CLEARVIEW FREE TOOLS · OPEN ACCESS: READYFOR: SERVICE BUSINESSES
Allied Data Management Solutions
CLEARVIEW FREE TEMPLATE // WORD DOCUMENT (.DOCX)

Document customer approval before work begins.

Use this editable form to record the approved scope, price, deposit, payment terms, change orders, and customer signatures.

01 // INCLUDED

What the template covers

  1. 01Customer, service location, work order, company representative, and date
  2. 02Authorized scope, price, deposit, balance, and payment terms
  3. 03Customer acknowledgments and added-work requirements
  4. 04Change-order information and customer/company signatures
02 // HOW TO USE IT

Adapt it to your workflow

  1. 01Add the customer, property, work order, and company information.
  2. 02Describe the work, authorized amount, deposit, and payment terms.
  3. 03Adapt the acknowledgments to your policies and applicable requirements.
  4. 04Record change orders separately and collect the required signatures.
04 // DOWNLOAD

Start with the editable file.

Download the template, add your company information, and adjust it to your procedures.

DOWNLOAD WORD