Job Acceptance Forms

[Burytreeman]

What does everyone use as a confirmation of a customers acceptance when booking a job in?

Does anyone use a written form that shows agreement between contractor and "Client"?

I know we can ask bigger organisations for official orders but what about private Clients?

[AA Teccie (Paul)]

Most is verbal acceptance, in my experience, and/or email confirmation, which is in effect 'written acceptance.'

 

Alternatively some businesses have a 'tear off acceptance reply slip' at the bottom of the invoice or a duplicate form to sign.

 

Regardless, remember under the 'Door-step Selling Regs', by which we are captured, customers have a minimum 7-day cooling off period if they sign 'on the day.'

 

Cheers..

Paul

[treequip]

What does everyone use as a confirmation of a customers acceptance when booking a job in?

Does anyone use a written form that shows agreement between contractor and "Client"?

I know we can ask bigger organisations for official orders but what about private Clients?

 

I run invoice to go for the ipad. It has a bolt on called sign to go, the client can finger sign the quote on the ipad. Instant binding contract with less chance of the "I have found a cheaper quote" phone call

[Burytreeman]

Andy, does finger sign mean like you sign for a parcel type thingy?

[skyhuck]

I just like a handshake.

 

If someone no longer wanted me to do their job (regardless of the reason) I would not want to force my service upon them.

[treequip]

Its not about forcing anyone but it makes the inconvenience of short notice cancellations less likely

[Burytreeman]

Its also about setting out clearly what work is being done so any extras ( like the i'm, sure we talked about doing this etc) and any other potential misunderstandings are significantly reduced, if not eliminated

[ScottF]

We've started using a return form with the scope of works, Ts & Cs (including payment terms) and price +vat for both our consultancy and contracting work. The corporate clients we have seem to see this as perfectly usual. It clearly sets out what we are and aren't going to do, when it will be done by, how much it will cost and how quickly we should get paid. It's fair and open for both sides, and all clients are treated the same. We also include a typical day rate should any extras be requested, and note that the additional charge, base on the day rate, will be agreed before proceeding. I have thought about getting a triplicate "variance order" book made up for site use for this purpose.

 

We don't really do much domestic work, but perhaps this would be seen as cumbersome to a private client.

 

With respect to email acceptance I would perhaps find it acceptable for urgent works with a repeat client, but still not ideal.

[treeseer]

Its also about setting out clearly what work is being done so any extras ( like the i'm, sure we talked about doing this etc) and any other potential misunderstandings are significantly reduced, if not eliminated

 

 

This is very important for us--sets the objective that gets communicated to the crew, so expectations are clear, and met.

[New Boy]

Hi I have terms and conditions on my quotes and displayed via my website so not being aware isn't a valid excuse etc. My terms and conditions were extracted from the Arb Association which provide a template and i just changed what I thought necessary.

 

Even with these measures in place, contracts etc, theres no guarantee of payment and to chase it is a real pain, though doable, sometimes lifes too short!!