This app is useful for any independent professional who needs to quickly calculate the cost of services rendered. The app formulas specified in AppSheet's Advanced Editor allow the user to input numerical data into the app, which is then automatically calculated and displayed in the app. Upon hitting "Save", the entry is saved in the app.
Sales & CRM
An app for a contractor to calculate payment owed based on services rendered.
We created this app using a Google Sheet, with a few columns and several simple formulas applied to them via AppSheet’s app editor.
1. We set up the spreadsheet with the following columns (in order of appearance): Customer, Total, HoursWorked, CostPerHour, Discount, DiscountedPrice, TaxRate, and Tax.
Because we wanted to see the customer’s name and total cost of service first in the app, we’ve made those our first two columns. The order of the columns has no effect on how the formulas operate.
2. We applied a set of app formulas over several of the fields within the Advanced Editor to determine the total cost of service. For each entry, the user will input her hours worked, her hourly rate (CostPerHour), the discount rate, and the tax rate. The formulas will determine the discounted price and the tax, which are then added together to produce the total cost.
Copy the app, take a look at the Advanced Editor>Data>Column Structure, and view the App Formula field.
We first applied a formula to the DiscountedPrice column— it looks like this: ([HoursWorked]*[CostPerHour])*(1-[Discount]). Since the Discount column is set to a Percent field type, and we want to SUBTRACT the Discount from the result of HoursWorked and CostPerHour, you need to include the 1-[Discount].
Then, we need to determine how much to add to that for taxes. We applied a formula to the Tax column that looks like this: [DiscountedPrice]*(1-[Tax]).
Finally, to receive the total cost of service, we applied a formula to the Total column that looks like this: [DiscountedPrice]+[Tax].
Choose a Sheet
To find the ID of a sheet, go to the Smartsheet site, open the Properties of the sheet, and copy the ID property.