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  #1  
Old 03-11-2003, 10:15 PM
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T.E. T.E. is offline
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Join Date: Mar 2003
Location: Tulsa, Claremore, OK
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estimate/workorder

I have never used estimates or workorders before, allways just verbal contracts. What I'm wondering is how do you guys handle this? Do you keep a copy for yourself or do you keep the estimate and give the customer the quote on a different form or what any help on this wou ld greatly appreciated I have allready learned a lot from this forum. Thanks T.E.
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Old 03-11-2003, 11:24 PM
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paponte paponte is offline
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Location: Islandia, N.Y.
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They are 2 different things. As far as estimates I have 3 copies. One goes to the customer, one stays in the book, and one gets filed in the office. the reason for this is when the customer calls back I know what the heck I am talking about. Also my estimates are good for 1 year.

A work order is what my guys give me if they need anything new. Uniforms, safety equipment, etc. have to get approved first. they fill out work orders, and upon approval they get what they need. These also get filed.

Hope I answered your question.
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Old 03-11-2003, 11:59 PM
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KLMlawn KLMlawn is offline
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Location: Long Island, NY
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Quote:
Originally posted by paponte
They are 2 different things. As far as estimates I have 3 copies. One goes to the customer, one stays in the book, and one gets filed in the office. the reason for this is when the customer calls back I know what the heck I am talking about. Also my estimates are good for 1 year.

A work order is what my guys give me if they need anything new. Uniforms, safety equipment, etc. have to get approved first. they fill out work orders, and upon approval they get what they need. These also get filed.

Hope I answered your question.
And which guys would that be Paul??? LOL
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Old 03-12-2003, 10:34 AM
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Henry Henry is offline
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Location: Northern NJ
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Is your estimate sheet made up like a contract or do you just leave them a sheet with with prices and set up a contract when they decide to go with it?
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Old 03-12-2003, 11:25 AM
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KLMlawn KLMlawn is offline
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Location: Long Island, NY
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I personally feel that just a sheet with the relative pricing is best ... the reason being that it usually can be fit and presented well on a single sheet and they are seeing an outline of the full scope of your operation without getting too specific and wasting your time on something you may or may not get the job to do.
If they show interest and/or decide for you to do the job, you can then schedule an appointment to stop by and go over everything ... company policies, payment, responsibilities, etc. and to answer any other questions they might have, along with making sure that all necessary signatures are in place ... in person. I find that this paves the way for a much smoother and hassle free "company/client relationship".
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