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Guides for contractors and trades

Quotes, contracts, crews and paperwork for contractors and trades, with California rules where they apply.

  • Read this ifYou do public works jobs in California, or want to bid on them, and someone has to file certified payroll for your crew.

    California certified payroll: DIR filing and hours by project

    Certified payroll in California: who files with DIR, how often, what each record needs, and how to keep hours by worker, project and classification.

    Certified payroll · 13 min read

  • Read this ifYou run a contracting or trade business in California and take down payments and progress payments on residential jobs for owners and tenants.

    California home improvement down payment limit, explained

    The home improvement down payment limit in California is $1,000 or 10%, whichever is less. How to set progress payments and keep records that follow the work.

    Contractor payments · 14 min read

  • Read this ifYou sign remodeling, repair or install jobs with homeowners in California.

    California home improvement contracts and the right to cancel

    Home improvement contract rules in California: what page one must show, the 3, 5 and 7-day right to cancel, the 2026 email change, and the records to keep.

    Home improvement contracts · 14 min read

  • Read this ifYou run crews in California and want their meal breaks recorded the way the state expects.

    Meal break tracking in California: the records crews need

    Meal break tracking in California for field crews: the 5- and 10-hour rules, what Wage Order 16 says to record, no rounding, and how to log meals by phone.

    Time tracking · 13 min read

  • Read this ifYou run a contracting company and keep bids and customers in notebooks, texts or a spreadsheet.

    What is CRM software in construction, and do you need it?

    What CRM software in construction tracks, from leads and bids to follow-ups and repeat clients, how it differs by trade, and when a contractor needs one.

    Construction CRM · 12 min read

  • Read this ifYou hold a California contractor license and send quotes, sign contracts or run ads.

    Your CSLB license number on contracts, quotes and ads

    Where California requires your CSLB license number on contracts, quotes, ads, trucks and your website, and how to keep it right on every document you send.

    Contractor licensing · 11 min read

  • Read this ifYou run crews, and job photos live on everyone’s personal phones.

    Job site photo documentation that stays with the job

    Job site photo documentation for small crews: what to shoot at each stage, shot lists by trade, and how to get photos off phones and onto the job.

    Job photos · 12 min read

  • Read this ifYou run a contracting or trade business, and customers ask for extra work once the job has started.

    Change order form template: what to include and when to sign

    A change order form template with a filled-in sample: what to include, getting it signed before extra work starts, and keeping it with the invoice.

    Change orders · 14 min read

  • Read this ifYou bring in subcontractors on California home improvement jobs and want their license details ready when a homeowner asks.

    Subcontractor license tracking for California home jobs

    Subcontractor license tracking for California home improvement jobs: what SB 517 requires since 2026, what to check on each sub, and how to keep the list ready.

    Subcontractor records · 11 min read

  • Read this ifYou send estimates, and too many of them end in silence because nobody followed up.

    Estimate follow-up: timing, messages and tracking every quote

    Estimate follow up without guesswork: where quotes get lost, a schedule and messages that aren’t pushy, and how to track each estimate until it’s a yes or no.

    Estimate tracking · 11 min read

  • Read this ifYou run a California contracting company with a crew, subs or both, and need proof of workers’ comp that never lapses.

    Workers’ comp certificate tracking for California contractors

    Contractor workers’ comp certificate tracking in California: who needs a policy, what CSLB keeps on file, how to check subs, and the expiry dates that matter.

    Workers’ comp records · 12 min read