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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 "" section now has a new title, " ", 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 , 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. "
Here is a formula example of how theis calculated:
=ROUND(IF(NOT(ISERR(SEARCH("per pc",oknUnit_1,1))), oknQuantity_1*oknPrice_1, oknQuantity_1*oknPrice_1*oknAreaLength_1),2)", " " and " ". If the unit type is " ", the of a service item should be calculated from and . Otherwise, the should be " ".
- If the unit is "
Here is a formula example of how theis 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)" the should be , with a minimum value of ; or in case the unit is " ", the should be with a minimum value of .
- Print_Area. The value is calculated from the other two columns, and , which could be measured in different ways, including , and . The choice of measurement unit is implemented as a drop-down list labeled " ", and the column titles are changed depending on the current measurement unit, such as and , and , etc.
Below is a formula example of how thevalue 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))) is a temporary value stored in a hidden column outside the
- On the bottom of the form, in additional to those cells defined by the default/standard invoice template included in 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 withsetup program, yet , still can handle this type of complex easily with Excel formulas.
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 name||Field name||Field type|
Format and Specification
|Name||Engineering Estimate Template|
|Category||Service Invoice Template|
|Release Date||Sunday, March 12, 2017|
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||22.50|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
|System||Windows 7 and later, and Excel 2007 and later.|