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#155025 - 12/02/04 09:52 PM Sample documents  
Belgariad  Offline
New Member
Joined: May 2002
Posts: 10
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.

Business, Office, Estimating, Legal:

#155026 - 12/03/04 12:36 AM Re: Sample documents  
Dave55  Offline
Joined: May 2004
Posts: 697
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).


#155027 - 12/07/04 07:34 PM Re: Sample documents  
Speedy Petey  Offline
Joined: Aug 2003
Posts: 173
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

#155028 - 12/07/04 09:53 PM Re: Sample documents  
sparky 134  Offline
Joined: Sep 2004
Posts: 91
Joliet, Il, USA

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


#155029 - 12/08/04 06:25 PM Re: Sample documents  
mustangelectric  Offline
Joined: Feb 2004
Posts: 494
Bentonville, AR

Electricity has no respect for ignorance!

#155030 - 12/08/04 07:24 PM Re: Sample documents  
dmattox  Offline
Joined: Oct 2004
Posts: 265
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.

#155031 - 12/10/04 08:07 PM Re: Sample documents  
madmike440  Offline
Junior Member
Joined: May 2003
Posts: 8

could i get a copy of those forms too?

#155032 - 12/10/04 09:10 PM Re: Sample documents  
Speedy Petey  Offline
Joined: Aug 2003
Posts: 173
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

#155033 - 12/11/04 10:32 PM Re: Sample documents  
rlc3854  Offline
Joined: Sep 2004
Posts: 15
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.

#155034 - 12/12/04 11:46 AM Re: Sample documents  
dmattox  Offline
Joined: Oct 2004
Posts: 265
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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