Excel is fine until it isn't.
If one person runs your crew plan and jobs rarely move, keep your spreadsheet. Here's how to tell when it's time to move, and what changes when you do.
Where a crew spreadsheet breaks
- More than one editor. Two people open it. One saves over the other. Or someone waits for "Jen to close it."
- Copies. "Schedule v4 FINAL (2).xlsx" in an email thread. Nobody knows which one is real.
- One person. One person built it. One person understands it.
- No warnings. Nothing tells you a crew leader is on two jobs Thursday.
- No roll-up. You can't see "next week: 9 jobs, 7 crew leaders" without counting.
- Pushes mean rework. A two week GC push means moving dozens of cells.
- No week 3 to 6. The sheet covers this week and next. Beyond that is a guess.
What about an Access database?
Access handles more than one user better than a shared spreadsheet. The problem is usually different. One person built it, it runs on office computers, and nobody else can change it safely. When that person leaves, so does the system.
Same questions. Different answers.
| The question you ask every week | Excel or Access | Broadside |
|---|---|---|
| Who's where, next week or next year? | One sheet, often only this week and next | One board. Zoom to 2, 3, or 4 weeks. Scroll as far ahead as you plan. |
| Can three people plan at once? | Overwrites or "file locked" | Everyone edits live. No locking. |
| Is anyone double-booked? | You find out on the day | The conflicts panel flags it |
| Do we have enough crews? | Count by hand | Flags days with more work than crew leaders |
| Is anyone sitting? | Hard to spot | Flags idle crew leader days and unstaffed days, this week and next |
| The GC pushed us two weeks | Retype cells | Drag the job. The rest of it moves with it. |
| Show me just my jobs | Filters break or hide rows | Filter by PM, crew leader, work type, and dates |
| Can the office see it without breaking it? | Share the file and hope | Free view-only seats |
Three or more of these? It's time.
- More than one person edits the schedule.
- There's more than one copy of it.
- You run 5 or more crews.
- A crew leader got double-booked in the last month.
- A GC push last month took more than half an hour to fix.
- Estimating asks "when can we start?" and nobody can answer without a phone call.
- The plan lives in one person's head.
- Foremen call the office to ask where they go next week.
- You can't see weeks 3 to 6.
When you should stay in Excel
- 1 to 3 crews, and the owner does the plan alone.
- Jobs rarely move once they start.
- Nobody else needs to see the plan.
If that's you, stay in Excel. Take our free template. Come back when you add crews or a second person starts editing.
"Excel is free." So is an idle crew, until payday.
Run your own numbers. Here's an example with made-up inputs: a 4 person crew at $60 an hour loaded is $1,920 for one idle 8 hour day. Three office seats of Broadside are $57 a month. One idle day you avoid pays for almost three years of those seats.
Moving off the spreadsheet
- Start the trial. Look around the sample company first.
- Add this week's jobs and the next three weeks. You don't need your whole history.
- Add your crew leaders.
- Put crews on jobs, then check the conflicts panel.
- Run your next Monday from Broadside instead of the sheet.
Not ready? Take the template.
Our free Excel crew look-ahead template. One sheet for crew assignments, one for capacity by week, one for your jobs. No macros. It's the same method Broadside is built on.
Download the free templateTry the board with your real jobs.
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