4) What other things I may need to clarify/confirm with them in order to protect myself legally?

However your municipality has to be set up with the right software, etc. to make this feature work.

This confirms what I thought to be true. 

@Piper Mullins I'm not a licensed CPA so please consult your CPA to confirm what I am about to say but you should ABSOLUTELY 100% be claiming your expenses. 

I'm trying to confirm if a signed POA along with a signed Auth to Release Info sheet is satisfactory for accessing the seller's mortgage in the future? 

Software that’s helped me personally:YNAB – zero based budgeting system and software; their philosophy will help you get out of debt and no longer live paycheck to paycheck Personal Capital – a high-level net worth tracking software PodcastsEpisode 108 - Grant Cardone...

@Omar Khan dont forget the autopilot software

Repair Estimation/Budgeting - Ability to create detailed Scopes of Work & repair costs budgetsBudget Tracking - Ability to track your actual expenses against your initial budgetScheduling - Ability to create a project plan & track project progressChecklists/To Dos - Ability to track daily to-dos and checklists of items that need to be completedCalendars - Ideally all of your Schedules & To-Dos feed into a Calendar that you can use to manage all of your projects in one location.Document Management - Place to store project documents and photosHere are some Project Management tools that you might consider:Trello/Zoho Projects/Basecamp  - General project management software that includes tasks, Gantt scheduling, calendars, project forums, document storage & team collaboration toolsBuilderTrend / Co-Construct - These tools are built specifically for custom homebuilders/remodelers and have a lot of functionality. 

I was born in Blue Island and I can confirm it is neither blue nor an island.  

I saw this one in action (confirmed by both tenant and owner).