IDENTIFY - Company name. Write 'None' if no company name. EXAMPLE: 'Ace Plumbing' OR 'None'
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IDENTIFY - Trade license classification type and number. Write 'None' if not licensed. EXAMPLE: 'Plumbing C-36 license #1047716' OR 'None'
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IDENTIFY - First and last name of person to contact. EXAMPLE: 'John Smith'
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IDENTIFY - Phone number of person to contact. EXAMPLE: '+1.323.123.4567'
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IDENTIFY - Email of person to contact. EXAMPLE: 'john.smith@gmail.com'
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IDENTIFY - Accepted method of payment. Select Zelle if possibly as it is strongly preferred
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COST - List proposed cost for work. EXAMPLE: '25 dollars'
COST - Clarify what type of cost this is.
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DIAGNOSTIC - Indicate if the initial fee paid will be applied towards repair cost. Select 'NA' if not a diagnostic charge
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HOURLY - Terms. Write 'NA' if not hourly. EXAMPLE: '1.5 hr. min charge any job, 1-2 hr. estimate this job, tools included, about $20 paint not included' OR 'NA'
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FIXED - Describe scope, materials and services included. Write 'NA' if not fixed. EXAMPLE: '4967 Garage, Install 3 new outlets with material/cleanup' OR 'NA'
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FIXED - Material costs, material delivery costs and any taxes. Select some excluded if not fixed work
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FIXED - City fees for permits. Select some excluded if not fixed work
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FIXED - Processing city permits. Select some excluded if not fixed work
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FIXED - Other professional services required such as architect or engineer. Select some excluded if not fixed work
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FIXED - Hauling trash and cleanup. Select some excluded if not fixed work
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FIXED - Work schedule. Write 'NA' if none. EXAMPLE: '1 week for materials, 2 days to finish job' OR 'Start work Jan. 1st and finish work Jan. 2nd' OR 'NA'
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ONGOING - If cost is for ongoing work indicate if the cost is an hourly rate, a cost per a visit or a cost for a period of time. Select 'NA' cost is not ongoing
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ONGOING - If cost is ongoing and charged for time period, indicate time period. Select 'NA' if cost not ongoing and charged for time period
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ONGOING - If cost is ongoing and charged for time period or visit, indicate visit frequency. Select 'NA' if cost not ongoing and charged for time period or visit.
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ONGOING - Indicate schedule for ongoing work. Write 'NA' if not ongoing. EXAMPLE: 'First and third Monday of every month' OR 'NA'
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ONGOING - List frequency bills will be provided. Write 'NA' if not for ongoing work,
BILLING - List when the service provider will provide a bill and ask for payment.
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BILLING - List billing schedule here. Write 'NA' if no billing schedule. EXAMPLE: '10% materials to start, 30% when half complete, 60% on completion' OR 'NA'
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BILLING - List the amount of time the service provider will provide the owner to pay invoices for services and reimbursement expenses.
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BILLING - Billing for service hours and reimbursed expenses will provided to owner promptly.
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DOCUMENTATION - Service provider will provide record of days and hours that work is performed.
DOCUMENTATION - Service provider is will provide before and after photos of work performed.
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DOCUMENTATION - Service provider will provide copies of expense receipts if being reimbursed.
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DOCUMENTATION - A signed work agreement is required for the work.
