Printable implementation checklist
Contractor Systems Implementation Readiness Checklist
Use this checklist before contractor Website & Estimating Systems work begins. It is intentionally focused on the details that prevent avoidable delays: ownership, evidence, safe access, acceptance checks, and post-change responsibility.
Before discovery
Identify the people and systems needed to explain leads do not provide enough job detail. Do not send passwords by email.
- Name the decision owner
- List systems and vendors
- Collect examples and exact errors
- Confirm who controls access
Before implementation
Agree on the smallest useful result and how contractor and home-service websites will be tested. Protect the current state before changing mobile-first lead and quote forms.
- Confirm backup and restore path
- Write acceptance checks
- Identify security or privacy constraints
- Document exclusions
Before launch
Test the real journey for contractors, home-service companies, landscapers, hvac, electrical, plumbing, roofing, cleaning, and similar trades, including an ordinary case, an edge case, and a failure path.
- Contractor and home-service websites
- Service-area and local landing pages
- CRM, email and SMS integrations
- Rollback decision point
Before handoff
Make ownership explicit so the system does not become another stranded dependency.
- Current documentation
- Account and domain ownership
- Monitoring responsibility
- Prioritized next steps