HOUSE

FORM: BILL CHECKLIST

PAGE USE.
• Tenant, manager + vendor may use form to submit a request to be paid.
• Use subtopic FORM SUMMARY for general questions on filling forms.
• Use subtopic STANDARD BILL to understand billing questions.

PAGE CONTENT.
• FORM (19 QUESTIONS TOTAL):
SECTION 1: ENTITY (4 QUESTIONS).
SECTION 2: WORK.
SECTION 3: DOCUMENTS.
SECTION 4: VALUE + PAYMENT METHOD.

FORM.

IDENTIFY - Use this section to list person who performed work and person for billing questions.

IDENTIFY - First and last name of person who performed work. EXAMPLE: 'John Smith'

IDENTIFY - First and last name of person to contact with bill questions. Write 'Same' if it's same person that did work. EXAMPLE: 'Same' OR 'Jessica Brown'

IDENTIFY - Phone for questions regarding bill/payment. EXAMPLE: '+1.323.123.4567'

IDENTIFY - Email for questions regarding bill/payment. EXAMPLE: 'john.smith@gmail.com'

DEPOSIT - Use this section to request a deposit before starting work. Write 'NA' if not requesting a deposit.

DEPOSIT - List street number, rental unit, describe material or work and date work to begin. EXAMPLE: '2114 Front, Fence Extension, 2001-Jan-2st' OR 'NA'

COMPLETED WORK - Use this section to request money for work already completed at an hourly or fixed cost. Write 'NA' if not requesting money for completed work.

Note #1 on completed work. Even work done with a fixed cost proposal it is required to provide the days & hours that the work was performed.

Note #2 on completed work. Round work times to 15 minute increments. Use separate line to list non continuous work hours, days or locations.

COMPLETED WORK - List date, street number, rental unit, start-finish, hours. EXAMPLE: '2001-Jan-1st, 4967 Garage, 9-9:15am, paint, 0.25 hours' OR 'NA'

Note on billable hours. Billable hours may not be the same as actual hours worked. This is the case if owner agreed to pay minimum time for each property visit. Such as 1.5 hrs.

COMPLETED WORK - List total billable hours, the total of above list accounting for job minimum. Write 'NA' if not for completed work. EXAMPLE: '1.5' OR 'NA'

COMPLETED WORK - List hourly rate or fixed cost. Write 'NA' if not requesting for completed work. EXAMPLE: '25.00 per hour' OR '50.00 per visit' OR 'NA'

EXPENSES - This section to list additional expenses associated with completed work. Use separate line for each receipt or expense. Write 'NA' if no additional expenses.

EXPENSES - List date, value, company, description, street number, rental unit. EXAMPLE: '2001-Jan-1st, 9.99, Lowe's, faucet, 2112 Back' OR 'NA'

EXPENSES - Does the owner need to make payment to reimburse the expenses listed

Yes.

No because they were already paid by owner or were included in a fixed cost.

DOCUMENTS - Use this section to indicate what required documents have been emailed or uploaded to the owner. Check 'NA' if not applicable

DOCUMENTS - Expense receipt copies have been provided to the owner. Select 'NA' if there were none

Yes

DOCUMENTS - Photos of condition before work and after work have been provided to the owner. Select 'NA' work had no visual element

Yes

TOTAL VALUE - Use this section to list the total amount of money being requested to be paid now.

TOTAL VALUE - Write total amount of money being requested to be paid now for deposit, completed work and reimbursements. EXAMPLE: '37.5 dollars'

TOTAL VALUE - How soon do you expect to receive payment. Owner should be provided 7 days to review and pay. Typically it is sooner. EXAMPLE: '14 days'

TOTAL VALUE - Is this payment a one time payment for a completed job, a partial/installment for a larger project, or a reoccurring fixed service fee

This is a first and final payment for a one time completed job

This is an installment or progress payment for larger project

This is a reoccurring payment for a reoccurring fixed service fee

Note on installment/progress payments. For larger project the next box is to list total project cost and amount already paid. Write '0' if this is not a partial payment.

TOTAL VALUE - List total project cost and amount already paid. Write 'NA' if not partial payment. EXAMPLE: 'Total project 800. Already paid 400' OR 'NA'

METHOD - Use this section to instruct on how you would like to be paid and provide necessary information. Zelle is the highly preferred option for payment.

METHOD - Zelle, provide email or phone number used with account. Write 'No Zelle' if Zelle is not an option. EXAMPLE: 'john.smith@gmail.com' OR 'No Zelle'

METHOD - Check, provide company or first and last of person, address and phone. EXAMPLE: 'Ace Repair, 1234 Main St, LA, CA 90012, +1.323.123.4567'

METHOD - Credit card or cash please provide instructions on how to complete payment. EXAMPLE: 'Call our office at +1.323.123.4567 to pay over the phone'