Frequently asked questions
Does this work in Google Sheets?
Yes. Upload the .xlsx file to Google Drive and choose File, then Save as Google Sheets. Formulas, dropdowns, and colors carry over. There are no macros to convert.
Do I need Microsoft Excel?
No, but Excel 2016 or later (or Microsoft 365) is the most straightforward way to open it. A free Microsoft trial or Google Sheets also works.
Are the example rates what I should charge?
No. Every example rate and cost is labeled as an illustration and is not market data. Enter your costs and percentages.
Will this calculate sales tax for my state?
You enter a tax rate (or 0%). The file is a calculator, not tax advice. Rules vary by state.
Can I put my logo on the estimate?
Yes. On the Estimate or Invoice sheet (or in the Word template), insert your logo next to your company name. Company details come from the Settings sheet.
What if I already bill a loaded hourly rate?
Set Labor markup and/or Target profit margin to 0% so you do not add profit twice. The Start Here sheet and Quick Start guide walk through markup vs. margin.
Will the invoice update from the estimate?
Yes, in the Ops Kit. The Invoice sheet reads the current Job. Type the invoice number and, if needed, adjust deposit received and other payments. Balance due is calculated for you.
Is this legal or tax advice?
No. It is a paperwork and pricing tool. Sales tax, licensing, insurance, deposits, and contract rules vary by state. Have a professional review anything you rely on.
Can I start with the Starter Pack and upgrade?
Yes. If you buy the Starter Pack first, email quoteforge@venturesailab.com about a $30 upgrade to the Kit ($19 + $30 = the $49 introductory Kit price).
How do I get the files after I pay?
Checkout is handled by Stripe. After a successful payment you are sent to a private download page for the product you bought. Keep a copy of the ZIP file. If you lose it, email quoteforge@venturesailab.com.