Ok team, please view attached the excel costing sheet.
Once read the description and looked through the file please when you submit your bid tell me briefly how much you can reduce the amount of entry’s. Only then will I consider the bid, if it is automatic proposal then I will not look at it.
What I would like from you my friends;
1: Rebuild the costing sheet so it is easy to fill in (It does not need to be flash and fancy, just easy to see the data so we can double check our cost and if we are too expensive we can go through and see where we can save money).
2: While rebuilding the sheet the focus is to reduce/minimise the amount of entry we must put in. What I mean by that Is – adding a name and formula to replace the workers and having to enter the number of hours for each one every process and replace it with Number of staff on site and how many days etc.
We do need to work out each process so when we put this into Xero we enter in one-line Grinding and per m2 price and next line will be HBE or Nuthane and m2 price.
Below is an example.
Enter Overheads: (combine overheads with Nordy and vacuum and anything else that we use on every job)
Enter Travel kms: (for one day and this calculates it for everyday on site)
Enter Travel time: (for one day and this calculates it for everyday on site)
And then we do the same for product coving and screed or you might be able to reduce all of them into one small sheet I’m not to sure but please just investigate it and give me an idea how much you can reduce it by in your bid, so I understand you know what I want, and you have ideas.
Ideally, we would want to open the sheet up and enter the size of the job and it had a menu of what products/process and the calculate from this would tell us all the information automatically (I know there would be a way to calculate this, but I know this is too advance so yeah.
Now this is our costing sheet that we fill out every day to price every job that we do.
I have built this over the last couple of years with no excel experience and used basic calculations/formulas.
I have also had put no thought into the layout.
How we fill the costing sheet in;
Note: We only enter data into the red cells and only into the red cells that relate to the job because not every job is the same product.
Once we have visited the customers site to measure the floor area to work out the total square metres (m2) and decide what floor application is going to best suit the customers needs.
1. We sit down and enter the square metres (m2) into the product red cells in column B (e.g. HBE or/and Nuthane etc)
When we enter the m2 here this calculates the cost of product and the total cost of product (blue cells) will appear in column O 23,24,25 or 26 (diamond hard is missing, I have just realised)
2. We then go through the stages of the job (Grinding, Product, Coving and Screed. Coving and screed does not happen on every job) and enter hours for each guy that will be on site, travel etc.
Once we have finished entering each step we have a total per m2, total cost and total profit etc to put into our quote on Xero.
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