Scope of Work
Detailed description of tasks, materials, equipment, appliance models, plumbing connections, electrical requirements, and finishing standards so both parties understand deliverables.
A clear executed agreement reduces scope disputes, aligns expectations on materials and schedule, and creates enforceable payment and warranty terms under contract law and commercial practice.
Having the correct parties identified and authorized to sign prevents later enforceability or payment disputes.
An individual or corporate owner who has authority to approve work and payments; must sign in the name of the legal owner and provide billing information.
Licensed contractor or authorized project manager who accepts the scope, confirms licensing and insurance, and acknowledges warranties and timelines on behalf of the contractor.
Detailed description of tasks, materials, equipment, appliance models, plumbing connections, electrical requirements, and finishing standards so both parties understand deliverables.
Start date, key milestones, inspection points, and completion acceptance criteria tied to payments and liquidated damages or remedies for delay.
Contract price, deposit, progress payments, retainage, final payment upon acceptance, and conditions triggering change orders.
Responsibility for obtaining permits, arranging inspections, and meeting local plumbing/electrical codes; specify who pays fees and schedules inspections.
Manufacturer warranties, contractor workmanship warranty period, defect remediation process, and limitations or exclusions.
Insurance coverage requirements, indemnity clauses, limits of liability, and required certificates of insurance from contractors.
| Field | Configuration |
|---|---|
| Signer Order | Owner then Contractor |
| Authentication | Email link or SMS code |
| Attachments | Attach specs, appliance manuals |
| Audit Trail | Capture IP, timestamp, and action log |
Ensure the platform you use meets industry compliance needs and keeps an immutable audit trail for the signed agreement.
Agreement start date in MM/DD/YYYY format.
Date by which required permits must be applied for.
Planned mobilization date tied to weather or access constraints.
Dates for plumbing/electrical inspections and approvals.
Date for punch list completion and final payment release.
Agreement executed and deposit received.
Permits applied for and scheduled inspections.
Plumbing and electrical rough-ins inspected.
Finishes applied, inspections passed, and final payment due.
| 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 | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Optica standardized vendor agreements to eliminate back-and-forth on specs and payment terms, reducing disputes by half.
Martin Properties migrated to online execution to manage multiple vendor installs across properties, improving turnaround.