Excel Restructure & Pivot Prep

I have several Excel workbooks that track customer status, pending checks, projected jobs, claim information and the rolling notes we write about each account. Right now the data sits in loosely-formatted sheets, so pulling a quick number—or building a PivotTable—takes far too much time.

The goal is a clean, consistently structured set of tables that lets me filter or pivot instantly for:
• customer status
• pending checks
• projected job figures
• claim details and status notes

You’re free to lean on tools such as structured Excel Tables, Power Query, dynamic arrays, slicers or light VBA—whatever keeps everything inside standard Microsoft 365 Excel and makes future maintenance simple for my team.

Deliverables
1. A reorganised workbook (or linked set) with tidy, de-duplicated data and descriptive table names.
2. At least three sample PivotTables/PivotCharts showing the key views listed above.
3. A short hand-off guide explaining the layout, any automation steps and how to refresh or expand the data.

Once complete, I should be able to add new rows without breaking formulas, search any sheet for the latest customer status or pending check total in seconds, and spin up ad-hoc pivots without wrestling with formats.

Let me know your approach and a realistic turnaround time. Attach examples of similar clean-ups if available.