Line itemsMarkup + taxClean export
Woodworking Spreadsheet Builder
Create a clean, line-item project sheet for materials, labor, hardware, CNC work, and more. Adjust markup, discounts, and tax live, then export a polished Excel file in one click.
Fast workflow
- Add rows for materials, labor, hardware, CNC, finish, etc.
- Set markup and any discount or tax.
- Check totals (subtotal, tax, grand total) before exporting.
- Export and attach to a quote or job record.
Tip: If you’re quoting fast, start with rough rows, export, then refine line items once the client confirms direction.
Local Inventory Tracker (Excel Export)
A basic shop inventory list: what you have, where it is, and what’s running low. Autosaves locally and exports cleanly to Excel.
Items: 1•Low: 0•Value: $144.00
Low stock triggers when Qty ≤ Min. Keep Min at 0 if you don’t want alerts for an item.
How to use
- Create your categories (materials, labor, finish, hardware, packaging).
- Add each line item with quantity and unit cost.
- Apply markup, then add discount or tax if needed.
- Export to Excel and send it with your quote or invoice.
Pro tips
- • Add a “waste” line for wood and sheet goods (5–15%) instead of padding every row.
- • Put one-time costs (setup, programming, templates) in their own category.
- • If you do batches, break labor into setup + run time so repeat jobs get cheaper naturally.
FAQs
Should I mark up materials and labor the same?
Often no. Many shops keep material markup modest and put profit in labor/overhead. Use the sheet to test both strategies and see what stays competitive.
What’s the quickest way to sanity-check a total?
Nudge the biggest inputs: wood cost, hours, and shipping. If a 10% change barely moves the total, you’re probably missing a major category.
How should I handle tax?
Tax rules vary. Use this as a math helper for totals, then apply your local requirements when you issue the final invoice.