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FAQs
Name and Contact Details
Contact Person
Date
Lead Source
Address
Home Phone
Work Phone
Company Name
Email
Specialized Field (GC, Plumber, Electric, Roofer, etc.)
Insurance and Experience
Are you licensed and insured?
Yes
No
Contractor License #
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 were the addresses?
Can we see the work on one or two recent projects?
Yes
No
How do you usually bid out your work?
Labor & Material
Labor Only
Subcontractors
Do you use subcontractors?
Yes
No
Are they licensed and insured?
Yes
No
More Pre-Screening
How often do you communicate with your clients during a job?
Do you clean the jobsite daily?
Yes
No
Do you have a problem with signing a lien waiver?
Yes
No
Can you provide a list of references with the names and numbers you have done work for in the past?
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