Service request intake, on-site diagnosis & written estimate, change order addendum, completion sign-off with lien waiver, warranty & maintenance plan registration, and property access/safety agreement for small contractor crews
Get started with PocperThis estimate covers the work scope, parts, labor, and timeline based on our on-site inspection. Work does NOT begin until you sign the approval at the bottom. Prices are valid for 30 days. Concealed conditions (behind walls, under slabs, inside equipment) may require a change order — see Section 5.
Estimate #:
Inspection date:
Technician on site:
Contractor license #:
Customer name:
Job site address:
Reported complaint (from customer):
Tests performed (voltage, pressure, leak test, combustion analysis, amp draw, etc.):
Root cause:
Pre-existing damage / conditions noted (NOT caused by our work — documented for your records):
Photos taken on site (before work):
Exclusions — items NOT covered by this estimate (e.g., drywall patch & paint after pipe access, permit fees, asbestos remediation, cosmetic trim, code-upgrade items, disposal of pre-existing hazardous materials):
Permit required:
(Options: No permit required / Yes — contractor will pull (fee passed through at cost) / Yes — homeowner to pull)
Water / power / gas shutoff required during work:
Diagnosis line items (per area / issue):
Area / Issue | Diagnosis | Recommended Fix | Materials | Estimated Cost ($) |
Total |
Materials subtotal ($):
Estimated labor hours:
Labor rate ($/hr):
Labor subtotal ($):
Permit / disposal / trip fees ($):
Tax ($):
TOTAL ESTIMATE ($):
Deposit required to schedule work ($ or %):
Balance due upon completion ($):
Accepted payment methods:
Proposed start date:
Estimated completion date:
Parts lead time (days):
Concealed-conditions clause: If, during the work, we uncover conditions not visible during the inspection (e.g., corroded pipe beyond the cut, hidden water damage, non-code wiring, asbestos, mold), we will stop work and issue a written Change Order before proceeding. You are not obligated to accept, but the job may not be completable as-quoted.
I have read and understand the scope, exclusions, and pricing above
I accept the concealed-conditions / change-order terms
I authorize the contractor to proceed with the work described
I have received and reviewed a copy of the state-required notice of cancellation rights (typically 3 business days)
The On-Site Diagnosis & Written Estimate template is a ready-to-use form from Pocper's Home Services — Plumbing, HVAC & Electrical pack. Customize the fields to match your workflow, then share a link so clients can complete it and upload documents in real time.