If you want to have a detailed invoice and records of the request payment for various ranges of pool services like chlorination, pool cleaning and more, you may download the service estimate template. However, for the client to understand the bill, make sure to describe the materials and services used.
Making Cleaning Estimate Template in Adobe PDF and Microsoft Word
Step 1 – Pool estimate should be downloaded in Adobe PDF (.pdf) and Microsoft Word (.doc).
Step 2 – In the pool estimate template at the top portion, enter the company name followed by its address the fax number and other contact information. To the right portion, write down the invoice number as well as the date.
Step 3 – In the bottom portion, you may fill in the part with address and phone number as well as the customer’s name.
Step 4 – In the separate row of the pool service proposal sample, you can enter each service performed. In the right part, the cost of the service and any materials in the right portion including the total of each row (Cost of materials and its services).
Making Swimming Pool Quotation Format in Microsoft Excel
Step 1 – Using Microsoft Excel (.xls) you may download the template.
Step 2 – Heading – Start by writing the company’s name in the field. You may add the address and contact information like the phone number and email/URL. You may also type the date and the invoice number. Write the client’s name, customer number and the contact information on the Bill To Field.
Step 3 – Job- You should describe the job by stating the specifics of the tasked performed. You may also include the terms of the job, the payment due as well as the sales rep. involved in the small table in the bottom part.
Step 4 – Description – In the cleaning quotation format, take time to describe each of the service part on the separate line and then enter the number and price for each unit in the right portion. As an example, you may compute “filters, 4, $7,” which would result in a total cost of $28. The subtotal will be achieved once the figure in the right column will be combines and the grand total once you apply the tax to the subtotal.
Step 5 – After sending the payment due upon receipt template, you should complete the payment details once the payment in received.