DOCFINISH: JOB PAPERWORK CHECKLIST
Published 23 October 2026. https://docfinish.com/resources

BEFORE THE ESTIMATE
[ ] Business and contact details
[ ] Client, site, job reference and date
[ ] Clear scope, quantities and exclusions
[ ] Rates, currency, discount and tax checked
[ ] Requested deposit distinguished from payment received
[ ] Schedule assumptions and next step stated
[ ] Exported PDF reviewed and original retained

WHEN WORK CHANGES
[ ] Original estimate and backup retained
[ ] Extra work and reason described
[ ] Added amount and schedule implications checked
[ ] Actual client decision recorded through your own process
[ ] Proposed and agreed versions clearly distinguished

AT HANDOVER
[ ] Completed scope checked against original and changes
[ ] Outstanding items, owners and follow-up dates listed
[ ] Walkthrough notes and delivered files recorded
[ ] PDF reviewed before sharing
[ ] Private job backup exported

This checklist helps organise records. It does not verify approval, replace professional advice or create reminders.