Do you mean to tell me you don’t have a document for estimates? A document for invoicing your customer. A receipt... Maybe you can’t quite afford QuickBooks or Jobber just yet. That’s okay, we have you covered!
The Service Form Estimate Packet includes 3 versions of Service Forms we used before utilizing a CRM system. These Service forms are a simple way to get a customer's information, document the work performed and collect payment quickly and easily!
- Service Form
- Used for internal tracking of services completed by employees
- Fill in the blank providing maximum hand-writing practice
- Service Request Form (CheckBox)
- The swiss army knife of documents
- CheckBox makes the document more legible
- Service Request Form (Fill in the Blank)
- The swiss army knife of documents
- Fill in the blank providing additional hand-writing practice
The focus of these forms is providing an estimate, invoice, receipt for customers and providing an opportunity for up-selling additional services. All this accomplished with a single form with a non-contracted customer.
What's Included:
- Service Form
- Service Request Form (CheckBox)
- Service Request Form (Fill in the Blank)
- 2 Video links providing an in-depth break down of each document and how-to utilize them properly.
*This packet is included in The Playbook and The Playbook Training Camp which are sold separately.
(Contact us about CRM if this form is not for you)turfntoools@gmail.com