Scope
Exact description of tasks, exclusions, deliverables, and any exhibits or drawings that define measurable work components and acceptance standards.
A clear agreement reduces disputes, documents permit responsibilities, and sets payment milestones and warranty terms. It protects owners and contractors by establishing change-order procedures, insurance requirements, and a basis for lien waivers and final acceptance.
Common users who complete or rely on an Exterior Work Agreement include owners, contractors, property managers, and lenders during exterior projects.
Knowing which party typically completes specific sections reduces errors and speeds execution during pre-construction and contracting phases.
The contractor project manager completes technical scope sections, itemizes materials and labor, records warranty durations, and signs to accept change-order authority. Include license numbers, insurance certificate details, and a schedule to reduce payment disputes and support lien defense during project closeout.
The owner provides the legal property description, grant of access, payment terms, and acceptance criteria. The owner should verify contractor licensing, request COIs, approve change orders in writing, and confirm milestones before final payment to avoid contested claims.
A homeowner hires a contractor to replace siding and trim with specified materials and colors.
A commercial landlord contracts for roof and facade repairs with staged inspections and acceptance criteria.
Provide a precise, itemized description of tasks, materials, and workmanship standards so both parties have a single reference for performance and inspection acceptance.
Specify total price, schedule of progress payments, retainage (if any), acceptable payment methods, and conditions for release of funds including lien-waiver submissions.
State which party obtains permits, pays fees, schedules inspections, and handles code corrections to minimize liability for noncompliance or delays.
Require contractor liability and workers' compensation insurance, name owner as additional insured if appropriate, and include indemnity language covering third-party claims.
Submit permit applications and pay fees; approval timing varies by jurisdiction.
Contractor sets site protections and materials delivery schedule.
Schedule required inspections and obtain sign-offs at stages.
Owner inspects, records punch list, and withholds final payment until completion.
Allow 2–6 weeks for permit review depending on locality and complexity.
Begin work only after permit issuance and site mobilization are complete.
Schedule inspections in advance; expect 3–10 business day waits in busy jurisdictions.
Define a date for substantial completion and related warranty start.
Set final payment within a specified days after acceptance, typically 14–30 days.
Exact description of tasks, exclusions, deliverables, and any exhibits or drawings that define measurable work components and acceptance standards.
Total contract price, progress payment schedule, retainage terms, conditions for release, and remedies for nonpayment or late payment.
Procedure for requesting, pricing, approving, and documenting changes, including time-and-materials vs fixed-price adjustments and required authorizations.
Required policy types and limits, certificate requirements, additional insured endorsement details, and evidence submission schedule.
Define duration, coverage (materials vs workmanship), remedy obligations, and any manufacturer warranty coordination procedures.
Conditions for owner or contractor termination, cure periods, payment calculations upon termination, and rights to recover damages.
| Field | Configuration |
|---|---|
| Template | Pre-fill common fields and attach exhibits to reduce repetitive entry. |
| Signer Order | Owner first, then contractor, then subcontractor if required. |
| Authentication | Email with optional SMS code for higher assurance. |
| Storage | Save signed PDF with embedded audit trail. |
Use platform features that support PDF, Word (DOCX), and stored audit trails to ensure legally defensible records.
| 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, no credit card required | No | No | Yes, limited | Yes, limited |
| 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 by plan | Varies by plan | Varies by plan |