Review the Contract Before Your Next Decision
Use the original written scope, current estimate and change records to prepare your questions. Check what your account actually supports before relying on a sharing, signature or approval status.
The spouse-specific email/text invitation and dual-signature workflow described on older versions of this guide is not currently available. Do not start a trial to obtain it. This guide does not create, send, accept or sign a contract.
Keep the original records
- Written scope: work, quantities, materials and exclusions
- Current price: selected options, taxes and payment timing
- Questions: unresolved details and who will answer
- Changes: original work and each proposed difference
- Copies: retain the actual documents and communications in your own records
Quick Answer
Use a manual checklist to compare the written scope, price and changes before deciding what to do next. A shared URL, displayed signature status or saved document is not proof of delivery, joint approval, payment or legal validity. This static guide does not save your answers.
Manual contract review checklist
Use your own copy of the original documents. Write down the answers and unresolved questions; nothing entered elsewhere is transferred to this guide.
1. Match the work to the document
Check the property or job reference, document date and version. Compare included work, materials, quantities and exclusions with what you discussed.
2. Check the selected price
Identify chosen options, the current total, taxes and any allowance or unknown amount. Ask which assumptions could change the price and request the answer in writing.
3. Review timing and payments
List the proposed start, completion, payment and dependency dates. Ask who will confirm changes. Keep scheduling and payment arrangements separate from a signature status.
4. Identify the reviewers
Make sure everyone is reviewing the same document. Record unanswered questions and who will respond. A copied link does not add another approver or confirm that person reviewed it.
5. Compare each change
Keep the original scope beside the proposed added or removed work, price difference and timing. Check which record is current and who is responsible for the next action.
6. Retain your own copies
Keep the original estimate, any accepted version, changes and contractor communications. Check an exported or printed copy before relying on it; a successful screen is not proof that a copy was delivered.
Review the actual estimate workflow
A supported public estimate can show selections and a total for review and accept one submitted name and signature. The current server must verify the reviewed estimate. Access, availability and refusal states still apply; this is not a promise that every document or account supports the same action.
Before a signature action
- Review the current scope, options and total.
- Check who is submitting the name and signature.
- Resolve an unavailable, changed or expired estimate with the contractor.
- After a failure, check the saved estimate before trying again.
After a recorded acceptance
- Check the actual saved acceptance and available copy.
- Arrange payment and scheduling separately.
- Confirm any delivery instead of assuming both parties received a copy.
- This guide does not verify legal validity, ESIGN compliance or acceptance of an audit trail.
Presentation is a review aid
The presentation workflow helps review available estimate items. Showing the screen is different from recording acceptance, sending a copy or proving another person agreed.
Keep changes separate and reviewable
Ask for the proposed work and price difference in writing. Keep the original scope available for comparison. A change record, approval status and update to a job are different things to verify.
Describe the difference
List added or removed work, materials, quantities and timing. Identify the original document the change refers to.
Check the available action
Confirm which change-order workflow is available in the current account and which record it updates. This guide does not submit an approval or add work to a job.
Confirm the next record
Check the actual saved change and the resulting price or job record. Do not assume a complete history, legal acceptance or delivered notification from a displayed status alone.
Choose the next question to resolve
Return to your original documents and identify the scope, price or change that needs a written answer.
Use the review checklistFrequently Asked Questions
What does this contract review checklist do?
It helps you list questions about the original scope, price, timing, exclusions and changes. This static guide does not create, send, accept or sign a contract, and it does not save your answers.
Can BuildFolio invite a spouse by email or text and collect two signatures?
The spouse-specific email/text invitation and dual-signature workflow described on older versions of this guide is not currently available. Copying an existing estimate URL does not establish delivery, a second approver or that person’s decision.
What can the current estimate acceptance workflow establish?
A supported public estimate can record one submitted name and signature after the current selections and total are reviewed. Availability and server checks still apply. A recorded acceptance is different from payment, scheduling, delivery of a signed copy or a second signature.
Does a signature status establish legal validity or compliance?
This guide does not verify legal validity, ESIGN compliance or acceptance of an audit trail. A displayed status or timestamp alone does not establish those conclusions.
How should I review a change to the work?
Keep the original scope and the proposed change together. Ask for the added or removed work, price difference, timing and the person responsible for the next action in writing. Check the actual workflow and saved record; this guide does not submit approval or guarantee that a job was updated.
Does a trial include every contract workflow?
No universal contract-feature entitlement is established here. Check current pricing and the options available in your account. The 14-day Pro trial requires a card and renews at $39/month unless canceled before it ends; it does not supply the unavailable spouse invitation or dual-signature workflow.
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