Free Excel download

Know what the job actually made.

Compare estimated and actual job costs, calculate profit and margin, check budget variance, and see the remaining balance due—all in one straightforward Excel worksheet.

No macrosNo subscriptionMicrosoft Excel
Engineered Roots Excel worksheet showing job inputs and calculated profit results

One job. Clear numbers.

The essential numbers before the next job starts.

Total revenue

Combine the contract price with approved change orders.

Estimated and actual cost

Compare labor, materials, subcontractors, equipment, permits, and other costs.

Job profit

See estimated profit and actual profit from the same inputs.

Gross margin

Review profit as a percentage of the job’s total revenue.

Budget variance

Know immediately whether actual cost finished above or below estimate.

Balance due

Compare total revenue with payments collected so far.

How to use it

Replace the sample numbers and let Excel do the rest.

Enter the job details.

Add the contract price, approved change orders, and payments collected.

Compare cost by category.

Replace the sample estimated and actual costs in the yellow cells.

Review the result.

The workbook updates profit, margin, budget variance, and balance due automatically.

Need to track every job and every cost?

The complete Engineered Roots Job Cost & Profit Tracker manages up to 100 jobs and 500 cost entries, with job-level dashboards and monthly results. The Contractor Business Toolkit also includes lead tracking and estimate tools.