Home / Contractor checklist
01Business verification
- Match the proposal to the legal contracting entity
- Check required credentials with the official authority
- Review current insurance evidence
- Identify the salesperson and contract signer
- Record the responsible project supervisor
02Relevant capability
- Inspect comparable completed work
- Speak with current and completed-project references
- Test experience with the proposed pool system
- Review access and site-assessment process
- Identify designers, engineers, and key trades
03Proposal quality
- Issue the same project brief
- Normalize all major work packages
- Identify allowances and exclusions
- Record exact products and models
- Resolve unexplained scope and price differences
04Agreement controls
- Confirm every referenced contract document
- Review payment milestones and evidence
- Require a written change process
- Understand schedule and delay provisions
- Define inspections and correction responsibility
05Construction control
- Establish communication and reporting cadence
- Track decisions and approvals
- Protect inspection hold points
- Update schedule and contract value after changes
- Keep photographs and the current job file
06Closeout and ownership
- Operate and commission all equipment
- Resolve one written punch list
- Collect final approvals and records
- Map product and workmanship warranties
- Retain a permanent project archive