Intro
On most jobs, the work goes fine. The problems start with what’s not written. Don’t make the same mistake as me—scope gaps hurt your profit and your schedule. “Don’t make same mistake as me! Easy Fix” is simple: lock down your scope, allowances, and exclusions before you start. Add a short checklist, confirm with the client, and get a signature. This takes 10–15 minutes and can save 4–8 hours of callbacks. In this guide, I’ll show a fast template, exact lines to include, and how to send and sign with one click.
Quick Answer
The “Don’t make same mistake as me! Easy Fix” is a 7‑line scope block: scope summary, detailed inclusions, exclusions, allowances, site conditions, timeline, and acceptance. Put it on page 1, get initials on each page, and e‑sign. Expect 30–60 minutes saved per job and fewer scope arguments.
Table of Contents
- What’s the Expensive Mistake? Scope Gaps (#whats-the-expensive-mistake-scope-gaps)
- Don’t Make the Same Mistake as Me! Easy Fix Steps (#dont-make-the-same-mistake-as-me-easy-fix-steps)
- Templates and Tools That Save Time (#templates-and-tools-that-save-time)
- On‑Site Habits That Back Up Your Scope (#on-site-habits-that-back-up-your-scope)
- Pricing Allowances the Right Way (#pricing-allowances-the-right-way)
- Send, Sign, and Start Without Friction (#send-sign-and-start-without-friction)
Key Takeaways
- Put the 7‑line scope block on page 1. It prevents most disputes.
- Use 3–5 clear exclusions and 2–4 allowances to set limits.
- Capture 5–10 photos and 3 short notes on site; attach them.
- Set a 7–10 day proposal expiration and a 2–3 day start window.
- E‑sign reduces back‑and‑forth and can save 1–2 hours per job.
What’s the Expensive Mistake? Scope Gaps
Scope gaps happen when the client thinks something is included, but you don’t. It shows up as “one more outlet,” “paint that small wall,” or “can you add caulk there too?” One small gap can add 2–6 extra hours, plus materials and another trip. Don’t make the same mistake as me. The “Don’t make same mistake as me! Easy Fix” is writing it down in plain language before you start.
Common Scope Gaps
- “Patch and paint” without a number of patches (is it 2 or 20?).
- “Install fixtures” without saying if fixtures are supplied by you or owner.
- “Tile backsplash” without linear feet, height, or trim type.
- “Electrical update” without circuit count or amperage limits.
Write numbers. Write who supplies what. Write conditions.
Don’t Make the Same Mistake as Me! Easy Fix Steps
Here’s the 7‑line block I use. Put it on page 1. Keep it under 180 words.
- Scope Summary: One sentence. Example: “Demo vanity, install 36" vanity, reconnect plumbing, and paint 2 walls.”
- Inclusions (3–6 bullets): Labor tasks and materials you provide. Example: “New P‑trap, 2 shutoffs, 1 bead of silicone, primer + 2 coats.”
- Exclusions (3–5 bullets): What’s not included. Example: “No drywall reframe, no floor repairs, no electrical relocation.”
- Allowances (2–4 lines): Dollar or quantity limits. Example: “Tile allowance: $6/sq ft for 38 sq ft.”
- Site Conditions (2–3 lines): What you saw. Example: “Moisture reading 14% near baseboard. Access via 2nd‑floor stair.”
- Timeline (2–3 lines): Duration and start window. Example: “1 day on site; start within 10 days of signature.”
- Acceptance: Signature and date line. Initials on each page.
This is the heart of “Don’t make same mistake as me! Easy Fix.” It takes 10 minutes to draft and blocks the most common disputes.
You can build this with a simple template. Keep a 1‑page summary and a 2‑page detail. Many contractors find that using voice capture speeds things up. Talk for 60–90 seconds on site, then transcribe and tidy.
- Use a standard “professional proposals” template so every job looks the same.
- Add a repeatable exclusions list you tweak each time.
- Keep your typical allowances in $/unit (e.g., $5/lf for trim).
If you want to move fast, tools like Donizo help you capture details with voice, add photos, generate a branded PDF, and send it with a client portal. That’s the easy way to stick to “Don’t make same mistake as me! Easy Fix” without more admin.
On‑Site Habits That Back Up Your Scope
Good paperwork needs good field habits. Do these on every job.
- Take 5–10 photos: before, during, and after. Get 1 wide shot, 3 detail shots.
- Measure and write counts: “2 doors, 38 sq ft tile, 14 lf base.”
- Record quick notes: moisture, access, breaker size, venting, substrate type.
- Confirm owner‑supplied items: model numbers, finish, quantities (e.g., 6 lights).
- Set a 7–10 day proposal expiration so pricing stays real.
These steps support “Don’t make same mistake as me! Easy Fix” and cut surprises. For contractors dealing with project documentation, we recommend building a simple process for “project timelines” and photo logs to keep everything tight.
Pricing Allowances the Right Way
Allowances are your safety valve. They set a cap for unknown finish choices. Here’s how to make them work.
- Use clear units: $/sq ft, $/lf, $/fixture, $/opening.
- Show quantity and total: “Tile allowance: $6/sq ft x 120 sq ft = $720.”
- Tie to brand/grade: “Vanity hardware: mid‑grade, 2 pulls + 2 knobs.”
- Note overages: “Over allowance billed at actual cost + labor at $85/hr.”
- Include lead times: “Special orders may add 5–10 business days.”
When you write allowances like this, the client sees the limits. You protect margin. You keep the schedule moving. This is a key part of “Don’t make same mistake as me! Easy Fix.” If you’re also looking to streamline pricing, our guide on building clear “pricing strategies” can help you price fast and fair.
Send, Sign, and Start Without Friction
A clear scope still needs a clear yes. Don’t start work on a text and a handshake.
- Send the proposal as a branded PDF with a client portal.
- Get e‑signatures. Ask for initials on each page to confirm details.
- Convert to an invoice in one click after acceptance.
- Share a 3‑line start plan: arrival time, duration, contact.
Platforms such as Donizo support e‑signatures and convert accepted proposals to invoices fast. This keeps your “Don’t make same mistake as me! Easy Fix” locked in from day one. For contractors dealing with paperwork, using “invoice templates” and a consistent acceptance flow pairs well with this process.
FAQ
What should I always list as exclusions?
List anything that often causes scope fights: hidden damage repair, code upgrades, moving utilities, paint matching, hauling beyond 1 load, permits, and specialty trades you’re not performing. Keep 3–5 standard exclusions, then add job‑specific ones. This supports “Don’t make same mistake as me! Easy Fix.”
How many allowances should I include?
Two to four is common. Use allowances when finishes or fixtures aren’t picked. Make each allowance specific with units, quantities, and a total. Note how overages are billed. This keeps choices flexible without risking your price.
Do I need initials on every page?
It’s a smart habit. Initials show the client saw each page. One missed page can cause arguments later. Initials take 30 seconds and can save a long call or a chargeback.
How long should proposals be valid?
Set 7–10 days for small jobs and up to 15 days for larger ones. Material prices move. Labor schedules shift. A short expiration protects your numbers and your calendar.
What happens if the client changes the scope later?
Use a written change authorization. Restate the added work, time impact (hours or days), and price. Get a signature before doing the extra. This keeps your “Don’t make same mistake as me! Easy Fix” intact even when plans change.
Conclusion
Scope gaps are avoidable. The “Don’t make same mistake as me! Easy Fix” is a 7‑line scope block, clear allowances and exclusions, photos, and fast e‑sign. Do this and you’ll protect your margin and your time. Next steps: 1) Add the 7‑line block to your template, 2) Build a standard exclusions list, 3) Set proposal expirations. If you want to speed it up, solutions like Donizo let you capture by voice, send proposals, get e‑signatures, and convert to invoices in minutes. Start using this process on your very next job and stay in control.