Use these on every job. Check items off as you go, then hit Download / Print PDF for a blank copy to keep in the truck or share with your crew. Most contractor disputes come from skipping one of these steps.
🎉 Every Box Checked
You're running a tight operation. Hit "Download / Print PDF" to keep a blank copy for next time.
📋
Before Every Job
0 / 6
✓
Signed written contract with scope, timeline, and payment schedule
✓
Permit pulled before any work starts (if required)
✓
Deposit collected and documented in writing
✓
Before photos taken of the work area (timestamp on)
✓
All material specs confirmed with customer in writing
✓
Change order policy explained before work begins
Progress0%
🔨
During the Job
0 / 6
✓
Daily progress photos with timestamps
✓
Scope changes signed via change order before doing the work
✓
Verbal customer requests confirmed via text immediately
✓
Milestone payments collected at completion of each stage
✓
Site left clean and secure at end of each day
✓
Material delivery receipts saved
Progress0%
🏁
Job Completion
0 / 6
✓
Final walkthrough with customer — get sign-off
✓
Final payment collected before leaving the property
✓
Permit closed and inspection passed (if applicable)
✓
Warranty terms delivered to customer in writing
✓
Google review requested from customer — same day
✓
Referral asked: "Know anyone else who needs this?"
Progress0%
📄
Every Written Estimate Must Include
0 / 8
⚠️ In NY, any home improvement contract over $500 must include the contractor's license number and the homeowner's 3-day right of rescission. Missing either makes your contract unenforceable.
✓
Your company name, license number, and contact info
✓
Itemized scope — exactly what work is included
✓
Specific materials, brands, and grades being used
✓
What is explicitly NOT included (exclusions)
✓
Payment schedule tied to milestones — not calendar dates
✓
Change order policy and warranty terms clearly stated
✓
NY 3-day right of rescission notice (required for jobs over $500)
Contractor Job Checklists