Contractor Estimating Workflows and Crew Handoff Guides

Keep the job from becoming a second walkthrough at the kitchen table. These routines make the field record, missing information and next action clear before the day ends.

Start here

  1. An End-of-Visit Estimating Routine That Keeps the Job Out of Your Evening
  2. Crew-to-Estimator Handoff: What the Field Record Must Include
  3. Estimate Backlog Triage: Decide What to Finish, Clarify or Close