The template works with both the Microsoft Store edition and the desktop edition of the app. Make sure you have installed one of them.
How to use:
The layout of this service proposal template is similar to the service proposal template (c4009). It demonstrates how to use checkboxes on the Excel sheet.
This template was created with consideration for a service company that installs lights for customers. The form contains four columns. The first column is "Room#", indicating the room where the rights should be installed. The other columns are "Description", "Quantity", and "Line Total". All the fields are editable. That is, it doesn't calculate "Line Total".
Between "Room" and "Description", there is a column of checkboxes. If you check a box, the "Line Total" on the current line is added to the "TOTAL OF ITEMS SELECTED" cell at the bottom of the proposal.
The formula for the "TOTAL OF ITEMS SELECTED:" cell is:
The following chart details all the custom fields.
|Table name||Field name||Field type||Comment|
|InvHdr||Days||Decimal(12,2)||The number of days to complete the job.|
|InvHdr||SelectedTotal||Decimal(12,2)||The sum of all the selected service items.|
|InvBdy||Room||Text(60)||The place to do the job.|
|InvBdy||Selected||Integer||Is the current service item selected?|
Format and Specification
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||24.00|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|