Contractor document library
Seven document types, all included on every plan. Each one merges your saved license, insurance and bond details so you only type the job-specific parts.
Residential Building Permit Application
A residential building permit application is the counter document that authorizes structural, addition, remodel, deck, or garage-conversion work on a single-family or duplex property. Building departments reject applications far more often for incomplete contractor and valuation data than for the work itself.
Mechanical / HVAC Changeout Permit Application
Nearly every jurisdiction requires a mechanical permit for a condenser, air handler, furnace, or full system changeout — even a like-for-like swap. The application is short, but the equipment data has to match the AHRI-rated combination on the invoice, or the inspector fails the final.
Re-Roof / Tear-Off Permit Application
Re-roof permits turn on three numbers: how many squares, what covering is going on, and how many existing layers come off. Jurisdictions in high-wind and wildfire zones add fastening or class-rating requirements that need to be stated on the application itself.
Plumbing / Water Heater Permit Application
Water heater replacements, repipes, sewer laterals and fixture additions all trigger a plumbing permit. Fee schedules are usually driven by fixture count, so an accurate fixture list is what keeps the invoice and the permit in agreement.
OSHA Fall Protection Plan
OSHA 29 CFR 1926 Subpart M requires fall protection for residential work at six feet or more, and a written, site-specific plan whenever conventional systems are infeasible. The plan has to name a competent person and stay available on the job site.
OSHA Lockout / Tagout Sheet
OSHA 29 CFR 1910.147 requires documented energy control before servicing equipment where unexpected startup could injure a worker. On residential and light-commercial jobs this most often means an electrical disconnect, a gas valve, or stored pressure in a refrigerant circuit.
Client Project Proposal
Most residential disputes come from what was never written down. A proposal that states inclusions, exclusions and payment terms in plain language closes faster and protects the change-order conversation later.
Wind Mitigation & Roof-to-Wall Attachment Affidavit
Florida jurisdictions and insurers want proof of how a roof is attached: deck nailing pattern, roof-to-wall connection, roof geometry, secondary water resistance and opening protection. Contractors are routinely asked for this documentation at re-roof permit close-out and again when the homeowner files for an insurance credit.
Notice of Commencement (Florida Statute 713.13)
Florida Statute 713.13 requires a recorded Notice of Commencement on most improvements over $2,500 before the first inspection can be approved. Missing or mis-recorded notices are one of the most common reasons a Florida inspection gets cancelled at the door.
Electrical Permit Application
Service upgrades, panel changes, rewires, EV charger installs and solar tie-ins all require an electrical permit. Fees usually key off service amperage and circuit count, so those two numbers decide whether your application clears the counter.
Demolition Permit Application
Demolition permits hinge on two things outside the demo itself: proof that utilities are disconnected and proof that the structure was surveyed for asbestos. Both belong on the application, not in a follow-up email.
OSHA 300A Summary of Work-Related Injuries
Employers covered by OSHA recordkeeping must post Form 300A — the annual summary of recordable injuries and illnesses — from February 1 through April 30, signed by a company executive, even in years with zero cases.
W-9 Request for Taxpayer Identification Number
Every general contractor, property manager and insurance carrier that pays you needs a W-9 on file before they cut the first check. Keeping a current one ready removes the most common reason a first payment sits in accounts payable.
Lien Waiver and Release Upon Payment
Most progress and final payments are released only against a signed lien waiver. Which form you sign matters: a conditional waiver takes effect when the payment clears, while an unconditional waiver gives up rights the moment you sign it.
Construction Change Order
Unwritten changes are the fastest way to lose money on a residential job. A numbered change order that states the added scope, the price delta and the schedule impact keeps the contract intact and gets the extra work paid.
Florida Uniform Roofing Permit Application
Florida jurisdictions run re-roofs through the uniform roofing permit application, and Miami-Dade and Broward add the High-Velocity Hurricane Zone sections. Plan reviewers check the roof system, the design uplift pressures by zone and the deck re-nailing scope before anything else.
Florida Product Approval / Miami-Dade NOA Sheet
Florida plan review will not release a roofing or opening-protection permit without a product approval sheet. Every component needs its FL number or Miami-Dade Notice of Acceptance, the manufacturer, the expiration date and the installation method it was approved under.
Owner-Builder Disclosure Statement & Affidavit
When a homeowner pulls their own permit, the building department requires an owner-builder disclosure: a signed statement that the owner is acting as their own contractor and accepts responsibility for supervision, payroll and liability. The statutory language differs by state — Florida uses section 489.103(7) and requires an in-person signature, Arizona uses A.R.S. 32-1121(A)(5), California uses Business & Professions Code 7044 — so this template swaps in the correct citation and acknowledgements for the state you enter.
Subcontractor List and Affidavit
Most Florida building departments will not issue or finalize a permit without a subcontractor list showing each trade's licensed contractor. Missing or unlicensed subs are one of the most common reasons a permit sits unissued at the counter.
Contractor's Final Payment Affidavit (Florida 713.06)
On any Florida job with a recorded Notice of Commencement, the contractor must furnish a final payment affidavit at least five days before filing a lien suit and before the owner is obligated to make final payment. It states the contract total and any lienors who remain unpaid.
Window & Door Replacement Permit Application
Most jurisdictions require a permit for window and exterior door replacement whenever the opening is altered, the unit is structural, or energy-code compliance has to be documented. Insert replacements still need documented U-factor and SHGC values, and bedroom openings still have to meet emergency egress.
Siding & Exterior Cladding Permit Application
Re-siding permits turn on two questions: is the existing cladding coming off, and what weather-resistive barrier goes back on. Building departments want the material, the wall area, and the flashing approach documented before the wrap is covered.
Gutter, Downspout & Drainage Scope Record
Gutter work rarely needs a standalone building permit, but discharge location, storm tie-ins and HOA review do get questioned — and a written scope record protects the job when grading or basement moisture becomes a dispute.
EPA Lead-Safe RRP Compliance Record
Any window, siding, roofing or remodeling work that disturbs paint in a home built before 1978 falls under the EPA Renovation, Repair and Painting rule. The firm must be certified, a certified renovator must be assigned, and the Renovate Right pamphlet must be delivered and acknowledged before work starts.