Reply To: 1/2 way there – to getting your life back…
Hi Vita! I want to thank you for showing how you create estimates using excel. I too come from a corporate background and used excel a lot. Early on in my business I decided to use QB for estimating and never looked back. I liked that the estimate template matches the invoice template and invoicing is easy at the end of the project. So, I’m eager to see how you incorporate QB into your process.
BUT, many times I use excel to get pricing and then copy the information into QB online just to send as a formal estimate. It all was working just fine until the projects started getting bigger and more complex and revisions became a painful nightmare of updating between excel and QB. It’s very manual and has way too much room for error.
Your presentation yesterday a has me re-thinking my estimating process. Thank you for opening my eyes and giving me permission to use excel as a format for sending a formal estimate to a client! Woo-hoo!!! I can’t wait to start creating templates!!!