The Handyman Trip-Charge & Minimum-Fee Authorization Slip Kit has to work in two places at once: on the phone call where the fee is first quoted, and on the doorstep where it is confirmed and signed. It was built accordingly — a fillable PDF for the phone in your hand, flat PDFs for printed truck packs, and a spreadsheet log for the office. No special software and no subscription. This guide covers what opens each file, which device fits each moment, and an honest comparison with quoting verbally and hoping the invoice explains itself.
The download contains five files: a flat printable PDF in US Letter, the same kit in A4, an ink-friendly black-and-white US Letter PDF, a fillable PDF with 53 tap-type fields, and a job log spreadsheet in .xlsx format. It is an instant download — nothing ships.
For PDFs, free Adobe Acrobat Reader is the dependable default, particularly for the fillable version, because it fills and saves form fields consistently on iPhone, Android, tablet, and desktop. On iPhone and iPad, Apple Files and Preview open the flat PDFs for reading and markup — fine for showing the “what the fee covers” page and collecting a signature. On Android, Acrobat Reader or the built-in viewer covers viewing and filling. On Windows and Mac, Chrome, Edge, Firefox, and Safari open the PDFs in the browser, but Acrobat Reader is the safer choice for the signed authorization you need to save and file.
The job log opens in Microsoft Excel and in Google Sheets — Sheets is free with a Google account and lets whoever books your calls and whoever runs them share one live log. The workbook contains a job log, a fee-dispute log, and a follow-up log, with demo rows showing the format; replace them with your own jobs. Free LibreOffice Calc opens the .xlsx file too. A practical routine: log the quoted figures in the spreadsheet or the call log page right after each booking call, while the exact words are still fresh — that habit is what makes the doorstep step take two minutes instead of ten.
On devices: a phone is the doorstep tool — call log, fillable authorization, camera for the job, and signature in one hand before the toolbox opens. A tablet gives the customer a larger page to read and sign, and many handymen keep one in the truck for exactly that moment. A desktop or laptop is best for printing fresh packs, reviewing the week’s jobs and disputes, and filing signed slips by customer. For printing, any standard printer works — use the US Letter or A4 file to match your paper, and the black-and-white version to keep everyday printing cheap.
Pairings are where a small system forms. Inside DealShore, the Change Order Field Authorization — “sign before I cut” — covers written approval when the job grows after the diagnosis. The Certificate of Final Completion & Work Acceptance closes the job at the end. The Appliance Repair “Beyond Economical Repair” Decline Waiver handles the close cousin of the trip-charge conversation: the signed decision when a repair is not worth doing. In the truck, the kit pairs with the phone and invoicing routine you already use — it sits before the invoice, not instead of it. [Affiliate slot: invoicing app or receipt printer for small service businesses] [Affiliate slot: doorstep clipboard, truck document organizer or tablet for signed slips]
Against the alternatives, honestly: quoting the fee verbally and restating it on the invoice costs nothing, and it works until a customer disputes ever hearing it — at which point there is nothing to point to but memory. A generic work-order pad records that work was done, but rarely captures the booked figures, the credit rule, what the fee covers, or a signature taken before tools opened. Writing your own slip is doable — the pages usually missed are the booking call log in your own quoted words, the stated decline outcome, and the fee-dispute read-back. This kit’s value is that the full chain — quoted, explained, initialed, signed — happens the same way on every job. Its limit is plain: it documents your own figures and terms; it does not set them or price your work.
This kit is a general documentation tool. It is not legal advice, consult an attorney about your fee terms and consumer obligations.
Related: for the kit itself, see Handyman Trip Charge Authorization Slip Kit: Quote the Trip Charge and Minimum Fee Twice, Get It Signed Once, Before Tools Open.
Get the Handyman Trip Charge Authorization Slip Kit here:
Get it on DealShore: https://dealshore.com/handyman-trip-charge-authorization/
Get it on Etsy: https://dealshore.etsy.com
Get free sample pages + new kit alerts — email contact@dealshore.com