Create excel costing tool built to replace a CRM.

1000.0 GBP

1000.0 GBP peopleperhour Technology & Programming Overseas
2 days ago

Description

We are a Leak Detection and drying company that undertakes works for clients by first attending a property and providing a report then with subsequent costs.
We currently pay for a CRM that we only use c.10% of, the pricing tool element so looking to replace this with an excel sheet.
We have four price lists that we use for different types of clients so in effect would be four sheets built the same but with different line item costs.
We have the template of costs and are looking to produce an excel tool that our team of estimators can use/input relevant line items then a cost/ estimate is produced at the bottom.
We have different types of costs ranging from equipment charged out per day, labour, materials and sub contractors with % uplifts to be applied.
An example of a line item would be a solution applied to a square meterage of floor, we would need the line item to be able to work out the cost with a pre determined figure with an input being the size needed (or the most efficient way of attaining the right figure for the volume needed). We would need an area that accounts for the rooms we are working in and sizes so it automatically prices depending on the item.
Another example would be different costs of labour time, depending on seniority.
We would then look to take the estimate and pop it into another document that would be provided to the client. This would be word that would be converted to PDF.
As a bare minimum we are looking for the pricing tool on excel. However if you are able to produce a report template we could use also that we can input this data sheet in to, and use for adding pictures and writing for our report too, then that is something we are thinking about also.
I have attached an example price list and an example Estimate and report which is our current document that we are looking to replace (where the costing sheet would be copied in to) but it maybe that an excel sheet can do 90% of it excluding maybe the written report bit.
I also have a pricing template a sister company uses that is similar to what we want but can share this with relevant responders.

关注公众号,不定期副业成功案例分享
Follow WeChat

Success story sharing

Want to stay one step ahead of the latest teleworks?

Subscribe Now

Similar Teleworks

I seek an experienced GoHighLevel instructor to provide biweekly one-hour training sessions via video conferencing. As a continuous learning initiative, this project envisions engaging sprints to optimize proficiency with GoHighLevel's versatile and powerful features. The ideal candidate will possess extensive hands-on experience leveraging GoHighLevel's full-stack capabilities across diverse use cases. Through thoughtful demonstrations and engaging exercises, the instructor should help expand understanding of GoHighLevel's modular architecture and how to design robust and maintainable applications. The lessons must go beyond surface-level explanations to illuminate best practices for structuring code, handling common workflows, and implementing core design patterns and paradigms. Active problem-solving and knowledge-sharing will be emphasized over passive lecture formats. Feedback and progress tracking over multiple sessions will ensure the retention of key learnings and their practical application. The contractor should be well-versed in GoHighLevel's ever-evolving landscape to provide up-to-date guidance aligning with industry standards. A sample project and references from past clients would substantiate the promised expertise. Understanding adult learning theories and communication skills for effective training delivery is essential. This is an opportunity for an experienced GoHighLevel programmer to share their technical acumen. I initially wanted to book for 3 months. so the quote is for 24 hours
363.0 GBP Technology & Programming peopleperhour Overseas
3 days ago
We're looking for an experienced web developer to create a custom real estate platform. This site will not only list properties but also serve as a membership hub for agents and property owners. Key Features: In the frontend website and platform: -Display properties on the homepage with filter features. - An advanced membership system like login and logout for real estate agents and owners. - Real estate agents and owners can enter their information - Please note, listings will require approval before appearing on the site. In the backend platform: - A need for listings to be approved before they go live - Our company can custom listing durations (1 month, 2 months etc.) but the users(e.g. agents, owners and customers) cannot. -Our company can limit on photos/videos for each listing - Our company can control of payment timings - Automatic email verification for all users For customers, - Premium special listing where customers pay to see special properties on the homepage The ideal freelancer for this project should have: - Extensive experience in web development, particularly with real estate platforms. - Knowledge of how to implement complex membership systems. - Ability to create custom web functions tailored to specific needs. - Skills in setting up secure payment systems. - Expertise in ensuring website security and reliability. - Familiar with coding e.g PHP, HTML5, ... After finished the project: -must have to provide all the source code -The website should be controlled by our company The expected budget is USD30 - USD63 The expected timeline is within 1 – 3 days Please find us for more details if you are capable with it. AB System Engineering
50.0 USD Technology & Programming peopleperhour Overseas
2 days ago