Service Charge Budget Excel
Budget, levies, arrears & sinking fund for OMCs
- Budget in the 9 categories of the MUD Act, vs actual
- Levy per unit from the lease share or floor area
- Arrears aged 0–30 / 31–60 / 61–90 / 90+ days
One-off purchase – no subscription
Quote Template Excel
Job costing & quote calculator for Irish trades – charge-out rate, quotes with VAT, job costing and margins
€69incl. VAT
Know your real hourly rate, price every job properly – and see what you actually made
10sheets
400quote lines · 600 cost lines
0macros
- Charge-out rate per grade from wages, employer PRSI, pension, holidays and overheads
- Quote builder: materials with markup, labour hours, plant hire, subcontractors and contingency
- VAT per quote – 13.5%, 23%, 0% solar or reverse charge (RCT) – with a two-thirds warning
- Printable A4 quotation or estimate, with deposit, validity and variation rates
- Job costing: actual hours, materials and variations against the quote
- Margin per job and per client, follow-ups and a dashboard
STARTSETTINGSTEAM & HOURSCHARGE-OUT RATEJOBSQUOTE LINESQUOTEJOB COSTSJOB REVIEWDASHBOARD
Found an error in the template? We'll fix it – or refund you.
Quote with confidence – from your real hourly rate to the profit on every job
Work out what an hour of your time really costs, build quotes line by line with materials, labour, plant hire and subcontractors, print them on A4 with the right VAT, and track hours and costs as the job runs.
Most small trade businesses price jobs on gut feeling: last year's day rate, a markup that 'seems about right', and a figure written on the back of a docket. The van, the insurance, the quoting at night and the half-day lost collecting materials never make it into the price – and nobody checks afterwards whether the job actually made money.
This workbook starts with your own numbers. TEAM & HOURS and CHARGE-OUT RATE turn wages, employer PRSI, pension, holidays and overheads into a break-even and charge-out rate for every grade. QUOTE LINES builds each quote from materials, hours, plant hire and subcontractors; JOBS adds contingency, discount, deposit and the VAT treatment; QUOTE prints it. JOB COSTS and JOB REVIEW then compare actual hours and costs with the quote, job by job and client by client.
Without a template
- Hourly rate copied from a competitor, not from your own costs
- Quotes typed in Word – no record of the materials, hours and markup behind them
- Not sure whether 13.5%, 23% or reverse-charge VAT applies
- No idea which jobs or clients actually made money
With ExcelGrand
- Break-even and charge-out rate per grade, with a what-if grid
- Every quote built line by line, with cost and margin before you send it
- VAT treatment per quote, the two-thirds check and RCT wording on the printout
- Budget vs actual per job and net margin per client
What's in the file
START
Key figures, quick links and a step-by-step guide.
SETTINGS
Business details, costing year, employer PRSI and pension, markups, contingency, deposit, validity, VAT treatments, labour grades with your current rates and public holidays.
TEAM & HOURS
Pay, employer PRSI, pension and other costs per person; leave, public holidays, sick and training days; billable share and billable hours.
CHARGE-OUT RATE
Overheads list, what your labour must earn in a year, break-even and charge-out rate per grade, comparison with your current rates and a what-if grid.
JOBS
Quote register: client, site, quotation or estimate, status, VAT treatment, contingency, discount, deposit, price, VAT, budget cost, margin and next step.
QUOTE LINES
Quote builder: materials with markup, labour hours × rate of the grade, plant hire and subcontractors with markup or a fixed price – with cost and margin per line.
QUOTE
Printable A4 quotation or estimate for the selected job, with VAT or reverse-charge wording, deposit, validity, variation rates and acceptance signature.
JOB COSTS
Actual labour hours per grade, materials, plant hire, subcontractors, other costs and variations charged to the client.
JOB REVIEW
Budget vs actual per won job – hours, materials, direct cost, gross and net profit – plus win rate and margin by client.
DASHBOARD
Average charge-out rate, open quotes, win rate and net margin, with charts of the rate build-up, quotes by status, hours vs quote and profit by client.
Take a look inside
Specifications
Format.xlsx
RequiresExcel 2016+ / Microsoft 365
Sheets10
Capacity20 people · 30 overheads · 60 quotes · 400 quote lines · 600 cost lines
VAT13.5%, 23%, 0% solar, reverse charge (RCT) – editable
MacrosNone
Who is it for?
- Electricians, plumbers & carpenters
- Builders & small contractors
- Renovation & fit-out firms
- Subcontractors working under RCT
- Office managers who price jobs
Frequently asked questions
How do I create a construction estimate in Excel?
List the work as lines – each with a quantity, the materials at cost, the labour hours and any plant hire or subcontractor – then add your markup, the labour at your charge-out rate, contingency and VAT. In this workbook you enter the lines in QUOTE LINES and the job in JOBS; the totals, VAT, margin and the printable quote are calculated for you.
How do I calculate my hourly rate?
Add up what the business costs in a year – wages, employer PRSI, pension, your own drawings, vans, insurance, tools, rent, accountant – and divide by the hours you can actually bill, not the hours you work. Then add your profit margin. TEAM & HOURS and CHARGE-OUT RATE do exactly this for each grade and show your break-even rate next to your current rate.
Can you provide a free Excel template for project costing?
There are free estimate templates online, mostly American and without Irish VAT. This one is paid because it goes further: charge-out rate from your own costs, quote builder with markups, 13.5% / 23% / reverse-charge VAT, a printable quote, and job costing against the quote – with example data so you can see it working before you add your own.
How can I create a cost estimation in Excel?
Separate cost from price. Enter materials, plant hire and subcontractors at what they cost you, and labour as hours per grade; the workbook applies your markups and rates to get the price, and keeps the cost, so every line and every quote shows its margin before you send it.
What VAT rate applies to building work in Ireland?
Most construction services – building, repairs, installation – are charged at the reduced rate of 13.5%. If the goods you supply cost more than two-thirds of the VAT-exclusive price, the goods rate (usually 23%) can apply to the whole job, and subcontract work for a principal contractor under RCT is reverse-charged. The workbook lets you pick the treatment per quote and flags the two-thirds case – check the treatment with your accountant or Revenue.
What is the difference between a quote and an estimate?
A quotation is a fixed price for the work described; an estimate is your best guess of the final price. Each job in this workbook is marked as one or the other, and the printout uses the matching title and wording, including how variations and extra work are agreed.
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Quote Template Excel
Job costing & quote calculator for Irish trades – charge-out rate, quotes with VAT, job costing and margins · €69
Quote template in Excel for tradespeople – job costing, estimates and charge-out rate calculator
A quote template for trades has to do more than add up lines: it needs your real hourly rate, the right markup on materials, plant hire and subcontractors, and the correct Irish VAT. This Excel quotation template works as a builders' estimate template and a construction estimating spreadsheet, with a printable A4 quote or estimate for every job.
Use it as a job costing template too: log actual hours, materials and variations, compare them with the quote and see the gross and net margin per job and per client. The charge-out rate calculator shows what a contractor's hourly rate must be to cover wages, overheads and profit.
Quote Template Excel€69