Contractor Onboarding | Edits

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Primary Representative Accounts Receivable Contact Authorized Signatory

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Upload Proposal (Optional)

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Have a proposal? Upload it to auto-fill scope and fee fields We'll analyze your proposal in the background while you continue filling out the form. Scope Details (Section 5) and Fee Schedule (Section 6) will be populated automatically.

⬆️ Drag & drop your proposal here, or browse Accepts PDF, Word (.doc, .docx), or Text files

Continue filling out the form below — extracted data will appear in Sections 5 & 6 when ready.

Property & Contract Details

Property Name *

Owner Entity *

Contract Date - Day *

Contract Date - Month *

Contract Date - Year *

Service Type *

Contractor Information

Contractor Company Name *

Entity Type *

Tax ID *

State of Incorporation *

Contractor Address Line 1 *

Contractor Address Line 2 *

Contact Information

Primary Representative

First Name *

Last Name *

Email *

Phone *

Accounts Receivable Contact

First Name *

Last Name *

Email *

Phone *

Authorized Signatory

First Name *

Last Name *

Title *

Email *

Phone *

Notice Information

Attorney Firm Name

Attorney First Name

Attorney Last Name

Address Line 1

Address Line 2

Scope Details & Terms

IBrief Description of Services

InstructionsProvide a 1-2 sentence summary of the contractor's scope of work suitable for a contract header.

A sentence or two describing the contractor's scope of work

IIFull Description of Services

InstructionsDescribe what you will do in clear, high-level scope terms. Include:

The project phase (e.g., entitlement, design, permitting, construction, closeout)
The main service categories
The primary deliverables

IIIContractor's Obligations and Deliverables

InstructionsList your specific obligations and deliverables in bullet form. For each deliverable, include:

A name + format (PDF, CAD, Excel, Word, stamped plans, etc.)
A timing trigger (e.g., "within 10 business days of receiving X")
Key assumptions/dependencies

IVPayment Terms

InstructionsState how you will bill (fixed fee or hourly), the amount, and the invoice schedule.

VProject Schedule

InstructionsProvide a service schedule. Include start trigger, estimated durations, and key dependencies.

VIExclusions

InstructionsList any items, services, or scope that are explicitly excluded from this proposal.

Fee Schedule

Select one fee structure below — Hourly, Monthly Retainer, or Scope Line Items.

Hourly Rate *

Estimated Hours

Total (Not to Exceed)

Fee Schedule Notes

Monthly Fee *

Number of Months

Total Contract Amount

Fee Schedule Notes

Enter each scope line item with amount and billing type (Fixed or T&M):

#	Scope Line Description	Amount ($)
1		$
2		$
3		$
	SCOPE TOTAL:	$