27-The Professional Contractor

Overview

The Professional Contractor develops the business and operational skills needed to transition from skilled tradesperson to professional contractor. Beginning with business formation and compliance, students progress through licensing, insurance, accounting, estimating, proposals, contracts, customer management, change orders, and job startup systems.

Table of Contents

1. Chapter 1: Define Residential Contracting Business Model
2. Chapter 2: Business Structure and Company Records
3. Chapter 3: Research Contractor Licensing Requirements
4. Chapter 4: Insurance, Bonding, and Risk Management File
5. Chapter 5: Contractor Banking, Accounting, and Tax Records
6. Chapter 6: Build Service Menu and Scope Library
7. Chapter 7: Price Labor, Materials, Overhead, and Profit
8. Chapter 8: Create Estimate and Proposal Templates
9. Chapter 9: Write Residential Contract Scope of Work
10. Chapter 10: Change Order and Allowance Management System
11. Chapter 11: Customer Intake and Site Visit Workflow
12. Chapter 12: Sales Follow-Up and Communication System
13. Chapter 13: Create Job Startup Packet

Learning Outcomes

• Define a professional residential contracting business model.
• Establish business structures and maintain company records.
• Understand contractor licensing, insurance, and bonding requirements.
• Organize contractor banking, accounting, and tax documentation.
• Create service menus and standardized scope libraries.
• Develop accurate pricing systems for labor, materials, and profit.
• Create professional estimates, proposals, and contracts.
• Manage change orders and project allowances.
• Build customer intake and communication workflows.
• Create organized systems for starting residential construction projects.