Contractor Invoice and Quote Template, Sales Tax by State, Excel and Google Sheets, Estimate Spreadsheet with Dashboard, Overdue Tracker

Quotes, invoices and a live business dashboard for US contractors and trades. Pick the state and the workbook fills in the state sales tax rate. Add your local or added rate if your city or county has one, and mark each line Y or N so you can tax materials and leave labor untaxed (or the other way around) to match your state.

WHAT YOU GET (9 files)

- Excel workbooks in 3 color themes (Navy, Sage, Charcoal), each as a Sample (filled with example data) and a Blank edition

- A Google Sheets edition (Sample and Blank) and a "How to Open in Google Sheets" PDF guide

8 TABS IN ONE WORKBOOK

- Start Here: 5 minute setup in plain English

- Dashboard: invoiced, payments received, owing, overdue now, win rate, average invoice, sales tax to set aside and open quotes, with a monthly bar chart, a jobs by status chart and a top overdue list. Change the year and everything updates.

- Quote: line items, discount, sales tax, deposit percent and deposit required, valid until date, signature line

- Invoice: due date from your terms, deposit and payments received, balance due, and an automatic PAID or OVERDUE stamp

- Jobs: one row per quote or invoice. Overdue invoices turn red, paid jobs turn green and lost quotes turn gray.

- Customers: pick a customer from a dropdown and the address fills in

- Summary: monthly invoiced, sales tax, payments and quotes, with key numbers

- Settings: your business name, contact details, EIN or tax ID (optional) and home state, plus the base sales tax rate for all 50 states and DC. Every rate is editable, and each state has a column for your local or added rate.

BUILT TO BE HARD TO BREAK

- Cream cells are for typing. Formulas are protected with no password, so you can unlock and customize.

- Dropdowns for customers, states, terms, status and the taxable flag

- Dollar amounts and US dates (MM/DD/YYYY)

- Quote and Invoice print on one US Letter page or save as PDF to email

GOOD FOR

Remodelers, handymen, electricians, plumbers, painters, roofers, landscapers, cleaners and any trade or service business.

PLEASE NOTE

- Digital download. No physical item will be shipped.

- State base rates come from the Tax Foundation's table of state sales tax rates as of July 1, 2026. Local rates vary by city, county and district, so enter your own.

- This is a tool, not tax advice. Check your state and local rates, and whether labor or materials are taxable where you work.

- Built for Microsoft Excel and tested in LibreOffice. Google Sheets: use the Google Sheets edition and the included guide.

- Designed by our shop with the help of AI tools, then tested by us.

- For use in your own business. Please do not resell or share the files.