Estimate - 5 line items

5-Line ESTIMATE

Request
Today's Date

MonthDayYear
YOUR DETAILS
Company Name
This will show on the invoice as the business name.
Company Email
example@example.com. This is where this form receipt will be sent to, along with an invoice number.
Company Phone
Format: (000) 000-0000.
JOB CUSTOMER DETAILS
Customer Display Name
QuickBook required, leave as is.
First Name
Last Name
Email
example@example.com
Phone
Customer phone numberFormat: (000) 000-0000.
Country
JOB DETAILS
PROJECT DETAILS
This area is for any relevant job details. This will appear on the estimate.
ITEMIZED CHARGES

List all estimated services/products. NOTE: Every item needs a Yes or No answer on whether tax is to be applied.
Line Item #1
Item Name
This is required to be filled with "Contractor Services" for an invoice creation (I don't want that but need to manually create an ESTIMATE.) Leave blank for email notification / record that I need.
1a. Service / Item Description
1b. Should this item be taxed?
1c. Price
1d. Quantity
1e. Line Total $
Line Item #2
2a. Service / Item Description
2b. Should this item be taxed?
2c. Price
2d. Quantity
2e. Line Total $
Line Item #3
3a. Service / Item Description
3b. Should this item be taxed?
3c. Price
3d. Quantity
3e. Line Total $
Line Item #4
4a. Service / Item Description
4b. Should this item be taxed?
4c. Price
4d. Quantity
4e. Line Total $
Line Item #5
5a. Service / Item Description
5b. Should this item be taxed?
5c. Price
5d. Quantity
5e. Line Total $
SUBTOTAL
SUBTOTAL
DISCOUNTS / CREDIT - Enter either option below (NOT BOTH):

Discounts are applied to the subtotal before taxes and allocated proportionally between taxable and non-taxable amounts to keep taxes accurate.
A. Enter dollar amount
Do NOT include the "$" sign.
B. Percentage amount
Do NOT include the "%" sign.
C. Percentage Amt Adjust
209: Converts to a $ amount off based on the subtotal. Total*(%/100)
TOTALS
Taxable Subtotal before discounts
173 (173-211: FIGURES TAX AMT that is proportionally discounted) This field: Add all line totals(x0 for no tax)(1x for taxed)
Non-tax subtotal before discounts
210. Subtotal of all line items minus Taxed Subtotal (the difference = non-taxed items subtotal)
Taxable % discount
195: [calculate the 2 above fields] Taxable subtotal / subtotal = percentage that makes up the taxed
Dollar disc amt applied to taxable subtotal
207. Changes above field into a dollar value (not a %) Math: Discount A * field 195
Percent discount amt applied to taxable subtotal
214: Changes above field into a dollar value (not a %) Math: Discount C * field 195
Dollar non-tax disc amt
215: This field is to subtract the rest of the $ discount that is for non-tax portion of the total
Percentage non-tax disc amt
216: This field is to subtract the rest of the % discount that is for non-tax portion of the total
Taxable SUBTOTAL after discounts
211: (Taxable subtotal before disc field 173) minus (taxable disc field 214). This number x 0.06% = below field.
TAX
TOTAL
CUSTOMER PAYMENT TERMS
Customer Payment Terms:

Other: ______
*For progress invoicing, send invoice requests to info@jrbilling.com as project milestones are reached. Always include the estimate or invoice number.
If terms are "100% due upon completion", the payment terms are:

Other: Net ___
EXPIRATION DATE
How long is this estimate valid?

Other: ___ days
PROJECT TIMELINE
Estimated Schedule:
Example: Appears on Estimate as...

"Estimated Schedule: Work is expected to take approximately 4–7 days to complete.

Estimated schedules are provided for planning purposes only and may be affected by weather, material availability, permitting, inspections, customer-requested changes, or other factors beyond the contractor's control."
APPROVAL
I understand:
Provide any additional comments or instructions for Jackrabbit Billing.
If needed, I can also be reached at info@jrbilling.com; always include the estimate number.
ATTACHMENTS
Take photo
Attach files

Cancelof
Should be Empty:

5-Line ESTIMATE

YOUR DETAILS

JOB CUSTOMER DETAILS

JOB DETAILS

ITEMIZED CHARGES

Line Item #1

Line Item #2

Line Item #3

Line Item #4

Line Item #5

SUBTOTAL

DISCOUNTS / CREDIT - Enter either option below (NOT BOTH):

TOTALS

CUSTOMER PAYMENT TERMS

EXPIRATION DATE

PROJECT TIMELINE

APPROVAL

ATTACHMENTS