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Contracts and Forms
Do I have to get a contract?
Whether you create written contracts or not is a personal decision, but you must weigh the customer perception and inconvenience of having to sign forms for each type of service against the added protection you get from a contract.
When a contract is essential
Services for pets can also be another area where a contract might be in order. What is important in creating a contract is specifically laying out each party's responsibilities and limitations of liability. The contract should be clear enough that a regular person could read and understand. Make sure timelines and payment terms are clearly spelled out.
Whether you have a written contract or not, always be clear about the tasks you perform.
For the best written contracts, you will need to see an attorney in your jurisdiction. A less perfect option is to use fill in agreements from office supply stores or from online sources such as Socrates.com
Forms for your business
Probably the most useful form you can have is a generic service form. When a call comes in, all the relevant information is entered, and the same form can be used to track time, expenses, and mileage. This is a fairly easy form to create using Word or Excel.
Other types of forms include checklists, follow-up letters, and various data gathering forms for specific tasks.
Where to get forms:
A good place to start is our Opportunity page.
If this sounds like a business that fits your experience and needs, then use the links below to obtain valuable information and resources for starting your new business.
A Must Read!
Written by industry expert Katharine Giovanni, this extraordinary guide provides all the tools you need to create a successful concierge, lifestyle management, errand service or personal assistant company. Do you want to create an on-site, lobby or corporate concierge service? Or are you looking to serve individuals? From small boutique concierge services to large corporations, this manual will help everyone!.
The information is all here, presented in a simple, step-by-step format! This books answers some of your biggest questions about the logistics of running a concierge business ...more resources