Paper sheets for the part of the job that happens before the screen does.
Eight free one-page forms. Print them and write on them with a pen, on site or on the tailgate. You need no signup.
You get a new inquiry sheet, a job sheet, a quote pad, and a payment log. You also get a client card, a week planner, a follow-up log, and a quote log. A one-person trade business has always kept this paperwork. Here it is laid out cleanly. It has no ads and no email wall. Fill in your business name and contact line once. It shows on every sheet.
New Inquiry
One page for the moment a job starts. It holds who called, the five questions that decide if the job is quotable, and a date to follow up.
Open the sheet →Job Sheet / Work Order
One blank page, ready to print. It has client and job details at the top. A table shows what you did and how long it took. A signature line closes the job before you leave site.
Open the sheet →Quote / Estimate
This sheet has line items, a deposit box, and an accepted-by signature. It has the structure a good quote needs. Write on it before you are back at a screen.
Open the sheet →Payment Log
One ruled table for every invoice you sent this month. It shows who, how much, when it is due, and if it is paid. You always know who still owes you money.
Open the sheet →Client Card
One card holds contact details, how the client likes to be billed, and a running job history. It is the paper version of a client file. File it as you like.
Open the sheet →Week at a Glance
Six days run across the top, with a “waiting on / to chase” column at the end. Pin it up and write the week’s jobs in. You see what waits on someone else.
Open the sheet →Follow-Up Log
One page for every finished job, sorted by when the next contact is due. It is a running queue for the thank-you, the review ask, and the referral ask. Each row holds its due date, so the page does the remembering.
Open the sheet →Quote Log
One row per quote sent and not yet decided. Each row has the client, the amount, the date the quote goes stale, and a chase column for each stage. A quiet quote shows on a list.
Open the sheet →Print the whole kit
A binder cover and a cut-to-size spine label, then all eight sheets. It is one print job, ready to file in a binder.
Print the kit →Your business name and contact line stay in your browser. What you type into a sheet never reaches us. Why we can say that →
These sheets work for as long as one binder of paper is enough. Then you juggle many jobs at once. You must track which job waits on which client, and which invoice is overdue. At that point BizBinder takes over. It holds the same information in a place you cannot leave in a van.
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