Spreadsheets and Models for Construction Companies

SmartHelping / Construction

Construction Financial Model Bundle

Plan jobs, schedule crews and see when cash reaches the bank. Explore forecasts, estimators, dashboards and project tracking spreadsheets for contractors and developers.

11 construction templates Job and business planning Cash flow and scheduling Editable spreadsheets
Editable templatesAdapt the inputs and assumptions around your jobs and operating plan.
Download after purchaseGet the collection in one purchase and start with the template you need.
Contractors and developersPlan a contracting business or evaluate a construction and development project.
Choose the right scopeUse a full financial model or a focused estimating, scheduling or tracking tool.

Connect the bid, the schedule and the cash plan.

Choose the spreadsheet closest to the decision you face, then enter your job costs, dates, payment terms and operating assumptions.

Estimate

Build a workable bid

Calculate labor, direct costs and fees, then use the target gross profit to assess your pricing.

Schedule

Plan jobs and crews

Lay out project dates, milestones and crew allocations so overlapping work is easier to see.

Fund

Anticipate cash needs

Map expected receipts and payments to the bank balance, and identify periods that need attention.

Review

Learn from completed jobs

Compare estimates with actual gross profit and review the costs or issues driving the results.

When the bundle makes sense

You need several reusable tools across construction planning, job management and financial analysis.

You estimate jobs, coordinate crews and monitor cash flow.
You want to compare your estimates with completed-job results.
You work across contractor operations and development projects.

Need one specific template?

Start with its individual product page when your immediate need is narrowly defined.

You only need a cabinet estimate, project schedule or expense tracker.
One financial model already matches your business or development project.
You want to review the features and walkthrough before choosing the collection.

Explore everything included

Browse all 11 templates, search for a specific task, or filter by the work you need to do.

Forecasts & Development

Condo Development Financial Model

Dive deep into housing development financial analytics with this comprehensive template, ideal for build & sell developers.

See the model page for version details.

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Bids & Job Profitability

Job Bidding

A simple template to help contractors bid on jobs more accurately. Includes data entries for wages, direct costs, and fees.

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Scheduling & Project Control

Project Management

Optimize project management with this Excel template, ideal for tracking multiple concurrent projects & milestones.

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Scheduling & Project Control

Advanced Crew Scheduling (Gantt)

All-in-one crew management and sales pipeline tracker template. Features dynamic Gantt scheduling, revenue forecasting, and visuals. Track man hours.

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Cash Flow & Expenses

Expense Tracker

User-friendly expense tracker spreadsheet for detailed monthly & annual reporting across 250 categories.

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Scheduling & Project Control

Pareto Analysis

Excel in problem-solving with our Pareto Analysis Template - identify key issues and prioritize actions for maximum efficiency and impact.

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Bids & Job Profitability

Cabinet Job Estimator

A simple spreadsheet template that produces a detailed total cost to install cabinets. A print-ready invoice is also produced on a separate tab.

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Choose the right tool for the task. These are separate spreadsheets. Forecast periods, outputs, file formats and included versions vary by template. Open the product page for its features and setup details.

Match the financial model to the project

Plan the business or evaluate a development.

The collection includes tools for running a construction company and models for evaluating individual real estate development projects.

Contractor operationsUse business forecasts and job tools to evaluate costs, customer and vendor payment terms, crew schedules and cash requirements.
Development economicsExplore the Condo Development and Retail Building Construction models for project costs, timing and the assumptions behind development outcomes.

Frequently asked questions

Choose the appropriate starting point and review the details before you purchase.

Can I buy an individual template instead?

Yes. Each template links to its individual product page, where you can review the features and purchase options. The bundle is useful when you expect to use several of the included tools.

Does this cover contractors and developers?

Yes. The Construction Business Financial Model focuses on the operating business. The collection also includes Condo Development and Retail Building Construction models for evaluating development projects. Review their product pages for scope and version details.

Can I compare bids with actual job results?

The Job Bidding tool helps build estimates from labor, direct costs, fees and a target gross profit. The Gross Profit Job Success Tracker helps review estimates against actual job results. They are separate templates for different parts of that process.

Which tools help with schedules and crews?

Project Management provides a timeline for project dates and milestones. Advanced Crew Scheduling offers Gantt-based views for planning overlapping work and crew allocation. Review its product page for the available scheduling variations.

How does the cash flow tracker work?

Enter a starting bank balance and expected receipts and payments with their dates. The Real Time Cash Flow Management tool uses those inputs to forecast daily cash balances over 365 days. Update the assumptions as payment timing changes.

Are the files for Excel or Google Sheets?

Formats vary across the collection. Check each individual product page for its Excel or Google Sheets options and setup requirements, particularly when choosing a shared dashboard or scheduling tool.

How do I receive the bundle?

The bundle is available to download after purchase. Use the individual product pages to review walkthroughs and the intended use of each template.

Can Jason customize a template for my business?

Yes. If your billing terms, job structure, cost tracking or reporting needs require a different setup, send Jason a project outline. Describe the data you have and the decisions the finished model should support.

Need a different scope?

Build around your business

Discuss custom work for your project structure, billing terms, forecasting assumptions or reporting requirements.

Explore custom financial modeling

Explore the complete collection

The Super Smart Bundle includes SmartHelping's public financial models, calculators, trackers and Google Sheets tools across business categories.

View the Super Smart Bundle

One-time purchase

Get the Construction Bundle.

Access 11 templates for construction forecasts, job estimating, scheduling, project tracking and cash management.

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