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Construction Estimate Template is designed for a company in the exhibit business that has several properties that make up the exhibit. 'Properties' refers to each subtotal field. For example, you can have two properties such as a custom cabinet and a reception desk. The template here designed by has 3 properties, but you can easily extend it to have 10 or 12 more properties to estimate per customer.

Form layout

On the top of the form, you can fill in your company information on the left hand. A logo image is placed on the center of the top section as a place holder. And on the right-hand, there is big letter ' CONSTRUCTION ESTIMATE' indicating the type of this document; and two important fields, 'date' and 'estimate#'.

The following section is a summary section titled with the label ' Estimate Summary'. On this section you can detail your customer information, and two summary fields, 'Flooring /Carpet', and 'ESTIMATE TOTAL', both of them are calculated automatically.

The following is a declaration, stating that the estimate does not include the following items.

  1. Any sales tax for labor or materials.
  2. Any items for labor or materials not listed on this estimate.
  3. Any rental items or components.
  4. Any I & D supervision for labor or expenses.
  5. Any labor for set up unless specified below.
  6. Any labor or materials for graphics unless specified below.

There are 4 columns on the invoice body within the print area. SW code, Description, a column with empty (customizable) column heading, Amount. The Quantity, Unit Price and Multiplier are the two columns that will be used to calculate Amount but will not be printed since they are out side the print area.

Notes to Invoice Manager users

  • The Invoice# field is an auto-generated field - when you click Save To DB while leaving the cell blank, an Invoice ID is generated automatically. So don't rename this cell. However you can change the prefix and start number of the auto-generated IDs, please the Database tab of the Settings window that can be opened by clicking the Settings button on the Invoice worksheet.
  • Job# and Estimator are defined as custom fields in order to have them saved to database and cleared when you click Clear & New.

    A custom field is added in the following way:

    1. You name a cell, say oknEstimator, where "okn" is the prefix of all the cell names on the Invoice worksheet.
    2. Using Database Designer, you add the field Estimator to the database file and database definition file.

      For more information please see the 'Custom Fields' chapter in the help document, or its online version on our main web site (Billing Software & Invoicing Software Based on Excel Invoice Templates).

  • Should you like a drop-down list for the Estimator cell, you can use the 'Data Validation' feature of Excel.
  • To keep certain cells on the Invoice worksheet when clicking Clear & New, there are two ways:
    1. Lock the cell: Unprotect the Invoice worksheet. Right click the cell, and then choose Format Cells. Go to the last tab. Lock the cell. These type of cells won't be cleared if you protect the Invoice worksheet by clicking Excel menu Tools / Protection / Protect Sheet.
    2. Assign a formula. Say, for the H38 cell, you can assign such a formula: ="05-103". Cells with formulas in them won't be cleared when you click Clear & New.
  • Don't delete the oknPayments cell and oknBalanceDue cell. You can move not-used cell names out of the Print_Area. To move a cell name:
    1. Unprotect the Invoice worksheet.
    2. Click to select the cell.
    3. Push your mouse key on the border of the cell; drag it to the new location.
  • All custom fields can be added to reports. Let's say you want to add Estimator to the Sales Report:
    1. Format a blank cell on the header row.
    2. Name the cell oknRsEstimator, where "oknRs" is the prefix of the Sales Report cells. To get a complete list of all prefixes, see the help document installed with our invoicing program.
    3. Enter the label of the column "Estimator".

    The custom fields defined on the Invoice body (those product lines) can be added to the Product Report. The custom fields defined on the Invoice Header can be added to the other reports.



Tip: Enlarge an image by clicking on it.

Construction Estimate Form - printed document

This is how construction estimate template will look like when you open it with Microsoft Excel.

Construction Estimate Form - Excel worksheet

The following version of Construction Estimate Template should be used with Invoice Manager for Excel installed.

Construction Estimate Form - Invoice Manager for Excel edition

Download Construction Estimate Template

Quick facts

  • Template#: c5-025
  • Columns: 5


Choose the format you like and download Construction Estimate Template for free by clicking the corresponding "Download" button. The zip packages include the simplified version for Invoice Manager (Lite).

The Excel template integrated with Invoice Manager for ExcelDownload
Construction Estimate Template (Construction Estimate Form) in PDF formatDownload
Construction Estimate Template and database in a self-extracting zip packageDownload
Construction Estimate Template, the Excel template (workbook) only (.xls or .xlsx)Download
The Excel template in zip packageDownload

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