Document checklist 9 of 11 · 82% audit-ready
Estimates
● EOR (Estimate of Record)May 1
● SOR1May 8
○ SOR2pending
Customer documents
● Customer info sheetMay 1
● Customer agreementAdobe Sign May 2
● Signed estimateMay 2
Parts & labor
● Parts invoices4 of 4
● Labor hours logged17.5 hrs
Compliance & closeout
● B.A.R. compliance5 of 5
○ Final invoicepending
○ Customer completion signaturepending
Pre-delivery breakdown
| Original R.O. amount | $2,233.51 |
| Supplement amount | $0.00 |
| Total R.O. amount | $2,233.51 |
| <Less> Deductible | $500.00 |
| <Discount> | — |
| <Less> Betterment | $0.00 |
| Other appearance allowance | $0.00 |
| Net amount | $1,733.51 |
| Received: insurance | $1,733.51 |
| Received: customer | $250.00 |
| Customer balance | $250.00 |
| Insurance balance | $0.00 |
Payments received 2 of 3 logged
| Date |
Source |
Amount |
Confirmation |
Notes |
| May 28 | State Farm | $1,733.51 | SF-9947712 | Net of deductible |
| May 30 | Customer (cash) | $250.00 | RCT-4528-A | Partial deductible |