Company profile
Business name, contact, address, service categories, service area, hours, emergency boundaries, and dispatch contact.
Vendor packet
Prepare common vendor packet items before a commercial buyer asks.
Property managers, GCs, municipalities, HOAs, facilities teams, and commercial buyers may ask for a packet before work starts. This checklist helps organize likely questions without promising acceptance.
Checklist
Common items contractors are often asked to provide.
Insurance packet questions
COI request contact, certificate holder instructions, expiration dates, and questions for your insurance agent.
License and registration notes
Trade license, local registration, bond questions, issuing office, expiration date, and local requirements to confirm.
Tax and billing setup
W-9 status, remittance contact, sample invoice, purchase-order process, and accountant/bookkeeper review notes.
References and trust details
Relevant job types, review links, photos, trade categories, safety notes, and contact boundaries for references.
Buyer-specific questions
Ask the property manager, GC, municipality, HOA, or facilities contact what their packet must include for that job.
Owner routing
How an owner or assistant can turn this into a packet review before sending it to a vendor.
Packet inventory
List which packet items are known, missing, expired, or waiting on a professional question.
Buyer question list
Prepare questions to ask the buyer without uploading documents or sending outreach automatically.
Admin gap summary
Summarize what to clean up before the business pursues more commercial work.