Service Form Estimate Packet

Service Form Estimate Packet

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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