Scope of Work
Detailed description of materials, dimensions, and tasks, including drawings or plan references so subcontractors and inspectors can verify compliance with code and contract expectations.
A complete Builder Addition Document reduces misunderstandings, supports permit approvals, and documents consent for scope and costs. It also establishes responsibility for inspections, change orders, and lien waivers, which minimizes legal and scheduling risk during construction and after completion.
Accurate completion by each participant reduces permit delays, prevents lien disputes, and supports insurance and warranty claims after work concludes.
Leads project execution, secures subcontractors, obtains necessary permits where delegated, provides insurance and proof of licensing, and signs to accept scope and payment terms; responsible for scheduling, inspections, and change order management for the addition.
Approves the work, provides site access, confirms financing arrangements, signs authorizations and payment releases, and is responsible for timely payments and providing accurate property and title information to avoid delays or lien exposure.
Detailed description of materials, dimensions, and tasks, including drawings or plan references so subcontractors and inspectors can verify compliance with code and contract expectations.
Schedule of payments, retainage, deposits, and conditions for progress payments; include invoice procedures and consequences for late payment or disputed charges.
Allocates responsibility for permit applications, fees, plan stamping if required, and compliance with local building codes and HOA rules to avoid stop-work orders.
Lists required liability and builder’s risk insurance limits, proof of coverage, and any performance or payment bond obligations to protect owner and subcontractors.
Procedures and authorization flow for scope changes, pricing adjustments, and revised schedules to prevent verbal or undocumented amendments.
Mechanisms for lien waivers, final release upon payment, and warranty duration and remedies for defects after project completion.
| Field | Configuration |
|---|---|
| Signature Order | Set sequential or parallel signing to match approval flow. |
| Conditional Fields | Show or hide sections based on selections like financing or scope options. |
| Template Variables | Use reusable variables for names, addresses, and permit numbers. |
| Integrations | Enable notifications and storage connectors for your document repository. |
Integration reduces manual uploads and centralizes version control; confirm platform support for your permit office and storage provider.
Plan review often takes 2–8 weeks depending on jurisdiction and workload
HOA approvals commonly require 14–30 days; confirm HOA bylaws for exact timing
Schedule within 7–14 days after relevant work is complete
Final inspection timing varies; certificate of occupancy typically follows passing inspections
Tie retainage and final payment to passing final inspection and lien release
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|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |