Your First 90 Days as a Licensed Contractor: A Checklist
The first 90 days after a California contractor license becomes active should turn the license record into a working compliance system. Confirm the license and bond, set up contracts and payment records, verify insurance and workers compensation, and build a repeatable project closeout routine.
Days 1–30: verify the license file
| Check | Action |
|---|---|
| License status | Confirm the classification, business name, qualifier and active status in CSLB records |
| Bond | Confirm the $25,000 contractor bond is on file and matches the business name and license number (CSLB bond requirements) |
| Insurance | Confirm workers compensation or a truthful eligible exemption; review commercial coverage with your adviser |
| Contracts | Use current California home improvement and payment forms when applicable; do not copy an old template blindly |
Days 31–60: build the office workflow
Create one folder for each project: signed contract, scope, change orders, invoices, notices, payroll or subcontractor records, permits and closeout documents. Add a calendar for renewals, bond changes, insurance certificates and tax filings. For payment disputes, keep lien notices and waivers in the project file and review CSLB mechanics lien guidance (CSLB lien resources).
Days 61–90: improve the field routine
Use a pre-start checklist, document site conditions with dated photos, confirm who is responsible for permits and inspections, and require written change orders. At closeout, collect final payment records, warranties, manuals, lien releases and customer sign-off.
FAQ
Can I start work as soon as I pass?
No. Passing is not the same as an active license. Confirm CSLB issuance, bond, insurance and contract requirements before contracting.
Should I keep old contracts?
Keep records according to your tax and legal obligations, but use current forms and review them when laws or business practices change.
What is the most important first habit?
Match the signed scope to the work actually performed and record changes before the work happens.
Sources
Peerless Institute has helped California contractors prepare for CSLB exams since 1953. Use Peerless combo packages to keep future licensing study organized.