What to keep in every job folder
A short checklist of the records worth keeping for each job.
- Quote and acceptance. The approved quote and how the customer accepted it.
- Change orders. Every change, with the date and the new price.
- Photos. Before, during and after, labeled by date and area.
- Permits and inspections. Numbers, dates and results, if the job needed them.
- Invoices and payments. What was billed, what was paid and what is still open.
- Warranty notes. What you promised and for how long.
Common questions
How long should I keep job records?
Retention rules vary. Ask your accountant or attorney how long to keep them.
Paper or digital?
Whatever you can find in under a minute when a customer calls.
See also the contractor guides and free tools.
General information, not legal or financial advice. Verify with your attorney or accountant.
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