Before drafting
- The estimate is accepted and its version is identified.
- The customer record is the existing one, not a new duplicate.
- The correct template for this work type is selected.
Document content
- Legal entity name of your business and correct customer names.
- Service address matches the site that was visited.
- Scope wording matches the accepted estimate.
- Standing exclusions present; job-specific exclusions added.
- Total and line items match the estimate exactly.
- Payment schedule with trigger events and due windows.
- Change-order clause present and unedited.
- Warranty and schedule expectations stated.
Signers
- Every required party listed with a role, not just an email.
- Your business representative assigned.
- Co-owners or property owners included where applicable.
- Each signer will receive their own access, not a shared one.
Review
- Above your value threshold? Reviewed by someone who did not build it.
- Any clause edited from the template? Approved and recorded.
- Custom payment structure? Approved.
After execution
- Every required signer completed and one final document exists.
- Completed copies delivered to the parties.
- Agreement attached to the job and customer record.
- Payment schedule carried into billing.
- Exclusions and access notes visible to whoever is on site.
What this checklist is not
It is an operational completeness check. It does not verify that your clauses are lawful, sufficient or appropriate in your jurisdiction, and it makes no claim about the enforceability of anything you send. Have your contract documents reviewed by a lawyer who practices where you work.