Home Safety Contractor Interview Worksheet
A practical 6-page caregiver worksheet to help you prepare for contractor conversations, compare experience and project approach, organize estimate and contract questions, and keep important follow-up details in one place.
- 6 printable pages
- Contractor interview prep
- No email required
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Contractor Interview Worksheet
A Caregiver Prep Sheet for Home Modification Projects
Go into the contractor conversation prepared
What This Worksheet Helps You Do
Home modification projects can create a lot of questions at once. This worksheet gives caregivers one place to record contractor information, compare experience and project approach, ask about estimates and agreements, and capture follow-up before making a decision.
Organize contractor information
Keep company details, contact information, relevant experience, references, insurance questions, and other verification notes together.
Ask about the project approach
Document how the contractor understands the job, what work is proposed, who will perform it, and how the household may be affected during the project.
Review the estimate and agreement carefully
Use dedicated prompts for written estimates, scope, payment terms, permits, warranties, schedule, and how changes to the project would be handled.
Compare before you commit
Capture answers while they are fresh so you can review them later instead of relying on memory after several contractor conversations.
6 pages · interview, estimate and follow-up prep
What’s Inside
The worksheet is designed to move from basic contractor information through project questions, contract details, and final follow-up so the conversation stays organized.
Use it before, during and after the interview
How to Use the Contractor Interview Worksheet
Fill in what you already know before the conversation, write down answers during the interview, and use the last page to record what still needs to be verified. Licensing, insurance, permits, contracts, and consumer-protection requirements vary by location and project, so verify applicable requirements independently.
Start with the project and your priorities.
Write down what you are considering, what problem you are trying to solve, and the practical household needs the contractor should understand.
Ask the same core questions each time.
Consistent questions make it easier to compare experience, communication, proposed scope, estimate details, and follow-through across contractors.
Check important information before signing or paying.
Follow up on references, credentials, insurance, written scope, payment terms, permits, warranties, and anything that was unclear or incomplete.
Talking with a home modification contractor?
Bring one organized worksheet so you can ask better questions, capture the answers, and review the details before making a decision.
Plan the project before choosing the professional
Related Home Safety Guides
Use these guides to better understand the modification you are considering and when professional input may be useful.
Caregiver Connect™
Looking for trusted professional help?
Caregiver Connect™ is the professional-help side of The Caregiving Concierge™ ecosystem, designed to help families find vetted professionals for needs such as home safety, aging-in-place projects, and related caregiver support.
Explore Home Safety professional-help resources →The Caregiving Concierge™
Keep estimates, appointments and follow-up together
A home modification project can quickly create estimates, documents, provider contacts, appointments, tasks, bills, and family decisions. The Caregiving Concierge™ gives families one shared care workspace for keeping those details together.
Explore The Caregiving Concierge™ →Evidence & trust
Sources & Further Reading
This caregiver resource was developed with established consumer, older-adult home-safety, and home-modification guidance in mind, including information from the Federal Trade Commission, National Institute on Aging, and American Occupational Therapy Association.