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I need a quantity surveyor - engineer who lives and breathes construction to build a suite of Excel workbooks completely from scratch. These files must let me: • Prepare detailed estimating sheets that roll into a clean, client-ready quote. • Track project progress, variations and key dates as a live project-management dashboard. • Generate daily site reports, monthly summaries and forward-looking cash-flow reports at the click of a button. • Monitor incoming and outgoing payments so I can see our real-time financial position. The final spreadsheets have to be intuitive for site staff yet robust enough for head-office reporting. Smart use of formulas, named ranges, drop-downs and conditional formatting is expected; VBA or Power Query is welcome if it keeps routine data entry tight and error-free. You will start from a blank workbook, map out the structure, agree on the workflow with me, then deliver finished, protected templates plus an unlocked master copy. A short video or annotated PDF explaining how to maintain and extend the files will round out the hand-over. Only apply if you have genuine construction or engineering experience—you’ll need that background to choose the right units, cost codes and progress measures. Samples of similar work will help me decide quickly.
Project ID: 40368503
33 proposals
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Active 4 days ago
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33 freelancers are bidding on average £411 GBP for this job

Hi there, I have read the project details and got that you are looking for a construction-focused Excel system built from scratch to handle estimating, project tracking, reporting, and financial monitoring in one integrated workflow. I can design a complete suite of Excel workbooks tailored to construction operations, combining estimating sheets, live project dashboards, variation tracking, and cash flow reporting into a structured, scalable system. My approach is to first map your workflow into clear modules, then build interconnected sheets using advanced formulas (INDEX-MATCH, SUMIFS), named ranges, data validation, and conditional formatting. Where needed, I will incorporate VBA and Power Query to automate repetitive tasks like report generation, daily logs, and monthly summaries. The system will be intuitive for site teams while maintaining reporting accuracy for management, with protected templates and a flexible master version for future expansion. I will also include a clear walkthrough video or guide for maintenance and updates. I will be available as per your timezone to align on cost codes, units, and reporting needs. One quick question: do you already follow a specific cost coding system (e.g., CSI or custom), or should I structure one within the model? Let’s build a reliable, field-ready system that supports your projects end-to-end. Regards, Unsa Alam
£250 GBP in 1 day
7.4
7.4

Warm greetings! I specialize in advanced Excel engineering for construction and QS workflows, building cost control, estimating, and project tracking systems from scratch. With 9+ years of experience, I design robust, audit-friendly spreadsheets used for live site and head-office reporting. Here’s how I can help: * Build full estimating system with BOQ-style costing rolling into client-ready quotes * Create live project dashboard tracking progress, variations, and key milestones * Develop cashflow, payment tracking, and financial position reporting tools * Design automated daily site reports + monthly summaries using VBA/Power Query where needed I will ensure the system is structured with clean cost codes, validation rules, and protected logic so site teams can input safely while management gets accurate real-time insights. Do you already use a specific cost code structure or measurement standard (NRM/SMM7), or should I design the framework from scratch based on your workflow?
£500 GBP in 7 days
7.3
7.3

Hi there, I’ve reviewed your requirements and understand the need for a high-performance, engineer-led reporting ecosystem tailored specifically for the construction lifecycle. I am confident I can architect a suite of workbooks that bridges the gap between raw site data and high-level commercial oversight, ensuring your project margins are visible and protected. My approach begins with a structural audit of your commercial workflow to map out cost codes, unit measures, and valuation cycles that reflect genuine construction logic. I will design the core estimating engine using a "Source of Truth" architecture, where quantities and rates roll seamlessly into client-ready quotes. Next, I will engineer the live project-management dashboard, utilizing advanced formulas and Power Query to automate daily site report logging, monthly progress summaries, and real-time cash-flow forecasting. Finally, I will implement a robust financial monitoring layer for variations and payment tracking, delivering protected, intuitive templates for site staff alongside a master copy and a complete maintenance walkthrough. Beyond the technical build, I prioritize a "site-to-office" methodology, ensuring that units, cost codes, and progress measures are technically accurate and robust enough for head-office audit requirements. Should the monthly summaries be based on "Work Done to Date" valuations or actual "Invoiced and Paid" status? Warm regards, Aneesa.
£250 GBP in 1 day
7.5
7.5

As an experienced Finance and Data Analytics professional, I'm adept at creating complex Excel workbooks from scratch that encompasses all your specific construction needs. Whether it's preparing detailed estimating sheets, tracking project progress, or generating cash-flow reports, my expertise in Excel combined with my knowledge of finance and business analytics will ensure that you have the best-in-class templates for all your project management requirements. My proficient use of Excel's various features such as formulas, named ranges, drop-downs, conditional formatting, and even VBA and Power Query when necessary has always helped me-building smarter, robust and error-free solutions that align with my clients' unique demands. I always keep the end-users in mind while crafting templates and strive to make them as intuitive as possible for site staff while maintaining their suitability for the head-office reporting. Furthermore, a crucial advantage I bring to the table is my understanding of different units, cost codes, and progress measures-rooted in my experience in financial analysis which pairs well with your requirement for someone who has genuine construction or engineering experience. You won't just get a tailor-made excel solution but also expert insights that can add value to your project. So let's make this journey together and surpass your expectations by delivering work that not only meets but exceeds your requirements on every level!
£250 GBP in 1 day
7.6
7.6

hi Excel specialist and vba dev is here for your costom construction excel template. I will not only streamline the process but also automate it as well to avoid human mistakes made during the data input process Ping me a message for detailed discussion Looking forward to hear from you
£500 GBP in 2 days
6.8
6.8

I can build a full suite of construction Excel workbooks from scratch—estimating, project tracking, cash flow, reporting, and financial monitoring—designed for both site use and management reporting. Structured with cost codes, BOQ logic, automated summaries, and dashboards, plus protected templates and a clear user guide. 10+ years Advanced Excel experience, Certified VBA Programmer, MBA.
£250 GBP in 3 days
6.5
6.5

Hello, With over 7 years of experience in Excel and Data Visualization, I have the expertise to create custom construction Excel templates tailored to your specific needs. I have carefully reviewed your project requirements and understand the importance of detailed estimating sheets, project management dashboards, site reports, and financial monitoring in the construction industry. I will start by creating the Excel workbooks from scratch, incorporating smart formulas, named ranges, drop-downs, and conditional formatting to ensure user-friendliness and accuracy. If necessary, I will utilize VBA or Power Query to streamline data entry processes. Throughout the project, I will collaborate closely with you to map out the structure, agree on workflows, and deliver protected templates along with an unlocked master copy. I am confident that my background in construction-related projects and my proficiency in Excel will enable me to provide a comprehensive solution that meets your requirements. Please connect with me for further discussion on how we can proceed with this project. You can visit my profile at: https://www.freelancer.com/u/HiraMahmood4072 Thank you.
£275 GBP in 2 days
6.3
6.3

Hi, To create a suite of Excel workbooks, I'll design and implement detailed estimating sheets, project management dashboards, and financial tracking tools. This will include: - Preparing detailed estimating sheets for client-ready quotes. - Creating a live project-management dashboard to track progress and key dates. - Developing daily site reports and cash-flow reports for financial monitoring. - Ensuring the workbooks are intuitive for site staff and robust for reporting. I will map out the structure and agree on the workflow with you before delivering the finished templates and a master copy. A short video or PDF will be provided to explain maintenance and extensions. Ready to start once you provide the necessary details. Thanks!
£650 GBP in 10 days
5.6
5.6

Hi there, I understand you need a complete suite of Excel workbooks built from scratch to support construction estimating, project tracking, reporting, and financial monitoring designed to be both site-friendly and robust for head-office reporting. With strong experience in Excel automation and building structured operational systems, I can deliver a clean, scalable solution tailored to construction workflows. My approach will begin with mapping your workflow—estimating → project tracking → reporting → financial control to design a logical workbook architecture with consistent cost codes, units, and data flow. Next, I will build dynamic estimating sheets that roll into client-ready quotes, alongside project dashboards, variation tracking, and automated daily/monthly reporting using formulas, named ranges, and optional VBA for efficiency. Finally, I will implement financial tracking (cash flow, payments) and deliver protected templates plus a master file with clear documentation. Deliverable: A full Excel system including estimating tools, project dashboard, reporting modules, and financial tracking, plus a user guide (video/PDF) for easy adoption. QUESTION: Could you share whether you already use standard cost codes (e.g., CSI divisions) or should I define a custom coding system aligned with your projects? Let’s get started and build a system that supports your projects end-to-end! Regards, Shehwani.
£250 GBP in 1 day
4.6
4.6

As a five-star freelancer with extensive experience in data analysis and visualization, I am the perfect fit for your custom construction Excel templates project. Not only am I proficient in using the latest versions of Microsoft Office and Adobe tools, including Excel and Access where I perform magic with functions, formulas and formatting, but I also have the engineering background that you need for this project. My intimate understanding of construction projects - from choosing the right units to cost codes and progress measurements - will ensure that your templates are structurally sound and easily understandable by site staff as well as serve the needs of your head-office reporting. Moreover, my proficiency in creating timelines, pivot tables, charts and graphs will prove invaluable while generating daily site reports, monthly summaries or forward-looking cash-flow reports. To keep routine data entry tight and error-free, I am also well-versed with VBA or Power Query and can integrate them seamlessly into your templates if need be. With me on board, you can expect fast delivery without compromising quality; 24/7 availability; professional support; unlimited revisions until 100% satisfaction is achieved and a commitment to meeting even the tightest deadlines. Choose me for top-quality service from a top-quality freelancer. Let's get started on building something great!
£250 GBP in 1 day
4.4
4.4

As a seasoned and versatile full-stack developer, I bring a unique blend of technical prowess and construction industry savvy to the table—exactly what you need for this project. Over the course of my 5-year journey in software engineering, I've designed and developed numerous intelligent systems, handled complex databases, and automated tasks proficiently - all skills that directly align with your project. Additionally, being familiar with AI automation ensures I can create spreadsheets that are both intricate and yet user-friendly for all site employees. In relation to your specific requirements for these workbooks, I have profound expertise in data management with formulas, named ranges, drop-downs, conditional formatting as well as Excel's more advanced functionalities like VBA or Power Query for streamlined data entry and enhanced accuracy. Lastly, to demonstrate my construction domain proficiency, I've successfully delivered similar projects which have been greatly valued by clients. After working on this comprehensive package of deliverables - protected templates along with an unlocked master copy - I will also provide easy-to-follow documentation to help you maintain the workbooks easily. In short, my competence and experience as a full-stack developer make me the ideal fit to turn your blank workbook into an indispensable construction toolset. Let’s build something amazing together!
£250 GBP in 1 day
4.3
4.3

Hi, I understand you need custom-built Excel workbooks tailored specifically for construction project management, estimating, and financial monitoring. As a quantity surveyor with engineering expertise, I will develop intuitive, robust spreadsheets from scratch designed for both site staff and head-office needs. Using smart formulas, VBA macros, and data validation, I'll ensure error-free data entry and seamless reporting across estimating, project dashboards, daily reports, and cash-flow monitoring. I offer a ready-made Property Maintenance Platform as a similar tech solution, which we can customize for your construction needs. Expect a fully mapped workflow, protected templates, an unlocked master copy, and a clear video guide within 14 days, saving you significant time and cost. What are the key cost codes and progress measures you want prioritized in the templates? Best regards, Muhammad
£600 GBP in 14 days
4.0
4.0

Hi there, I reviewed your job posting and see you need a complete Excel-based system for estimating, project tracking, and financial reporting. I’ve built similar construction-focused workbooks for contractors, ensuring both site usability and head-office reporting. ✅ Estimating sheets with client-ready quotes ✅ Live dashboard for progress, variations & key dates ✅ Automated reports & cash flow tracking ✅ Payment tracking for real-time financials ✅ Advanced Excel (formulas, dropdowns, VBA/Power Query) Recently, I delivered a similar system that automated reporting and improved cost tracking accuracy. I’ll build everything from scratch, define workflow with you (CSI/custom codes), and provide protected templates + editable master with guide. Portfolio: https://www.freelancer.com/u/ranaabubakar1993 Can we discuss your workflow and requirements? Best regards,
£500 GBP in 1 day
3.6
3.6

Hello! I’m a planning engineer with hands-on construction experience, building Excel systems for estimation, cost control, progress tracking, and cash‑flow monitoring from the ground up. I understand BOQs, cost codes, units, WBS, variations, and earned value, so the spreadsheets will reflect how projects actually run on site and in head office. I regularly use advanced formulas, dashboards, data validation, and VBA/Power Query to keep data entry controlled and reporting instant. I can deliver protected templates, a master file, and clear handover documentation so your team can confidently use and extend the system.
£300 GBP in 10 days
3.2
3.2

As a seasoned construction professional, I fully grasp the significance of accurate and agile project management tools, especially in a demanding industry like ours. Not only am I dexterous in Excel but my robust understanding of construction estimating, project progression, and financial management set me apart. I've successfully built and customized similar comprehensive Excel workbooks that specifically cater to the unique needs of contractors - serving as an essential tool for site personnel while providing astute reporting to head office. Best Regards Sumit
£265 GBP in 2 days
2.8
2.8

Hello, I understand you need a construction-savvy quantity-surveyor to build a suite of Excel workbooks from scratch that combine estimating, project tracking, reporting and cashflow visibility , intuitive for site teams, robust for head-office. Proposed solution: • Map workbook structure (estimating, PM dashboard, daily/monthly reports, cashflow, payments) • Build modular, named-range driven sheets with drop-downs, conditional formatting • Implement VBA macros / Power Query for imports, report generation and protection; deliver unlocked master • Test with sample data and refine workflow with you Deliverables: • Finished protected templates + unlocked master • Short video + annotated PDF handover • Sample workbook (prior work): https://www.freelancer.com/u/zarminagull189 Budget & timeline: £500 fixed, 14 days (incl. 2 review rounds) Best regards,
£550 GBP in 7 days
0.0
0.0

We can build a tailored Excel suite that simplifies your estimating, project tracking, reporting, and financial monitoring, making everything seamless and accurate. This system will improve workflow clarity and ease communication between site staff and head office, saving you time and reducing errors. I bring solid off-platform experience and understand how to create clean, user-friendly dashboards with formulas, drop-downs, and automation like VBA to keep data entry tight and error-free. With my background, I’ll ensure the workbooks reflect real construction needs and deliver professional, integrated tools. Let’s chat more about how we can make your projects run smoother. Looking forward to turning spreadsheets into your new best mate. Alicia
£600 GBP in 14 days
0.0
0.0

Having a strong background in software engineering and data visualization, I believe I’m the right person for the job. From fixing bugs to developing new features, I bring a wealth of experience in delivering high-quality and reliable solutions. Whether it's dashboards or internal admin tools, I've built them with precision, ensuring they serve their intended purpose flawlessly. With your custom construction Excel templates in mind, I understand your need for detail, accuracy, and efficiency. My proficiency in Excel's intricate functionalities like named ranges, drop-downs, and conditional formatting will bring your templates to life with a touch of intuitiveness that site staff can easily navigate. And should the project call for it, my expertise with Visual Basic will help us streamline routine data-entry processes making it practically error-free. Furthermore, my experience extends beyond building applications; I ensure my solutions are easy to maintain even after the project completion. With short video tutorials or annotated PDFs that neatly explain how to maintain and extend your files as part of my repertoire, you'll be well-settled long after the handover.
£750 GBP in 3 days
0.0
0.0

I'm a specialist in VBA for Excel and Word. I'm able to do the work you need. Hope to hear from you soon. Have a nice day.
£250 GBP in 7 days
0.0
0.0

Manchester, United Kingdom
Member since Jan 15, 2023
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