Name and Contact Details

Contact Person: _________________________________________________________________________________________________    

Date: _________________________________________ Lead Source: ______________________________________________________

Address: _______________________________________________________________________________________________________   

Company Name: ___________________________________________________Cell Phone:                                                     

Specialized Field (GC, Plumber, Electric, Roofer, etc):__________________    Work Phone: __________________________________

Email: _______________________________________________ Contractor License #: _____________________________________

 

Insurance and Experience 

Are you licensed and insured:   Yes   No     What type of insurance: __________________________________________________ 

How much coverage: _________________________________   License updated: _________________________________________

How long have you been doing business in the area: ___________________ How long running own crew: _____________________

How many guys on crew full time: _______________________________________________________________________________

 

Current Projects and Bidding

How many projects do you have going on right now: ___________________________ In the past year:________________________

How many jobs do you typically handle at once: ____________________________________________________________________

What were the scopes of work: _________________________________________________________________________________       

What are the addresses:  _______________________________________________________________________________________

Can I see the work on one or two recent jobs:  ______________________________________________________________________

How do you usually bid out your work: ____________________________________________________________________________

Materials and Labor charged together or separate in your bids: ________________________________________________________

Do you give written warrantees for your work: ______________________ How long of a warrantee: __________________________

 

Sub-Contractors and More Prescreening

Do you use subcontractors: ____________ Are they licensed and insured: _______________________________________________

Who is your electrician: ________________________________ Who is your plumber: _____________________________________

Do you belong to the Better Business Bureau or local Chamber of Commerce: ____________________________________________

Do you have any certificates/licenses regarding the skills you have: _____________________________________________________

Have you ever declared bankruptcy: ______________________________________________________________________________

How often do you communicate with your clients during a job: ________________________________________________________

Do you clean the job site daily: __________________________________________________________________________________

Do you have a problem with signing a lien waiver: ___________________________________________________________________

 

References

Can you provide a list of references; with the names and numbers you have done work for in the past:

1. _________________________________________________________________________________________________________

2. _________________________________________________________________________________________________________

3. _________________________________________________________________________________________________________