Customer paperwork for service businesses
Clear paperwork helps customers and teams understand the scope, price, schedule and work performed. Keep documents consistent with the actual job and obtain required approvals before changes are made.
From estimate to completion
An estimate describes the proposed work and price. A scope defines what is included and excluded. A work order helps the crew carry out the job; an invoice records the amount due. Completion notes document the work performed.
Keep the record organized
Use the same customer and job details across your documents and review the final content before sending it. The applicable terms and disclosures depend on your business and location.