Custom package
Custom Forms Cleanup Intake
An intake worksheet for adapting proposal forms and specs to an existing contractor workflow.
$750-$1,500
Materials to gather
- Current proposal form, estimate template, bid sheet, or sample scope.
- Recent change orders, allowance notes, selection lists, and customer emails.
- List of repeated trades, project types, exclusions, and owner decision points.
- Preferred company language, payment terms, and internal handoff notes.
Cleanup goals
- Remove vague scope language.
- Separate included work, excluded work, allowances, alternates, and by-others items.
- Add decision deadlines and change-order triggers.
- Make the proposal easier for both the owner and the field team to use.
Use note
This resource is an operations and documentation tool from ContractorOpsLab. It is not legal advice, code advice, engineering advice, insurance advice, safety advice, or a substitute for review by qualified professionals where required. Questions: support@contractorsoplab.com.