Countersignature Plumbing Proposal Template Made Easy

Itemize residential building quote pdf form

I'm doing this video to show you how to use Excel this video is intended to teach a beginner someone who's never used Excel at all I'm using Microsoft Office Oh seven Excel is organized in columns and rows and this the intersection of the column in the row is called a cell this is cell a1 I'm going to build a estimating template or an estimating worksheet for a small contractor or handyman sheet number two down here has some sheet things for me and I'll be using those throughout the video first let's give the job or let's give the sheet a name and we'll put that in in the column a now we're going to start a list of materials and now is when I'm going to start cheating I'm going to take this top row I'm going to press copy I'm going to go back to sheet one and press paste now I've got materials price quantity total task or job name the number of hours my hourly rate and a total these are the columns I'm going to be working with first thing I'm going to do is I'm going to make this column larger so that we have more room to work with come over here to format press column width and I'm going to make this you know type in 40 on the keyboard and press ok task I also like a large size so I'm going to press format again I'm going to press column width type in 40 and instead of the screen I'm going to press ENTER on the keyboard there's always multiple ways of doing things with Mike Reserve with Excel it seems like the quantity is usually going to be one two three so that can be a small number a small column price and totals are going to be a little larger so I'm going to show you how to do multiple columns at one time highlight column B it can be you can highlight it here or here it doesn't matter just in that column I'm press ctrl on my keyboard my total column and my column over here and now I'm going to go to back to format column width I'm going to go 14 now I'm going to put a list of materials in here for us to work with those are called dancing ants press escape and they'll go away I'm going to highlight this is a basically a deck job I'm going to highlight this area it's a list of materials with price and quantity press copy go back to sheet one and press paste now I've got some things I can work with in order to get my total in the totals column I'm going to use simple math on your keyboard press equals b3 I just highlight it I just hit it with my right click with my mouse and then on my keyboard press x and then with my mouse come over here and right click c3 and press Enter and I've got the I've got 15 point 4 times 2 is 30 point 8 now we're going to be working in dollars and cents so I'm going to make this column and then I'm going to press control and going to make this same column all dollar signs okay now I want I'm going to take these numbers and instead of repeating that formula over and over I'm going to you as a process called fill come down here till there's a an X or a cross in the corner press down with your mouse and pull down now the formulas are all transferred this formula was b3 times c3 down here it's B 4 times c4 down here it's b10 now I'm going to subtotal that column I'm going to come over to that column and and hit it with my cursor or hit with a right click now I'm going to use something called Auto sum now Excel already figured out what numbers I want to total and I just press ENTER and I've got the amount there I'm going to go to my cheat sheet and I'm going to do some copying now we should call this sub totaled for materials I'd like to figure in a percentage for my contingency and we're going to use 10% now that's coming up as a dollar we want that to be a percentage so I'm going to go back to that actually I want all three of these to be a percentage now look what it did it made that a thousand percent so go back change that to 10% now I'm going to make it my contingency is going to be a 10% of the subtotal so I'm going to go to the cell d26 highlight it with my right click or highlight it with my cursor equals material subtotal times contingency press Enter sales tax around here at 7% so now I want to get both of these added together and then times sales tax I am going to use autosum and now it's only it doesn't really know what I want to do so I highlight these two with my right click I just I'll go back and do that again you can always use the back button to do things okay just so they don't move too fast here for you autosum right-click and pull down these two and that my formula is always up here when there's brackets around a formula that treats it as one number and then times seven percent now my markup I'm going to take all three of these and Mark and mop again I'm going to use autosum all three of these come up to my formula times markup which I don't have yeah I'll put a markup in there of 20% and for my total materials I will Auto sum the whole thing enter now I'm going to cheat again and we're going to do we're going to enter some job names or some tasks coppy faced I always add estimating and billing at the very top of my sheet I am my template for these estimating is always an hour and Billings 1/2 an hour I adjusted for the job if the job takes me longer to estimate than that then I added up I add those hours I'm going to make our rate at fifty dollars an hour and I'm going to make that fifty fifty dollars instead of just fifty I'm going to fill went too far there we go now I'm going to get my totals column and we're going to press equal $50 times the number of hours enter and we're going to fill that down we're going to do a labor subtotal I'm just going to cheat and go over and pull this whole thing over copy paced we're going to autosum all of our labor costs press Enter we're going to do just like contingency just like we did for materials over here equals Highbury I don't have anything to I haven't uh I haven't made these columns a percentage yet I want these three columns to be a percentage and now I'm going to say ten percent contingency seven percent sales tax and ten percent markup should probably call that Labour Marco go back to our labour subtotal alright we're going to take that times our contingency equals labor subtotal times 10% enter sales tax we're going to auto sum these two numbers I'm going to come up here to our formula bar press times sales tax enter auto sum again back to my formula bar times markup enter and now I'm going to total my labor auto sum these three numbers these four numbers enter that's my total labor for the job my materials I'm going to move or I'm going to copy this number I'm going to copy this number over here so I'm going to press equals that cell enter and now I'm going to do an auto sum enter now I'm I like to keep everything visible on one sheet basically that's what I've got here you can always think of Excel is just a notepad a pad and paper with a calculator built in it helps you to make changes and to move things around quickly and easily or to change percentages quickly and easily I'm going to check to see how much time I have left on this free now I'm going to teach you how to dress it up a little bit let's take Jones I'm going to highlight these top two rows and I'm going this will increase the font I like the Jones job to be in larger now you see I'm starting to lose this material down here so I'm going to take a couple of rows out delete rows now it brings everything back into view I like to have the cells where there's a information or where there's a formula in them I usually like to put some type of color in there to let me know that that's has formulas and then I shouldn't be messing around with those there is a way to lock the cells I'm not going to deal with that on this video now our totalement let's make let's make everything our font 11 and then materials total materials likes make that slightly larger and I'm going to make the total job