Thank you guys for the responses.

Trumpy - I recently started doing just that. I haven't really been filing much after the job has been paid but that is the next step. Nice to have the notes and particuliars for the future instead of relying on memory.

Scott35- I have been depending on other contractors more and more lately for advice.......particularly plumbers. They seem to have this all figured out. [Linked Image] Where exactly would I purchase basic templates? I would like to use them as more of a reference for the type of information I should be keeping.

Anyone take RS Means "type" data i.e. units price, labor hours, etc. and put them into an Excel spreadsheet for estimating. I have been working on one for resi and would like some suggestions as to the setup and making it more friendly.