triangle concierge, leading concierge consulting, training & industry experts

Forms and Templates by Jackie Murphy

Exclusively distributed by Triangle Concierge
If you have questions regarding these forms and templates, please contact Jackie at

Jackie Murphy
Jackie_Murphy@sbcglobal.net

Once you purchase these reports and templates, they will automatically download to your computer. If they don't, please email us and we'll send it to you via email. All reports are in .doc file format.

Please read our refund policy before purchasing these products ... click here ... Due to the nature of these templates and agreements, they are non-refundable.

Also, please keep in mind that having your client sign a contract, agreement or release does not prevent a claim from being filed against you, but it will aid in your defense.

Please click here to read some important legal information before you purchase these contracts

Jackie's client contract is wonderful! I had originally purchased contracts from another source and was disappointed when I found that they did not meet the needs of my business. I then purchased Jackie's contracts and was so pleased not only with the contract, but also the professionalism involved with the buying process. In addition when my lawyer reviewed the client contract, she stated that it was perfect and that virtually nothing needed to be changed! Thank you Jackie for your expertise, and thank you Katharine for recognizing such a valuable resource in the concierge industry. Stephanie Wey, Les Bois Concierge, Boise, ID

I purchased the forms that Jackie has available and they are excellent. I took them to my attorney and he had very few changes to make. They cover everything imaginable as far as liability and I would highly recommend using them. Thanks Jackie! Diane Days, VIP Errands LLC

I just wanted to let everyone know that I purchased the contracts that Jackie has for sale and am very pleased. I am a very detail oriented person and tend to be a perfectionist and I was very impressed. These contracts have all the right legal mumbo jumbo, are very professional looking and include things that I had never even thought of to include and these contracts are so well done. Worth every penny and much more I know. Thank you Laurie Folio, My Go2Gal, LLC

Your forms have saved me so much time and money! The forms are great and I can fit my logo on the top! Thanks again for all your help and guidance! I know I can count on you. Eileen Cremin, Cremin Concierge Services

$197

Pet Sitting Template

Pet Sitting Agreement
Cat Profile
Dog Profile
Bird Profile
Other Pet Profile
Veterinarian Release
Before You Leave Home Checklist
Pet Owner Checklist
Pet Diary

$65	Grocery Shopping Template This Template includes ... Grocery Shopping Agreement template with two options for performance An Agreement that covers valuable coverage for such things as spoilage, authorization to be at and enter residence, terms and conditions, liability of products purchased, when a deposit may be necessary and much more.


$79	House Sitting Template This Template includes ... House Sitting Agreement addressing various details of house sitting visits including normal procedures for visits, emergency situations, when others have access to the home, security company procedure and information, liability, cancellation and so much more. It sets out information, procedures and terms for just about any instance that could arise when performing house sitting visits. The template can be altered to include overnight house sitting visits easily. Also includes a complimentary and useful Before You Leave Home Checklist for owner in preparation of their absence.


$20	New Client Form (Personal) Obtaining various information about your client will assist you in servicing them in the future. This is an internal form, in WORD format and may be updated at any time.


$20	New Client Form (Business) Retaining information on your business clients is essential to better serve them. This is an internal form, in WORD format and may be updated at any time.


$20	Service Request Worksheet Use this worksheet to record various pertinent information when performing a service to make billing easy when the task is complete and attach it to your copy of the invoice. With this form you record client information specific to the task, mileage, narratives, time recording, reimbursements and totals.


$20	Bad Check Notice & Final Notice (2 Forms) Two letters to use for remittance to the client when receiving bad checks. The first is basically to advise of receiving a bad check and requesting the client make the check good and the second is a final notice indicating if payment is not received forthcoming collection will be pursued.


$59	Credit/Debit Card (3 forms) Three forms: First form is for client to sign giving authorization to use their credit card and may be produced to vendor where credit card is being used if questioned. Second form is for client to sign giving authorization to use credit card information on behalf of the client (such as online or telephone purchases) if client does not provide you with the actual credit card. Third form is for internal use for recording and retaining credit card information for billing purposes.


$79	Hourly General Services Agreement Use this agreement when performing services on an hourly basis only. It covers such things as permission to enter the home, relationship of the parties, terms of service for hourly arrangements, company and client obligation agreements, rates, liability, modification and much more. It may be set up for one time or ongoing services and requires authorized signature of the company and the client.


$79	In Home Request for Service & Key Release Agreement This agreement is designed for one time services like home waiting for repairs, maintenance, delivery, etc. It covers key arrangements, authorization to be on the premises, terms of service, relationship of the parties and obligations, rates, liability and much more.


$79	Package General Services Agreement Use this agreement when performing services based on a client purchasing packages of time or a membership basis only. Language is specific to package/membership arrangements and covers such things as permission to enter the home, relationship of the parties, terms regarding package/membership service, company and client obligation agreements, rates, liability, modification and much more. It may be set up for one time or ongoing services and requires authorized signature of the company and the client.


$50	Pharmacy Agreement, Authorization & Waiver, Labels This agreement is specific to performing services related to pickup up and delivery of prescriptions. It sets forth a process and terms for pickup/delivery, promised security from the time prescriptions are picked up from the pharmacy and delivered to the client. Additionally it contains information for creating labels to be affixed to the prescription upon pickup which will ensure your pledge prescription has not been tampered with.


$79	Non-Owner Auto Agreement for Auto Services & Release This agreement is specific to performing services where the client's auto is taken for service, maintenance, car wash, etc. and/or when using the client's auto is used to perform services. Addresses permission to drive, use and posses vehicle, relationship of the parties, insurance obligations, liability, expenses advanced on behalf of client regarding the vehicle and other services, rates, and much more.


$20	Proof of Pick-up/Delivery Use this form when hired to pickup and deliver packages, documents and other items. Record client and delivery information pertinent to the request. Serves as proof of pickup and delivery with a signature required for both. It may be provided to client for their files if necessary (but be sure and keep a copy for your files in case a question arises!)