Parties
Full legal names and contact information for homeowner and contractor, including business entity and licensing details where applicable.
A clear contract limits ambiguity, protects both parties, and creates a baseline for payment, inspections, and warranty enforcement. Legally, properly executed agreements and retained records support enforcement under ESIGN (15 U.S.C. ch. 96) and state law (UETA or comparable statutes).
This contract is used by contractors and homeowners for single-family and small multiunit residential projects.
Parties should ensure authorized representatives sign; trade suppliers, insurers, and local permitting offices may also receive copies.
Full legal names and contact information for homeowner and contractor, including business entity and licensing details where applicable.
Precise description of units, materials, measurements, installation methods, and any exclusions; attach drawings or manufacturer cut sheets as exhibits.
Total contract price, deposit amount, progress payment schedule, accepted payment methods, and consequences for late payment or nonpayment.
Start date, substantial completion target, weather or permit-related delays, and procedures for change orders that affect time or cost.
Manufacturer and contractor warranty terms, duration, remedies for defects, and whether labor is covered separately from parts.
Who obtains permits, proof of insurance and bonding, lien waiver requirements on payments, and responsibility for code compliance.
| Field | Configuration |
|---|---|
| Signing Order | Sequential or parallel routing to homeowner and contractor |
| Required Fields | Make license number, price, and dates mandatory to prevent incomplete agreements |
| Authentication | Email link or SMS code; use stronger ID verification for high-value jobs |
| Attachments | Include exhibits: cut sheets, permits, and insurance certificates |
Choose a platform that supports secure e-signatures, field validation, and document retention.
Store signed copies in both cloud storage and a local project folder to ensure accessibility and long-term retention.
Submit before work begins; local deadlines vary by jurisdiction
Enter agreed MM/DD/YYYY to trigger schedule obligations
Schedule inspection per local building department requirements
Begin on substantial completion; length defined in contract
State rules may allow short cancellation windows for home solicitation contracts
Owner signs estimate and pays deposit; schedules are set.
Contractor orders windows and schedules delivery.
Crew performs installation, manages site protection.
Address defects; finalize acceptance and final payment.
Attach manufacturer data sheets, project drawings, proof of insurance, and contractor license to substantiate specifications and compliance.
Certificate of insurance evidencing liability and workers' compensation helps satisfy permitting offices and homeowner requirements.
Partial and final lien waivers tied to payments prevent later mechanic's lien claims when properly executed and retained.
Export executed contracts as PDF/A for archival and as DOCX for editable internal records; store in project management systems.
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|---|---|---|---|---|---|
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| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | No |
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| HIPAA Compliant | Yes | Yes | Yes | No | No |