Scope Summary
A short opening statement that states exactly which trim pieces are removed and which new finishes or profiles will be installed.
A dedicated swap form isolates one change from larger renovation contracts to reduce confusion, track costs, and create a clear acceptance record.
Typical users include homeowners, general contractors, subcontractors, and property managers coordinating a single shower-trim replacement or upgrade.
The document is also used by insurers and warranty administrators when verifying covered work or validating limited warranty claims.
| Field | Configuration |
|---|---|
| Scope of Work | Long-text field with character limit and required flag |
| Materials | Repeating table rows for SKU, qty, finish |
| Price Summary | Calculated field: parts + labor + tax |
| Signatures | Signature blocks for contractor and homeowner |
Choose a platform that supports PDF, DOCX import, audit trails, and common integrations for storage or project management.
A short opening statement that states exactly which trim pieces are removed and which new finishes or profiles will be installed.
Itemized entries for each part: manufacturer, SKU, finish, quantity, and unit price to enable replacement or warranty validation.
Clear breakdown of labor hours or flat fees, any allowances, taxes, and whether price is firm or estimated.
Start and anticipated completion dates plus any contingency terms for delays or access constraints at the property.
Define what constitutes acceptable installation, inspection checkpoints, and remedial steps if workmanship is not accepted.
Spaces for both parties to sign and date, and for the contractor to provide license or permit numbers if required.
Provide a final PDF of the signed swap to all parties; PDF is the preferred archival format for legal reproducibility.
Attach supplier invoices or receipts for trim parts showing SKUs and warranty information for future claims.
Include before-and-after photos dated and labeled to show condition and confirm completion.
If a local building permit or inspection applies, attach permit numbers and inspector sign-off.
Date homeowner must approve the swap to proceed
Date contractor places orders to avoid stock delays
Scheduled on-site start time
Target finish date for acceptance
Date warranty period begins, often completion date
Homeowner signs the swap and confirms price and materials.
Contractor orders and confirms delivery dates for listed SKUs.
Work is performed and initial inspection completed by contractor.
Homeowner signs acceptance; contractor issues final invoice and warranty info.
| 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 | Yes, 7-day trial | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |