Invoice & Estimates

[memetic]

I'm about to have a new batch of invoices printed and was thinking of revamping the old one. Does anyone care to share what they use to help me generate some ideas?

Thanks

 

[arbor pro]

Mine are just a 3-part copy of the proposal/invoice I customized in Quickbooks. I used the message box to create a few disclaimers such as what to expect for wear and tear on lawns from the use of equipment, how deep we grind stumps, and a couple of other things.

If you don't use quickbooks, I'd look at some of the NEBS forms and see how they set up their invoice forms for service contractors. You can probably look at a sample form online and take that into a printing shop.

 

[memetic]

Disclaimers! That's a good idea - I usually just tell them verbally. Do you have them sign the invoice that they agree to the disclaimers and price etc?

Do you mind sharing your disclaimers?

Thanks

 

[memetic]

What, are these things like top secret or something?

Pretty Please.

 

[Ghillie]

I am currently trying to rework our estimates and invoices. We currently don't have anything worth sharing or I would gladly give you a look.

(I guess you would call this a ME TOO! post)

Fred

 

[memetic]

I saw one the other day when I went for an estimate (another company was there before us) and it looked very interesting. There were boxes to be checked, things to be circled, areas to fill in numbers (quantities of things), description areas, all sorts of stuff. I want to do something like that. That way, if I send out one of our workers to do an estimate, some day in the future, they will know what to look for and will less likely forget something.

I guess if no one posts some examples, I will just have that company come to my house to give me an estimate for some tree work. HaHa.

 

[ddhlakebound]

I don't use it often, but the few times I want a contract, or the client requests a written estimate I use this. Use, adapt, customize or whatever you wish.

Name:___________________ Contact #:_________________
Address:_________________ Address of work Site:________________

As per your request, (Company name) is pleased to provide you with this proposal for ________________ services at the above referenced property.

It is our understanding that based on our conversation about your property, you want:

SCOPE OF WORK:



COSTS:
(Company name) estimated cost for the performance of the tasks presented above is $________. Should there be any reason to modify the scope of work, (company name) will seek your approval with a revised estimated cost before commencing any such additional work. (option: Change to time and materials)
PAYMENT:
Payment is due upon completion of work. See below for fees applied to unpaid accounts.

LIMITATIONS AND CONDITIONS:
(Company name) anticipates being able to commence work within ___________ days upon receiving your notice to proceed. To initiate this project, (company name) requests acceptance of this letter and confirmation of our engagement by your signature in the place provided below. (company name) will coordinate a mark out of public utilities on-site, however, the site owner must establish all non-public utilities. (company name) assumes no responsibility for the location of or damage to underground utilities not clearly marked by the site owner prior to commencement of site services.
Additional costs may be incurred if metal or concrete are found which result in damage to stump grinders, chain saws, or chain saw bars or chains. (company name) will require a clear path (10' wide) to the work area.
If you have any questions or need additional information regarding the information presented herein, please do not hesitate to call me at (555) 555-5555.

ALL TREE WORK IS TO BE COMPLETED IN A WORKMANLIKE MANNER FOUND IN THE ANSI A300 STANDARD FOR TREE CARE OPERATIONS. ALL AGREEMENTS ARE CONTINGENT UPON WEATHER, ACCIDENTS AND OTHER DELAYS BEYOND OUR CONTROL. (company name) WILL NOT BE RESPONSIBLE FOR DAMAGE TO ANY UNDERGROUND INSTALLATIONS, SUCH AS PIPES, CABLES, WIRES, IRRIGATION SYSTEMS AND SEPTIC SYSTEMS WHICH ARE NOT CLEARLY MARKED. THE ABOVE PRICES AND SPECIFICATIONS ARE SATISFACTORY AND HEREBY ACCEPTED. YOU ARE AUTHORIZED TO DO THE WORK AS SPECIFIED. PAYMENT WILL BE MADE AS OUTLINED ABOVE. ACCOUNTS UNPAID AFTER TEN DAYS ARE SUBJECT TO A $50 LATE FEE. IN THE EVENT THAT A DELINQUENT ACCOUNT IS PLACED IN THE HAND OF AN ATTORNEY OR LICENSED COLLECTOR FOR COLLECTION, I AGREE TO PAY, IN ADDITION TO THE AMOUNT OF SAID ACCOUNT AND INTEREST AT 1.5% PER MONTH, AN ADDITIONAL LATE FEE OF $50 AND ALL COSTS OF COLLECTION, INCLUDING A REASONABLE ATTORNEY’S FEE. RETURNED CHECK FEE IS $30. I CERTIFY THAT I AM THE OWNER, OR HAVE THE LEGAL RIGHT TO REPRESENT THE OWNER, OF THE ABOVE TREES AND/OR LANDSCAPE AREAS AND INDEMNIFY (company name) FOR ALL DAMAGES, ATTORNEY’S FEES AND COSTS SHOULD A LEGAL DISPUTE ARISE CONCERNING THE OWNERSHIP OF THE ABOVE PROPERTY.
YOUR SIGNATURE BELOW WILL CONSTITUTE A BINDING CONTRACT. CANCELLATION SUBJECT TO A CANCELLATION FEE OF 25% OF THE CONTRACT PRICE. ESTIMATE VALID FOR 60 DAYS.

Sincerely,
(Company name)
_____________________, owner

Accepted for and on Behalf of:

___________________________ (signature)

___________________________ (print)

___/___/_____ (date)

This has not been reviewed by an attorney, use at your own risk.....

 

[memetic]

Thanks. I appreciate your time setting that up and posting it.

 

[reachtreeservi]

Check your Pm's.

 

[memetic]

Thanks again.

 

[southsoundtree]

Here's mine attached.


I'm interested in how the ones from Quickbooks looks, as I use Quickbooks, but hadn't thought about using it as a way of having triplicates printed. A good idea.