NEWRecognition — recognise hard work and the people going above and beyond
PropertyOptixProperty software
PDF template

Contractor approval checklist. A printable checklist for approving a contractor — insurance, registration for the trade they are doing, references and what has to be in place before they attend a tenanted property.

This is the paper version. PropertyOptix does the same job on a phone, with the record filed against the property automatically.

First page of the Contractor approval checklist PDF
2 pages · A4 · PDF

What is on the sheet

  • Company details, trades covered and the properties or landlords they are approved for
  • Insurance, with expiry dates and a note of what you require
  • Trade registration for gas, electrical and any other regulated work, checked against the register
  • References, and evidence of comparable work
  • Arrangements for attending tenanted properties: identification, appointments, conduct and safeguarding
  • A review date, because approval decays, and a record of where the evidence is held

Why this record matters

Approving a contractor for property work is a narrower question than it looks, because the regulated trades carry their own registration regimes and a general approval says nothing about them. Gas work and electrical work each have a specific position, and checking it against the relevant register rather than taking a certificate at face value is the whole of the exercise.

The register check matters because certificates circulate. An engineer's registration can lapse or be restricted, a certificate can belong to a business the person no longer works for, and the only answer that counts is what the register says on the day you look.

Attending tenanted properties is a section most contractor checklists omit entirely, and it is the one that affects actual people. A contractor letting themselves into an occupied home, without identification, without an appointment the tenant agreed, is a complaint and sometimes considerably worse.

The review date is there because approval decays silently. Insurance lapses, registration expires, the registered individual leaves the business — and an approved contractor list that is never revisited is a record of who was acceptable at some point in the past.

Use it with

Read more on this

All templates

© 2026 PropertyOptix. Free to print, copy and use in your business. Not for resale. Please keep this notice.

Contains public sector information licensed under the Open Government Licence v3.0. General guidance, not legal advice. Checked October 2026.