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Employers: If you have your employees use a travel expense report like this one, you should probably inform them to submit copies of receipts along with the report, so you can keep adequate records for tax purposes. You may also want to download our Reimbursement Form for general employee expense reimbursement (for non-travel expenses) and our Business Mileage Tracking Log for record keeping and reporting.
Disclaimer: The spreadsheet and information on this page is not to be taken as financial or tax advice. Customer Relationship Management (CRM) systems and CRM software can help you increase sales by streamlining communications with your potential and current customers. A critical feature of any CRM system is to track communications with customers, plan follow-up contacts, update the lead status, and after gaining a customer, schedule future communication that will help you keep them as a customer.
The CRM template provides a starting point for people looking for an Excel-based CRM solution.
In it's current form, this template is just a table formatted to allow sorting, filtering, and display of important customer information - a fancier version of the Contact List Template. The most complex part of the spreadsheet has to do with the conditional formatting used to highlight the dates in the Last Contact and Next Contact columns. I personally do not use CRM software, so future updates and versions of this template will be based on the feedback and requests that I get from users.
Sorting and Filtering: This template is designed around Excel's built-in Sorting and Filtering features. Demographics - For any contact, you'll want to record their name, company, job title or position, email, phone #, etc. Estimated Sale - For active customers, this might be the average monthly or annual sales figure - something to help you easily see the value of keeping that customer. Next Contact - Planning follow-up communication is important, so use this column to record the date for the next contact and use the Next Action column to enter a code that describes what your follow-up action will be. Notes - There are many ways that you can record notes about communications with your leads.
Sales Log - If you want to create monthly or quarterly or annual sales reports, you'll need a way to record individual sales.
Vertex42's collection of invoice templates were designed to work in almost all spreadsheet programs, including OpenOffice and Google Spreadsheets!
This billing invoice provides a simple tool for freelance services, accounting, and other small businesses looking for an invoice solution that is easy to customize. This basic invoice provides an extremely simple design, including only the most critical elements of an invoice.
Basic Invoice for WordCreate and print a simple invoice using this Microsoft Word template.
If you have a tenant who does not always pay the full rent on time, you can use this rental billing statement to send reminders of amounts due. Used similar to the way a sales quote would be used, but designed especially for international and domestic shipping. An easy way to create a receipt is to slap an image across an invoice to indicate that it has been paid. An easy-to-customize job estimate form for creating a work estimate for services, repair, or basic construction. A purchase order is related to the Sales Invoice, but it is what the customer would send to the supplier. A running log is essential for tracking your daily progress and accomplishments, whether you are running to stay fit, lose weight, or training for a triathalon or marathon.
The printable running log or walking log may be all you need, but you can also download the Excel version to customize it for your personal use.
This Running Log spreadsheet helps you track your daily running or walking progress, including distance, time, heart rate, and route information.
The workbook contains a Running Log worksheet, Walking Log worksheet, as well as a Race Log, each on a different worksheet.
Run Type or Walk Type - Example run or walk types that you might enter into your running log include Training, Light, Moderate, Vigorous, Hike, Hill(s), Intervals, Long Steady Distance, Marathon, or Race.
Pace - Strictly speaking, pace is another word for speed, which is distance divided by time.


Minh Tan's Running log - A clear and concise excel running log that also takes your data and creates graphs showing distance, pace, time and more. Disclaimer: The worksheet and information on this page should not be construed as medical advice. Vertex42's free work order forms are professional, simple, easy to use, and fully customizable spreadsheet templates. Vertex42's free Work Order Form Template is an Excel file that contains two separate work order forms (as separate worksheet tabs).
Each work order is fully customizable and geared mainly towards service, repair and maintenance work.
The basic work order form template shown above is great for smaller jobs or putting together a work estimate or quote. Any value within [brackets] is meant to be replaced with your company or customer's information. Qty (Quantity): This column can be used to enter the number of hours or amount of parts or materials used for the job. Taxed: The basic work order form includes a column for indicating (by entering an "x") which line items are taxable. Taxable: The basic work order template calculates the sum of the amounts that are taxable using a SUMIF formula. Other: The last field before the total can be used for including a discount or other types of charges. The free work order templates can be easily modified to be used internally as an IT work order or a maintenance work order.
Although it is common to use work orders for internal use, then bill or invoice your customer using a different form, a work order can often be used to directly invoice your customers. If a customer preferred to be billed later, the work order could be converted into an invoice by simply changing the "Work Order" label to "Invoice" and adding an Invoice # field. Our free work order forms are great for companies and departments that only process a few work orders per day.
There are numerous work order software packages on the market, many of them tailored to specific markets such as Maintenance work orders, IT work orders, Repair work orders and service dispatch work orders. If you are already running QuickBooks, you can create work orders directly from sales orders.
Disclaimer: This content is for informational and educational purposes only, and not to construed as legal, tax, or financial advice. So, if you've started a new small business and need a quick solution for creating an expense report, you can try Vertex42's free Excel Expense Report Template. A note like "Don't forget to attach receipts" in the spreadsheet can help serve as a reminder.
Also, our new Weekly Expense Report template provides a way to include more details and more expense categories. If you have questions about taxes or proper reporting procedures for travel expenses, please consult an appropriate professional. Online CRM software can help you integrate revenue tracking, sales, and email into an all-in-one system.
I'm a fan of conditional formatting, but if you don't like it or want to change the colors, see Excel's help system (F1) for how to clear or change conditional formats. Information that may be nice to know what not necessary to refer to on a day-to-day basis could be saved in the optional ContactDetails worksheet (which is just the contact list added to this workbook).
For potential customers, this could be your estimate of the customer's potential monthly or annual sales. The highlighting will make the cell green if the contact was recent, pink if it has been a long time since that last contact, or yellow for somewhere in between.
Our selection ranges from invoices for service providers to billing statements and rent receipts for landlords.
Most of them also work in the new mobile apps for Office, such as Excel for iPad and iPhone. However, it is also common to record your pace as the amount of time required to walk or run a specific distance, like a 6-minute mile or a 2-minute lap.


Work order forms are usually customized to include more details than a basic purchase order.
It includes a place for pre-approval and separate areas for labor and materials that can be taxed separately.
This information is usually tied to a specific Customer ID, while the Ship To field may be different.
You should indicate on your work order form that all correspondence should include the WO #. The advanced work order template lets you set a different tax rate for labor and materials.
You should change the label to "Discount" or something that describes what the charge is for. In a service or maintenance company, a work order would often be generated internally (following a phone call or an online form submission). But, even at that volume, it can get difficult to keep track of the status of each work order. Many MRP (materials requirements planning), ERP (enterprise resource planning), CMM (computerized maintenance management) and CAFM (computer aided facility management) systems automatically generate work orders or job tickets based on sales orders, maintenance schedules, etc.
The worksheet also has a table for recording more detailed itemized expenses (such as a break-down of your meals or transportation expenses). If you don't need that type of integration and are just looking for a simple (and free) way to keep track of leads, then you can try using an Excel template. You can use a Notes column with Wrap Text turned on (though for long notes, that will make the table messy). You could then add a Pivot Table to summarize the data, or create your own Excel dashboard to display important summary data.
If you are looking for a simple low-cost solution for invoicing your clients, these invoice and billing templates are a great place to start. Our running log is very simple, but it also allows you to track the temperature, shoes you were running with, the type of run, and a description of the route. Unless you are carrying a GPS device, you can't easily track your speed as you run or walk, but you CAN check your TIME as you complete laps or hit mile markers.
The work order template captures customer and job information and summarizes labor and materials used to complete the jobs.
There are only a few cells that contain formulas that you should be careful not to mess up (such as the line totals, subtotals, tax calculation, and grand total). Then the service or maintenance person would receive a printed work order form to take to the site location.
Admittedly, if you process a significant number of work orders each day, a template based system may not be ideal. Add your company information and other details and give a copy to your employees - a great solution for new businesses.
You can also use the optional ContactLog worksheet, to record notes about each individual communication. Totals and taxes are calculated automatically; all you have to enter are quantities, unit costs, tax rates and other charges.
Then, after completing the work, the customer would inspect the job, sign the completed work order, and pay with a check right there on the spot. I have a very bad infection due to a c section busting open so I have a lot of dr appointments as does my son. It may not be everything you want it to be, but it might give you a head start on customizing your own solution or help you decide whether a spreadsheet-based solution is right for you.
Continue reading below to see how you can use these work orders internally as IT job orders or maintenance work order forms. I have to beg people for rides and most of the time have to end up canceling my appointment because of no transportation.



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