Contractor Business Bundle, Invoice and Quote Spreadsheet with State Sales Tax, Change Order, Job Sign Off and Payment Receipt Forms
Run every job from first quote to final payment: the Contractor Quote and Invoice Kit (Excel and Google Sheets, with sales tax by state) plus the Contractor Job Forms Pack (change order, completion sign-off and payment receipt). Buying them together saves 20% versus buying them one at a time.
WHAT YOU GET (2 products in one ZIP)
- Contractor Quote and Invoice Kit (US): 8 Excel workbooks (3 color themes, Sample and Blank, plus a Google Sheets edition) and a "How to Open in Google Sheets" PDF
- Contractor Job Forms Pack: fillable PDF and Word, in US Letter and A4
Each product comes as its own folder inside the ZIP.
CONTRACTOR QUOTE AND INVOICE KIT
- Quote and Invoice tabs with line items, discount, deposit, due date from your terms, balance due and an automatic PAID or OVERDUE stamp
- Pick the state and the base sales tax rate fills in (all 50 states and DC, editable). Add your local or added rate, and mark each line taxable Y or N.
- Jobs log where overdue invoices turn red, a customer list, a yearly summary and a dashboard with sales tax to set aside
CONTRACTOR JOB FORMS PACK
- Form C-01 Change Order: line items (quantity x unit price, credits allowed), your sales tax rate, and the new contract price, all calculated
- Form C-02 Job Completion and Sign-Off: completion checklist, punch list with dates, warranty details, both signatures
- Form C-03 Payment Receipt: invoice total, earlier payments and today's payment, with the balance calculated
- How to Use page
PLEASE NOTE
- Digital download. No physical item will be shipped.
- Automatic PDF totals work in Adobe Acrobat Reader (free) and most desktop PDF apps. Some apps (for example Apple Preview and some phone apps) do not run form calculations; type the totals yourself there or use the Word file.
- State base rates come from the Tax Foundation's table as of July 1, 2026. These are tools, not tax or legal advice. Check your state and local rates and rules.
- Designed by our shop with the help of AI tools, then reviewed and tested by us.
- For use in your own business only. Please do not resell or share the files.