Organisation & trade2 min

Spreadsheet or trade software for quotes: strengths and limits

Spreadsheets stay flexible, but expensive in human maintenance. When a specialised (or voice) tool becomes worth it.

Contents
  1. The spreadsheet, king of flexibility
  2. Trade software
  3. Hybrids and transitions

The spreadsheet, king of flexibility

Formulas, custom layout, macros: anything is possible. In return, every change needs care (versions, copy-paste errors, files scattered everywhere).

Trade software

A central catalogue, client history, consistent PDF, sometimes status tracking: the gain is organisational. The trade-off is fitting a model - which is why tools that stay close to site language help.

Hybrids and transitions

Plenty of tradespeople mix: spreadsheet for odd complex jobs, a tool for the daily flow. The aim is to cut double entry between site and the office.

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