Client Responsibilities — What Clients Need to Know Before Work Begins

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Sets clear expectations for your client before the job starts. Covers access, decision timelines, communication, and owner responsibilities.

Sets clear expectations for your client before the job starts. Covers access, decision timelines, communication, and owner responsibilities.

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.