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 UniformSoft.com has 3 properties, but you can easily extend it to have 10 or 12 more properties to estimate per customer.
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.
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.
A custom field is added in the following way:
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).
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.
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Choose the format you like and download Construction Estimate Template for free by clicking the corresponding "Download" button.
|The Excel template integrated with Uniform Invoice Software||Download|
|Construction Estimate Template (Construction Estimate Form) in PDF format||Download|
|Construction Estimate Template and database in a self-extracting zip package||Download|
|Construction Estimate Template, the Excel template (workbook) only (.xls or .xlsx)||Download|
|The Excel template in zip package||Download|
This free sample invoice template implements a feature that allows you to charge different tax rates based on the type of an invoicing item - for example, one tax rate for labor and another tax rate for general items (products). The type of an item can be selected from a dropdown list, the Excel formulas implemented in the template check the type, and apply correct tax rate to the current item. The template then calculates all the line totals, subtotal, tax total and grand total, all done in an automated way. You might think this type feature could be hard to find even in some complicated invoicing programs, but with Excel it is done without a line of programming code. This is another good example of how to fulfill your special business requirements by using Excel-based invoicing.
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If you are giving something to your customers for free for the goods or services purchased from you, it might be wise to list the free items on the invoices and state the fact clearly by displaying the word 'Free' or 'Gift' on the free items. This sample invoice template implement this by moving the actual price and line total columns outside the print area, and then on the invoice body use Excel formulas to check whether the current price and line total is zero - if it is, the formula shows the word 'Free'; if it isn't, the price and line total are shown as usual.
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