
Line items by division roll up to a direct cost, overhead and a bid price at your target margin, with sales tax, permits, bonds and contingency, a one-page bid summary for the client, printed or saved as a PDF, and the change order log.
No email required. No macros.
The employer taxes, insurance and benefits on a wage, with a state-by-state lookup of new-employer unemployment rates and wage bases, and a twelve-worker crew sheet with overtime at 1.5 times the wage, rolled up to a blended wage and the true cost of a productive hour.
No email required. No macros.
Your letterhead, the scope of work with inclusions and exclusions, a price table, allowances, the schedule and payment schedule, a validity period, and acceptance signatures.
No email required. No macros.
Markup to margin and margin to markup from five percent to one hundred percent; every converted figure is a formula with the same math the calculator shows.
No email required. No macros.
One application for payment with its schedule of values, retainage at its own rate on work completed and stored materials, previous payments, the current payment due, a signature block and an optional notary block.
No email required. No macros.
A blank change order form: the project, the description of the change with its pricing method, the cost of the change in a fill-in table, the contract sum and time, and the approval, signed by both parties. A worked example follows on a page of its own.
No email required. No macros.
Your letterhead, the bill-to and project, line items, sales tax, optional retainage withheld and payments received, and the total due with payment terms and remit-to.
No email required. No macros.
Item, location, trade, date found and due, and status from open to verified, with counts by status and a print-ready layout.
No email required. No macros.
Date, weather, crew on site by trade, work performed, deliveries, equipment, inspections, safety observations, delays and a signature line, ready to print.
No email required. No macros.
Tasks with a start, duration and end date, percent complete, milestones and conditional-formatting Gantt bars across the weeks of the job.
No email required. No macros.
Every computed figure in these spreadsheets is a live formula in the file, not a number pasted in, so a sheet recalculates the moment you type your own inputs.
Where a spreadsheet has a matching calculator on this site, it computes the same figures the same way. An automated test checks those files on every change to this site: it opens each one, confirms that each computed figure holds the expected formula, recomputes every formula from the cells it reads, and compares the answer with the calculator's own code for the same inputs. If a file and its calculator ever disagree, that test fails.
The estimate, labor burden and pay application files open on their calculator's worked example, marked in the file as an example to replace: a 12% overhead and a 15% margin on the estimate, and a 10% retainage rate on the pay application. They are illustrations, not recommendations or legal rates. Rates that depend on your business, such as workers' comp and liability insurance, are inputs you fill in, never guesses. The federal payroll rates and wage bases in the labor burden file carry their source and retrieval date beside them.
The Word files are forms: their tables are for you to fill in, and Word does not recalculate them. Price a change with the change order calculator, then type its figures into the change order form.
© Harmony For Humanity LLC. Free for use in your business; not for resale. Read them and adapt them to your jobs. They are starting points, not professional advice: have anything that will bind you reviewed by your own professional before you sign or send it (see our terms of use).
