# 60-SECOND CHECK — before a fallback document reaches a client

Jake: this is the whole check. Do it every time. Nothing here needs a computer.

If the document came out of the template (Route A), the template already ran most of this and
showed you a green **PASS** or a red **STOP** panel. **A green panel is not the check — it is the
first half of it.** The panel cannot see whether the client's name is spelled right or whether
the hours are the hours you actually worked. Do the eye pass too.

---

## THE FAST PASS — 15 seconds, page 1 only

Hold the phone at arm's length and look at page 1 as a whole, the way the client will.

| # | Look for | Right | Wrong |
|---|---|---|---|
| 1 | **Logo, top left** | The navy circle with the gold palm and wrench, and the words THE PALM BEACH FIXER inside it. About the width of your thumb. | A broken-image box. A grey square. A different logo. A logo stretched into an oval. Nothing at all. |
| 2 | **The gold** | Warm, muted, slightly brown — like an old brass fitting. Same gold in the rule under the header, the box borders, and the big dollar figure. | Bright yellow. Orange. Mustard. Lemon. **Two different golds fighting on the same page.** |
| 3 | **The TOTAL block** | Dark navy rectangle, thin gold border, white "TOTAL DUE", the number in gold. | A white box. A grey box. Black text on white where the navy should be — this means the colour got stripped when printing. |
| 4 | **The wordmark** | THE PALM BEACH FIXER in a serif, letters slightly spread apart, dark navy. | A plain sans-serif. Letters jammed together. Black instead of navy. |
| 5 | **The shape of the page** | Header, gold rule, title, grey box, headings with bullets, a table, then two side-by-side boxes at the bottom. | Everything left-aligned in one column. A wall of text. Bullets running off the edge. |

**If #1 or #3 is wrong, stop — do not send.** A missing logo or a stripped navy block is the
difference between "a real company invoiced me" and "somebody typed this up."

> **If the navy block printed white:** you printed with "background graphics" off. In iOS Safari
> print, scroll down in the print sheet and turn on **Print Backgrounds**. In Chrome, open
> **More settings → Background graphics**. Reprint.

---

## THE LEGAL PASS — 20 seconds, and it is not optional

| # | Check | How |
|---|---|---|
| 6 | **The word "licensed"** | Search the PDF for `licens`. **Every single hit must be inside the STATUTORY DISCLOSURES paragraph**, where it says the provider is *not* a licensed contractor. If "licensed" describes the business anywhere else — "licensed and insured," "licensed handyman" — **DELETE THE DOCUMENT AND START OVER.** |
| 7 | **No signature line** | Search for `signature`. The only hit is "electronic signature" inside the Terms of Acceptance clause. If there is a blank line, a row of underscores, an "X______", or "sign and return" — **it must come off before this goes out.** |
| 8 | **The acceptance clause is there, and it is both paragraphs** | Find "TERMS OF ACCEPTANCE & FINAL PAYMENT," just above or beside the payment block. It must end with *"Payment further constitutes the Client's acceptance of the Client Agreement terms set forth in this document."* If that second sentence is missing, the client is not bound to the agreement. |
| 9 | **The Florida disclosure is on it** (invoices) | Find `489.103(9)`. If it is not there, the invoice is not compliant. |
| 10 | **The other two statutes** (invoices) | Find `CHAPTER 558` and `713.001-713.37`. Both in capitals. Both in full. |

**Why #6 matters enough to be worth 5 seconds:** there is no handyman licence in Florida.
Claiming one is not a small exaggeration — it is a misrepresentation about a regulated trade, on
a document the client keeps.

---

## THE FACTS PASS — 20 seconds

The model cannot check any of these. Only you can.

| # | Check |
|---|---|
| 11 | **The client's name, spelled their way.** Not the CRM's way if they differ. This is the first thing they will look at. |
| 12 | **The address.** Right street, right unit number, right city. |
| 13 | **The date.** The day you actually finished, not today. |
| 14 | **The hours and the rate.** Do they match what you actually worked and what you actually agreed? |
| 15 | **The arithmetic.** Labor + materials − any discount = the total. Then check the total is *the same number* everywhere it appears — the table, the navy box, the balance sentence, the closing line. A model can get one of the four wrong. |
| 16 | **The payment destination.** ⚠️ Is the Zelle identifier on this document the rail that actually works right now? You have more than one rail, and one has failed inbound for at least one client. **Do not let the template's default answer this for you.** |
| 17 | **Nothing on it that you did not do.** Read the scope bullets. If a line describes work that did not happen, the model invented it — cut it. |
| 18 | **Electrical language.** If the job touched anything electrical, it must read as *securing existing boxes* and *finishing existing devices* — never as installing, altering, or modifying wiring. |

---

## THE LAST LOOK — 5 seconds

| # | Check |
|---|---|
| 19 | **Page count.** Invoice = 3 pages (or 2 with no photos). Proposal = 2. Change order = 1. Memo = 1. If a page is missing, the terms page is usually the one that got dropped — and that is the page that binds them. |
| 20 | **Scroll to the last page.** Is the gold-bordered footer box there, with the phone number and email? A document that ends mid-sentence means the model truncated. |
| 21 | **No `{{CAPITAL_LETTERS_IN_BRACES}}` anywhere**, and no `***NEEDS JAKE***` left in. |
| 22 | **No "..." or "[rest of terms unchanged]"** anywhere. That means content was cut. |

---

## STOP CONDITIONS — do not send, no matter how late it is

1. The word "licensed" describes the business anywhere outside the disclosure.
2. There is a signature line.
3. The Terms of Acceptance clause is missing, or only has one paragraph.
4. `489.103(9)` is not on the invoice.
5. The logo is broken or missing.
6. The total is not the same number in all four places.
7. Anything reads `{{...}}` or `***NEEDS JAKE***`.
8. The document ends mid-sentence.

Everything else is a judgement call. These eight are not.

---

## A note on the two golds

The brand has two gold values and they do different jobs:

- **`#A87F3D`** — the one you see. Rules, borders, the dollar figure on navy.
- **`#A87F3D`** — darker, and used **only** for the small footer line on white.

You do not need to measure them. You need to notice if the page has gone **bright yellow** or
**orange**, or if two clearly different golds are sitting next to each other. Either means a
model approximated a colour instead of copying the hex — which usually means it approximated
other things too. Look harder at the rest of that document.
