Skip to main content
InvoicingTemplate.com main content
Sharing Is Caring! We do appreciate your efforts to let others know us!

Screenshots and Images

The printed version.

Engineering Estimate Template

Engineering Estimate Template (cm006)

cm006 now includes the customized invoice template for the latest version of Uniform Invoice Software. This is what you will see when you open engineering-estimate-template-uis.xlsx.

Engineering Estimate Template (UIS Edition)

Engineering Estimate Template - UIS edition

Download

License: Private Use (not for distribution or resale). See our Terms of Use.

You are safe to download the resources. We've added our digital signatures to the files.

DescriptionSizeDownload

Without database file. How to download and use

98 KBDownload

Download this if you have already installed UIS, but are looking for additional customized templates.

313 KBDownload

Download this if you want this design to be set as the default template by the installer program.

2.82 MBDownload

Detail

Looking for engineering estimate and invoice template for your service business? This is just another sample form in Microsoft Excel spreadsheet form that you can download for free.

Originally published on office-kit.com as CM-003, this revisited Engineering Estimate Template was designed especially for service providers who are providing and fixing curtains and curtain accessories, including curtains and blinds, awnings, canopies, garden umbrellas, to be specific. You may find more sample templates for estimations at Estimate Templates. If you are a contractor, you may be interested in our free contractor invoice templates or our templates for consultants. For construction related templates visit Construction Proposal Template

The "Ship To" section now has a new title, "SITE ADDRESS", so in this section it is possible to fill in the location where the service to be performed.

The most significant feature of this service invoice template is that it includes 10 columns, and has complex relationship built between the cells/columns using Excel formulas to make the template meet the requirements of the intent service business. This provides a good example of the flexibility of Excel Invoice Manager (now named "Uniform Invoice Software"), the billing software and invoicing software using Excel invoice template as its frontend, as it is able to apply formulas to create/define/build the relationships between cells and fields, while many other non Excel-based invoice programs allow you to customize just the style or format of the invoice form, such as fonts and colors.

It's well known that Microsoft Excel provides powerful features for formatting and presenting data, and that is why so many invoice templates are provided in Excel format. However you may not notice that Excel also provides handy tools to define or build the relationship between cells or fields.

For example, the unit price of your product or service might be determined by many factors that should also be listed on the invoice form, such as customer category (VIP, wholesale, or general customer), measurement unit, etc.

Relationships between cells and columns

Here is a brief description of what implemented by this engineering service invoice or estimate template by using Excel formula.

  • There are 3 unit types used by the products offered by the service company, i.e. "per Sq.ft.", "per Rn.ft." and "per PC". If the unit type is "per PC", the Line Total of a service item should be calculated from Quantity and Rate. Otherwise, the Line Total should be "Quantity * Price * Area or Length".

    Here is a formula example of how the Line Total is calculated:

    =ROUND(IF(NOT(ISERR(SEARCH("per pc",oknUnit_1,1))),
    oknQuantity_1*oknPrice_1,
    oknQuantity_1*oknPrice_1*oknAreaLength_1),2)
  • If the unit is "per Sq.ft." the Area or Length should be Area Temp, with a minimum value of 10.76; or in case the unit is "per Rn.ft.", the Area or Length should be Area Temp with a minimum value of 3.

    Here is a formula example of how the Area or Length is calculated:

    =ROUND(IF(OR(oknUnit_1="",NOT(ISERR(SEARCH("per pc",oknUnit_1,
    1)))),0,IF(NOT(ISERR(SEARCH("Sq",oknUnit_1,1))),
    IF(oknAreaTemp_1<10.76,10.76,oknAreaTemp_1),
    IF(oknAreaTemp_1<3,3,oknAreaTemp_1))),2)
  • Area Temp is a temporary value stored in a hidden column outside the Print_Area. The value is calculated from the other two columns, W and D, which could be measured in different ways, including CMS, Inch and Ft. The choice of measurement unit is implemented as a drop-down list labeled "Choose W/D type here", and the column titles are changed depending on the current measurement unit, such as W[CMS] and D[CMS], W[Inch] and D[Inch], etc.

    Below is a formula example of how the Area Temp value is calculated.

    =IF(NOT(ISERR(SEARCH("Sq",oknUnit_1,1))),(oknItemW_1*oknItemD_1)/
    IF(oknWDType="CMS",929,IF(oknWDType="Inch",144,1)),oknItemW_1/
    IF(oknWDType="CMS",30.48,IF(oknWDType="Inch",12,1)))
  • On the bottom of the form, in additional to those cells defined by the default/standard invoice template included in Excel Invoice Manager setup program, there should be a field for discount, a field for labour charges, a field for advance payment, and a field for balance due. All these fields should either be manually editable, or be calculated automatically, depending on the meaning of each field/cell.

It is clear that the relationships between the cells / fields is much more complex than what in the default invoice template shipped with Excel Invoice Manager setup program, yet Excel Invoice Manager, still can handle this type of complex easily with Excel formulas.

Custom fields

To implement the features required by the estimate or service invoice template, there are a number of custom fields defined / added to both the underlying database and the front-end Excel template, as detailed in the following table.

Table nameField nameField type
CustomerArchtext (60)
InvHdrRefNotext (30)
InvHdrDate2date
InvHdrArchtext (60)
InvHdrWtext (30)
InvHdrDtext (30)
InvHdrWDTypetext (30)
InvHdrLabourdecimal (12,2)
InvHdrAdvancedecimal (12,2)
InvHdrTotal1decimal (12,2)
InvHdrDiscountdecimal (12,2)
InvBdyShadetext (60)
InvBdyItemWdecimal (12,2)
InvBdyItemDdecimal (12,2)
InvBdyItemWDTypetext (30)
InvBdyAreaLengthdecimal (12,2)
InvBdyUnittext (60)
ProductUnittext (60)

Like other form designs here on InvoicingTemplate.com, Engineering Estimate Form is free (offered to you at a price of 0.00USD). It works on Windows XP and all newer versions of Windows, and Excel 2007, 2010, 2013 or 2016.

Format and Specification

Template#cm006
NameEngineering Estimate Template
CategoryService Invoice Template
Release DateSunday, March 12, 2017
Format (XLS or XLSX).xlsx
Excel Version Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016
Feature Gallery
Columns-
Lines12
Line Height (Points)22.50
Print Area$D$2:$O$45
Papaer Size / OrientationPortrait
Default Margins (Points)
Left22.68
Right22.68
Top45.35
Bottom45.35