Project Info
Includes project name, owner, job site address, permit numbers, and contact information for estimator, project manager, and site foreperson. Accurate contact fields expedite contingency approvals and inspections.
Use this form to standardize site scope, reduce estimate disputes, document compliance with local building requirements, and streamline approvals. Clear measurements and material specifications reduce rework, support accurate invoicing, and create a defensible project record for permit or warranty inquiries.
Typical users who complete or request the form include contractors, pool builders, and landscape professionals preparing site plans and estimates.
Public agencies and permitting officials may review completed forms during plan review and on-site inspections.
| Field Name and Configuration Details | Configuration setting or default value |
|---|---|
| Signer Order and Routing Rules | Define signer sequence: estimator, client, building official. |
| Field Validation and Required Inputs | Use numeric formats, MM/DD/YYYY, and mandatory dimensions. |
| Authentication and Verification Settings for Signers | Email plus SMS or KBA for high-value jobs. |
| Archive and Audit Trail Retention | Store signed PDF with timestamp and exportable audit log. |
Ensure the chosen platform supports PDF, DOCX, mobile signing, and secure storage when collecting signatures.
Includes project name, owner, job site address, permit numbers, and contact information for estimator, project manager, and site foreperson. Accurate contact fields expedite contingency approvals and inspections.
Lists paver manufacturer, model or SKU, color, thickness, joint width, recommended bedding and jointing compounds, and finish treatment. Exact specs prevent substitution and support warranty claims.
Tables for plan dimensions, step elevations, tolerances, slope percentages, and any offsets from property lines or pool edge. Use inches and decimals to match construction practice.
Records excavation depth, subbase material and compaction standard (e.g., 95% Proctor), drainage routing, landscape interfaces, and utility relocation notes to prevent conflicts during installation and stabilize edge restraints.
Specifies allowable gaps, flatness tolerances, maximum settlement, and finish acceptance criteria for pavers and sunshelf step surfaces to guide installers and inspectors during acceptance and testing.
Designates signers by role, includes signature and date fields, and notes when notarization or witness signatures are required by jurisdiction or contract terms for enforceability.
Itemizes quantities, unit prices, lead times, and supplier contact details so purchasing and delivery align with the construction schedule and inspection windows, reducing delays and backorders.
Provides pass/fail criteria for compaction, jointing, slope, and finish; includes space for inspector name, date, observations, and required corrective actions, and photographed evidence attached to the record.
Tracks scope changes, cost adjustments, approvals, and lien waiver references so that each modification is documented and tied to its execution date and related payment records.
Summarizes manufacturer and installer warranty durations, coverage limits, start date, and steps required for claim submission and remediation per contract.
Submit before site mobilization to avoid delays.
Schedule after site prep and base compaction confirmation.
Align payments with completion of base and finish installation.
Obtain sign-off before warranty period begins.
Retention clock begins on completion date.
Document quantities and provisional pricing for client approval.
Provide filled form and attachments to building department.
Field team completes work and records deviations.
Collect final signatures, warranties, and archived PDFs.
Martin Properties standardized on a digital form and eSignature to process site work and pool-related hardscape documents across multiple developments.
Optica Ventures used a standardized field form combined with eSignature to coordinate subcontractors and capture on-site approvals across remote jobsites.
| 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, no card required | Trial options vary by vendor and plan | Trial options vary by vendor and plan | Trial options vary by vendor and plan | Trial options vary by vendor and plan |
| Bulk Send | Available on paid plans | Available on paid plans | Available on paid plans | Available on paid plans | Limited or unavailable on some plans |
| Audit Trail | Complete audit trail with timestamps and IP | Complete audit trail with timestamps and IP | Complete audit trail with timestamps and IP | Complete audit trail with timestamps and IP | Complete audit trail with timestamps and IP |
| HIPAA Compliant | Yes — BAA available upon request | Yes — BAA options available | Yes — BAA options available | No | No |