Editable template · Word + PDF

Vendor Packet Checklist for Service Contractors

Assemble it once and you can answer any vendor request in five minutes instead of five days. Includes a before-you-send check and a simple log of who you sent it to.

Eight-item packet list with notes on each
Pre-send checklist (names match, nothing expired)
Outreach log table

What it looks like

The top of the real template. Your business name and contact details print as a letterhead above it.

Vendor Packet Checklist

Property managers, condo boards and commercial buildings all ask for the same handful of documents. Assemble them once, keep them as one PDF, and you can answer a vendor request in five minutes instead of five days.

The packet

☐ W-9 — current year, signed, with your legal business name and EIN exactly as they appear with the IRS
☐ Sample certificate of insurance — a generic COI from your agent, with "sample" or your own name as holder. It shows your coverage at a glance; the building will still want one naming them.
☐ Business registration — your state filing or DBA certificate
☐ License — only if your city or state licenses this trade; if it doesn't, a one-line note saying so saves a back-and-forth
☐ Sample service report — one real report, with the customer's name and address removed. This sells better than anything else in the packet.
☐ One-page service menu — what you do, flat prices or "price per unit", service area, hours

Try one free first.

Put your name on a before-and-after airflow report — Word or PDF, no email needed.

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