Scope of Work
Describe tile types, quantities, substrate preparation, grout, location specifics, and acceptance criteria to avoid scope disputes.
A documented agreement reduces misunderstandings about scope, timing, and payment, preserves lien rights, and provides a contract baseline for claims, warranty enforcement, and dispute resolution under controlling state law.
Parties should confirm signer authority, licensing, and insurance coverage before executing the agreement to avoid enforceability or compliance issues.
| Workflow Field | Configuration |
|---|---|
| Document Template | Save a prefilled template for repeat projects. |
| Signer Roles | Assign Contractor, Client, and Inspector roles. |
| Authentication | Choose email, SMS, or KBA per risk level. |
| Reminder Schedule | Set automatic reminders for unsigned parties. |
Describe tile types, quantities, substrate preparation, grout, location specifics, and acceptance criteria to avoid scope disputes.
Specify deposit percentage, progress milestones, retainage, final payment conditions, and accepted payment methods to prevent late-payment issues.
Set a start date, milestones, and substantial completion date, plus agreed remedies or liquidated damages for delays.
Define how changes are documented, priced, and approved in writing before additional work proceeds.
State product and workmanship warranty lengths, defect remediation process, and that warranty does not cover misuse.
Require general liability, workers' comp, and indemnity provisions allocating responsibility for third-party claims.
Date work is scheduled to begin; coordinates permit and material delivery timing
Milestone when project is operable for intended use, triggers payment or inspection
Date final invoice is payable after punch-list and acceptance
Time window for reporting defects under stated warranty
Date by which required permits must be secured
Client approves scope and price in writing.
Contractor confirms payment and schedules material orders.
Work begins on agreed start date after permits secured.
Acceptance and final payment after punch-list completion.
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|---|---|---|---|---|---|
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| Free Trial | Yes, 7-day free trial | Yes | Yes | Yes | Yes |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |