Proposal and quote
Example
- What goes in?
- A customer request, your walkthrough notes and your approved pricing sheet.
- What starts the work?
- You forward the request and notes, or a new request arrives in an approved folder.
- What comes out?
- A proposal excerpt, an itemized quote worksheet and a cover email, all as drafts.
- What do you check?
- Quantities, rates, exclusions and terms, before anything is sent.
Quote worksheet
Review The walkthrough notes do not give a length for the baseboard. The amount is left blank, and the subtotal leaves that line out.
Proposal excerpt
We propose to replace four interior doors and repaint the office walls with two coats. Baseboard replacement is not included in this price. We will price it once the length is confirmed.
Cover email
Thanks for walking the space with us. The attached quote covers the doors and paint. We need one measurement to price the baseboard and will send that line as soon as we have it.
Delivery and purchasing
Example
- What goes in?
- Vendor emails, your purchase order records and the delivery log.
- What starts the work?
- Runs each morning, or whenever you start it.
- What comes out?
- A delivery tracker, a short list of late or uncertain items and a draft follow-up.
- What do you check?
- Each flagged date against the vendor email, before the follow-up is sent.
Delivery tracker
Review PO-1042 is late because the promised date has passed and the log shows no receipt. PO-1047 is uncertain because the vendor wrote "ships next week" and gave no date.
Draft follow-up
Our records show PO-1042 was promised for March 11 and has not arrived. Can you confirm the new delivery date? For PO-1047, can you give us a ship date?
Change order backup
Example
- What goes in?
- The change request, field notes, photos and the emails about it.
- What starts the work?
- The project manager starts it when a change is requested.
- What comes out?
- A draft change narrative, an evidence index and a draft transmittal.
- What do you check?
- Scope, dates, pricing and the supporting records, before relying on the package.
Draft narrative
On March 3, the owner’s representative asked for two floor outlets in the conference room. The slab was cored on March 5 and conduit was run to the nearest panel. This work was not in the original scope.
Evidence index
Review No written approval to proceed was found in the emails provided. Pricing is left for your team. The project manager checks scope, dates and records before the package goes anywhere.