Benchcraft / Field notebooksMethod & source ↓

Notebook 01   /   Scope & estimate

Diagnostic credit desk

Separate a diagnostic visit from the balance payable if the customer proceeds.

Prepared for Repair contractor

01 / Working inputs

Set the scope

The example is ready to edit. Use the same job and period for every figure.

02 / Live working sheet

Result

Credit applied
€55.00
Total across visits
€370.00
Balance to reconcile
€285.00

Owner’s next step Show the visit credit as its own line on the agreed repair.

Calculations and exports run on this device.

03 / Calculation notes

How to read it

Credit cannot exceed the visit charge, repair value or agreed cap. A negative balance is a customer credit.

Worked example
Credit applied · €55.00

04 / Original adaptation

Where it came from

A trade estimator turns a customer enquiry into an operator-reviewed quote. Independent application for repair contractor teams. The figures are editable examples created for this worksheet.

Greg Isenberg · The $1,000/hour 1-person AI business ↗

JB Codex / Optional paid help

Branded estimate and booking handoff

One service, one business, one branded estimator, one revision. You approve rates and where enquiries go. Your enquiry goes to JB Codex for review.

€149 one-time pilot after scope agreement

See the offer ↗