Estimates and invoices built from one price list, replacing a spreadsheet
- The situation
A landscaping company kept its prices in a spreadsheet and wrote each estimate in a word-processor template. Some prices were months old, a few totals were mistyped, and extra work approved on site was billed from memory or left off. After each job the invoice was typed again from the estimate.
- What was built
Each material, labor and equipment item has a cost, a unit and a markup rule that sets the price. The builder takes a client and adds items by measurement: length and width for sod, depth for mulch, days and hours for crew time. It works out the quantity with any waste allowance, adds the applicable sales tax, and shows the estimate as it will print, in customer, office and crew copies. An accepted estimate becomes a job, and one step turns the finished job into an invoice with the quantities done and every change order. Each job shows as sent, accepted, done, billed or paid.
- The result
56 jobs priced from one list of 54 items, with 11 change orders worth $3,782.70 before tax carried onto invoices.
- What the client received
The price list, the estimate builder, printable estimates and invoices, the jobs list, and a season of job data.
Try it Open Jobs and pick a job to see what was estimated and what was billed.
Describe your project and we will send you a fixed-price quote.