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About this documentation pack

Ten plain-language client documents for every signature point in a restoration job, a Presenter Guide that tells the technician what to say, a shared glossary, and a Signature Log that checks the hold points were respected.

Clear paperwork protects the client and the contractor. This pack covers every signature point: access, the emergency work authorization, claim information, a Direction to Pay, the equipment and contents acknowledgments, scope changes, a concerns record, and the certificate of completion. Each is written so a homeowner under stress can understand it, and each carries one header, one signature table and a jurisdiction review line.

The emergency authorization leaves space for your state’s cancellation notice and a client-handwritten emergency statement; the Direction to Pay keeps the client’s policy rights intact, with an assignment option your reviewer enables only where it is lawful. The pack is not legal advice: documents that carry legal weight say so and ask to be reviewed for your jurisdiction before use.

Highlights

  • CD-01 to CD-10: every client signature point
  • Presenter Guide and glossary for technicians
  • Direction to Pay by default; assignment option gated
  • Signature Log with hold-point checks per job

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