차량 서비스 견적·청구서 관리 템플릿

The workbook is organized into five clearly labeled sheets. The Estimate (見積書) sheet captures client information, vehicle number, model, and a detailed line‑item table for parts, quantities, unit prices and totals, with built‑in formatting for headings, borders and summary rows (subtotal, tax, other fees, grand total). The Invoice (請求書) sheet mirrors the estimate layout, automatically ready to receive the same data but with a distinct colour scheme for easy visual separation. The Vehicle Management (車両管理) sheet lists each vehicle’s registration number, model, type, registration date, mileage and inspection expiry date, providing a quick reference for the entire fleet. The Alert List (アラート一覧) sheet pulls key dates from the vehicle sheet and calculates remaining days until expiration, flagging overdue or soon‑due items with a status column. A small VBA module ties the sheets together, copying estimate data to the invoice, generating PDFs, and preparing the alert list for bulk updates. Together these sections give you a single source of truth for every vehicle‑related transaction and maintenance milestone.

This workbook eliminates the repetitive copy‑and‑paste work that typically plagues automotive service shops and small fleet operators. By keeping estimates and invoices synchronized through a single macro, you avoid mismatched totals and reduce the risk of billing errors. The vehicle register lets you monitor mileage growth and inspection dates, while the alert sheet proactively highlights upcoming renewals, helping you stay compliant and avoid costly downtime. The built‑in PDF export lets you instantly produce professional‑looking documents for clients, saving the time spent formatting each file manually. Overall, the solution brings order to scattered spreadsheets, turning raw data into actionable insights and a smoother daily workflow.

If you run a garage, a car‑rental agency, a delivery fleet, or any business that maintains a handful of vehicles, this workbook is designed for you. It supports staff who handle quoting, billing, and vehicle upkeep, as well as managers who need to keep an eye on fleet health and cash flow. Whether you are preparing a quote for a new repair, issuing an invoice after work is completed, or simply checking which cars are due for inspection, the workbook provides the right view at the right time.

사용 방법

1. Estimate 시트를 열고 고객의 이름, 주소, 전화번호, 차량 번호 및 모델을 입력합니다. 표에 각 부품 또는 서비스를 추가하고 수량과 단가를 지정하면 금액 및 소계 행이 자동으로 계산됩니다.
2. "見積から請求コピー" 매크로(Alt+F8)를 실행하여 입력된 모든 데이터를 Invoice 시트로 복사합니다. 저장하기 전에 최종 메모를 조정할 수 있습니다.
3. "PDF出力" 매크로를 클릭하여 현재 시트(견적 또는 청구서)를 PDF로 내보내고, 파일 이름에 고객명을 사용하여 데스크톱에 저장합니다.
4. 차량의 주행 거리나 검사 일자가 변경될 때마다 Vehicle Management 시트를 업데이트합니다. Alert List 시트는 즉시 남은 일수를 재계산하고, 기한이 임박하거나 지난 항목을 표시합니다.

모든 관련 정보를 한 곳에 통합함으로써 전사 오류가 줄어들고 문서 생성 속도가 빨라지며 다가오는 유지보수 필요성을 명확히 파악할 수 있어 매월 몇 시간의 관리 업무를 절감하게 됩니다.