Scope of work
A detailed scope identifies materials, removal of existing roofing, flashing and vent work, roof deck repairs, and finish specifications so both parties share the same expectations and quality standards.
A detailed agreement protects both parties by documenting the exact work, timelines, and compensation, and by specifying remedies for defects, delays, or nonpayment. It promotes transparency on materials, inspections, and warranty coverage while establishing who bears permit, cleanup, and disposal responsibilities.
Common parties include the homeowner, an authorized contractor or company representative, and any financing or insurance representatives when payment is third-party.
Ensure the signatory has legal authority: homeowners should be titleholders or authorized occupants and contractors must be licensed where state law requires.
The homeowner is the primary client who authorizes work, approves specifications, and makes or guarantees payment. The homeowner should confirm identity, property address, and that any mortgage or third-party financing is disclosed before signing.
The contractor signs to commit to performing work to specified standards, to provide materials and warranty terms, and to comply with local permitting and licensing requirements. An authorized company representative should include license number and contact details.
| Field | Configuration |
|---|---|
| Signer order | Sequential or parallel routing |
| Authentication | Email, SMS code, or ID check |
| Attachments | Permit proof and license scans |
| Notifications | Email reminders and final copies |
Use a signing platform that preserves the executed PDF, captures an audit trail, and supports common file formats such as PDF and DOCX.
Ensure the provider meets your compliance needs (for example, ability to sign under ESIGN and UETA standards) and can export the signed document and audit log for retention.
A detailed scope identifies materials, removal of existing roofing, flashing and vent work, roof deck repairs, and finish specifications so both parties share the same expectations and quality standards.
Define deposit amounts, milestone payments tied to measurable stages, final payment on completion, and any retainage, plus accepted payment methods and late fee terms.
Specify which party obtains permits, complies with local building codes, and schedules inspections to prevent code violations or permit-related work stops.
Describe the process for written change orders including who may authorize them, how price and schedule are adjusted, and documentation required for approval.
List manufacturer and contractor warranties, their duration, coverage limits, and any maintenance obligations the homeowner must follow to preserve warranty rights.
Identify governing law, venue, and whether disputes proceed to arbitration or litigation, plus timelines for notices and cure periods prior to formal claims.
A day-by-day or milestone schedule that identifies start, expected completion, and critical dependencies to coordinate inspections and subcontractors effectively.
Detailed product names, models, colors, and quantities, and a copy of any manufacturer data sheets to avoid substitution disputes during installation.
Contractor insurance certificate showing general liability and workers' compensation limits and listing the homeowner as certificate holder when requested.
Preformatted conditional or unconditional lien waiver forms used at each payment milestone to manage lien exposure and trust in payment flows.
Specified install start date
Target finish or milestone date
Due dates tied to milestones
48–72 hour approval window typical
How to report defects within warranty
Homeowner authorizes scope and signs the contract
Contractor secures required permits before work begins
Roof replacement or repair performed per specifications
Work signed off and warranty documentation delivered
| Criteria | Residential Roof Agreement | Homeowner Estimate |
|---|---|---|
| Binding terms | ||
| Price detail | final total | ballpark figures |
| Change orders | defined process | typically informal |
| Signatures required | optional |
| 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) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Business Premium) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
A homeowner requests roof replacement after storm damage and provides insurance claim info
A homeowner wants a limited repair and extended warranty on patched area