From enquiry to inspection
Record the work address, contact for access, reported problem and available photographs. Keep measured quantities and observed conditions separate from assumptions. Note missing information so it can be checked before preparing a proposal.
A work order based on the agreement
Carry approved scope, measurements, materials, colours, access arrangements and relevant photos into preparation. Identify who checks changes and who schedules the team. The working instructions should reflect the accepted proposal and its agreed additions.
Capture execution and completion
Define which progress photos, material records and completion points belong in the dossier. Record unresolved items with an owner and next action. An example workflow on the website uses demonstration data; it does not establish a live connection to your administration.
Prepare the administrative handover
Compare the accepted work with completion information and approved changes before preparing invoicing. Agree what belongs in a completion report and where documents are kept. Give us one representative assignment to discuss the first workable process.