How to Fill Out the Documentation for Your Roofing Services

What if you interviewed two different contractors for a home job? One told you what you needed left. The second coand contractor provided you with a physical estimate for roofing services that outlined the scope of work, timing of the job, supplies needed, and price.

Chances are you would opt to work with the second contractor that clearly outlined and provided a physical form with all details.

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This is why having the proper forms and templates can be the difference between making a sale and losing the job to your competition.

In this video, we will highlight the forms that all contractors should be using.

All receptionists should use a script. This is often the first communication with a company. These first impressions must be good ones. There may be more than one script, based on whether the caller is a homeowner or contractor.

Digital and paper estimate forms. This shows professionalism. A digital estimate can be sent to the homeowner giving them all the details about the job and estimated cost that can be referred back to.
Inspection forms. There are two types of inspection forms, simple free inspection forms and detailed paid inspection forms. They show the scope of the work and costs.

Client contracts are a must for every job done. They detail the job so both sides agree upon what needs to be done, how it will be done, and the costs associated with the job.

Change order forms are used if unforeseen issues arise after the job starts. This form ensures that the homeowner agrees to additional work.

Employee forms. Employees should have an agreement showing specific job details and compensation.
Work orders for subcontractors. Subcontractors need details. Written instructions show them you are a professional organization and good to work for.

Settlement forms. No one wants to use these forms, but if a job costs more than previously stated. The settlement form shows the final agreed-upon amount and other details agreed upon by both parties.

A demand letter is another one of those forms that contractors hate to use but are sent to those who are 30 days late in their payments. Have a lawyer draft these letters; most homeowners are more apt to pay a demand letter from a legal entity.

Ask clients for reviews via a handy online form. This makes even a small company look big if they have many review forms on their Website.

Remember, having the right tools and professional forms can make you stand out in a crowded business environment.

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