Quote-to-Invoice Tracker with Deposit Schedule

For contractors, remodelers, landscapers, event vendors and other service businesses that quote first and take deposits.

Log every quote with its lead source, amount and taxable flag. The tracker calculates tax, total and a valid-until date, and flags quotes that need a follow-up or have expired. The printable Quote sheet pulls the client and dates from the log, totals your line items and lays out the deposit, progress and final payments from your default percentages. A check line confirms the lines match the amount you logged. When a quote is accepted, the Deposit Schedule splits the contract total into deposit, progress and final amounts. You record due dates and payments, and each job shows its next due date, the amount due, the balance and a status: Awaiting deposit, Deposit received, Final payment due, Overdue or Paid in full. The Dashboard shows quotes sent, accepted and declined, win rate, value quoted and won, open pipeline, expired quotes, average quote and days to decide, money collected and outstanding, overdue payments, and win rate by lead source with a monthly chart.

Included: worked-example and blank workbooks (6 sheets, 5,837 formulas, 500 quote rows, 200 job rows), plus a 6-page PDF in US Letter and A4 with a quick start, a quoting checklist, deposit-policy wording, follow-up messages, and blank and filled printable quote and payment-receipt pages.

General information, not legal or tax advice.