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The Contractor Proposal Checklist

Every item the top-earning contractors check before sending a quote. Use this to win more jobs, protect yourself legally, and get paid on time.

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Before You Send

  • Confirm the scope of work in writing
  • Break down materials vs. labour costs
  • Include start date and estimated completion
  • Specify payment terms (deposit, milestones, final)
  • Add permit requirements if applicable

Your Proposal Document

  • Professional header with your logo and contact info
  • Client name and project address
  • Itemized line-by-line cost breakdown
  • Clear exclusions section (what's NOT included)
  • Warranty or guarantee terms

Legal & Protection

  • Signature line with date for both parties
  • Change-order clause (any scope changes require written approval)
  • Liability and insurance details
  • Lien waiver process (if applicable in your state/province)
  • Dispute resolution process

Follow-Up

  • Send within 24 hours of site visit
  • Follow up if no response in 48–72 hours
  • Save accepted proposals for future reference
  • Track win/loss ratio by job type

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