Documentation Category 1 of 10

Project Identification Information

Document basic information to identify and track every spray foam project. This is the foundation of your documentation system and protects your warranty claims and GC requirements.

What to Document

Record these items for every spray foam project to create a complete project record.

Project Details

  • Project name / job number
  • Customer name
  • Property address
  • Type of structure (residential, commercial, agricultural, etc.)
  • New construction or retrofit
  • General contractor or builder
  • Date(s) of installation
  • Areas sprayed (attic, crawlspace, walls, roof deck, etc.)
  • Total square footage sprayed
  • Intended R-value

Contract Information

  • Signed contract
  • Scope of work
  • Change orders (if any)

Why This Matters

Project identification documentation is the foundation of your project records. This information is essential for warranty validation, liability protection, and meeting general contractor requirements.

Warranty Validation

Manufacturers require project identification to validate warranty claims. Without it, claims can be denied.

GC Requirements

General contractors demand detailed project records before releasing final payment.

Liability Protection

Documented project details provide evidence in disputes about what work was performed.

Business Analytics

Track your work volume, customer types, and project mix over time for better business decisions.

Tips for Compliance

  • Record the job number and customer name as soon as the contract is signed.
  • Take photos of the property address and structure before starting work.
  • Document the structure type upfront — this helps with material ordering and scheduling.
  • Note the R-value requirement on your contract for future warranty reference.
  • Keep a copy of the signed contract and scope of work with your project file.

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