Discrete ManufacturingFree worksheetPDF, Excel, Word exportJob Shop Machining

Job Shop Quote Worksheet for Machine Shops

This worksheet builds a machining quote one operation at a time. Each row carries setup hours, run minutes per piece, a shop rate and any material or outside cost, and the tool totals the job and shows the price at a target margin.

Download:

Setup cost	Run cost	Line cost
$14	$138	$1,301
$190	$1,029	$1,219
$143	$665	$808
$0	$90	$90
$0	$0	$420
$33	$87	$119

Total setup cost

$379

Total run cost

$2,008

Total material and outside

$1,570

Total job cost

$3,957

Cost per piece (qty 100)

$40

Quote price at 25% margin

$5,276

Quote price at 35% margin

$6,088

Margin pricing divides cost by (1 - margin). A 25% margin is not the same as a 25% markup. Change the quantity on every row together when you quote a different lot size, and set the 'Cost per piece' divisor to match.

Compare quoted vs actual hours from your ERP

Optional: we can review how your estimates compare with actual job hours and suggest where the quote model drifts.

Optional. The tool and every export work without this. No spam.

How to use the quote worksheet

Start with the routing you would run on the floor: saw, mill, lathe, deburr, outside process, inspect. For each operation enter setup hours, run minutes per piece, the lot quantity and the burdened shop rate for that work center. Put bar stock, plate or a heat treat vendor charge in the material column. The tool computes setup cost, run cost and line cost per row, and the footer adds everything up. Edit, add or delete rows freely, then export to Excel to attach to the customer quote or load into your ERP estimate screen.

Use a burdened rate per work center, not one blended shop rate
Enter setup once per lot, run time per piece
Put material scrap allowance into the material cost
Quote each quantity break as its own copy of the sheet

The method behind the numbers

Line cost equals setup hours times rate, plus run minutes divided by 60 times quantity times rate, plus material. Total job cost is the sum of the lines. Price is cost divided by one minus the target margin. This is the same arithmetic that JobBOSS, E2 Shop System, Global Shop Solutions, ProShop and Fulcrum run in their estimating screens, so a worksheet number should match the ERP quote if the rates and routings are the same. If the two disagree, the difference usually sits in how burden, scrap and overhead are loaded.

Reading the result

In the sample job, material and the outside anodize make up a large share of cost, while the two mill operations carry most of the labor. Look at the split between setup and run. When setup dominates, a bigger lot size lowers the unit price quickly, so quote two or three quantity breaks. When run dominates, the lever is cycle time and fixturing. Compare the 25% and 35% price lines against what the market will bear before you send the quote.

Common mistakes

The most expensive quoting errors are quiet ones. Estimators forget first article inspection, certs and packaging, use a rate that excludes tooling and consumables, or reuse run times from a different material. Another frequent error is quoting from the programmer's ideal cycle time instead of the real average including load, unload and chip clearing.

Forgetting deburr, wash, packaging and freight
Ignoring scrap on small lots
Applying markup when you meant margin
Not updating rates after a machine or wage change

Frequently Asked Questions

What shop rate should I use for the quote?

Use a burdened hourly rate for each work center that includes labor, machine depreciation, power, tooling allowance and a share of overhead. A single blended rate hides the fact that a five axis mill costs far more per hour than a manual saw.

Is margin the same as markup?

No. Markup is a percentage added to cost. Margin is a percentage of the selling price. A 25% margin needs cost divided by 0.75, which equals a 33% markup. Mixing them up is one of the most common ways job shops underprice work.

Can I use this with JobBOSS, E2 or ProShop quotes?

Yes. Export to Excel and use it as a cross check against the ERP estimate, or as the first draft before you key the routing into the system. The math is standard setup plus run plus material.

How do I quote multiple quantities?

Copy the sheet for each quantity break, change the quantity on every row, and keep setup hours the same. The cost per piece should drop as setup is spread over more parts, which is the pricing story to tell the buyer.

If your quotes live in spreadsheets while actual costs live in the ERP, we can help pull historical run times and actuals back into estimating, on your own servers if needed.

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