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john neilson

Roundtable Host 2009
I need to order new work order forms/contracts for Pressure washing commercial and residential. Any suggestions on a company?
 

midatlanticpower

New member
John
What bookkeeping system do you use if any? Quickbooks or something similiar? We print out invoice copies a day or so before each job and the techs take them on the job. There just single page 2 copies (1 signed by customer and 1 for customer) I haven't used carbon copies in years. Even when a crew is on a job and someone walks up in the neighborhood and asks for an estimate, they get there info and its emailed to the customer. 99 percent of our estimates are emailed even if the customer is home for estimate. That way it's all legible handwriting and it gives you some time to thi k about what you will have into the job. We tell them they will receive there estimate by the end if that day
 

Doug Rucker

Roundtable Host 2009
John
What bookkeeping system do you use if any? Quickbooks or something similiar? We print out invoice copies a day or so before each job and the techs take them on the job. There just single page 2 copies (1 signed by customer and 1 for customer) I haven't used carbon copies in years. Even when a crew is on a job and someone walks up in the neighborhood and asks for an estimate, they get there info and its emailed to the customer. 99 percent of our estimates are emailed even if the customer is home for estimate. That way it's all legible handwriting and it gives you some time to thi k about what you will have into the job. We tell them they will receive there estimate by the end if that day

Yes....same here. Plus you get all there info. Email address or no estimate given.
 
John, I too use Quickbooks for invoicing but if your question is about a contract or work order I would make one important suggestion, have a lawyer review it for comments and recommendations. I have seen too many contractors who are not familiar with items like the "Consumer Fraud Act" that your contract should be in compliance with. Also, there are state regulations that your contract should conform with, like deposits for example. As they say a, "contract is made to be broken" this will help you if you ever end up in a legal situation. Worth the hour fee or whatever for the lawyer. If you use someone else's contract as a template make sure they have had it reviewed. That would be my suggestion.
 

Rapid HotClean

New member
John, I too use Quickbooks for invoicing but if your question is about a contract or work order I would make one important suggestion, have a lawyer review it for comments and recommendations. I have seen too many contractors who are not familiar with items like the "Consumer Fraud Act" that your contract should be in compliance with. Also, there are state regulations that your contract should conform with, like deposits for example. As they say a, "contract is made to be broken" this will help you if you ever end up in a legal situation. Worth the hour fee or whatever for the lawyer. If you use someone else's contract as a template make sure they have had it reviewed. That would be my suggestion.

Everett, some excellent advice for sure.
 

Scott Stone

New member
Everett is spot on. All customer contracts and forms really should be reviewed by an experienced attorney. The $350 an hour can save you so much, and possibly make you so much, down the road. Money well invested.
 
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