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Name and Contact Details
Contact Person
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Date
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Lead Source
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Address
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Home Phone
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Contractor License #
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Specialized Field (GC, Plumber, Electric, Roofer, etc)
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Work Phone
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Company Name
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Email
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Insurance and Experience
Are you licensed and insured
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Yes
No
What type of insurance
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How much coverage
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License updated
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How long have you been doing business in the area
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How long running own crew
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How many guys on crew full time
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Current Projects and Bidding
How many projects do you have going on right now
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In the past year
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How many jobs do you typically handle at once
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What were the scopes of work
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What are the addresses
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Can I see the work on one or two recent jobs
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How do you usually bid out your work
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Materials and Labor charged together or separate in your bids
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Do you give written warrantees for your work
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How long of a warranty
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Sub-Contractors and More Prescreening
Do you use subcontractors
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Are they licensed and insured
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Who is your electrician
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Who is your plumber
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Do you belong to the Better Business Bureau or local Chamber of Commerce
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Do you have any certificates/licenses regarding the skills you have
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How often do you communicate with your clients during a job
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Do you clean the job site daily
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Do you have a problem with signing a lien waiver
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References
Can you provide a list of references; with the names and numbers you have done work for in the past
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2.
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3.
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