Assignment 2 - Example of follow up/closing letter, purchase order, work charge order, financial PDF

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Summary

Example of follow up/closing letter, purchase order, work charge order, financial breakdown and profession email signature...

Description

Emily Y. Pan Phone#: Phone Number Email: Email Address Website: Linkedin Link/Portfolio Website Address: Address + Postal Code

Date: April 16, 2021 Mr. and Ms. Winters 28 Lakeshore Blvd. Toronto, Ontario M8V 1A6 Subject: Spare Guest Bedroom Renovation Dear Mr. and Ms. Winters, I hope you are doing well. I am writing this letter with extreme pleasure and happiness on successfully completing the “Spare Guest Bedroom Renovation” project. I want to say “THANK YOU” for giving me the opportunity to work on the project. It was an amazing experience to discuss how to renovate the room with you during the project time. I would like you to clear the remaining payment, please refer to the attached invoice. I want to help more people like you achieve their desired home renovation and grow my business. It would be greatly appreciated, if you do have any referrals, I would like to offer you a gift card of $50 every time someone is referred to by you. I am looking forward to finding new clients and to future projects with you. Thank you again and enjoy the newly renovated room. Sincerely, (Signature) Name: Emily Pan Title: Freelance Interior Decorator & Photographer Phone#: Phone Number Email: Email Address

Purchase Order Project Number: 2021-0001 To: Vendre: Rove Concepts HQ Address: 225-34 West 7th Ave Vancouver, BC Canada V5Y 1L6 Contact: Shannon Lee

P. O. Number Date: Phone:

2021-001 Mar. 18, 2021 1-800-705-621

Fax:

E-mail:

Schedule

Deilvery Date:

Apr. 5, 2021

[email protected] Installation Completed By:

Specifications Item Number 1 2

Discription Asher Bed Queen size: 67 in x 87.5 in x 35 in, Walnut Asher Single Drawer Nightstand 22 in x 18.1 in x 23 in, Walnut

Notes

Ship To:

Mr. and Ms. Winters 28 Lakeshore Blvd. Toronto, Ontario M8V 1A6

Quantity 1

Unit Price (CAD) $1,999.00

2

$649.00

Other

Total $1,999.00 $1,298.00 $3,297.00 $299.00

Subtotal: Shipping & Handling: Tax: Total: Deposit:

$428.61 $4,024.61 $1,648.50

Balance Due:

$2,376.11

Bill To:

Emily Pan Address City Postal Code

Ordered By Signature Signature

Phone Phone Number

Print Name Emily Pan

Email Email Address

Purchase Order Project Number:

2021-0001

To: Vendre: Address:

2021-002

P. O. Number

Mar. 19, 2021

Date: Pottery Barn 151 Union St. San Francisco, CA 94111

Contact: Schedule

Deilvery Date:

Phone: Fax:

1-855-860-1079

E-mail:

[email protected]

Apr. 5, 2021 Installation Completed By:

Specifications Item Number 1

Discription Robert Charge Task Lamp (2018407) 6.5 in x 12 in x 19 in, Matte black/antique brass

Notes

Ship To:

Mr. and Ms. Winters 28 Lakeshore Blvd. Toronto, Ontario M8V 1A6

Quantity 2

Unit Price (CAD) $315.96

Other

Total $631.92

Subtotal: Shipping & Handling: Tax:

$631.92

Total: Desposit: Balance Due:

$714.07

$82.15

$714.07

Bill To:

Emily Pan Address City Postal Code

Ordered By Signature

Phone

Signature

Phone Number

Print Name Emily Pan

Email Email Address

Work Charge Order Client: Mr. and Ms. Winters Project Name: Spare Bedroom Work Change Requested By Mr. Winters

Change Order Number: Date Project Number

2021-0001-001 Mar. 15, 2021 2021-0001

Phase Program Developmemt Design Development -Schematics Design Development -Final Contract Documents and Bids Implementation Work Charge Description

Cost Change

Sourcing for door, door handle and windows ( 2hours at $50/hour) Masonite 36-inch x 80-inch Lefthand 6-Panel Textured Prehung Interior Door (SKU #: 1000126593)

$100.00 $189.00

2 Defiant Saturn Bed & Bath Room Privacy Door Knob in Aged Bronze (SKU #: 1000732827) 2 JELD-WEN Windows & Doors 24 inch x 60 inch 5000 Series Vinyl (SKU #: 1000526496) Install windows and door (2 person at $60/hour for 2 hours)

$32.96

Schedule Change

$758.00 $240.00

This is not an invoice. Revised Specificatons on work in progress represents information that is either different from that which the original project budget and schedule were based upon or follows after client's approval to the stage of work in witch this (these) item(s) appear(s). Changes in time and cost quoted here may be apporximate, unless otherwise noted. Your signature below will constitute authorization to proceed with the charge(s) noted above. Kindly return a signed and dated copy of this form to: Emily Pan by email or by mail at address.

Authorized Signature

M. Winte Print Name Mr. Winters Date: Mar. 17, 2021

INVOICE Emily Y. Pan Phone#: Phone Number Email: Email Address Website: Linkedin Link/Portfolio Website Address: Address + Postal Code

Date:

Apr. 16, 2021

Invoice Number: Project Number: Work Change Order number: Due Date: Balance Due:

2021-001 2021-0001 2021-0001-001 May 7, 2021 $8,203.57

Bill to:

Ship to:

Mr. and Ms. Winters 28 Lakeshore Blvd. Toronto, Ontario M8V 1A6 416-555-1800

Mr. and Ms. Winters 28 Lakeshore Blvd. Toronto, Ontario M8V 1A6 416-555-1800

Description

Fees

Funiture Purchases, Painter and Installations Consulations and services from Mar 5, 2021 to Apr. 15, 2021 Notes

$50/hour

Quantity

Price (CAD)

Deposit (CAD)

Total (CAD)

1

$11,116.77

$5,558.39

$11,116.77

34

$1,700.00

$500.00

$1,700.00

Subtotal: Tax (13%): Total: Total deposit: Balance:

$12,816.77 $1,445.18 $14,261.95 $6,058.39 $8,203.57

Terms & Considitions Invoice are payable upon receipt. Design documents including but not limited to, drawings, renderings, models, specifications, sample boards and all other design documents are the exclusive property of Design. Exclusive copyright of these materials is reserved by the Designer: upone full payment of all fees and costs. Client is granted the right to use the designbs contained in these material for the location specified in project contact only. All other rights remain in the exclusive property of the designer.

FINANCIAL BREAKDOWN

Item Total (cost of the project 2021-0001) Products Furnitures (budget sheet) Labours (budget sheet)

Cost $14,261.95 $11,116.77 $7,713.81 $2,183.00

Door and windows (Work change order) Labours (Work change order)

$979.96 $240.00 $1,445.18 $2,535.00

HST Fixed expenses (per month) Balance

-$835.00

Fixed Expense

Monthly Cost $1,000.00

Hourly Cost $6.67

Utilities (heat, water, power) Phone and internet Insurances (work area, cpp, health, etc) Car payment Car insurance and maintenance Gas

$80.00 $100.00 $355.00

$0.53 $0.67 $2.37

$280.00 $400.00 $140.00

$1.87 $2.67 $0.93

Office Supplies, Computers & Subscriptions Total

$180.00

$1.20

$2,535.00

$16.90

Mark up (x 2.5)

$6,337.50

$42.25

Rent

Hourly rate Break down Fixed expenses per month/work hours per month Plus infrenquent expensess My hourly rate* Note * for making a profit, I increase my hourly rate

$2535.00/150 = $16.9 $16.9x2.5 =$42.25 $50/hour

Professional Email Address & Signature: (Signature) Name: Emily Pan Title: Freelance Interior Decorator & Photographer Phone#: Phone Number Email: Email Address...