This document is designed to be handed to the client before work begins. It outlines the homeowner’s responsibilities during the project — helping avoid misunderstandings, delays, or last-minute surprises.
It covers who’s responsible for materials, how jobsite access works, what to expect with communication, and what happens if decisions or payments are delayed.
This is one of the most helpful tools in the entire Core Pack — because it trains the client how to work with you before issues ever come up.
What You Get:
Editable .docx file
PDF version for easy print or digital share
Professional, client-facing format
Covers access, communication, materials, and timeline decisions
Signature line to confirm they’ve received and read it
Topics Covered:
Daily access to the jobsite
How to contact the project manager
Deadlines for making decisions
Owner-supplied materials and delay risks
Client’s responsibility for confirming all selections and approvals
What to do (and not do) while work is in progress
Disclaimer:
This is not a legal document or legal advice. It is a practical tool built by a contractor, for contractors. Please review it with a licensed attorney in your city, county, or state before using it for your business.

