Worksheet
Contractor check worksheet
A one-page record of the checks worth completing before you sign a roofing contract or hand over a deposit.
5 min readReviewed 2026-11-10Roof Repair Roof editorial teamFree, no email required
Print this and fill it in for each company you are considering. The point is not to catch anyone out: it is to make sure the questions that matter are asked while you still have a choice.
Identity and licensing
- Legal business name as it appears on the contract, and any trading name used in advertising.
- Licence or registration number, and the state or local body that issued it.
- Confirmation that the licence belongs to this business and is current — checked on the regulator's own site, with the date checked written down.
- Business address and phone number, and whether the business has a local presence.
Insurance
- Certificate of general liability insurance received, with the policy dates covering the work.
- Workers' compensation certificate received, where the state requires it.
- The certificate names the legal business you are contracting with.
- Any subcontractors confirmed, and their insurance asked about directly.
Scope and price
- Written scope listing what is removed, what is installed, and the product and manufacturer.
- Exclusions stated in writing, with the cost if they turn out to be needed.
- Start date, estimated completion date, and who supervises the work.
- Whether the price is fixed or subject to change, and what would trigger a change order.
Payment and paperwork
- Payment schedule in writing, with a meaningful final payment held until the work is complete.
- Deposit amount confirmed against any state limit on down payments.
- Statement of any right to cancel, and the deadline to use it.
- Every verbal promise written into the contract before signing.
- Nothing signed with blank spaces, and a copy of everything you sign.
After the work
- Workmanship warranty in writing: duration, what it covers, whether labour is included, whether it transfers.
- Manufacturer warranty documents, and any registration the manufacturer requires from you.
- Final inspection and permit closure confirmed with the local building department.
- Final invoice, photographs of the completed work, and all warranty paperwork filed together.
This worksheet is a record of checks, not an endorsement or a vetting service. Requirements differ by state: confirm the current licensing, insurance and cancellation rules with your state regulator.
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