The attached sample forms and checklists are generic, to be modified as necessary for your own particular business.
We recommend keeping blank copies of each sample Sales form in your vehicle for sales calls. The other sample forms and checklists are for office use.
Instructions
After you have edited each form to your liking, call a trusted attorney for review. The language contained in some of these forms is not guaranteed to meet federal or state law requirements. It should not be distributed without legal review. For your protection, it is always recommended that you have an attorney review any document given to or signed by a customer or other party.
NOTE: Nothing on this website is intended to be, or may be construed as, legal advice. I am not an attorney. You must consult an attorney before using any suggested language or any other information contained in this newsletter to determine if it conforms to your state laws or your particular situation.
SALES FORMS:
Agreement for Payment for Insurance Estimate
Are you repeatedly estimating insurance claims, only to have the homeowner pocket the check and do the work themselves? An agreement to reimburse Contractor for time and effort spent preparing an estimate in the event the Contractor is not retained to do the work.
Agreement for Payment for Realtor or Roofing Estimate
Two separate forms, similar to the insurance agreement, agreeing to reimburse Contractor for time and effort spent preparing an estimate in the event the Contractor is not retained to do the work.
Design Agreement
An agreement to design a project for a fee. The design fee will be paid upfront, but may be credited against the cost of construction.
Letter of Intent
An agreement to reserve a space on the construction schedule for a customer's job while the job is being designed.
Evaluation, Estimate and Quotation Request
Agreement to evaluate a job, prepare an estimate and present a firm lump sum price quotation, based on blueprints already available from the owner.
Demolition and Discovery Agreement
Agreement to allow exploratory demolition work when unknowns exist on a job. Includes a "not to exceed" clause for the final work.
JOB RELATED FORMS:
New Job Checklist
A review list of details to be considered before accepting a new contract.
Cleanup Letter to Specialty Contractors
Sample letter to specialty contractors, explaining clean-up procedures required on each job.
OTHER FORMS:
Sales Goal Calculation Form
You know your necessary annual sales volume - use this form to determine the number of leads in the door, and the amount you need to spend on advertising to achieve that annual sales volume.
Lead Slip for Office Use
A telephone form encouraging you to ask relevant questions and track follow-up when a new customer calls.
