Almost nothing about a tree job is obvious to the person paying for it. They see one afternoon and a pile of logs. They do not see the access, the ropes, the second climber, the chipper, or the fact that green waste costs money to leave somewhere. An invoice that says one figure for all of it invites the question, and a quote that says one figure loses to a man with a saw in a pickup.
These go in your price book once, with your own prices against them. After that a line is one tap: the item, the description, the unit and the price fill themselves, and the totals resolve underneath.
| Line | Unit |
|---|---|
| Site visit and quotation | each |
| Team day rate, two arborists | days |
| Climbing arborist | hrs |
| Sectional felling | each |
| Crown reduction or thinning | each |
| Stump grinding | each |
| Chipping and green waste disposal | load |
| Plant hire, chipper or platform | days |
Prices are yours. Invoice Koi ships a handful of round placeholder lines to start from and never fills your book with figures you did not set.
An estimate carries the access, the works and the clearing as separate lines. When it is accepted it converts to an invoice with the client, the lines, the tax and your terms carried across.
Group the stages under their own headings with their own subtotals, so the chipper and the tip run appear as work that was done rather than as padding on a felling price.
Photograph the hire invoice and the weighbridge ticket and they are read into expenses with their tax. The reports then show what the week cost as well as what it earned.
Price it as a day rate line with the days as the quantity, or as stages with their own subtotals. Both are estimates that convert to an invoice once the work is agreed.
Yes. It is its own line, and it can sit under its own heading so a customer keeping the logs can see exactly what they are and are not paying for.
Yes. Put the deposit on the document, and what remains is what is left to pay when the work is finished.
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