I give an estimate and the owner disappears.
No reminder, no follow-up date, and the job goes to the next contractor.
Follow-ups sheet
FOR CONSTRUCTION AND RENOVATION CONTRACTORS
Quote faster. Collect every stage payment.
A construction quotation format in Excel with a follow-up and stage-payment tracker for builders and renovation contractors. Quote from your rate list, chase every enquiry, and track each stage payment.
- Quote Builder with rate list, GST, discount and stage payments.
- Follow-ups sheet: who to call today, with WhatsApp links.
- Dark and light editions. No macros, no subscription.
Diwali SpecialOne-time payment. Instant download.
Diwali special ends in
Pay with UPI, cards or net banking via Razorpay. Excel .xlsx files. Digital download: all sales final, see refund policy. Not a GST filing or accounting tool.
9Sheets: dashboard, leads,
quotes, payments and more
quotes, payments and more
300Rows each for leads,
quotes and payments
quotes and payments
10Ready WhatsApp
messages
messages
2Colour editions
dark and light
dark and light
1One-time payment
no monthly fee
no monthly fee
SOUND FAMILIAR?
Winning the work is hard enough.
Chasing it shouldn't be.
These are the problems we hear from Construction & Renovation Contractors. Each one has a sheet in the tracker.
Every quotation is built from scratch.
Item rates for RCC, brickwork, plaster and painting are copied by hand.
Quote Builder, Rate Card
I do not know which quotes are still alive.
Material rates move, but old quotes keep floating around.
Quotations sheet: quote health
Stage payments are chased late.
Foundation, slab and finishing payments are noted on paper, and money gets stuck.
Payments sheet
I do not know which source brings real jobs.
Referrals, ads, site boards and walk-ins all feel the same.
Dashboard: sources chart
I lose jobs and never learn why.
Rate too high, owner doing own labour, or a rival: you only guess.
Loss reasons chart
Without a system
- Quotes are rebuilt from old Excel files.
- Owners are not called back on time.
- Old estimates stay open for months.
- Stage payments are chased late.
- You guess which source brings jobs.
- Lost jobs teach you nothing.
With the tracker
- One rate list builds every quotation.
- A daily list of owners to follow up.
- Each quote shows Valid, Expiring soon or Expired.
- Each stage shows Paid, Due or Overdue.
- Dashboard shows which sources bring jobs.
- Loss reasons ranked, so you fix rates or scope.
WHAT YOU GET
One Excel file.
Nine connected sheets.
You type in three places: Leads, Quotations and Payments. The Follow-ups list, quote health, balances and the Dashboard are calculated. Works for new construction, renovation, compound wall, roofing and painting quotes.
SHEET 01
Dashboard
- 16 key numbers and 6 charts
- Filter by month
- Win rate, pipeline, money collected, why quotes are lost
SHEET 02
Follow-ups
- Who to call today, most urgent first
- Overdue, due today, undated, next 7 days
- One-click WhatsApp link
SHEET 03
Leads
- 300 rows: source, project type, budget, stage, owner
- Days open, follow-up status, quote status calculated
- Dropdowns keep data clean
SHEET 04
Quotations
- Quote numbers, GST, total, valid-till date
- Valid, Expiring soon, Expired, Won, Lost
- Received and balance per won quote
SHEET 05
Quote Builder
- Pick items from your Rate Card
- GST, discount, payment schedule, terms
- Prints on one A4 page, save as PDF
SHEET 06
Payments
- One row per milestone
- Paid, Part paid, Due, Overdue
- Pending amount and days overdue
SHEET 07
Rate Card
- 33 sample items to replace with yours
- Rate and GST % per item
- Up to 80 items
SHEET 08
Message Templates
- 10 WhatsApp messages: first reply to polite close
- Payment reminder included
- Edit the wording to your style
SHEET 09
Setup
- Your business, GSTIN and payment details
- Quote validity days and follow-up gap
- Edit sources, project types, team, loss reasons
You get dark and light editions, a clean copy to start with, a sample-data copy to explore first, and a PDF start guide. Payment stages in the sample: Mobilisation advance, foundation, slab or roof, finishing, handover. You can change all of them.
REAL SCREENS
This is exactly what you download.
Screens below are the real workbook filled with fictional sample data. Your file starts clean, or you can open the sample-data copy to explore first.
REAL USE CASES
Questions you ask every week.
Answered in seconds.
Numbers below come from the fictional sample data inside the file, to show how each sheet works. Yours will use your own entries.
USE CASE
Which quotes are going cold?
In the sample file, 8 open quotes worth ₹1.99 crore (before GST) are past their validity date.
8quotes to chase
₹1.99 crorewaiting for a decision
Quotations sheet, Follow-ups
USE CASE
Who do I call today?
The sample shows 2 overdue follow-ups, 4 due today, 5 with no date and 4 due this week.
2overdue
4due today
4next 7 days
Follow-ups sheet
USE CASE
Which stage payments are late?
In the sample, 9 stage payments worth ₹12.6 lakh are overdue, out of ₹34.9 lakh still pending.
9overdue stages
₹12.6 lakhoverdue
₹34.9 lakhpending
Payments sheet
USE CASE
Why do I lose jobs?
Of 31 lost quotes in the sample, 12 say the rate was too high. That tells you to split the scope or phase the work.
12 of 31rate too high
33%win rate
Dashboard: loss reasons
TRY IT NOW
What is a few more
wins worth to you?
Enter how many quotes you send, your average quote value and your win rate now. Then choose how many extra percentage points of wins you think better follow-up can bring. This is simple arithmetic with your own numbers, not a promise.
Get the trackerWork won each month now--
Extra jobs per month--
Extra work per year--
Enter your numbers.
Built for how you actually work
Solo professionals
One file instead of notebooks, chats and loose Word quotes.
Small teams
Assign an owner to each lead and see who has follow-ups pending.
Growing studios and firms
See which sources and project types bring paying clients.
Excel users
Plain .xlsx, no macros. You can read every formula.
FROM OUR BUYERS
Real messages from real buyers
Shared with the buyer's permission.
BUILT WITH CARE
Things we can promise, because they are facts
Calculations checked
The dashboard numbers were checked against an independent calculation, and the files were tested in Excel with zero formula errors.
Formulas locked
Calculated cells are locked in Excel so they are not deleted by mistake. You type only in the input cells.
Pay once
No subscription. Your files and your client data stay on your computer.
Help by email
Stuck with a sheet? Email hello@thinkbrandfirst.com and we will help you set it up.
Is this software or Excel files?
Excel files (.xlsx) with formulas, dropdowns and charts. It is not an app and it does not connect to WhatsApp or any account automatically. You type your own leads, quotes and payments.
What exactly do I download?
A zip with a dark edition and a light edition of the tracker, a sample-data copy of each so you can explore first, and a PDF start guide.
Can I use my own rates, items and GST?
Yes. The Rate Card sheet holds up to 80 items with your own rate and GST %. The rates in the file are samples. The Quote Builder picks from your Rate Card, or you can type any item with your own rate.
How is GST handled?
Each Rate Card item has a GST % you can set. Construction GST rules differ by type of work, so the rates and percentages in the file are samples. Replace them and confirm the right rate with your chartered accountant. This tool does the arithmetic. It is not tax advice.
Does it send WhatsApp messages by itself?
No. The Follow-ups sheet gives a WhatsApp link that opens your WhatsApp with a message ready. You press send. There are also 10 message templates you can copy.
Does it work in Google Sheets?
Best in Excel on a PC. In Google Sheets the numbers, charts, dropdowns and WhatsApp links work, but the formula lock does not, so be careful not to type over calculated cells there.
What is the formula lock?
In Excel, calculated cells are locked so you cannot delete them by accident. Input cells stay open. To change a formula on purpose, use Review, then Unprotect Sheet. The password is in the guide.
How many entries can I add?
300 leads, 300 quotations and 300 payment rows per file. Save a fresh copy for a new year.
Why is the price ₹299?
The regular price is ₹499. ₹299 is the Diwali special price.
Can I get a refund?
No. This is a digital download, so all sales are final and there are no refunds once you pay. That is why we show real screenshots and answer questions by email before you buy. Duplicate charges, missing download links and damaged files are fixed: see the refund policy.
What if I need help?
Support is by email only. Write to hello@thinkbrandfirst.com from the email you used to buy and include your Razorpay payment id. We aim to reply within 2 working days.
GET THE TRACKER
Pay once. Download instantly.
Payment received. Thank you!
Your download is ready. We have also emailed the link to .
Download the trackerOpen Start-Here-Guide.pdf first, then the file in the LIGHT or DARK folder and fill the Setup sheet. Need help? Email hello@thinkbrandfirst.com.