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WORKSHEETS & FORMS
Use or adapt the forms below, provided by fellow member professionals, to increase the effectiveness and profitability of your company.
LEAD RELATED FORMS
Lead Tracking Spreadsheet - Track the progress of leads to record progress and optimize lead sources
Initial Customer Meeting Checklist - Cover the basics and successfully sell your company's services
Design / Build Process Spreadsheet - A consistent approach to projects improves efficiency and profits
Estimate - Small Project - Present your estimate in a clear and easy-to-understand way
WORK IN PROCESS FORMS
Contract - Large Project* - Sample contract for larger projects such as remodels or home additions
Contract - Small Project* - Sample contract for smaller projects
Contract - Subcontractor* - Sample contract for the hiring/retention of a Subcontractor
Change Order Request - Use this agreement to document substantial changes in the scope of a project
Punch List - Satisfy your customers by tracking all outstanding tasks prior to job completion
POST-COMPLETION FORMS
Job Cost Tracking - Track costs and identify opportunities for improved savings
Invoice - Small Project - Provide the customer with a line item description of all project-related costs
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* Sample contracts are only provided as examples. ServiceMagic does not provide any legal advice, and recommends that you review any contracts with your own counsel prior to use.
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