Scope of Work
Describe tasks, specifications, mix designs, placement methods, curing requirements, referenced standards, and any excluded items so expectations are unambiguous.
A well-drafted contractor agreement reduces ambiguity about scope, timelines, and payment, protects lien and warranty rights, and creates enforceable obligations that support claims, financing, and insurance coverage.
Use the agreement to allocate risks, confirm pricing and schedule, and document insurance, bonding, and lien-waiver expectations before mobilization.
The company's legal owner or an authorized operations manager signs to accept work scope, warranty obligations, and payment clauses. This signer should have authority to bind the business and confirm insurance and bond issuance.
The general contractor or assigned project manager signs to confirm coordination, inspection points, payment milestones, and change-order approval processes. That signer typically handles upstream invoicing and retains primary responsibility for schedule integration.
Describe tasks, specifications, mix designs, placement methods, curing requirements, referenced standards, and any excluded items so expectations are unambiguous.
State lump-sum or unit pricing, progress-payment schedule, retainage percentage, invoicing deadlines, and consequences for late payment.
Include start and completion dates, critical-path milestones, weather-delay allowances, and agreed inspection and acceptance points.
Define written change-order procedures, approvals, pricing adjustments, and time extensions to avoid oral modifications that cause disputes.
List required liability insurance, workers' compensation, performance and payment bonds, certificate requirements, and additional insured endorsements.
State warranty duration, defect correction process, lien waiver terms, and mechanisms for resolving mechanic’s lien claims.
| Field | Configuration |
|---|---|
| Signer Order | Sequential signing with designated approvers first |
| Authentication | Email link, SMS code, or stronger methods as needed |
| Reminders | Automatic reminders at set intervals until signed |
| Attachments | Add insurance certificates, bonds, and exhibits to the envelope |
Ensure the chosen platform supports audit trails, conditional fields, and the integrations your team uses to streamline tracking and record retention.
Date obligations begin; use MM/DD/YYYY format
Planned mobilization day for on-site activities
Milestone triggering owner inspections and potential retainage release
When punch list is closed and final payment is due
Net days after approved invoice; state retainage limits apply
Prepare draft including exhibits and pricing adjustments.
Operations, safety, and finance verify readiness to perform.
Collect authorized signatures and distribute executed copies.
Begin on-site work per start date and notify owner.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
Many field documents were previously paper-based, causing delays
Enterprise workflows required strict compliance and auditability