Scope
Define deliverables, exclusions, workmanship standards, and acceptance criteria. Attach drawings, specifications, and any referenced standards to avoid ambiguity during construction and inspection phases and procurement sequencing.
Using a Project Management Construction Job centralizes responsibilities, timelines, and cost control in a single record to reduce miscommunication, support permitting and contract compliance, and provide an auditable basis for change orders, payment applications, and dispute resolution.
Typical users who prepare or complete a Project Management Construction Job include project managers, contractors, owners, and subcontractor representatives.
Use the document to document authority, confirm approvals, and establish the standard path for communication and payment on the project.
Define deliverables, exclusions, workmanship standards, and acceptance criteria. Attach drawings, specifications, and any referenced standards to avoid ambiguity during construction and inspection phases and procurement sequencing.
List milestone dates, critical path activities, float allowances, and interim inspections. Include start and completion dates and procedures for adjusting timelines when change orders occur.
Itemize estimated costs, allowances, contingency reserves, payment milestones, and invoicing requirements. Specify retained amounts and schedule for release upon milestone acceptance and include supporting backup documentation.
Identify the project manager, site superintendent, safety officer, design contacts, and subcontractor leads with their contact details and defined authority levels for approvals and procurement.
Specify inspection schedules, acceptance criteria, testing protocols, PPE requirements, and incident reporting procedures to meet regulatory and owner-imposed standards, including required certifications and third-party testing where applicable.
Describe the change order submission process, approval thresholds, cost and time impact evaluation, and record retention for original and amended documents to preserve auditability and notice timelines.
| Field | Configuration |
|---|---|
| Signer Authentication | Email + SMS code optional |
| Conditional Fields | Show fields based on responses |
| Bulk Send | Supported on premium plans |
| Delivery Copies | Automatic PDF to stakeholders |
Choose a platform that supports PDF, DOCX uploads, audit trails, integrations with project systems, and secure signer authentication methods.
Record official project start and final completion dates.
Enter interim milestone due dates for inspections and deliverables.
Specify dates for invoicing and retainage release.
Track expiration and renewal deadlines for site permits.
Keep records for IRS reporting and audit support.
Issue job request, confirm site assessment and permit needs.
Finalize scope, schedule, risk register, and procurement plan.
Manage construction activities, inspections, and subcontractor coordination.
Complete punch lists, final inspections, warranties, and record handover.
| 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 by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (premium) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
Tim Martin, founder of Martin Properties, moved lease and job approvals online to avoid on-site bottlenecks and missed signatures.
Dan Rotelli at BIS replaced paper change orders and approvals with signed digital job documents to centralize audit history and compliance controls.
Save the fully executed agreement as a PDF/A-compliant signed file that preserves visible signatures and an embedded audit trail; use PDF for recordkeeping and archival.
Retain an editable DOCX copy for internal updates before final execution, then convert the signed version to PDF for legal retention and distribution to stakeholders.
Attach permits, certified payroll, drawings, test reports, and insurance certificates to the job file. Ensure each attachment is referenced in the main document and dated for audit trails.
Store signed records in encrypted cloud storage with version history. Maintain access controls, backup policies, and export capability for audits and insurer or owner requests.