Scope of Work
Describe tasks, materials, quality standards, and deliverables in detail. Attach drawings, specifications, and unit pricing to prevent scope disputes and to create a baseline for change orders.
A clear agreement allocates risk, sets precise deliverables and payment triggers, and documents consent needed for permits and lien rights. It helps avoid disputes, supports insurance and warranty claims, and provides enforceable terms if payment or performance issues arise.
Use the agreement to create a single authoritative record of expectations, approvals, and signatory authority for all stakeholders.
Licensed or registered trade professional who accepts scope, schedule, and payment terms. The contractor must provide license number, insurance proof, and accepted payment milestones to avoid licensing or lien disputes.
Individual or corporate property owner who authorizes work, confirms funding source, and accepts warranties and completion conditions. Owners should verify contractor credentials and specify who can approve change orders.
Describe tasks, materials, quality standards, and deliverables in detail. Attach drawings, specifications, and unit pricing to prevent scope disputes and to create a baseline for change orders.
Specify start date, intermediate milestones, and substantial completion criteria. Tie payment milestones to objective progress checks or inspections to align incentives.
State contract price, retainage if any, deposit amount, invoicing cadence, late-payment interest, and accepted payment methods. Define conditions for final payment and release of lien rights.
Establish a written change-order process that requires owner authorization, revised price, and schedule adjustments. Require signatures for scope or price increases to be enforceable.
Require contractor liability insurance, workers’ compensation, and proof of license. Specify that missing insurance or expired license may pause work and affect remedies.
State warranty periods, remedy procedures for defective work, and dispute resolution methods such as mediation, arbitration, or court jurisdiction.
| Field | Configuration |
|---|---|
| Signer Order | Sequential for owner then contractor; use parallel only with clear authority rules |
| Authentication | Email plus SMS code or ID verification for higher-value contracts |
| Attachments | Require uploaded license and insurance docs before final signature |
| Notifications | Enable reminders and completion receipts for all parties |
Choose a solution that captures an audit trail (timestamp, IP, actions) and supports required integrations for document storage and project management.
| 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 | Verify with vendor | Verify with vendor | Verify with vendor | Verify with vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
MM/DD/YYYY format; contract obligations begin this day
Date work is scheduled to commence; include contingencies for permitting delays
Target date when owner can occupy; tie to inspection or punch-list criteria
Due upon acceptance or within specified days after completion
State warranty length and the process for reporting defects
A property manager used a standardized agreement to onboard contractors for unit renovations and track warranties.
A small developer required signed change orders for any work outside the baseline scope.