Customer Approval Checklist
Customer Approval Checklist
Quick Summary
A customer approval checklist helps contractors confirm that project details have been reviewed and accepted before work starts. It provides a clear record of approvals related to scope, pricing, materials, scheduling, and expectations. This checklist helps reduce misunderstandings, minimize rework, and keep projects moving forward smoothly.
When to Use This Checklist
- Before signing a construction agreement.
- Before scheduling labor or ordering materials.
- Prior to project kickoff meetings.
- When approving revised project scopes.
- Before beginning a new phase of work.
- Whenever written customer approval is required.
Before You Start
- Prepare the latest proposal, estimate, or contract.
- Verify customer contact information.
- Gather project drawings, specifications, and supporting documents.
- Review any previous revisions or requested changes.
- Prepare a summary of project inclusions and exclusions.
- Schedule time to review the project with the customer.
Safety Checks
- Review known site hazards discussed during estimating.
- Confirm site access requirements and restrictions.
- Discuss occupied work areas and customer access concerns.
- Review utility shutdowns or temporary service interruptions if applicable.
- Confirm emergency contact information.
- Document any customer-specific safety requirements.
Tools, Equipment, and Materials
- Proposal, estimate, or contract documents.
- Project drawings and specifications.
- Material selections and product information.
- Project schedule information.
- Customer communication records.
- Approval forms or signature documents.
Customer Approval Checklist
- Verify customer name and project information.
- Review the complete scope of work with the customer.
- Confirm all requested revisions have been incorporated.
- Review project inclusions and exclusions.
- Confirm selected materials, finishes, and products.
- Review estimated project schedule and milestones.
- Discuss site access and working hours.
- Review customer responsibilities before and during construction.
- Confirm communication procedures and points of contact.
- Review pricing and approved project value.
- Discuss how future changes will be handled and documented.
- Confirm customer understanding of project expectations.
- Obtain required signatures or written approvals.
- Provide copies of approved documents to the customer.
- Authorize project scheduling and mobilization.
Documentation Needed
- Signed proposal, contract, or agreement.
- Approved drawings and specifications.
- Material and finish selections.
- Written customer approvals and signatures.
- Project schedule confirmation.
- Customer communication records and notes.
Common Mistakes to Avoid
- Starting work before receiving written approval.
- Failing to review exclusions and assumptions.
- Assuming material selections are finalized.
- Overlooking customer questions before project startup.
- Not documenting approved changes and revisions.
- Failing to provide customers with final approved copies.
End-of-Day / Final Review
- Project scope has been approved.
- Pricing and schedule have been confirmed.
- Required signatures and approvals have been received.
- Project documents have been filed and distributed.
- Project startup activities have been authorized.
- The project is ready to move into scheduling and construction.
Checklist Completion
Project / Job Name
Jobsite / Location
Completed By
Role / Title
Completed Date
Completed Time
Signature
Reviewed / Approved By, if needed
Notes / Follow-Up Items
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