Printable implementation checklist
Contractor Systems: Readiness Checklist
Contractor Systems: Readiness Checklist organizes the decisions that matter for contractors, home-service companies, landscapers, HVAC, electrical, plumbing, roofing, cleaning, and similar trades: the current workflow, ownership, implementation choices, rollout risk, and acceptance evidence.
Working artifact
Contractor Systems rollout scorecard
Use the scorecard to keep each phase tied to an operating outcome rather than a list of completed tasks.
| Phase | Required outcome | Proof before proceeding |
|---|---|---|
| Phase 1: Contractor and home-service websites | Reduce or resolve leads do not provide enough job detail | Verified result involving mobile-first lead and quote forms |
| Phase 2: Service-area and local landing pages | Reduce or resolve slow response costs good projects | Verified result involving photo uploads and project galleries |
| Phase 3: Quote request and estimate intake systems | Reduce or resolve service-area boundaries are unclear | Verified result involving scheduling and notification workflows |
Before discovery
Leads do not provide enough job detail. Confirm who encounters it, where it occurs, and what changed before it appeared. Then distinguish the visible symptom from dependencies such as mobile-first lead and quote forms.
- Name the decision owner
- List systems and vendors
- Collect examples and exact errors
- Confirm who controls access
Before implementation
For Contractor Website & Estimating Systems, confirm account ownership, current exports or backups, recovery options, and recent changes before touching production. Preserve exact errors and timestamps that may disappear after a restart or update.
- Confirm backup and restore path
- Write acceptance checks
- Identify security or privacy constraints
- Document exclusions
Before launch
Frame the first scope around contractor and home-service websites and one observable acceptance journey. Treat service-area and local landing pages as a later phase unless the evidence shows it is a true dependency.
- Contractor and home-service websites
- Service-area and local landing pages
- CRM, email and SMS integrations
- Rollback decision point
Before handoff
Repair fits when the core remains sound. Extension fits when the boundary around mobile-first lead and quote forms is understood. Replacement fits when ownership, architecture, or operating risk prevents a responsible change.
- Current documentation
- Account and domain ownership
- Monitoring responsibility
- Prioritized next steps