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The Job Binder

Print the whole kit — cover, spine, and all seven sheets

One print job: a binder cover, a spine label with a cut line, then the new inquiry sheet, job sheet, quote pad, payment log, client card, week planner, and follow-up log — one per page, in that order.

Fill in your business name and contact line below and they carry across the cover and every sheet that follows. Cut the spine label to the dashed line and slide it into a binder’s spine pocket, and the cover goes on the front — the rest just prints, three-hole punches, and goes straight in.

Every sheet below is ready to print as-is — just press ⌘/Ctrl + P.

BizBinder The Job Binder
  • New inquiry sheet
  • Job sheet / work order
  • Quote / estimate
  • Payment log
  • Client card
  • Week at a glance
  • Follow-up log

Compiled from bizbinder.com/printables

A spine label to cut out along the dashed line and slide into a binder’s spine pocket.

THE JOB BINDER

Cut along the dashed line

This is a blank new inquiry — a form meant to be printed and filled in by hand. The table cells and blank lines below are intentionally empty.

New Inquiry

Name
Date & time of call
Phone
Email
Job address
How they found you
The five things to ask before you can price it
1. What exactly needs doing, and where?
2. Anything that affects access — stairs, parking, a locked gate, a tenant to notify?
3. How urgent is it, and is it tied to a date?
4. Is there anyone else who has to sign off on the price?
5. Any rough budget in mind, even a range?
Anything else worth remembering before quoting
Rough price given (band)
Site visit booked for
Follow up by
Quote sent (date)
Outcome (won / lost / no reply)

BizBinder · bizbinder.com

This is a blank job sheet / work order — a form meant to be printed and filled in by hand. The table cells and blank lines below are intentionally empty.

Job Sheet / Work Order

Client name
Job no.
Site address
Date
Phone
Start / finish time
Work performed on this job, with hours and materials used
Description of work Hours Materials used
   
   
   
   
   
   
   
   
   
Notes for the file (access, follow-up, anything to flag)
Completed by (signature)
Date
Client signature — work approved as complete
Date

BizBinder · bizbinder.com

This is a blank quote / estimate — a form meant to be printed and filled in by hand. The table cells and blank lines below are intentionally empty.

Quote / Estimate

Client name
Quote no.
Site address
Date
Phone
Valid until
Line items priced on this quote
Description Qty Unit price Total
    
    
    
    
    
    
    
Subtotal
Deposit due to schedule
Balance on completion
Terms (exclusions, payment terms, what’s not included)
Accepted by (client signature)
Date

BizBinder · bizbinder.com

This is a blank payment log — a form meant to be printed and filled in by hand. The table cells and blank lines below are intentionally empty.

Payment Log

Invoices sent this month, amounts owed, and payment status
Date sent Client Invoice no. Amount Due Paid ✓ / date
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
Month
Total invoiced
Total collected

BizBinder · bizbinder.com

This is a blank client card — a form meant to be printed and filled in by hand. The table cells and blank lines below are intentionally empty.

Client Card

Client name
Client since
Phone
Email
Address
How they like to be billed / contacted, and anything worth remembering
Job history for this client
Date Job Amount Paid
    
    
    
    
    
    
    
    
    

BizBinder · bizbinder.com

This is a blank week at a glance — a form meant to be printed and filled in by hand. The table cells and blank lines below are intentionally empty.

Week at a Glance

This week’s jobs, one column per day, plus what’s being chased
Monday Tuesday Wednesday Thursday Friday Saturday Waiting on / to chase
       
       
       
       
       
       
       
       
       
       
       

BizBinder · bizbinder.com

This is a blank follow-up log — a form meant to be printed and filled in by hand. The table cells and blank lines below are intentionally empty.

Follow-Up Log

Follow-up log, one row per finished job, ordered by when the next contact falls due
Client Job & date finished Thank-you Review asked Referral asked Next contact due — and what for Done
       
       
       
       
       
       
       
       
       
       
The cadence, if the guide isn’t open
  • Same day — thank-you
  • 2–3 days — review ask
  • One nudge, then stop
  • After a second job — referral ask
  • 6–12 months — check-in
  • A year of silence — win-back, once

BizBinder · bizbinder.com

This is a blank quote log — a form meant to be printed and filled in by hand. The table cells and blank lines below are intentionally empty.

Quote Log

Quote log, one row per open quote, awaiting a decision
Client Job & amount Date sent Expiry Chase 1 Decision ask Outcome
       
       
       
       
       
       
       
       
       
       
The cadence, if the guide isn’t open
  • Day sent — state the expiry date on the quote
  • About 3 days — delivery check
  • About 7 days — decision ask
  • On the expiry date — one last note, then stop
  • No answer by expiry — close it out

BizBinder · bizbinder.com