Scope of Work
A precise description of the addition, materials, finishes, and deliverables with referenced drawings and applicable codes to prevent scope creep and clarify contractor obligations.
A complete document reduces misunderstandings, protects both homeowner and contractor, and creates an auditable record for permits, inspections, and payment disputes. It also supports compliance with building department requirements and gives a basis for warranty and lien-waiver enforcement.
The agreement is prepared by contractors, project managers, or homeowners and routed to the responsible signers for approval.
Proper role separation (owner, general contractor, subcontractors, lender) and named signers reduce ambiguity about obligations and signing authority.
A precise description of the addition, materials, finishes, and deliverables with referenced drawings and applicable codes to prevent scope creep and clarify contractor obligations.
References to architectural drawings, structural plans, and mechanical/electrical details; identifies who provides stamped plans for permit submittal and revisions.
Staged payments tied to milestones (e.g., footing, framing, finish) and retainage rules; defines accepted payment methods and consequences for late payment.
Written process for changes, pricing, and schedule impact; requires signed approval for any extra work to avoid unapproved cost increases.
Specifies which party secures permits, pays permit fees, schedules inspections, and handles code corrections to ensure regulatory compliance.
Defines contractor warranties, homeowner remedies, and lien waiver procedures upon payment; addresses remedies for defective work and lien filing timelines.
| Field | Configuration |
|---|---|
| Authentication | Email link plus optional SMS code for added identity assurance |
| Signing Order | Sequential role-based order: contractor → homeowner → lender/inspector as applicable |
| Conditional Fields | Show permit-fee responsibility only if checkbox selects contractor-paid option |
| Notifications | Enable email reminders at 3 and 7 days after initial send |
Choose a signing platform that supports role-based routing, audit trails, and the file formats required by your building department.
Submit before work begins; review times vary by municipality (days–weeks)
Initial payment often required on signing to secure start date
Framing and rough-in inspection scheduled when framing complete
Schedule after finish work to obtain certificate of occupancy
Begins on completion or final inspection date per agreement
Agreement signed and initial deposit paid; permits may be applied for
Building department issues permit and lists required inspections
Framing, mechanical, and finish phases with scheduled inspections
Final inspection passed, final payment released, lien waivers exchanged
Completed municipal permit forms and any required checklists submitted with the signed agreement and plans to start the review process.
Stamped drawings and spec sheets showing dimensions, materials, and structural details required for plan review and construction reference.
Contractor certificate of liability and workers' compensation insurance listing the project address and policy dates to satisfy municipal requirements.
Product data for installed components (windows, HVAC, roofing) used by inspectors to confirm compliance with code and manufacturer installation requirements.
The homeowner or property owner signs to authorize work, approve the scope, and confirm payment obligations. If the property is owned by an entity, an authorized representative or officer with documented signing authority must sign.
A contractor or authorized company officer signs to accept the scope, timeline, payment terms, and warranty obligations. The contractor should include license and insurance details to validate authority.
A small developer used a standardized addition agreement to speed approvals and vendor onboarding.
A local property manager centralized signed additions to streamline inspections and lease updates.
| 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 | Limited |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Yes (BAA available) | Yes (BAA available) | Varies by plan | Varies by plan |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |