Administration
Services
As we are
redeveloping our processes for 2025, you will find portions of this page to be
incomplete. Please keep checking back to this page as we will be modifying and
adding content. If you have any questions, you will find at the bottom of this
page a form where you can present your questions and ideas.
We now
provide Partial or Complete Estimate Services
Building Fabrication Home Flipping - Installations Repairs Renovations - Service Calls Turn-Key Projects
Estimate Process Includes:
ESTIMATE REQUEST FORM
A three-part
information gathering. First Part: Client Account (This information is used to
create Two Accounts, Client Account and Property Account) and the Estimate
Request information.
1.
Client
Account Information Log
a.
Local Commercial
Client
i.
Current
Date
ii.
Account
Type
1.
C
Commercial
iii.
Client
Account Number
iv.
Name
v.
Address
vi.
Apt/Suite
vii.
City
viii.
County
ix.
State
x.
Zip
Code
xi.
Email
Address
xii.
Landline
Phone Number
xiii.
Cell
Phone Number
xiv.
Salesperson
2.
Property
Account Information Log
a.
Local
Property
i.
Current
Date
ii.
Client
Account Number (Drop Down Entry)
iii.
Property
Account Number (Self Generating)
iv.
Property/Store/Company
Client Name
v.
Store
Number
vi.
Address
vii.
Apt/Suite
viii.
City
ix.
County
x.
State
xi.
Zip
Code
xii.
Inside
City Limits? YES/NO
xiii.
Tax
Exempt? YES/NO
xiv.
Property
Contact Person
xv.
Cell
Phone Number
3.
Estimate
Request Form Log
a.
Manual
Entry
i.
Current
Date
ii.
Property
Account Number from Drop Down List
b.
Auto
Entry from Client Account
i.
Client s
Name
ii.
Assigned
Service Writer
iii.
Client s
Work Order Number
c.
Manual
Entry
i.
Description
of Work Requested (Drop Down Entry 1)
ii.
Description
of Work Requested (Drop Down Entry 2)
iii.
Description
of Work Requested (Drop Down Entry 3)
iv.
Description
of Work Requested (Drop Down Entry 4)
v.
Description
of Work Requested (Drop Down Entry 5)
vi.
Description
of Work Requested (Drop Down Entry 6)
vii.
Description
of Work Requested (Drop Down Entry 7
viii.
Description
of Work Requested (Drop Down Entry 8)
ix.
Description
of Work Requested (Drop Down Entry 9)
x.
Description
of Work Requested (Drop Down Entry 10)
xi.
Appointment
Date to Visit Client
xii.
Expected
Arrival Time
xiii.
Call
First YES/NO
xiv.
Phone
Number
xv.
Comments/Special
Notes
To see an example Estimate
Request Form (click to view this form)
FINDING AND RECOMMENDATION FORM
(New 2025)
This is a new
addition form that allows the introduction of what conditions were found when
performing a diagnosis and providing the most logical recommendation of the steps
to correct it. The creation of this form was a result of some of our Out-of-Town
clients not understanding our work descriptions and how we came about with the
work that was performed. This give a more detailed
description of what the conditions were found and the work described in detail
of how to resolve the condition/situation.
1.
It is a detailed form that includes the Client s
Work Request, Finding or the Request, Recommendation to resolve the findings required
to perform the Job/Project.
a. Estimate Request Description
b. Findings of the Estimate Request Description
c.
Recommendation to solve the Findings of the Estimate
Request Description.
ESTIMATE FORM
A detailed document where information is gathered from the new Findings and Recommendation Form is transferred for an Estimate of which can be adjusted as needed before the final Quote is prepared.
2. It is a detailed form that includes all charges, resources, materials, and/or applicable expenses required to perform the Job/Project.
a. OPERATION
i. OPERATION COST
ii. SALES COMMISSION
iii. ADMINISTRATION FEE
iv. LABOR COST
v. STATE SALES TAX
vi. CITY SALES TAX (as applicable)
vii. CITY FEES (as applicable)
viii. CITY BUILDING PERMIT (as applicable)
b. MATERIALS
i. MATERIALS COST
ii. VENDOR
iii. STATE SALES TAX
iv. CITY SALES TAX (as applicable)
Scheduled to be completed.
JOB/PROJECT BUDGET FORM
This form records the gross income of the Job/Project along
with a complete detail of expenses that will ultimately provide a Profit/Loss
Statement of the Job/Project.
1. A complete comprehensive expense breakdown of what is required to be included in the Estimate to ensure a profit.
a. Operations
b. Administration Fee (fixed/percentage)
c. Sales Commission (percentage)
d. Outsource Processing Fee (optional) (fixed)
e. Fuel Trip Fee (optional)
f. Lease/Rent
g. Utilities
i. Electric
ii. Water & Sewage
iii. Sanitation
h. Communications
i. Landline Phone (optional)
ii. Cell Phone
iii. Internet
i. Insurance
i. Commercial Vehicle Insurance
ii. Business General Liability Insurance
j. Pay Roll
i. Employee Gross Pay
ii. Employee Withholdings
1. SSAI (FICA)
2. Medicare
3. Federal Income Tax
4. State Income Tax
iii.
Employee Net Pay
iv. Company Share of Employee Withholdings
1.
Fi SSAI (FICA)
2. Medicare
3. Federal Unemployment Tax
4. State Unemployment Tax
k. Taxes
i. City Sales Tax
ii. City B&O Tax
iii. State Sales Tax
l. Fixed Expenses
i. Daily
ii. Monthly
iii. Quarterly
iv. Annually
m. Variable Expenses
i. Daily
ii. Monthly
iii. Quarterly
iv. Annually
n. Profit
QUOTE
Is an Estimate turned into a Quote which cannot be altered and/or adjusted where and Estimate can be adjusted and has all of the features listed of an Estimate.
Scheduled to be completed.
JOB/PROJECT AGREEMENT
A legal document that serves as a Contract between the Service Provider and the Client who is receiving Services.
Scheduled to be completed.
EMPLOYEE WORK ORDER
A form issued to the Employee describes the work to be before, the tools needed to perform the work, and the process described of how the work is to be performed.
Scheduled to be completed.
JOB/PROJECT SCHEDULE
EMPLOYEE JOB/PROJECT SCHEDULE
Scheduled to be completed.
JOB/PROJECT JOURNAL
Scheduled to be completed.
JOB/PROJECT COMPLETION FORM
Scheduled to be completed.
BILLING INVOICE
An abbreviated for of the Quote providing only the necessary information required to receive payment.
Scheduled to be completed.
EMPLOYEE PAY ROLL FORM
A form that is provided to the employee disclosing all work descriptions found in the Employee Work Order and the Job/Project Contribution towards their Pay Roll.
Scheduled to be completed.