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#155025 - 12/02/04 05:52 PM Sample documents
Belgariad Offline
New Member

Registered: 05/17/02
Posts: 9
Loc: Linwood, NC, United States
I was wondering if anyone had any samples of service contracts and proposals that I could tailor to my own use. I have been doing work with just written estimates or a handshake for about three years and until recently never had a problem. I got my first check returned from a customer for "insufficient funds" and it has shaken my confidence in my fellow man. I plan on using service agreements for most of the larger jobs in the future.

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Business, Office, Estimating, Legal:
#155026 - 12/02/04 08:36 PM Re: Sample documents
Dave55 Offline
Member

Registered: 05/08/04
Posts: 666
Loc: Crystal Lake, Illinois, USA
I asked my lawyer for a form when I went into business, and he got me a standard form from an office supply. They are called "Contract Proposals". I use a slightly modified form from my PC now. I also have a "Time and Materials Agreement" for those jobs, so I'm always getting an autogragh when I get a new customer.

As for the insufficient funds check, here in Illinois you can sue for TRIPLE the check if they don't make good on it in 30 days. If it's a stop-payment, that's another matter. A word to the wise, I've hung onto those insufficient-funds checks for a few months, then redeposited them, much to the surprise of the deadbeat (when it cleared).

Dave

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#155027 - 12/07/04 03:34 PM Re: Sample documents
Speedy Petey Offline
Member

Registered: 08/29/03
Posts: 175
Loc: Upstate, NY
I have a big folder full of contractor forms in Word, Excel and several other formats. I got it from a generous fellow on another forum. I can send it to you via e-mail or IM file transfer. Write back or e-mail if you are interested.
_________________________
Speedy Petey

"Anyone who has never made a mistake has never tried anything new." -Albert Einstein

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#155028 - 12/07/04 05:53 PM Re: Sample documents
sparky 134 Offline
Member

Registered: 09/04/04
Posts: 92
Loc: Joliet, Il, USA
Speedy,

I would like to get a copy of those forms if you don't mind.

Thanks,
Bill

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#155029 - 12/08/04 02:25 PM Re: Sample documents
mustangelectric Offline
Member

Registered: 02/08/04
Posts: 496
Loc: Bentonville, AR
_________________________
Electricity has no respect for ignorance!

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#155030 - 12/08/04 03:24 PM Re: Sample documents
dmattox Offline
Member

Registered: 10/20/04
Posts: 267
Loc: Anaheim, CA
There looks to be several things in Holt's Proposal that are illegal here in California. You might want to have a lawyer review any forms you get. A couple hundred bucks on the front-end might save lots of legal headaches later.

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#155031 - 12/10/04 04:07 PM Re: Sample documents
madmike440 Offline
Junior Member

Registered: 05/10/03
Posts: 7
Loc: cleveland,oh
speedy,

could i get a copy of those forms too?

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#155032 - 12/10/04 05:10 PM Re: Sample documents
Speedy Petey Offline
Member

Registered: 08/29/03
Posts: 175
Loc: Upstate, NY
dmattox - What would be illegal in such a form? A small timer like me cannot afford several hundred dollars to check out the wording of a proposal. I know, how can I afford NOT to, right?
Just curious as to what part may be wrong. I am in NY so it may not apply. I know Ca. is the law/rule/restriction capital of world.

I will have some forms up for a few days. E-mail me and I'll give you directions.

[This message has been edited by Speedy Petey (edited 12-10-2004).]
_________________________
Speedy Petey

"Anyone who has never made a mistake has never tried anything new." -Albert Einstein

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#155033 - 12/11/04 06:32 PM Re: Sample documents
rlc3854 Offline
Member

Registered: 09/08/04
Posts: 14
Loc: Amite, LA
Speedy Petey, I had the same question for dmattox until I started reading the back of the form. I know the standards for being compliant with Florida construction codes are very high. However, this form has so many exclusions for the contractor on the back it doesn't look like anyone could possibly fault the contractor for poor workmanship, delays, failures of systems or staying within specifications.

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#155034 - 12/12/04 07:46 AM Re: Sample documents
dmattox Offline
Member

Registered: 10/20/04
Posts: 267
Loc: Anaheim, CA
I have two concerns with the document:

First is remove of equipment already installed due to lack of payment. It is illegal to do so and I am not sure if you can force the owner to wave his rights.

The noncompete clause also has me a bit concerned, I am not really sure about that one though.

But, I am not a lawyer and I don't think anyone else here is. Spending a couple hundred bucks on forms you will use for years doesn't seem like a huge expense to me.

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