Practical by design
Built around the decisions a business owner actually needs to make.
Practical systems for real businesses
Clearer numbers. Better follow-up. Less spreadsheet chaos.
Engineer-built Excel tools for contractors and service businesses that need a straightforward way to manage leads, estimates, job costs, and profit.
No macrosNo subscriptionsBuilt for Microsoft Excel
Easy to own
Download once, use your own data, and avoid another monthly subscription.
Ready to use
Clear instructions, demonstration files, and familiar Excel workflows.
Contractor business tools
One connected workflow—from the first lead to the final profit.
Start with the tool that solves today’s problem, or use the complete toolkit to connect sales, estimating, and job performance.
Best value · Three-tool bundle
Contractor Business Toolkit
Connect lead follow-up, customer estimates, and job-cost results in one practical business system.
- Lead & Follow-Up Tracker
- Estimate & Bid Calculator
- Job Cost & Profit Tracker
Sales pipeline
Lead & Follow-Up Tracker
Keep opportunities, next actions, estimate activity, and monthly lead results in one organized workbook.
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Estimating
Estimate & Bid Calculator
Build consistent estimates, account for markup and margin, and generate a clean customer-facing quote.
View on EtsyJob performance
Job Cost & Profit Tracker
Track jobs and cost entries, compare estimates with actual results, and review performance month by month.
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Free resource
Find out what one completed job actually made.
Compare estimated and actual costs, calculate profit and gross margin, check budget variance, and see the remaining balance due.
Get the free Job Profit CalculatorProject & process consulting
Some business problems need more than a template.
Engineered Roots also helps small manufacturers and growing businesses create clearer processes, improve project execution, and turn scattered information into systems people can use.
Consulting availability is limited and evaluated project by project.
About Engineered Roots
Built from real experience managing projects, operations, and improvement work.
Engineered Roots was founded by Andrew Miller, an Ohio-based engineer and project manager with experience across manufacturing, continuous improvement, operations, and small-business consulting.
The goal is simple: create practical systems that make important work easier to see, manage, and improve.
Read the Engineered Roots storyQuestions or support