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Compliance checklist builder

Copy, print, or download requirements selected for your project.

What it is and why it helps

Organize requirements you select for a project or trade into a checklist before collecting documents.

How to use it

  1. Enter optional project details, state, and project type.
  2. Select a trade and optional company; enter a custom trade for Other.
  3. Choose requirements, optional limits/expiration details, and custom items.
  4. Generate Checklist, then Copy, Print, or Download PDF.

Important rules

State and trade organize the result; they do not select legal or insurer requirements automatically. You choose each requirement.

The output is a checklist, not a saved workspace record. Configure matching requirements in the workspace separately. Starting over clears the current result.

Put this into practice

Open this feature