Scope of Work
Detailed description of materials, tear-off, underlayment, flashing, ventilation, and cleanup expectations; include model names and quantities.
A well-drafted agreement reduces disputes by documenting scope, price, schedule, and warranty terms, and clarifies responsibility for permits, inspections, and clean-up.
Each party should confirm licensing, insurance coverage, and lien waiver procedures before executing the agreement.
Detailed description of materials, tear-off, underlayment, flashing, ventilation, and cleanup expectations; include model names and quantities.
Start and completion dates, milestone reviews, and weather or permit-related delay provisions with notice requirements and cure periods.
Total contract price, deposit amount, payment schedule, retention, and accepted payment methods including any progress invoicing.
Who obtains permits, obtains municipal inspections, and pays associated fees; require copies of permits to be provided to owner.
Contractor insurance limits, proof of coverage, indemnity language, and responsibility for third-party damage or personal injury.
Manufacturer and contractor warranty terms, start date, warranty claims process, and limitations on consequential damages.
| Field | Configuration |
|---|---|
| Owner Info | Mandatory text fields with phone and email validation |
| Contractor License | File upload for license and insurance certificate |
| Signature Order | Set contractor first then owner, or simultaneous signing |
| Notifications | Email/SMS reminders for incomplete signing steps |
Choose channels that preserve the executed copy and audit history for inspections, warranties, and potential disputes.
Record permit issuance target date.
Specify expected work commencement.
Contractor's final completion date.
Target date for municipal inspection.
Enter warranty effective date.
A homeowner hires a licensed contractor to replace shingles after a storm
A property manager engages a contractor for a multi-roof campus project
Individual or entity with recorded ownership must sign or grant authority. If a business owns the property, an officer or authorized signatory should sign and provide a board resolution if required.
Contractor or an authorized company representative signs and must provide license and insurance proof. Subcontractors typically sign separate agreements with the contractor, not the owner.
Agreement signed and deposit received.
Municipal permit obtained; work may not proceed otherwise.
Contractor begins on-site mobilization.
Owner inspection, punch-list completion, and final payment.
| Document Type | Scope | Use |
|---|---|---|
| Estimate | high-level quote | preliminary pricing |
| Work Order | narrow task list | short-term service |
| Contract | comprehensive obligations | binding agreement |
| Change Order | scope modification | cost and schedule adjustments |
Export executed contracts as PDF/A for long-term archiving and fixed formatting across devices.
Maintain a master DOCX template for future edits, change orders, and version control.
Include permits, insurance certificates, and manufacturer warranty PDFs as a single bundled package.
Retain signing audit logs that show timestamps, IP addresses, and signer attribution.
| 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 credit card required | 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 |
| HIPAA Compliant | Yes (BAA available) | Yes | Yes | No | No |