Quote Template
Price a job properly and send a quote that looks like it came from a real firm.
- Adds itself up as you type
- 20% VAT, CIS reverse charge or no VAT
- Exclusions, terms and a sign-off box
Excel templates for UK builders & trades
The office side of a building firm, sorted
Quote it, invoice it, know what it cost you and get your subbies paid right. 9 Excel templates built by a working project manager. No subscription, no software to learn.
One-off payment. Instant download. Use it on every job.
Swipe to see the full sheet →
Works in the vanExcel on phone, tablet or laptop
Built for CISReverse charge and deductions handled
Your brand on itLogo, name and colours in minutes
No subscriptionPay once, keep it forever
The templates
9 templates. Every one earns its place.
Each one comes with example rows filled in, so you can see how it works before you delete them and start your job.
Invoice Template
Invoice with the CIS deduction worked out, then track what you're actually owed.
- CIS deduction on the labour element
- Invoice log showing overdue money
- Your bank details on every invoice
Job Costing & Profit Tracker
What you quoted, what it cost you, and what you actually made on every job.
- Costs split into labour, materials and subbies
- Live profit and margin per job
- Jobs under your target margin go red
Subcontractor Payment Tracker
Applications, certificates, retention and CIS deductions for every subbie.
- Retention and CIS worked out per payment
- Overdue payments flagged in red
- Running total of retention you hold
Snagging Tracker
Log defects with photos and chase every trade to sign-off.
- Photos sit inside the cell
- Overdue snags go red on their own
- Summary by trade to send to subbies
Progress Tracker
A programme you'll actually keep up to date. One column a week.
- Weekly bar chart that fills as work is done
- Shows what's behind and by how much
- No Microsoft Project needed
Variations Tracker
Price every change and get it approved in writing before you build it.
- Client approves in the same sheet
- Live revised contract sum
- Flags anything sat unapproved
RFI Tracker
Ask the question once, get it answered in writing, keep the record.
- Client answers in the same sheet
- Overdue questions flag themselves
- Cost and programme impact flagged
Resident Liaison Tracker
For work in occupied homes: access, needs and every conversation.
- Flags residents with additional needs
- Contact log with follow-up reminders
- Works status per property
Free · no catch
Start with the labour tracker. It's free.
Labour is the biggest cost you've got and the one most firms guess at. See who's on what job, how many hours, and what that week actually cost you.
- Hours by person, by day, by job
- Cost worked out from each person's hourly rate
- A week on one screen
Your brand
Looks like you made it.
Type your company name in once and every sheet picks it up. Paste in your logo. Then change two colours in Excel and every header, tile and chart follows. Send it to a client and it looks like your firm, not a template.
Same file, two clicks apart.
Pricing
Pay once. Use it on every job.
Save £69
All 9 templates
£39one-off
Everything for running the jobs and the money side.
- Quotes, invoices and job costing
- Subcontractor payments with CIS and retention
- Snagging, progress, variations and RFIs
- Resident liaison for occupied works
- Free updates and new templates as they land
Secure checkout by Gumroad. Card, Apple Pay and PayPal. VAT receipt included.
HV
"These were built on live jobs, not in an office. Every one of them started because a site needed it: the same trackers rebuilt from scratch every time, and never knowing until months later whether a job had actually made money. They're the versions I wanted, cleaned up so any small firm can use them."
The bloke behind HiVis Sheets · a working UK project manager
FAQ
Questions
What do I need to use them?
Microsoft Excel on Windows, Mac, iPhone, iPad or Android. They'll open in Google Sheets and Numbers too, but photos in cells and the one-click colour change only work in Excel.
I'm a one-man band. Is this overkill?
No. Start with the quote, invoice and job costing trackers. Those three tell you what you're charging, what you're owed and what you're actually making.
How do I put my logo and colours on?
Each file opens on a Start Here tab. Type your company details in once, paste your logo in, and change two colours under Page Layout, Colours. Every sheet updates.
Do they work out CIS?
The invoice and subcontractor trackers apply the rate you pick to the labour element you enter. They're record-keeping tools, not tax advice.
Can I use them on more than one job?
As many as you like. Your licence covers everyone in your company on unlimited projects. You just can't resell them.
What if it's not what I needed?
Email within 14 days and I'll refund you. No forms, no fuss.
Stop rebuilding spreadsheets on every job.
All 9 templates, your branding, ready for Monday morning.
Get all 9 · £39