Clean It Up

UK Window Cleaning Forum => Window Cleaning Forum => Topic started by: ascjim on January 12, 2011, 06:07:56 pm

Title: Invoice/quote. Good enough?
Post by: ascjim on January 12, 2011, 06:07:56 pm

Him all. I have recently made some invoice and quote sheets.

Could you tell me anyway i could improve on them or if there is anything i should include in either one.

cheers

(http://i51.tinypic.com/qzn8m9.png)

(http://i55.tinypic.com/mvi6b9.png)

Title: Re: Invoice/quote. Good enough?
Post by: Clive McDonald on January 12, 2011, 06:18:13 pm

Hmai Jim
invoice is okay.

I would do a simple quote.Name contact usp. Then a few basics, about how often you come, and operate etc.A photo maybe.
Thats just me.

Todays top tip.Get some cases for the mac air 11" you'll get rich.

Title: Re: Invoice/quote. Good enough?
Post by: Paul Coleman on January 12, 2011, 06:20:59 pm

Quote from: ascjim on January 12, 2011, 06:07:56 pm

Him all. I have recently made some invoice and quote sheets.

Could you tell me anyway i could improve on them or if there is anything i should include in either one.

cheers

(http://i51.tinypic.com/qzn8m9.png)

(http://i55.tinypic.com/mvi6b9.png)

They look pretty neat.
One thing  I found that I needed on several commercial jobs was a space for a purchase order number.  A few companies need this in order to match up the P O number with the work done and the invoice number.  Because the jobs were recurring at fairly fixed intervals, the company supplied the same number sequence for me to use each time rather than getting a separate one for each clean.
So I have a box on my invoices that reads "PURCHASE ORDER NO. (if applicable)".
You may find that you never need it but occasionally a commercial customer may ask you to quote this on your invoices so it would probably be a good idea to allow a space for it.
Obviously the number(s) are supplied by the customer(s).
I've done quite a variety of commercial jobs even though I mostly do domestic - and I've only ever had three customers who wanted it this way.

Title: Re: Invoice/quote. Good enough?
Post by: ascjim on January 13, 2011, 05:55:35 pm

Ok cool, i'll add that.

Thanks for your help.

When you quote a commercial job do you send multilble quotes, with different frequently's on, so they pick and sign the one that they require?

Cheers james

Title: Re: Invoice/quote. Good enough?
Post by: sgibsoncleaning on January 13, 2011, 05:57:52 pm

"sales tax"
i would delete that, i guess its an american template you used.
vat if your registered

Title: Re: Invoice/quote. Good enough?
Post by: window11 on January 13, 2011, 06:05:03 pm

hi iv got a template you can have.

e mail me this one to windowcleaner11@yahoo.com and il send mine over.
cheers

Title: Re: Invoice/quote. Good enough?
Post by: ascjim on January 13, 2011, 06:09:12 pm

Done

Title: Re: Invoice/quote. Good enough?
Post by: Paul Coleman on January 13, 2011, 06:37:17 pm

Quote from: ascjim on January 13, 2011, 05:55:35 pm

Ok cool, i'll add that.

Thanks for your help.

When you quote a commercial job do you send multilble quotes, with different frequently's on, so they pick and sign the one that they require?

Cheers james

I've never actually done multiple quotes for a commercial job but there may be some merit in that.

Title: Re: Invoice/quote. Good enough?
Post by: window11 on January 13, 2011, 06:44:47 pm

sorry not had its

wcleaner11@yahoo.com

thanks

Title: Re: Invoice/quote. Good enough?
Post by: ascjim on January 13, 2011, 06:51:17 pm

Done. again lol

Title: Re: Invoice/quote. Good enough?
Post by: window11 on January 13, 2011, 07:09:19 pm

im tamping here, lol it wont open says file not supported.

i give up with this pc.

thanks anyway.

i had mine off sample invoices for window cleaners, straight into google. 2nd one down amte on left