Does your crew have everything before the job starts?

Use this list each time a sold job moves from sales to delivery.

When every box is checked, your crew can start without calling you.

The paperwork

Signed quote or contract
Deposit received
Scope written in plain words, area by area
What's not included, written down
How changes get approved, explained to the customer

The site

Address, gate code and where to park
Who lets the crew in
Pets, kids or neighbors to know about
Where materials and debris go
Photos of the site from the sale

The customer

Best phone and email
How they like updates: text or call
Anything they're worried about
Who decides if something changes

Materials and schedule

Materials ordered, with the delivery date
Special-order items and their lead time
Permits pulled, if the job needs them
Start date and how many days it should take
Crew lead named for the job

The handoff meeting

A short sit-down before the start date.

Walk the crew lead through the scope, the site notes and the customer notes.
Ask the crew lead to explain the job back to you.
Fix anything that's missing before the start date.
Text the customer who's coming and when.

Who on your team could run this handoff once it's written down?

A map shows who does each step and where the work waits on you.

Map your handoff to delivery here, free

It opens in Systematics, and your first map is free with no card needed.

More free tools and downloads