Administrative
Balance Due Invoice
Use this form to send to your clients when they owe you money. This form allows you to layout all fees owed, including any service charge or late fee you add as a result of an outstanding balance.
Price: $2.00
Use this form to send to your clients when they owe you money. This form allows you to layout all fees owed, including any service charge or late fee you add as a result of an outstanding balance.
Price: $2.00
Bill Paying Services Addendum for Client Agreement
This form is used if you will be providing billpaying services for your clients. It lays out the terms and conditions involved including which type of bills you will be paying, the bill checklist they receive, who is responsible for any fees for bounced checks/debit cards.
Price: $2.00
This form is used if you will be providing billpaying services for your clients. It lays out the terms and conditions involved including which type of bills you will be paying, the bill checklist they receive, who is responsible for any fees for bounced checks/debit cards.
Price: $2.00
Business Policies
This two page form is similar to a summarized version of your client agreement. It lays out terms and conditions, including what your business hours are, how your fees are set up, payment methods you accept, and surcharges. This form is to be initialed by the client and each of you receives a copy.
Price: $2.00
This two page form is similar to a summarized version of your client agreement. It lays out terms and conditions, including what your business hours are, how your fees are set up, payment methods you accept, and surcharges. This form is to be initialed by the client and each of you receives a copy.
Price: $2.00
Car Maintenance Request Form
If you will be performing car services for a client, including taking their car in for routine maintenance, repairs, or a car wash, then you will need to have your client fill out this form. It provides all of the pertinent information a shop needs to perform the service.
Price: $2.00
If you will be performing car services for a client, including taking their car in for routine maintenance, repairs, or a car wash, then you will need to have your client fill out this form. It provides all of the pertinent information a shop needs to perform the service.
Price: $2.00
Car Services Addendum for Client Agreement
This form lays out the terms and conditions you have in place for any car services you offer your clients, including insurance requirements, authorization for you to drive the car to the service location, and responsibility for payments and liability issues for damage or losses.
Price: $2.00
This form lays out the terms and conditions you have in place for any car services you offer your clients, including insurance requirements, authorization for you to drive the car to the service location, and responsibility for payments and liability issues for damage or losses.
Price: $2.00
Check Returned Letter
This form is used to inform your client that their check they used as payment came back, whether it was for insufficient funds, a closed account, or for some other reason. It also reminds the client about your fee for returned checks and talks about how you proceed with clients whose checks are returned.
Price: $2.00
This form is used to inform your client that their check they used as payment came back, whether it was for insufficient funds, a closed account, or for some other reason. It also reminds the client about your fee for returned checks and talks about how you proceed with clients whose checks are returned.
Price: $2.00
Client Consultation Checklist
This two page form not only helps you get ready for the consultation, by helping you decide what you need to place into the consultation folder, but it also helps you with questions you may want to ask during the consultation as well as what steps you want to take during the consultation.
Price: $2.00
This two page form not only helps you get ready for the consultation, by helping you decide what you need to place into the consultation folder, but it also helps you with questions you may want to ask during the consultation as well as what steps you want to take during the consultation.
Price: $2.00
Client Monthly Expense Report
This form is used when your client is providing you with funds to purchase merchandise for them throughout the month. Your client can match the receipts you provide them with to the purchases on the report. It also informs your client what their total is at the end of the month of funds you are holding for them for future purchases.
Price: $2.00
This form is used when your client is providing you with funds to purchase merchandise for them throughout the month. Your client can match the receipts you provide them with to the purchases on the report. It also informs your client what their total is at the end of the month of funds you are holding for them for future purchases.
Price: $2.00
Client Service Form
This form is kept in the client’s file and keeps you informed at a glance as to what types of services you have performed for this client, as well as whether they have any outstanding balances owed to you.
Price: $2.00
This form is kept in the client’s file and keeps you informed at a glance as to what types of services you have performed for this client, as well as whether they have any outstanding balances owed to you.
Price: $2.00
Code of Ethics
This form is given to your client during the initial consultation laying out what your code of ethics are. This is also something that you want to give to your staff so that they know what standards you have set for your company.
Price: $2.00
This form is given to your client during the initial consultation laying out what your code of ethics are. This is also something that you want to give to your staff so that they know what standards you have set for your company.
Price: $2.00
Collection Letter
This form is used to send to your client discussing their outstanding balance if they have not responded or paid the balance due yet. This is your last step letter that you want to use before you begin collection proceedings.
Price: $2.00
This form is used to send to your client discussing their outstanding balance if they have not responded or paid the balance due yet. This is your last step letter that you want to use before you begin collection proceedings.
Price: $2.00
Credit Card Authorization Form
This form is to be used when your client wants to pay for services and/or merchandise with a credit card. This lays out their authorization for one of three instances: one time charge, ongoing charges, and purchases only. It also includes instructions for what else they are to include with the form.
Price: $2.00
This form is to be used when your client wants to pay for services and/or merchandise with a credit card. This lays out their authorization for one of three instances: one time charge, ongoing charges, and purchases only. It also includes instructions for what else they are to include with the form.
Price: $2.00
Customer Inquiry Letter
This form is used when you have received a phone call or email from a prospective client who has contacted you about your business and has requested more information from you.
Price: $2.00
This form is used when you have received a phone call or email from a prospective client who has contacted you about your business and has requested more information from you.
Price: $2.00
Delivery Log
This form is used to keep track of who you delivered something for, where you delivered it to, and who signed for it. I learned the hard way over a decade ago why you need a delivery log.
Price: $2.00
This form is used to keep track of who you delivered something for, where you delivered it to, and who signed for it. I learned the hard way over a decade ago why you need a delivery log.
Price: $2.00
Dry Cleaning Order Form
Whether you are providing dry cleaning as a service for individual or corporate clients, this form can be left with the client to fill out and have ready for you along with their dry cleaning. It lets you know how they want it cleaned, how they prefer their items starched, and any stains, tears, or other issues their clothes may have.
Price: $2.00
Whether you are providing dry cleaning as a service for individual or corporate clients, this form can be left with the client to fill out and have ready for you along with their dry cleaning. It lets you know how they want it cleaned, how they prefer their items starched, and any stains, tears, or other issues their clothes may have.
Price: $2.00
Dry Cleaning Trip Log
You can use this two page form to keep track of how many items were dropped off, type of items dropped off, and note if any items were missing or damaged when you picked up the order for your client, whether individual or corporate.
Price: $2.00
You can use this two page form to keep track of how many items were dropped off, type of items dropped off, and note if any items were missing or damaged when you picked up the order for your client, whether individual or corporate.
Price: $2.00
Errand Account Balance Low Letter
This form is used for those clients you have set up an Errand Account for. It notifies the client that their balance has fallen below the agreed upon level you have set and needs to be replenished. If you have automatic payments come out of their credit card, this letter notifies them of that as well.
Price: $2.00
This form is used for those clients you have set up an Errand Account for. It notifies the client that their balance has fallen below the agreed upon level you have set and needs to be replenished. If you have automatic payments come out of their credit card, this letter notifies them of that as well.
Price: $2.00
Errand Log
This form is used to lay out your errands for a particular day. It shows which client you are running the errand for, which type of errand you are providing, and where the errand is to take place, along with an area for notes or comments.
Price: $2.00
This form is used to lay out your errands for a particular day. It shows which client you are running the errand for, which type of errand you are providing, and where the errand is to take place, along with an area for notes or comments.
Price: $2.00
Errand Order Form
This form is used when a client calls in or emails you with a request for services. It shows what type of errands you are to perform as well when the errand needs to be completed by and any other information needed to complete the errand.
Price: $2.00
This form is used when a client calls in or emails you with a request for services. It shows what type of errands you are to perform as well when the errand needs to be completed by and any other information needed to complete the errand.
Price: $2.00
Errand Runner Mileage Log
This form is used during to keep track of your start and stop time for each client as well as your mileage. You can keep track of more than one client, especially if you start with one client, go on to another, and then go back to the first client.
Price: $2.00
This form is used during to keep track of your start and stop time for each client as well as your mileage. You can keep track of more than one client, especially if you start with one client, go on to another, and then go back to the first client.
Price: $2.00
Florist Delivery Log
This form is used for each florist that you will providing deliveries for. It includes an area for the recipient’s name, time of drop off, location of delivery, and the signature of the person accepting the delivery.
Price: $2.00
This form is used for each florist that you will providing deliveries for. It includes an area for the recipient’s name, time of drop off, location of delivery, and the signature of the person accepting the delivery.
Price: $2.00
Florist Mileage Log
This form is used to show your client, the florist, which deliveries you made, start and stop times, mileage, and even what the total cost is for each delivery. Whether you charge by the zone or a flat fee, this can be noted on the form.
Price: $2.00
This form is used to show your client, the florist, which deliveries you made, start and stop times, mileage, and even what the total cost is for each delivery. Whether you charge by the zone or a flat fee, this can be noted on the form.
Price: $2.00
Gift Buying Form
This two page form is used when a client requests gift buying services. I also use it throughout the year to keep track of the wishes of the client’s family and friends so you already know what is wanted. I also keep track of what the wrapping looks like and the message so that it is not duplicated the next time.
Price: $2.00
This two page form is used when a client requests gift buying services. I also use it throughout the year to keep track of the wishes of the client’s family and friends so you already know what is wanted. I also keep track of what the wrapping looks like and the message so that it is not duplicated the next time.
Price: $2.00
Grocery Shopping Addendum for Client Agreement
This two page form is used when providing grocery shopping services. It covers such things as fees, payment methods, substitutions, perishable foods, tobacco and alcohol purchases, and authorization to enter the client’s home to leave off the groceries. This form should be signed by your client so that they understand your terms and conditions.
Price: $2.00
This two page form is used when providing grocery shopping services. It covers such things as fees, payment methods, substitutions, perishable foods, tobacco and alcohol purchases, and authorization to enter the client’s home to leave off the groceries. This form should be signed by your client so that they understand your terms and conditions.
Price: $2.00
Grocery Shopping Instruction Form
This form lays out to your clients instructions for using your grocery shopping services, as well as instructions for your client to have in regards to placing their order with you. This form should be left with your client at their initial consultation.
Price: $2.00
This form lays out to your clients instructions for using your grocery shopping services, as well as instructions for your client to have in regards to placing their order with you. This form should be left with your client at their initial consultation.
Price: $2.00
Income/Balance Sheet
This form is used for you to keep track of all income coming in to your business on a monthly basis. In addition, it helps you to keep track of how a client paid as well as any outstanding balance owed. This will help you when you need to remind them to pay.
Price: $2.00
This form is used for you to keep track of all income coming in to your business on a monthly basis. In addition, it helps you to keep track of how a client paid as well as any outstanding balance owed. This will help you when you need to remind them to pay.
Price: $2.00
Membership Cards
This form provides samples of different membership cards you can create for your clients to use for various membership programs you might implement for both your individual and corporate clients. It also includes sample text you can use for the back of the card.
Price: $2.00
This form provides samples of different membership cards you can create for your clients to use for various membership programs you might implement for both your individual and corporate clients. It also includes sample text you can use for the back of the card.
Price: $2.00
Membership Inquiry Letter
This form can be used when you have a prospective client contact you regarding your membership program. It explains some of the benefits they receive as a member as well as a few steps they need to do in order to get going as a member.
Price: $2.00
This form can be used when you have a prospective client contact you regarding your membership program. It explains some of the benefits they receive as a member as well as a few steps they need to do in order to get going as a member.
Price: $2.00
Monthly Expense Report
You can use this form to keep track of your expenses each month. Since the IRS wants to know the purpose and type of each expense, this form gives you an area to note it, and you can add any additional note regarding the purchase.
Price: $2.00
You can use this form to keep track of your expenses each month. Since the IRS wants to know the purpose and type of each expense, this form gives you an area to note it, and you can add any additional note regarding the purchase.
Price: $2.00
New Client Form
This form is used with your individual clients when they decide to use your services, but is best used for your regular clients. You will be able to collect a lot of the essential information you need to help you provide the best services to your clients. Some of this informatino includes how often they will use your service and information about their family.
Price: $2.00
This form is used with your individual clients when they decide to use your services, but is best used for your regular clients. You will be able to collect a lot of the essential information you need to help you provide the best services to your clients. Some of this informatino includes how often they will use your service and information about their family.
Price: $2.00
Payment Reminder Card
This form can be cut into four postcards to be used to let a client know that they have an outstanding payment that is owed to you. It should be used when the client first misses making their payment to you, whether it is for someone that prepays or someone who is billed after services are completed.
Price: $2.00
This form can be cut into four postcards to be used to let a client know that they have an outstanding payment that is owed to you. It should be used when the client first misses making their payment to you, whether it is for someone that prepays or someone who is billed after services are completed.
Price: $2.00
Personalized Grocery List
This form is used for your clients to fill out and have ready for you to perform their grocery shopping service. It can be personalized for each client after your initial visit or grocery shopping order to make each following order easier by pre-filling it out.
Price: $2.00
This form is used for your clients to fill out and have ready for you to perform their grocery shopping service. It can be personalized for each client after your initial visit or grocery shopping order to make each following order easier by pre-filling it out.
Price: $2.00
Pharmacy Services Authorization Form
This form is used when dropping off or picking up prescriptions. It lays out your terms and conditions in regards to what prescriptions you are picking up to your client authorizing you to perform this service to how you handle the prescriptions once you have picked them up.
Price: $2.00
This form is used when dropping off or picking up prescriptions. It lays out your terms and conditions in regards to what prescriptions you are picking up to your client authorizing you to perform this service to how you handle the prescriptions once you have picked them up.
Price: $2.00
Phone and Email Inquiry Form
This form is used when a person, whether a client or not, calls your business for information. This includes calling to get pricing for specific services, getting referrals, and requesting more information from you. You can take note of what information was given, including quotes.
Price: $2.00
This form is used when a person, whether a client or not, calls your business for information. This includes calling to get pricing for specific services, getting referrals, and requesting more information from you. You can take note of what information was given, including quotes.
Price: $2.00
Post Office Service Request Form
This form is used when a client requests post office type services, such as purchasing stamps or mailing off packages, even if you are mailing them off at Fed Ex or UPS. You can also use this form for picking up mail from their PO Box, even if they have a PO Box at a different location, such as the UPS store.
Price: $2.00
This form is used when a client requests post office type services, such as purchasing stamps or mailing off packages, even if you are mailing them off at Fed Ex or UPS. You can also use this form for picking up mail from their PO Box, even if they have a PO Box at a different location, such as the UPS store.
Price: $2.00
Promotional Letter
This form is used when you want to send out an introduction letter to prospective clients, whether individual or businesses, to let them know about your services. You can also include a brochure or coupon with this letter as part of a promotional package.
Price: $2.00
This form is used when you want to send out an introduction letter to prospective clients, whether individual or businesses, to let them know about your services. You can also include a brochure or coupon with this letter as part of a promotional package.
Price: $2.00
Referral Form for Errand and Pet Services
This form is used when a prospective clients requests referrals from you, whether it is for errand type of services or pet type of services. You can include information about the client, how long they have been a client, and what you did for them.
Price: $2.00
This form is used when a prospective clients requests referrals from you, whether it is for errand type of services or pet type of services. You can include information about the client, how long they have been a client, and what you did for them.
Price: $2.00
Remedy For Poor Service Rendered Letter
This form is used when a client has contacted your company to complain about service they received from you. It is an apology letter of sorts and explains the action(s) you are going to take to remedy the situation.
Price: $2.00
This form is used when a client has contacted your company to complain about service they received from you. It is an apology letter of sorts and explains the action(s) you are going to take to remedy the situation.
Price: $2.00
Reminder Form
This form is used when a client request reminder calls or texts, whether it is for a special occasion or an appointment. You can include when the call/text has to be made, what type of reminder and/or appointment it is, and any message that they want you to say.
Price: $2.00
This form is used when a client request reminder calls or texts, whether it is for a special occasion or an appointment. You can include when the call/text has to be made, what type of reminder and/or appointment it is, and any message that they want you to say.
Price: $2.00
Replenish Errand Service Account Letter for automatic payments
This form can be used for clients who have set up Errand Service Accounts with you, which are similar to petty cash accounts. This is a friendly reminder letter letting them know the limits that were set, as far as a continuous balance and replenishment level, and that you will automatically be charging their credit card on file to bring the amount of money in their account back up.
Price: $2.00
This form can be used for clients who have set up Errand Service Accounts with you, which are similar to petty cash accounts. This is a friendly reminder letter letting them know the limits that were set, as far as a continuous balance and replenishment level, and that you will automatically be charging their credit card on file to bring the amount of money in their account back up.
Price: $2.00
Restaurant Reservation Form
This form is used when a client asks you to make a reservation at a restaurant for them. This form covers such things as how many people are in the party, when the reservation is supposed to be made for, any special occasion, any allergies, and more.
Price: $2.00
This form is used when a client asks you to make a reservation at a restaurant for them. This form covers such things as how many people are in the party, when the reservation is supposed to be made for, any special occasion, any allergies, and more.
Price: $2.00
Senior House Safety Checklist
This form is used when a client or their adult child(ren) ask you to perform a safety housecheck. Once you have completed the walk through of the home and covered every section included on this form, you can then help with any recommendations for items that they may need to repair, replace, or purchase.
Price: $2.00
This form is used when a client or their adult child(ren) ask you to perform a safety housecheck. Once you have completed the walk through of the home and covered every section included on this form, you can then help with any recommendations for items that they may need to repair, replace, or purchase.
Price: $2.00
Service Invoice
This form is used to either mail to or leave with a client for monies that are owed to you. It allows you to provide your client with an itemized description of services you performed, mileage, hours, and any discounts they may receive and apply towards the balance owed.
Price: $2.00
This form is used to either mail to or leave with a client for monies that are owed to you. It allows you to provide your client with an itemized description of services you performed, mileage, hours, and any discounts they may receive and apply towards the balance owed.
Price: $2.00
Shopping Service Request Form
This form is used when a client requests shopping services from you. It allows you to make note of exactly what they want, the cost for the item, and a limit if they are unsure of the price. In addition, if they have already purchased something, but need you to pick it up, such as a suit that was being tailored at a local department store.
Price: $2.00
This form is used when a client requests shopping services from you. It allows you to make note of exactly what they want, the cost for the item, and a limit if they are unsure of the price. In addition, if they have already purchased something, but need you to pick it up, such as a suit that was being tailored at a local department store.
Price: $2.00
Suspension of Services Letter
This form is used when you want to "fire" a client or suspend providing further services for the client. It is a cordial letter letting them down gently and also offering some replacement vendors that can be used to continue providing services to them.
Price: $2.00
This form is used when you want to "fire" a client or suspend providing further services for the client. It is a cordial letter letting them down gently and also offering some replacement vendors that can be used to continue providing services to them.
Price: $2.00
Travel Request Form
This form is used when a client requests help with making travel arrangements for them. It includes information such as who will be traveling, when and where they want to travel to, transportation and hotel information, and activities they may want to partake in during their travels.
Price: $2.00
This form is used when a client requests help with making travel arrangements for them. It includes information such as who will be traveling, when and where they want to travel to, transportation and hotel information, and activities they may want to partake in during their travels.
Price: $2.00
Welcome Letter for Membership Clients
This form is used once a client has signed up for your quarterly or annual membership services as part of the welcome packet that they receive. It is a friendly letter reminding them why they signed up for your membership program and not only welcoming them for doing so, but thanking them as well.
Price: $2.00
This form is used once a client has signed up for your quarterly or annual membership services as part of the welcome packet that they receive. It is a friendly letter reminding them why they signed up for your membership program and not only welcoming them for doing so, but thanking them as well.
Price: $2.00
