Account (571) 662-2911 Text & Done

Home  /  Operating documents  /  Quote

Blank template

Quote

Issued before any work begins. Valid 48 hours. Becomes the work order on approval.

Blank template — ready to fill, print or save as PDF
ERRANDABLESCONCIERGE & LIFESTYLE MANAGEMENT
QUOTE
No. QT-    -     
Issued   /  /    
Valid until   /  /    

Prepared for

Client

 

 

 

 

Requested

 

 

 

 

Scope quoted

    

  

Quoted charges

Labour —      hr at $    /hr 
Mileage beyond the included 15 mi, at $1.25 
Additional stops at $12.00 
Add-on — heavy / oversize / van / COI / custody 
After hours or weekend at $25.00/hr 
Purchase handling — 8%, $10 min, $150 cap 
Service total, excluding purchases 

Purchases are charged at cost on top, with every receipt photographed. Actual time below the estimate is credited. Billed in 15-minute increments after the first hour.

What happens when you approve

Approving this quote creates the work order, assigns a named runner and locks the price. No line will appear on the receipt that is not listed above. If the task changes once begun, we stop and re-quote rather than continuing at our own discretion.

Client approval · signature · date
Errandables dispatch · date

Errandables · 14325 Willard Rd, Suite 100A, Chantilly, VA 20151 · (571) 662-2911 · info@errandables.com

See a filled example All documents

During the work

Dispatch & execution

Work order

  • Issued when the quote is approved
  • Names the runner and spend ceiling
  • Access instructions and window
  • Signed by client and dispatch
Blank template Worked example

Event run sheet

  • Minute-by-minute timeline
  • Crew assignment per line
  • Vendor contacts and arrival times
  • Scope note the crew can point to
Blank template Worked example

Key custody record

  • Items tagged and sealed
  • Release log per runner, per task
  • Codes stored apart from keys
  • Closed against signature
Blank template Worked example

After the work

Proof, reports & billing

Proof of delivery & custody

  • Chain-of-custody for courier work
  • Seal numbers, photos, GPS trace
  • Signature at release and receipt
  • The document that wins law firms
Blank template Worked example

Equipment delivery report

  • Per-employee hardware movement
  • Serials photographed and logged
  • Condition recorded on handover
  • Reconciles to your asset register
Blank template Worked example

Property visit report

  • Exterior and interior checklist
  • Dated, geotagged photographs
  • Findings that need a decision
  • Recommended action, never performed
Blank template Worked example

Service receipt

  • Every line traceable to the quote
  • Purchases separated from service
  • Hours and reserve balance after
  • Tip field with no default
Blank template Worked example

Monthly statement

  • Net-30 corporate billing
  • Volume tier applied retrospectively
  • Activity broken out by matter
  • Service level reported
Blank template Worked example

Incident & claim report

  • 48-hour reporting window
  • Evidence reviewed honestly
  • Resolution against the cap
  • Corrective action recorded
Blank template Worked example

Internal

Runner contractor agreement

Not client-facing, but the document the whole model rests on. It sets the pay bands, the vetting standard, and the list of things a runner must refuse on the doorstep.

Open the agreement

Numbering

Quote
QT-YYYY-NNNNN
Work order
WO-YYYY-NNNNN
Receipt
RC-YYYY-NNNNN
Proof of delivery
POD-YYYY-NNNNN
Equipment
ED-YYYY-NNNN
Visit report
PV-YYYY-NNNN
Key custody
KC-YYYY-NNNN
Statement
ST-YYYY-MM-NNNN
Incident
IN-YYYY-NNNN

The quote's sequence number carries into the work order and the receipt, so all three reconcile without a lookup.