Follow Up With

🛠️ Contractors and trades template

Pre-construction paperwork template

A pre-construction checklist for contractors: the signed contract, deposit, HOA approval, permit signatures and site access to collect from the homeowner before the start date.

Use this template

Free. Once it's in your account you can rename it, add or remove items, and change anything.

Each job is named
"Pre-construction"
Usually repeats
As needed

Ask the client for

  • Signed contract

  • Deposit payment

  • HOA approval

    Only if the property is in an HOA.

  • Property survey or plot plan

  • Signatures on the permit application

  • Lockbox code or key and parking instructions

Your steps

  • Submit permit application

  • Schedule start date and crew

How it works with Follow Up With

  1. 1

    Make it yours

    Add the template to your account and change anything: rename items, add notes for the assistant, remove what you don't need.

  2. 2

    Start it for a client

    Start a job for any client in one click. The list is ready; you just pick who it's for.

  3. 3

    The assistant does the asking

    Your client gets one friendly email listing everything, reminders on a schedule you choose, and a private link to upload or reply. No login needed.

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Let the assistant do the asking

Add a template, start it for a client, and Follow Up With emails them the list, reminds them until it's done, and checks the files they send.

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