Ask the facility to identify its legal name, facility address, license or certification information, and the exact service covered by the quote. Confirm whether the estimate is for a fixed period, a daily rate, or another billing unit. Ask when the billing period begins and ends, whether arrival or departure days are charged in full, and whether any deposit is credited toward the balance.
Build a five-column note: item, included, excluded, price, and source. In the source column, write the employee's name or department, date, and whether the answer came by email, estimate, agreement, or phone. Mark verbal answers as pending until you receive written confirmation. A blank cell means unknown, not included and not free.
- Exact service and billing unit covered by the estimate
- Deposit amount, due date, and whether it applies to the balance
- Remaining payment dates and accepted payment methods