Contractor forms your customers sign online

The notices and waivers you already use, filled in and signed on the customer's phone with the job.

Every job comes with paperwork that is not the contract: a state notice the homeowner has to sign, a lead paint acknowledgment, a notice of cancellation, a work authorization. In Numulo you upload each form once, mark where the customer signs, initials and ticks, and it goes out with your proposal or invoice. Your customer fills it in on the same page where they approve the job, and both of you get a signed copy.

No more chasing a second signature

The proposal gets signed on the phone in two minutes. Then the notice the state requires sits in the truck until the next site visit, or goes out as a separate e-sign request the customer ignores. A job with an unsigned form can be a job you cannot lien, or paperwork you have to redo when an inspector asks. With the forms on the proposal, the customer signs everything at once, while they are already saying yes.

How it works

1. Upload the PDF once. Use the form exactly as the agency or your lawyer gave it to you, up to 40 pages. Numulo keeps the original untouched, which matters for notices that must be the official form.
2. Place the boxes. Drag signature, initials, date, text and checkbox boxes onto the page; they snap to the form's own lines. Choose which boxes the customer must fill in and which are optional. Fill in the ones that never change, such as your license number, once. Link others to the job, such as the customer's name and address or the job number, so they fill themselves. Anything that changes with each job, such as a start date or a job site, you type on the proposal or invoice before you send it.
3. Attach it to the job. Add the form to a proposal or an invoice by hand, or set it to Automatic so it goes on every new one. A proposal or invoice can carry up to six forms.
4. Your customer signs it with the job. On a proposal they fill in the boxes and sign as part of accepting. On an invoice they sign the form from the invoice page, and paying is never held up by it. You sign your own boxes in the app.
5. Both sides keep a signed copy. The signed PDF is the original pages with the answers drawn on top, plus a signature certificate page at the end: who signed, when, the consent they gave, and a fingerprint of the original file.

Forms contractors send this way

Any PDF works. These are the ones contractors attach most often:

• State contractor notices, such as the Oregon CCB consumer notices or the Washington L&I disclosure statement
• Notice of right to lien or a pre-lien notice
• Notice of cancellation for a sale made at the customer's home
• Lead-safe renovation acknowledgment for homes built before 1978
• Work authorization, so the customer approves the work and the charges in writing
• Liability waivers and release forms
• HOA or permit owner-consent forms
• Material selection and color sign-offs

Each state has its own rules about which notices you need, when they must be given, and how they must reach the homeowner. Some, such as Oregon's lien notice, must be handed over or mailed even if the customer also signs online. Check what your state and your licensing board require. Numulo makes sending and signing easy, but it does not tell you which forms the law needs.

Short answers inside your own contract

Not every box needs a separate PDF. Paste your contract into the proposal terms and add a checkbox next to each known hazard, a line for initials where the customer confirms they received a notice, a date, or a short answer such as a shingle color. The customer fills those in before the Accept button works, and the answers print in place on the signed copy. See how e-signature works in Numulo for the rest of the signing record.

Why it beats a separate e-sign app

General e-sign tools charge by the envelope or by the user, ask the customer to open another email, and keep the signed form somewhere other than the job. In Numulo the forms ride on the proposal the customer is already signing, the signed copy sits on the job next to the invoice and the change orders, and it costs nothing on top of Pro. One link for the customer, one place to find it later.

What it costs

Contractor forms are part of Pro at $9 a month or $90 a year, and Team at $15 a month for up to five people on one business. Keep up to 50 saved forms. There is no per-signature or per-envelope fee. The 14-day trial includes every feature, with no card. See the whole plan on the pricing page.

Related

E-signature · Proposals · Change orders · Printable blank forms · Pricing