Start with what the customer needs.
Keep the customer, property, notes and next action together. Book a site visit, then carry those details into the job.
A clear next step.
At every stage.
Put the agreement in writing.
Build a quick fixed-price quote or use your production rates. Review what’s included, what’s excluded and the terms, then share it for customer acceptance.
Give the work a date and an owner.
Book yourself or your crew, confirm the dates and share reviewed instructions. Everyone starts with a clear plan for the same job.
Keep up when the job changes.
Record hours, photos, progress and unfinished work. Keep accepted changes connected to the customer’s documents and the crew’s instructions.
Finish with the figures in order.
Request deposits and issue progress or final invoices under your agreement. Review received payments and keep invoices, balances and receipts with the job.