Contractors & Home Services: Compliance & Paperwork

drafts standard customer agreements from templates for a lawyer to review

Contractors & Home Services · Compliance & Paperwork

tracks license and permit renewals for contractors and home-service pros

Contractors & Home Services · Compliance & Paperwork

captures and records consent before homeowners get marketing texts

Contractors & Home Services · Compliance & Paperwork

logs and routes customer data and privacy requests

Contractors & Home Services · Compliance & Paperwork

drafts refund, cancellation and privacy policy pages for review

Contractors & Home Services · Compliance & Paperwork

tracks insurance certificates and expiry dates

Contractors & Home Services · Compliance & Paperwork

drafts an team handbook outline for owner and lawyer review

Contractors & Home Services · Compliance & Paperwork

flags marketing claims that could break advertising rules

Contractors & Home Services · Compliance & Paperwork

organizes records and flags what to keep or archive

Contractors & Home Services · Compliance & Paperwork