Complete Business Essentials Package Because Good Business Starts With a Good Foundation.
Good paperwork does more than make you look professional. It makes sure everyone knows what was agreed to before the work starts: what you're doing, what it costs, what happens if the job changes, and when you get paid.
TradeWise Legal gives Texas plumbers straightforward, reusable documents built to prevent misunderstandings from turning into unpaid invoices and costly disputes.
BUILT TO HELP YOU RUN YOUR BUSINESS BETTER
A plumbing company usually has three different relationships to manage from a legal standpoint.
There is the business itself, including ownership documents, company records, licenses, and compliance.
There is your team, whether that means employees, independent contractors, office staff, technicians, or a combination of all of them.
Then there are your customers, where good paperwork can help make the scope of the job, pricing, payment terms, changes, and warranties much clearer from the beginning.
The Business Essentials Package brings those three areas together so your legal paperwork is not scattered across old files, generic forms, and documents that were created years apart.
YOUR BUSINESS
Documents that help support the legal and administrative foundation of the company.
EMPLOYEES & CONTRACTORS
Paperwork for employees, independent contractors, onboarding, and classification.
YOUR CUSTOMERS
Agreements and forms that help document the job from estimate through final payment.
What Does the Package Include?
• LLC Operating Agreement
• Corporate Minutes Template
• Annual Minute Template
• Business License Compliance Checklist
• Business Insurance Checklist
• Independent Contractor vs. Employee Classification Guidelines
• BOIR and Texas Secretary of State requirements
• Employee Handbook Template
• Independent Contractor Agreement
• Classification Guide for Employees vs. Independent Contractors
• Onboarding Checklist & Documentation Requirements
• IRS Compliance Tips
• List of Common Mistakes to Avoid
• Estimate and Proposal Templates
• Residential Service Agreement Templates
• Warranty Documents
• Invoice Templates with Payment Terms
• Change Order Forms
Put the Legal Foundation of Your Plumbing Business in Order
A lot of plumbing companies handle their formation paperwork once and rarely look at it again.
That can become a problem as the company grows, ownership changes, employees are added, or the way the business operates starts looking very different from when it was first formed.
The Business Essentials Package includes documents and guidance designed to help you maintain cleaner company records and understand the business requirements that should stay on your radar.
LLC Operating Agreement
Create clear written rules for how the business is owned, managed, and operated, or review the agreement you already have in place.
À La Carte: $1,000
(or included in the Business Essentials)
Corporate Minutes Adopting the Operating Agreement
Document the company's formal approval of its governing agreement.
À La Carte: $250
(or included in the Business Essentials)
Annual Minute Template
Make it easier to keep a consistent written record of important company decisions each year.
À La Carte: $200
(or included in the Business Essentials)
Business License Compliance Checklist
Keep track of business licensing and compliance items that may apply to your Texas plumbing company.
À La Carte: $150
(or included in the Business Essentials)
BOIR & TEXAS SECRETARY OF STATE COMPLIANCE REVIEW
Keep important state filing and business compliance responsibilities from falling through the cracks.
À La Carte: $300
(or included in the Business Essentials)
Business Insurance Checklist
Identify areas of business risk and the types of insurance coverage you may want to discuss with your insurance professional.
À La Carte: $150
(or included in the Business Essentials)
Independent Contractor vs. Employee Classification Guidance
Understand some of the important differences between hiring an employee and working with an independent contractor.
À La Carte: $200
(or included in the Business Essentials)
Growing Your Crew Shouldn't Create a New Set of Problems
There usually comes a point when you can't do everything yourself.
Maybe you're hiring technicians. Maybe you're bringing in office staff. Maybe you're considering using independent contractors. The distinction matters.
How someone works with your company can affect taxes, documentation, workplace policies and your responsibilities as the business owner. Simply calling someone a “1099 contractor” doesn't necessarily make that person an independent contractor.
The Business Essentials Package gives you documents and guidance to create a more consistent process when adding people to your company.
Instead of handling every new worker differently, you'll have a repeatable framework for documenting the relationship from the beginning.
Want to understand the employee-versus-contractor issue first?
Read our complete guide to Hiring Help for Texas Plumbers: Employees vs. Independent Contractors.
Hiring & Contractor Documents Include:
All prices below are À La Carte.
(All documents are included when you purchase the full Business Essentials Package)
EMPLOYEE HANDBOOK TEMPLATE
$1,000
INDEPENDENT CONTRACTOR AGREEMENT TEMPLATE
$450
GUIDE TO IMPLEMENTING INDEPENDENT CONTRACTOR AGREEMENTS
$250
The Best Time to Avoid a Customer Dispute Is Before the Work Begins
Some of the most frustrating disputes in a plumbing business start with conversations everyone thought were perfectly clear.
> What exactly was included?
> Was that extra work part of the original quote?
> When was payment due?
> Did the customer approve the additional cost?
> What does the warranty actually cover?
When those details live only in a phone call or someone's memory, a small misunderstanding can become a much larger argument.
Business Essentials gives your company reusable customer-facing documents designed to put those details in writing.
Need to fix your customer paperwork first?
See our complete guide to Customer Paperwork That Prevents Disputes for Texas Plumbers.
Customer Agreements & Job Paperwork Include:
All prices below are À La Carte.
(All documents are included when you purchase the full Business Essentials Package)
ESTIMATE & PROPOSAL TEMPLATES
$400
RESIDENTIAL SERVICE AGREEMENT TEMPLATES
$400
INVOICE TEMPLATES & PAYMENT TERMS
$400
CHANGE ORDER FORMS
$250
WARRANTY DOCUMENTS
$250
$3,995
The Documents in Our Package Are Designed to Work Together to Protect Your Business from the Ground Up
A good contract doesn't help much if your invoice contradicts it. A contractor agreement doesn't solve the problem if you're treating the person like an employee. And an operating agreement isn't very useful if no one has maintained the company's records since the day the LLC was formed. That's why Business Essentials isn't meant to be a pile of unrelated templates.
The package looks at the routine paperwork surrounding the business from three directions: THE COMPANY, THE TEAM, and THE CUSTOMER.
Put those pieces together and the legal side of the business becomes much easier to manage.
BEST FOR PLUMBERS WITH:
Growing Businesses
Outdated Paperwork
Generic Online Forms
WHAT'S INCLUDED
• LLC Operating Agreement
• Corporate Minutes Template
• Annual Minute Template
• Business License Compliance Checklist
• Business Insurance Checklist
• Independent Contractor vs. Employee Classification Guidelines
• BOIR and Texas Secretary of State requirements
• Estimate and Proposal Templates
• Independent Contractor Agreement
• Classification Guide for Employees vs. Independent Contractors
• Onboarding Checklist & Documentation Requirements
• IRS Compliance Tips
• List of Common Mistakes to Avoid
• Estimate and Proposal Templates
• Residential Service Agreement Templates
• Warranty Documents
• Invoice Templates with Payment Terms
• Change Order Forms
INCLUDED BONUS
Free 30-Minute Consultation
OPTIONAL ADD-ONS
Governing Document Review
$400
Monthly Legal Support
$395/mo
