Scope of Work
Describe specific locations (by door or window), tasks to perform, and any exclusions or preparatory work required to set clear expectations and avoid scope creep.
| Workflow Field Name and Purpose | Configuration and recommended values for the field. |
|---|---|
| Invite Settings and Access | Email invite by default; optional SMS code for signer authentication. |
| Signing Order and Roles | Set installer then owner signer; enable initials where required for multi-location jobs. |
| Authentication Options | Email link, SMS code, or knowledge-based verification depending on risk. |
| Storage and Retention Rules | Encrypted storage, full audit trail, and retention per company policy. |
For digital signing and submission, ensure your platform supports secure upload, field mapping, and audit trail capture.
| 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) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
The Weatherstrip Installation Form is completed by installers, contractors, property managers, and sometimes homeowners to document scope and acceptance.
Proper form use helps each party establish obligations, schedule inspections, and maintain proof for warranties, invoices, and tax records.
A contractor standardized the form across crews to ensure consistent measurements and product codes
A property manager used the form to batch authorizations for multiple units
Describe specific locations (by door or window), tasks to perform, and any exclusions or preparatory work required to set clear expectations and avoid scope creep.
List manufacturer, model or SKU, color, adhesive type, and quantity to ensure the owner knows what will be installed and to support warranty claims.
Record width and height for each opening and note tolerance or cutting instructions so replacement parts and future maintenance align with installation records.
Include labor rate, materials cost, taxes, discounts, deposit, balance due, and payment methods to reduce invoicing errors and disputes.
Specify warranty period, covered defects, exclusions, and claim process to provide clear owner expectations and streamline future service requests.
Provide clear signature blocks for installer and owner with printed names, titles, and dates to document mutual acceptance and authorization to proceed.