Form 3 of 7 — Subcontractor Onboarding

Subcontractor
Contract & Onboarding

Complete this form before any sub starts work. No exceptions — no contract, no site access.

✅

Subcontractor Onboarded!

Contract sent for signature. Deposit invoice generated. Calendar updated. Plans sent.

👷

Subcontractor Information

Legal info required for contract generation

Company Name *

Owner / Contact Name *

Phone *

Email *

CA Contractor License # *

License Type

Insurance Carrier

COI Expiration Date *

Insurance Policy # / Certificate Attached?

✅ COI on file

📧 Sending via email

⏳ Pending

🏗️

Project & Scope of Work

What are they being hired to do?

Project Name *

Trade / Scope *

Contract Start Date *

Completion Date *

Full Scope of Work Description *

What Is NOT Included (Exclusions)

💰

Payment Schedule

Milestone-based payments only — no payment without proof of work

Total Contract Amount *

Deposit Amount (20–30%) *

⚠️ Payment PolicyNo payment is released without: (1) Photos/video of completed milestone, (2) Richard or PM inspection approval, (3) All 3 signatures: Mark + Richard + Irma.

Milestone	% of Contract	Proof Required
Deposit — Contract Signed	25%	Signed contract
Milestone 2 — Phase 1 Complete	25%	Photos + video + inspection card
Milestone 3 — Phase 2 Complete	25%	Photos + video + inspection card
Final — All Work Complete	25%	Final inspection + punch list done

✍️

Agreement

Sub signs to confirm scope, schedule, and payment terms

Sub Printed Name *

Date *

Digital Signature — Type full name *

Sub agrees to all milestone, payment, and proof-of-work terms above

Sub confirms valid license and insurance on file with RHDP17

This generates the contract.ScheduleBot sends for signature. BookkeeperBot creates deposit invoice. Calendar updated. Plans sent to sub.

Form 4 of 7 — Milestone Completion & Proof of Work

Milestone Complete —
Prove It to Get Paid

Subcontractors submit this form when they've completed a milestone and want to be paid. No form = no payment.

📸

Proof Submitted!

Richard has been notified for inspection approval. 3-signature authorization request sent to Mark, Richard, and Irma.

📋

Milestone Details

Which milestone are you claiming?

Project Name *

Subcontractor Company *

Milestone Being Claimed *

Date Completed *

Amount Requested *

City Inspection Passed?

✅ Yes — card attached

N/A for this milestone

⏳ Pending

Description of Work Completed *

📸

Photo & Video Proof

Minimum 5 photos + 1 video walkthrough required

📱 How to submit: Take minimum 5 photos of completed work from multiple angles. Record a 60-second video walkthrough narrating what was done. Email everything to Haroinc@rhdpinc.com with subject: "[Project Name] — Milestone [#] Proof — [Your Company]"

Photos Submitted Via

📧 Email

💬 Text to Cassie

📁 Shared folder link

Number of Photos Submitted *

Video Walkthrough Submitted?

✅ Yes

Coming shortly

Inspection Card Photo Submitted?

✅ Yes

N/A

Any Issues or Notes

✍️

Sub Certification

Sign to certify work is complete and proof has been submitted

Sub Name *

Date *

I certify that all work described above has been completed per the approved plans and scope of work

I understand payment will not be released until Richard Haro or PM inspects and all 3 principals sign off

What happens next: Richard gets notified for inspection. Once approved, 3-signature payment release is triggered. Payment processed via QuickBooks within 2 business days.

Form 5 of 7 — Residential Construction Admin

Construction
Administration Log

Weekly project status, RFIs, change orders, and inspection tracking. One form per project per week.

✅ Admin Log Submitted!

Logged to project record in Supabase. Morpheus notified.

📊

Weekly Project Status

Project Name *

Week Ending *

Current Phase

Overall % Complete

Schedule Status

✅ On track

⚠️ At risk

🔴 Behind

Budget Status

✅ On budget

⚠️ Over by <10%

🔴 Over by 10%+

This Week's Work Summary

Issues / Problems to Resolve

Next Week's Plan

❓

RFIs & Change Orders

Any requests for information or scope changes this week?

New RFIs This Week

Open RFIs Total

RFI Details (if any)

Change Orders This Week

Change Order Total $

Change Order Details

Weekly log submitted. Stored in Supabase project record. Morpheus generates weekly summary for Mark and Richard.

Form 6 of 7 — Commercial Project Intake

Commercial
Project Intake

For tenant improvements, restaurant builds, office renovations, retail, and all commercial projects.

✅ Commercial Intake Submitted!

PermitBot is checking commercial zoning and fee requirements. Richard will contact you within 24 hours.

🏢

Business & Property Information

Business Name *

Contact Name *

Phone *

Email *

Property Address *

Property Owner Name

Current Zoning (if known)

Building Sq Footage

Occupancy Type

APN / Parcel Number

Commercial intake submitted. PermitBot checks zoning, occupancy, and permit requirements. Richard reviews and sends proposal within 2 business days.

Form 7 of 7 — Material Takeoff Sheet

Material
Takeoff Calculator

Enter room dimensions and the system calculates exact material quantities with waste factors applied.

📐

Project Info

Project Name *

Date *

🏠

Room Dimensions — Enter All Rooms

Length × Width in feet

Living Room L (ft)

Living Room W (ft)

Ceiling H (ft)

Kitchen L (ft)

Kitchen W (ft)

Kitchen Ceiling H (ft)

Master Bed L (ft)

Master Bed W (ft)

Master Bed H (ft)

Bath 1 L (ft)

Bath 1 W (ft)

Bath 1 H (ft)

Total Exterior Perimeter (ft)

Exterior Wall Height (ft)

Kitchen Cabinet Linear Ft

📊

Calculated Quantities

Updates automatically as you type — waste factors included

Material	Base Qty	With Waste	Unit	Est. Bay Area Cost
Flooring (all rooms)	—	—	sqft	—
Drywall (walls + ceiling)	—	—	sheets (4×8)	—
Stucco (exterior)	—	—	sqft	—
Countertops	—	—	sqft	—
Kitchen Backsplash	—	—	sqft	—
Interior Paint	—	—	gallons	—
TOTAL MATERIAL ESTIMATE				—

💡 These are material costs only — not including labor. Add 100–150% for installed cost in Bay Area. Always get 3 bids from licensed subs.

Save this takeoff.Print it and attach to the project file. Send to BookkeeperBot to generate the materials budget.

Subcontractor
Contract & Onboarding

Subcontractor Onboarded!

Subcontractor Information

Project & Scope of Work

Payment Schedule

Agreement

Milestone Complete —
Prove It to Get Paid

Proof Submitted!

Milestone Details

Photo & Video Proof

Sub Certification

Construction
Administration Log

✅ Admin Log Submitted!

Weekly Project Status

RFIs & Change Orders

Inspections

Commercial
Project Intake

✅ Commercial Intake Submitted!

Business & Property Information

Project Scope

Material
Takeoff Calculator

Project Info

Room Dimensions — Enter All Rooms

Calculated Quantities

SubcontractorContract & Onboarding

Subcontractor Onboarded!

Subcontractor Information

Project & Scope of Work

Payment Schedule

Agreement

Milestone Complete —Prove It to Get Paid

Proof Submitted!

Milestone Details

Photo & Video Proof

Sub Certification

ConstructionAdministration Log

✅ Admin Log Submitted!

Weekly Project Status

RFIs & Change Orders

Inspections

CommercialProject Intake

✅ Commercial Intake Submitted!

Business & Property Information

Project Scope

MaterialTakeoff Calculator

Project Info

Room Dimensions — Enter All Rooms

Calculated Quantities

Subcontractor
Contract & Onboarding

Milestone Complete —
Prove It to Get Paid

Construction
Administration Log

Commercial
Project Intake

Material
Takeoff Calculator