A Roscoe Equity LLC publication Your answers stay in this browser Questions only — this page grades nobody
Template 03 · free · no account

The questions are cheap while they are still standing in the room.

Everything on this page costs you a sentence during the site visit and costs a great deal more once the walls are open. Print it, take it with you, and write down what you were told — because the thing you will want in three months is not your memory of the conversation, it is a note of it.

Walkthrough question list

Twenty questions to ask during the site visit, with room to write down what you were told.

How this works, and what it does not tell you

How this works

The questions and the notes underneath them are printed on this page. You can fill the boxes in here and the page will assemble them into one plain-text record, or print the blank list and write on it by hand. It runs in your browser, keeps your answers on this device only, and sends nothing to Coastal SD Pros or to any contractor.

What it does not tell you

It does not tell you what a good answer sounds like, it does not mark an answer right or wrong, and it produces no score, no rating and no conclusion about the person you are talking to. Where an answer depends on a rule, this page sends you to CSLB rather than restating the rule, because rules change and a page that restates one goes stale quietly.

Before anyone comes out, open the public record. The licence number, the status on it and the name it is registered to are published, and reading them takes a couple of minutes. How to read a CSLB record walks through what the record shows and — just as important — what it does not.

JavaScript is off, so this page cannot assemble the record for you. Nothing is lost: every question is printed below, and the print layout turns the page into a paper form with writable boxes. Press Ctrl+P, or Cmd+P on a Mac, and take it with you.

This visit

Fill this in first, so the notes underneath belong to a company and a date rather than to a blur of three site visits.

Exactly as the company writes it, so it matches the bid and the public record.

The name of the person standing in your house, and their role if they gave it.

The date the conversation below happened.

One line is enough.

Who you are dealing with

Ask these early. They are quick, they are not rude, and the answers are checkable afterwards against a record neither of you controls.

A complete answer gives you a number you can type into the state's own lookup and a business name that matches the one on the van, the card and the bid. Check it yourself afterwards rather than taking the number on trust.

A complete answer names the classification the work falls under and does not mind you checking the status yourself on CSLB's site while they are standing there.

A complete answer covers general liability and workers' compensation as two separate things, sent by the insurance agency rather than forwarded as an attachment. Workers' compensation is not general liability insurance, so ask for both by name.

A complete answer describes comparable jobs, not general experience — the same trade, the same kind of house, the same kind of problem.

A complete answer is contact details for recent, comparable work, offered without hesitation. What you are asking those clients about is the journey, not just the result: whether the crew turned up when they said, kept the house liveable, and made it right when something went wrong.

The work itself

This is the part you are actually buying. Ask it while you are both standing in front of the thing.

A complete answer separates what was observed from what is being inferred, and says which parts still need to be opened up or tested before anyone can be sure.

A complete answer is a sequence with stages you could recognise while they are happening, not a single sentence ending in a price.

A complete answer names the likely surprises for a house of this age and construction, and says how each one would be priced and approved before the work changed.

A complete answer gives you names and model numbers you can look up, and a reason for that choice over the alternative rather than a general statement about quality.

A complete answer describes the trade-off in plain terms — what breaks sooner, what is harder to service, what has to be redone later — rather than refusing the question or agreeing to anything.

Who will be in the house, and what it will be like

If you are living in the house through the work, this section is the one you will remember.

A complete answer names the trade partners rather than saying "our crew", and confirms that each of them carries their own licence and insurance.

A complete answer is a clear yes or no about who applies, who pays the fee and whose name goes on the permit. If you are being asked to take that on yourself, ask why, and check what it means on CSLB's own pages before you agree.

A complete answer covers floor and finish protection, dust containment, where the debris goes, and who is responsible for the daily tidy-up and the final clean.

A complete answer is specific enough that you could tell a neighbor what to expect.

A complete answer says which services go off, on which days, and whether the house is liveable through it.

A complete answer is a named person and an agreed rhythm — a daily message, a weekly walk-round — rather than "call any time", which in practice is nobody.

Money, changes and finishing

Ask what the arrangement is. This page does not tell you what any arrangement should be, and it is not the place to find out what a rule requires — CSLB publishes that, and it is worth reading before you sign anything.

A complete answer says what each payment is tied to and when it falls due, in writing, in the bid. Ask whether payments follow finished work or follow the calendar, and check the current rules on CSLB's own pages before you agree to a schedule.

A complete answer is a written change-order process: nothing extra starts, and nothing extra is owed, until both of you have signed a document saying what it costs and what it does to the schedule.

A complete answer treats them as two different promises from two different parties, states how long each one runs, says what voids them, and says who to call when something goes wrong.

A complete answer covers when you walk the job together to agree the last corrections, who signs the work off, and which documents you are left holding when everyone goes home.

Your own note, written the same day. It ages far better than a memory does.

Private by design. This form never leaves your browser. It saves your notes on this device so you can come back to them, and nothing is sent to Coastal SD Pros or to anyone else. "Clear this form" removes what this device holds. If you are seeing three companies, build and save one record per visit before you clear it for the next one.

Nothing built yet. Print the blank list to take with you, or fill it in here and press Build my walkthrough record.

The record you keep One per visit

Keep one of these per company. When the written bid arrives, read it against what you were told — the two are not always the same document.

One question that is worth more than the other twenty

Before they leave, ask: "Which of the things you have just told me will be in the written bid?" Everything on this page happened in a conversation. A conversation is not a document, and the gap between the two is where most of the trouble on a residential job lives.

After the visit

  1. Open the public licence record yourself, with the number you were given. How to read a CSLB record covers what the record shows and what it leaves out.
  2. Send the same scope brief to everyone you are asking, so the bids that come back priced the same work.
  3. When the bids arrive, put them side by side on the bid comparison sheet and read the rows before the totals.
  4. Once work starts, keep the project log. It is the cheapest insurance on this list.

Sources

The chip on the CSLB line records one thing only: that the page was open and reachable on that date. Coastal SD Pros does not speak for CSLB, does not restate any rule as fact, and nothing on this page is legal advice. Every line above is a question, and the answers are yours to weigh.

Important. Coastal SD Pros is a Roscoe Equity LLC publication and homeowner information service. Editorial decisions are independent of advertising and Roscoe Site Pro client status. It is not a contractor, regulator, insurer, law firm or emergency service. This page is general information, not legal advice, and is not a contract or any part of one. Rules and public records change; use CSLB's own pages for current requirements.

Nothing you type on this page is received, stored, or transmitted by Coastal SD Pros. It stays in this browser until you clear it.