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Moving company invoice pdf for Security

how's it going it's Paul again here to talk to you about how to correctly bill a customer and collect payment so let's just do a mock draft or mock scenario let's say that you just finished a job the customers happy you're happy everything went well nothing broke everything went great so we get to the end the move and the customer asks how much do I owe you what's the damage so I generally say let me one second let me grab my paperwork and I'll calculate that for you so I go into the truck wherever the clipboards at and clipboard is provided it'll have the agreement form a pen and everything in there that you need and then in this group of this agreement form you need to fill out every single thing it has in it meaning you need to fill out the name the address the phone number the email address the date that you moved on the start time and end time it's very important that you fill out all these things because I write the check to what the agreement form says so let's say that the move was from 12 o'clock till 4 o'clock and it was this twenty six foot truck with two movers at 90 dollars an hour so that's three hundred sixty dollars so if you start times at twelve o'clock to four o'clock I am gonna give you the mover or head mover or you're gonna be paid for four hours so it's very important that you build a customer correctly and you build a customer correctly in such a way that you're getting paid correctly and that is especially important when you are doing a move such as in hurricane let's say that you have a four hour move in hurricane you have to remember to build a customer for the time that you have spent driving to hurricane and driving back to Erick and so it's four hours that you spent working in hurricane you actually spend five hours total on the job because you spent 30 minutes drive in there and then you'll spend 30 minutes driving back home so make sure you charge the customer correctly most customers don't really get mad for you tell them that hey it's thirty minutes to come here and thirty to go back home or when you're talking to him on the phone you can tell them that and dress that situation meaning hey it's gonna be the start time he's gonna start when we leave st. George for your job and most customers understand and they'll be very understanding for what when you tell them that and so let's say you calculate it for hours we're back here in st. George for hours times the 90 360 dollars there's no heavy item coughs or no travel cost anything else and then you go to the customer and let's say you don't have their email address we just have skin like hey so what's your email address it's so-and-so so-and-so at gmail.com you write that down you get to the bottom and you look it's so our estimated total is $360 and I say estimated toil total it's because the customer may tip and so that leaves room for the customer to be comfortable to say oh okay well I want to give you guys $40 extra or I want to give you guys this and some customers will give you $40 cash for a tip or they will include it in their check or on their credit card payment and so generally what I do is estimate oh three hundred and sixty dollars if they pull out a check or cash I generally assume that they're gonna tip if a customer pays with a card they say hey I have a credit card can I pay with that I'll say yes and I'll tell them it's very important that there is a convenience fee or a credit card fee for processing the card the current company that we use for processing cards is called square they charge a specific fee for every single card carved that is processed meaning that let's say that the bill is $360 if we pay through through square we don't get $360 they take about 3.5 percent off of that off of that total so we don't make that actually in the end with square so it's important to charge that convenience fee because a convenience fee covers that feed that squares charging us and so I generally tell people hey do you accept credit cards I say yes there's just a small convenience via 3.5% and they totally understand that so you just take the 360 times point zero three five which is three point five percent and it comes out the actual total and I usually ask customers when I do charge credit cards would you like to leave a tip and generally they'll say yes I've never had anyone say no and so after you received that that payment whether it's through cash check or credit card you have them sign the document whether that's before or after the move make sure that document and sign that they understand the limits of liability on the back of the green form as well as the items are listed in the front that they agree to the contract or agreement that they are signing as well as you as a head moomer mover you need to sign the document stating that you are there performing the move and that you were there conducting and get collecting payment so we can hold you accountable if anything happens or anything goes wrong after you receive all the payments your you need to collect any tips that are given and let's say you're on a four person move everyone receives twenty bucks you need to gather that to $80 because tips are considered income and the IRS wants us to report tips and so we click those tips and those tips are given back to you in a paycheck and that's where you write it down in the agreement form so as we're writing out paychecks we can see hey everyone one was given 20 bucks I need to give John Larry and Scott they're 20 bucks extra on their paycheck because that was their tip we don't take that for ourselves or for the company those are given straight back to you so after all this you received you've written out all the information on the agreement form you've performed a great move you collect a payment you've signed the document make sure you give the customer a yellow copy and you keep the white copy of the agreement form and afterwards I generally say would you like a business card or two referring to your friends and they'll usually say yes and so you give them a business card just in case they want to tell any of their friends great experience they have and I generally tell them just so you know we're located on Google you know Facebook if you love to would love for you to leave us review about your experience on how it was today any most customers say oh yeah I'd love to do that and just after that's all finished make sure you tell them thank you and for the proof for the opportunity to serve them and have them have their business as an overview just make sure you gather as much information as possible from the customer through the agreement form it makes you calculate the right answers the right hours and it's built correctly now on to the customer but also for you so you get the right hours that you're paid for the move that you did do and then make sure it's signed and make sure the copy is given to the customer and everything should be good if you have any other questions it's like before with phone calls make sure you talk to me or any other management and we'd love to address those questions for you thank you