QA

QuoteAnvil contractor template

Job Checklist

Business

Your company name

Date

Jul 17, 2026

Before-job, on-site, photo, material, crew, and customer sign-off checklist.

Before the job

Scope approved
Deposit/payment terms confirmed
Materials ordered
Crew assigned

On site

Walkthrough completed
Protect work area
Capture progress photos
Record punch items

Closeout

Completion photos
Customer sign-off
Final invoice sent
Trial note: This is a generic starter template. Customize pricing, taxes, terms, and legal language for your business. QuoteAnvil turns this workflow into branded estimates, invoices, approvals, payments, reminders, and ProjectForge job tracking.
QuoteAnvil free contractor templatePrint this page or save it as PDF.

When the template becomes repeat work

Move this workflow into QuoteAnvil

A printed or Drive file is a useful starting point. QuoteAnvil helps contractors keep the same workflow connected to customers, saved line items, approvals, branded PDFs, invoices, and payment follow-up.

Recommended next workflow: Checklist → repeatable field workflow

Keep prep tasks, site notes, progress photos, and closeout steps connected to the job record.