Document template
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.
Who uses it
Any residential contractor quoting work — HVAC, roofing, plumbing, remodeling and specialty trades.
What the generated document includes
- Scope of work written for the homeowner, not the inspector
- Explicit inclusions and exclusions to prevent scope creep
- Price and payment terms such as deposit and balance on completion
- Your business details, license number and insurance for credibility
Mistakes that get it kicked back
- Leaving exclusions blank — unstated exclusions become free work
- Quoting a lump sum with no payment schedule, which delays the deposit
- Omitting the license number homeowners use to verify you before signing
Client Project Proposal by state
Requirements around this document change at the state line. Pick your state for the rules that apply to your license.
AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
Other documents
Requirements vary by jurisdiction. Always confirm final submittal requirements with the authority having jurisdiction before filing.