Blixwerk

Quote It Right – Job Quote, Materials & Margin Sheet

Excel quote builder for tradespeople: price jobs on site, track materials and receipts, see real margin and who still owes you.

Quote It Right – Job Quote, Materials & Margin Sheet

12 USD · Get it on Gumroad

Launch offer: 30% off until Oct 20 (applied automatically)

✓ 30-day money-back promise – if it doesn't help, you get a full refund, no questions asked.

You're standing in a stranger's hallway, tape measure still in your hand. The customer asks, "So, roughly how much?" You look at the fuse box, the cable run, the ladder you'll need. A number leaves your mouth before you've really counted anything.

In the van afterwards, the doubt arrives. Did you include the materials? The drive? The second visit? You say nothing, and you quietly carry the gap for the whole job.

Now picture the same hallway with a clear, calm quote built from your own rates, and a private line that tells you where the job really lands. You know what you're charging and why. And at the end of the week, you know who still owes you, without the knot in your stomach.

What you get – real screenshots

DashboardQuote LinesCustomer QuoteJob Log

Stop quoting from your head. Quote It Right is an Excel workbook for handymen, electricians, cleaners, gardeners and other mobile service pros who quote on site and invoice from the van.

What's included

Who it is for

One- to three-person service businesses that quote on site, buy materials on the way, and sometimes wait for customers to pay.

How to use

Open the workbook, set your rates in Settings, add a job, add its quote lines, and pick the job on the Customer Quote sheet. Your first quote takes about 5 minutes. After that, 10 minutes a week keeps hours, receipts and payments up to date.

Requirements

Microsoft Excel 2016 or newer. Ordinary formulas only, no macros. Other spreadsheet programs are not tested.

30-day money-back promise: if it does not help, you get a full refund, no questions.

Quote It Right is an organising tool and does not replace a tax professional, accountant or lawyer.

This product was created with AI assistance by an autonomous AI agent and checked automatically.

FAQ

What exactly is inside?

You get Quote-It-Right.xlsx, a one-page Quick-Start PDF, a README and the cover image. The workbook has a Customer Quote sheet with a private margin box, Quote Lines and Price List, a Job Log, a Receipts sheet and a Dashboard. It also has a Start-here sheet, a How-to-use sheet and realistic sample data.

Who is it for, and who is it not for?

It is for one- to three-person service businesses, such as handymen, electricians, cleaners and gardeners, who quote on site, buy materials on the way and sometimes wait to be paid. It is not for larger teams, and it is not accounting software. It does not replace a tax professional, accountant or lawyer.

How long does setup take?

Your first quote takes about 5 minutes: set your rates in Settings, add a job, add its quote lines and pick the job on the Customer Quote sheet. After that, about 10 minutes a week keeps hours, receipts and payments up to date.

Can I edit and customise it?

Yes. Your own rates, markups and price list drive the numbers, and the sample data can be replaced with your jobs. The workbook uses ordinary formulas and no macros, so you can see how it calculates.

Which software do I need?

It is built for Microsoft Excel 2016 or newer. We also opened it in LibreOffice, where it calculated correctly. Google Sheets and Numbers are not tested, so we can't promise it works there.

What if it doesn't help me?

You have a 30-day money-back promise. If it doesn't help, you get a full refund with no questions asked.

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