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Create your own invoice template for Construction Industry

hello my name is Rand Le Hart one of the construction accountants here at fast easy accounting and business consulant accounting here in L Washington and today I'm going to demonstrate a new form we just put in our website called estimates so it's an estimate template and how it works is really quite simple it's actually built on Excel and what you do when you download the forms totally free is you'll take this part here and replace it your company name so I'm going to use a sample called Rock Castle Construction and broadcast instruction has a tagline says that good fast construction on time on budget so you put your own tagline there would makes sense to you roadcastle construction I'm going to say for this discussion is located 1 two 3 4 Elm Street that's in your city your ZIP code then put your phone number here and once you do that you can save it as your own template now you'll not it has a little thing here this is a Formula that'll always have today's date but you can easily overwrite it if you want to if your customer gives you a PO number that'll go here some do and some don't then what you can do is put the billing address and it goes to Bob along and bobalong is at 4567 Baker Avenue then put in the what the city state and zip code that needs to go there and if bong's address is the same the jav address is the same as a bling address you simply copy it over nothing to it and it works even better if we get it correct so now we try to copy it over there we go okay come down here and put what are you going to do for the project is you're going to do some demolition um is in the estimate the demolition you're do one demolation quantity and he's going to cost him $500 to do the demolition it automatically brings over here then you're going to do some framing for example and you got 25 line Feer framing at $25 each little calculator there and let's say you have some labor cost it looks like 40 hours of labor at $50 an hour it'll calculate here so just putting all your notes in as much as you want and if this is not long enough simply come over here left click pull it down get in the middle right click and insert then what you'll have to do let come over here left click grab that fill handle come up and you're ready to go then what'll happen is it'll subtotal everything from here to here you can add as many lines as you'd like so just to kind of show you a real quick way of doing it I'm going to highlight all those and I'm going to go copy I'm go down here and I'm going to right click again and say paste so I paste it a whole bunch at one time easy way to do it you make a few notes down here for your client it'll subtitle it and put the tax rate in so if you have a tax rate that's difference of 9.5 just key it in if your tax rate is 8.6 key in 8.6 it'll recalculate if you have no sales tax just key in zero there's no sales tax taking it at all let's go back to 99.5% and let's say the customer gave you a deposit of $20,000 and oh wouldn't that be nice I'd like that so let's hit $20,000 and that deposit go there and you can even if you'd like over here and deposit check number and they give you a check number one two three four five is your check number get your deposit from this point you can print it email it it's just an Excel form use it however it makes sense to you if you have any problems whatsoever please give us to call 206 361 3950 hope it's been of service again the name is rley heart fast easy accounting business Consulting accounting thank you very much