Scope of work
A clear, room‑by‑room description of removed and installed ducts, access points, and any required concealment or cosmetic repairs to prevent later disputes about what was performed.
A precise agreement reduces dispute risk, documents permit and inspection obligations, and clarifies financial and timing expectations for both parties. It protects owner and contractor by spelling out acceptance criteria, material specifications, and warranty coverage in writing.
The document is prepared and signed by parties involved in the project: property owners, licensed HVAC contractors, and property managers or building owners before work begins.
For commercial projects, include the building owner, general contractor, and any third‑party commissioning agent to ensure obligations and inspections are coordinated and documented.
| Field | Configuration |
|---|---|
| Signer order and roles | Owner signs first, contractor signs second. |
| Authentication method | Use email plus SMS code for moderate assurance. |
| Attachments and exhibits | Attach permit applications and product specs. |
| Retention and storage | Set read/write access and archival policy. |
Use a platform that supports PDF and DOCX upload, audit trails, and signer authentication to meet legal and permit requirements.
Confirm the platform integrates with your cloud storage and permits portal, supports authorized user roles, and produces tamper‑evident signed documents suitable for inspection and recordkeeping.
Submit permits before work starts; review times vary by local office.
Inspections are often scheduled within 7–14 days of request, depending on jurisdiction.
Small residential jobs often finish within 1–5 days; larger jobs take longer.
Warranty typically begins on final acceptance date.
Keep signed documents throughout warranty and for statutory retention period.
Both parties sign and initial exhibits and schedules.
Permit is issued by local authority to start work.
Ductwork installed, leakage and airflow tests conducted.
Inspector signs off and release to operate.
A clear, room‑by‑room description of removed and installed ducts, access points, and any required concealment or cosmetic repairs to prevent later disputes about what was performed.
Manufacturer, model, gauge, insulation R‑value and filter specifications that define acceptable components and allow inspectors to verify code compliance during review or after installation.
Quantitative test requirements (for example, allowable leakage percentage, measured CFM at registers) and who performs and witnesses commissioning tests to confirm performance.
Explicit assignment of responsibility for obtaining permits, scheduling inspections, and providing permit numbers so work is lawful and inspectors can locate the record.
Deposit, progress payments and final payment tied to milestones or inspection sign‑offs to align incentives and reduce payment disputes.
Manufacturer and contractor warranty durations, start dates, and steps for repair or replacement, including owner notification and cure periods for defective work.
Include manufacturer data sheets for duct components, fittings and filters so code officials can verify materials meet airflow and fire‑safety requirements.
Attach completed permit forms, fee receipts and any HVAC load or duct design calculations submitted to the authority having jurisdiction.
Provide up‑to‑date contractor insurance and workers’ compensation certificates showing coverage during the project period.
Include pre‑ and post‑installation leakage and airflow test results, balancing reports, and signed commissioning checklists for acceptance.
A homeowner contracts for full attic to living‑space duct replacement to address leaks and poor airflow.
A property manager orders phased duct replacement across several units with staged occupancy.
| 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 |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |