Clients
Clients are remembered from your projects, so picking one fills in its number, address and contacts. On a computer you can also read the client list and numbers straight from the Dropbox Technical folder.
1 Client
2 Project
3 Project folder
Dropbox keeps each project in several places: Technical (documents), Drafting (CAD / Revit), Data Files (survey data) and Proposals (numbered by year). Tick the ones this project needs. Subfolders follow the services you picked.
Number register
The master list is Corporate\Finance\Client & Project Numbers.xlsx. Copy the line and paste it into the next free row (number, then name).
4 Billing
5 Budget
6 Estimate
Leave blank to use the calculated estimate below.
Labor
Other costs expenses, travel, subconsultants
Labor (0 hrs)$0.00
Other costs (incl. markup)$0.00
Contingency$0.00
Calculated estimate$0.00
Estimate$0.00
Billing milestones share of the fixed fee invoiced at each stage
Internal check (screen only, not on the printout)