Scope of Work
Describe the work in precise terms: number of windows, locations, removal or retention of existing frames, and any site preparations required.
A tailored form standardizes technical specs, aligns permitting and inspection steps, and protects owners and contractors by documenting obligations, materials, and approved change orders in a clear, reproducible record.
Common stakeholders and their roles are listed below, covering both residential and small commercial installations.
Each signer should review technical specs and permit-related fields carefully to avoid delays or misunderstandings.
Describe the work in precise terms: number of windows, locations, removal or retention of existing frames, and any site preparations required.
List manufacturer, model, impact rating (e.g., ASTM or ASTM/ANSI standard), glazing type, color, and hardware so insurers and inspectors can verify compliance.
Include precise opening dimensions and installation tolerances. Note who verified measurements and date to prevent later disputes.
Record permit numbers, issuing authority, expected inspection dates, and responsible party for scheduling to maintain regulatory compliance.
Specify manufacturer warranty, contractor workmanship warranty duration, and procedures for reporting defects or initiating repairs.
Designated signature blocks for owner and contractor with printed names, titles, dates, and any required notarization or witness lines.
| Field | Configuration |
|---|---|
| Automatic Measurement Fields | Use calculated fields for totals (e.g., total window count, material subtotal). |
| Conditional Sections | Show permit or inspection blocks only when local law requires them to reduce signer confusion. |
| Signer Order | Set owner and contractor signing sequence; require contractor signature before owner if needed. |
| Authentication | Use email link, SMS code, or advanced signer authentication for higher assurance. |
Choose a platform that supports required file types, signer authentication, and secure record retention.
Ensure the chosen platform can produce an audit trail and export a tamper-evident signed PDF for permit offices and insurers.
Date when permit is submitted; start of regulator timeline.
Planned start and completion dates agreed in the contract.
Local building inspector appointment for code compliance.
Official completion verification by authority having jurisdiction.
Usually the date of final sign-off or installation completion.
Owner approves costs and scope to authorize permit application.
Contractor files permit and awaits issuance before scheduling work.
Work begins on the agreed start date with site safety measures in place.
Inspector verifies compliance; final payment and warranty activation follow.
| Criteria | Impact Windows Form | Standard Home Improvement Contract |
|---|---|---|
| Technical Specs | detailed impact ratings | general material descriptions |
| Permit Detail | permit numbers recorded | permit clause only |
| Inspection Records | inspector id and dates | inspection clause general |
| Warranty Info | manufacturer and installer warranties | installer warranty only |
| 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 (Business Premium) | Yes | Yes | Yes | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Varies by plan | Varies by plan | Varies by plan | Varies by plan |