Client Onboarding & Job Management Kit

Run your service business with a clear client workflow instead of scattered texts and screenshots. This editable 14-page kit includes lead intake, site visit checklist, estimate builder, quote message, scope authorization, change-order form, scheduling checklist, payment log, completion walkthrough, six customer message scripts and a weekly pipeline review. BONUS: Excel lead/job/payment tracker with a formula-driven dashboard. For handyman, cleaning, painting and other home-service providers.

You receive a printable PDF, an editable Word DOCX, and an Excel XLSX tracker. Customize forms, policies and pricing for your business; this is not a legally reviewed service contract or bookkeeping service.