Make This Useful
Job note to customer update
Capture the facts once, then use the selected section as your next step.
Finish as a quote
Scope __________ Materials __________ Price or rate __________ Approval __________
Free job-note worksheet
Capture what you found, what is done, what needs approval, and what happens next.
Use the worksheet
Ready now
Capture the facts once, then use the selected section as your next step.
Make This Useful
Capture the facts once, then use the selected section as your next step.
Scope __________ Materials __________ Price or rate __________ Approval __________
Fill this in here, then print or save as PDF.
Continue with “Quote” selected. Typed details do not carry into Ask.