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Job Estimate Template for Excel

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Job Estimate in Excel Format

For this reason, the "ESTIMATE#" support all the features assigned to the "Invoice#" cell by Invoice Manager for Excel (namely Uniform Invoice Software). For example, if you click "Save To DB" or "Save Invoice", a sequential, progressive and unique estimate# is generated automatically if the "Estimate#" cell is left blank (see our gallery page at Excel Invoice Template Automatic Invoice Numbering). With pure-Excel spreadsheet solutions, this automatic numbering is not possible without using macros. To display / retrieve an existing estimate or quote, you can simply enter the estimate# into the cell. With the support from Invoice Manager for Excel (namely Uniform Invoice Software), the pure-Excel spreadsheet template is not only printable, but also enables features that could be hardly to implement with pure-Excel estimating and quoting software apps.

Engineering Estimate Template

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Engineering Estimate Form

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

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.

Telecom Consultant Estimation Template

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Telecom Consultant Estimate Form

The product# column is place to the left of the printable area. Although the term "product" is used here, you can actually use it for consulting service items. If you use the Invoice Manager for Excel (namely Uniform Invoice Software) edition of Telecom Consultant Estimation Template, the product management features of the Excel Invoicing Software helps you management consulting service items, so that you don't have to enter the same or similar description text again and again.

General Estimate Template

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General Estimate Format

Unlike an invoice form, a quote or estimate shows preliminary assessment of a project cost, so there is no need to use the "Deposit", "Paid" and "Balance Due" cells, so we move these fields out of the printable area. Please don't delete these fields are they are required by Invoice Manager for Excel (namely Uniform Invoice Software). However, if you prefer, you can hide the columns where these fields are located.

Excel Quotation Template

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Excel Quotation Format with Special Discounting Model

"Unit Price" is a manually editable field. "Line Total" is also a calculated field, which looks like this (again, "_?" indicates line numbers):

General Quote Template for Excel

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General Quote Template for Excel

Due to this difference, it is important to clearly identify the document type on the header - whether it is a quote or an estimate. It is also useful, at least in some business areas, to include an expiry date on the document, if your prices are subject to change on the time. In this sample, we added it as a custom field "ExpiryDate". This field is defined as "text (100)" in the backend Access database, and the corresponding cell is named "oknExpiryDate" on the top quote form.

Job Invoice Sample

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Job Billing Sample

Job Invoice Sample provides a service bill template sample that has a special look and feel in style and format as compared to most invoicing templates available here on InvoicingTemplate.com.

Job Invoicing Template

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Job Invoice Format

To be compatible with the old, but still widely used Excel 2003 format, the job invoicing template is downloadable as an Excel 2003 "xls" format.

Job Invoice Sample (2 Taxes)

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Job Invoice Sample (2 Taxes)

Job Invoice Sample (2 Taxes) is a variant of Job Invoice Sample. It differs from the original version in that this template has two taxes configured on the bottom of the sample invoice form.

Job Invoice Sample (Taxable Column)

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Job Invoice Sample (Taxable Column)

To design this invoice form layout based on its original version, we first unprotect the Invoice spreadsheet, display grid lines and row headings and column headings, switch to design mode. And then, we unmerge the "Part No." column (which comprises 4 Excel raw columns), move all the "Taxable" checkboxes to Excel column L. On each item line, merge the first 3 cells on column I, J and K to create the new "Part No." cell. Finally, replace the original label "Part No." with the new text "# / Taxable" to indicate the purpose of the taxable checkboxes. The following section describe the process in detail.

Sample Format for Job Invoicing (Tax Column)

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Job Billing Sample (Tax Column)

Once the spreadsheet is unprotected and switched to design mode, we can now start to adjust the columns.

Construction Proposal Template

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Construction Estimate Form

InvoicingTemplate.com offers this as a construction proposal template free download. As always, the contractor proposal template also has a Invoice Manager for Excel (namely Uniform Invoice Software) version, which you can download for free from the download page too. The free construction estimate template or construction contract template has many static text labels on it, which you must replace with your own text before you can create your first construction proposal, contract or estimate. To do this, you first have to unprotect the Invoice worksheet.

Advanced Sample - Macro-Enabled Invoicing Template

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Advanced Bill Sample - Macro-Enabled Billing Template

Invoice Manager for Excel (namely Uniform Invoice Software) supports all the Excel file formats, including the traditional ".xls" and ".xla" formats, and the new ".xlsx" (Excel XML-based file format), ".xlsm" (Excel XML-based and macro-enabled file format), and ".xlsb" (Excel Binary (or BIFF12) file format). ".xlsx" are now the most widely used workbook file format. Feel free to see our Invoice Template ".xlsx" topic page.

Recruitment Agency Invoice Template

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Recruitment Agency Invoice Template

On the bottom of the recruitment invoice layout, you will find fields like "Subtotal", "Tax", "Other", "Total", "Paid" and "Total Due". These are all auto-calculated fields, except the "Other" and "Paid" fields, which are manually fillable / editable when you create an invoice.

Five Price Percentage Levels (Service, Custom Column)

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Five Price Percentage Levels (Service, Custom Column)

Just like the other service invoice templates available here on InvoicingTemplate.com, this invoice form with 5 price percentage levels (service, cosmetic) was created from the sales invoice template by moving all the shipping fields out of the printable area. The printable area is the white area on the center of the "Invoice" worksheet, which is section that is printed when you execute the "Print" command in Excel. It is also the section that is extracted when you execute the "Extract" command in Invoice Manager for Excel (namely Uniform Invoice Software).

Drywall Invoice Example

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Drywall Invoice Example

This template features a carton image that shows a carpenter holds a plasterboard or sheetrock. If you are offering services related to construction, wallcovering, dry wall, plywood, this design may be ideal for you.

Five Price Levels (Sales, Amount, Custom Column)

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Form with 5 Price Levels

This sample of customizing invoice templates is named with the keyword "cosmetic". A new column "Color" was added to meet the requirements of the cosmetic business.

Consulting Invoice Template (3rd Sample - One Tax)

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Consulting (3rd Sample - One Tax)
Once the gridlines and row/column headings are shown, simply click the cell next to the label "GST" - i.e. the second tax amount cell. Hit DEL key on your keyboard to delete it - this will prevent Excel from calculating the second tax. Right-click the row-heading of the row where the second tax cell resides, and then choose Hide from the shortcut menu. This will hide the entire row, including the text label and amount field of the second cell. Check the consulting invoice form - you now have only one tax on the form. If you use the

Television Service

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Television Service

The manually editable fields for the "Bill To" are placed on the left bar on the worksheet, where all the fields related to a customer are editable separately, including "Category", "Customer#", "First Name", "Last Name", "Address", "City", "State", "Zip", "Phone".

The "Shipping Address" section now has a new title, "Service Address".