Contract Creation & Execution for Masonry
The Contract Creation & Execution process provides masonry contractors with a clear framework for preparing consistent, professional agreements. It covers scope of work, materials, labor, costs, and scheduling, ensuring clarity and accuracy. By following this workflow, masonry companies reduce errors, minimize disputes, and improve client communication. Clients benefit from transparent contracts that establish trust and reliability. The process also supports sales teams by improving organization and accountability in contract management. With this system in place, masonry contractors can increase conversion rates, protect margins, and grow their business by presenting a professional, consistent approach to contracts.
1Review approved proposal details——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
2Choose appropriate contract template (lump sum, T&M, etc.)——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
3Fill in project-specific information (scope, price, schedule, terms)——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
4Include payment schedule and any milestone requirements——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
5Add necessary legal language (warranties, change order terms, etc.)——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
6Attach supporting documents (insurance, licenses, drawings, etc.)——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
7Internally review contract for accuracy and completeness——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
8Send draft to client for review——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
9Answer any client questions or requested changes——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
10Make revisions if needed and resend for approval——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
11Send final contract for signature (electronic or in-person)——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
12Confirm contract is signed by both parties——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
13Save and file fully executed contract in project records——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
14Notify internal team that contract is complete and project can begin——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
You found the SOP
Now make sure it actually gets done.
14 tasks is the easy part. The hard part is that six months from now the project still has to run this way when you are not the one watching.
Book a free strategy session
Founder of Subtrak · Twenty years in commercial roofing operations
“One session and this template becomes how your company actually does the work, with a name and a date on every step.”
Every project runs your way. And you can see that it did.
Put a name and a date on every step, and the crew gets a reminder when their part comes up.
Book a free strategy session