Project Scope
Detailed description of items to be produced and installed, reference to drawings, material grades, finish codes, tolerances, and exclusions to prevent disputes about what is and is not included.
A clear joinery job document reduces scope disputes, speeds approvals, and documents responsibilities for installations and handover. It records material selections, finishes, and inspection checkpoints so payment and warranty triggers are unambiguous.
Typical users include general contractors, joinery shop managers, site project managers, and procurement officers responsible for bespoke woodwork installations.
Use the document to assign responsibility, capture approvals, and create an auditable record for payment, warranty, and retention purposes.
Detailed description of items to be produced and installed, reference to drawings, material grades, finish codes, tolerances, and exclusions to prevent disputes about what is and is not included.
Milestone dates for fabrication, delivery, site access windows, and installation sequences, plus allowances for lead times and client approval periods to align procurement and site logistics.
Inspection checkpoints, snag lists, and test procedures used at delivery and after installation to confirm conformance to agreed tolerances and finish standards.
Form and process for change requests including authority to approve, pricing method (time and materials or fixed price), and how schedule impacts are evaluated.
Pricing breakdown, milestone invoicing, retention percentage, tax treatment, and remedies for late payment to provide clarity on cashflow expectations.
Site access rules, PPE requirements, and any client-specific safety inductions required before installation to reduce risk and ensure compliance with site rules.
| Field | Configuration |
|---|---|
| Signing Order | Sequential: shop manager → client rep → project manager |
| Authentication | Email link by default; add SMS code or KBA for higher assurance |
| Reminders | Auto reminders at 3 and 7 days if unsigned |
| Storage | Secure cloud archive with versioning and audit log |
Choose a platform that supports the file formats and integrations your team uses to avoid manual uploads and reconciliation.
Confirm storage encryption, retention settings, and whether the provider supports bulk send, API access, and audit trails to match your procurement and compliance needs.
Date client must approve drawings and finishes
Latest date to order long-lead items
Expected shop completion date
Start and end dates for on-site installation
Date for client sign-off and retention release
Document executed and project baseline established
Client sign-off on detailed fabrication drawings
Materials arrive and are inspected before installation
Installation complete and snagging list issued
| 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 (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
Optica streamlined approvals with a single document workflow and reduced back-and-forth approvals.
Martin Properties used online execution to handle remote signings during installations and handovers.