Scope of Work
Detailed description of work to be performed, specific materials, measurements, and accepted workmanship standards to avoid ambiguity in performance and inspections.
A precise agreement protects both parties by fixing scope, price, timing, and remedies; it documents permits and license status; it enables lien waivers and warranty enforcement; and when executed correctly it creates an enforceable record under ESIGN and UETA.
Common users range from individual homeowners to trade contractors and property managers who need clear, documentable project terms.
Different signatories and reviewers will rely on the same core fields to confirm scope, payment, insurance, and completion criteria.
The individual or entity that owns the residence and requests the work. Provide full legal name, mailing address, contact phone and email. The homeowner reviews scope, approves change orders in writing, and releases final payment upon acceptance.
The licensed contractor or company performing the siding and porch work. Include company name, license number, expiration date, insurance details, Contractor's address, and a primary contact. The contractor warrants workmanship and is responsible for permits unless otherwise stated.
| Field | Configuration |
|---|---|
| Signer order | Set sequence or allow parallel signing based on contract needs. |
| Authentication | Use email plus SMS or advanced signer authentication when higher assurance is required. |
| Conditional fields | Show or hide sections (change orders, permits) depending on selections. |
| Reminders | Enable automated reminders and expiration notices for pending signers. |
Ensure the platform you use accepts standard construction contracts in common file types and integrates with your back-office systems.
Detailed description of work to be performed, specific materials, measurements, and accepted workmanship standards to avoid ambiguity in performance and inspections.
List brand names, product models, color codes, quantities, and who is responsible for procurement to prevent substitution disputes.
Total contract price, deposit, progress payments, retainage, acceptable payment methods, late fees, and final payment conditions tied to inspection or certificate of completion.
Start date, milestone dates, substantial completion definition, weather delay handling, and remedies for missed deadlines to manage expectations.
Process for written change orders including scope description, price impact, schedule adjustment, and required approvals before the work proceeds.
Workmanship warranty period, manufacturer warranties, lien waiver requirements, and indemnity language to protect both homeowner and contractor.
Submit before work begins; municipal lead times vary by jurisdiction.
Establishes when obligations and timelines start.
Actual commencement date for labor and materials staging.
Date when project meets acceptance criteria for occupancy or use.
Trigger for final invoice, retainage release, and lien waivers.
Agreement executed and deposit paid; start scheduling permits and procurement.
Municipal permits issued and posted prior to work commencement.
Site mobilization, demolition (if any), and installation begin.
Punch list addressed and final payment released after acceptance.
Optica standardized a contractor agreement to speed customer approvals and reduce rework.
A property manager adopted a templated agreement for recurring siding replacement across multiple properties.
| 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 | Varies | Varies | Varies |
| Bulk Send | Yes (Business Premium) | Varies | Varies | Varies | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |