Good list. One thing that has saved people a lot of grief is snapping a quick photo of the wiring or plumbing before the drywall or flooring closes it back up, since that is the part everybody wishes they could see later.
Thanks, Randy. That is a smart one, since drywall and flooring hide exactly the parts everyone wishes they could see later. A dated photo also gives you a record if a question comes up down the road. Do you ask the contractor to send those photos, or do you take them yourself on a walkthrough?
Solid checklist. One thing I add after the COI lands in the file is writing the expiry and renewal date on a calendar the same day. Getting it before work starts is the right gate. Keeping that date visible is what makes the gate still work next year when you hire them again.
Same habit for the license lookup. I jot when I last checked it so I am not guessing months later.
Good list, Leo — the license, insurance, written scope, and photos are the right basics.
The piece I would add is timing. We do not find a contractor when something breaks. We find and test them months before, in small paid steps, so the first time we rely on them is not an emergency. A small repair first, then a turnover punch list, then bigger work if they show up, communicate, and finish clean.
That matters because turnover and vacancy cost more than most repairs. When a house sits empty waiting on a contractor we have never used, the rent loss adds up fast. We run a 21-day scheduling system for rent-ready turnovers, and it only works if the contractors are already tested.
Who do you call first when a turnover needs work on short notice?
Good addition, Rosina. Testing vendors in small paid steps before a turnover is a strong way to avoid paying vacancy while learning whether they show up. For short-notice work I start with a vendor already tested on that property, then keep a backup by trade and a written scope with an approval cap. What lead time do you build into your 21-day schedule for a vendor who fails?
That is a good extension of the same gate, Jen. Writing the license and COI expiry dates on a calendar when they arrive turns a one-time check into a recurring control. Do you track those dates by vendor, by property, or both?