Scope of Work
Describe removal and disposal of the old unit, installation steps, fuel type (gas/electric), venting changes, and any required plumbing or electrical work in measurable terms.
A clear, standardized form reduces legal and logistical risks by documenting the work, permits, costs, and warranties in one place. It protects homeowners and contractors and supports insurance or municipal review when inspections or claims arise.
A compact form helps the main parties and related professionals capture required details at the start of a replacement project.
Use the completed form to confirm permit responsibility, sign-off dates, and who retains copies for inspections and records.
The homeowner authorizes work, confirms access, and signs to accept the scope, payment terms, and warranty. Accurate owner identity and property address are required for permits and insurance.
The contractor provides license number, insurance proof, scope of work, materials, estimated start and completion dates, and signs to accept responsibility for code compliance and inspections.
Describe removal and disposal of the old unit, installation steps, fuel type (gas/electric), venting changes, and any required plumbing or electrical work in measurable terms.
List new unit make, model, capacity (gallons), energy rating, serial number, and provide manufacturer warranty terms and installation specifications.
Specify which party obtains the permit, inspection timing, and municipal permit numbers so responsibility is clear for code compliance and final approval.
State total price, deposit required, progress payments if any, accepted payment methods, and a clear final payment condition tied to inspection or completion.
Detail contractor workmanship warranty length, manufacturer warranty coverage, and procedures for warranty service or disputes, including contact details.
Provide separate signature blocks for homeowner, contractor, and any witness or notary required with printed names, titles, license numbers, and execution dates.
| Field | Configuration |
|---|---|
| Owner Signature | Required; signer email + SMS code optional for authentication |
| Contractor Signature | Required; include license number field and validation note |
| Permit Upload | Attach permit PDF; make field required before final signature |
| Completion Date | Auto-calc based on Effective Date + estimated days |
Use eSignature and file attachments to streamline permit submission and retain an audit trail.
Ensure the chosen platform supports secure storage, audit trails, and any required notarization or advanced signer authentication for your jurisdiction.
A homeowner requests a higher-capacity electric unit installed by a licensed plumber to meet family needs.
An insurer authorizes replacement after a leak damages a system and surrounding drywall.
| 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 | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |