Excavators

Site preparation and excavation: planning checklist

Keep the site visit, estimate, access details and agreed scope together, from the first request to the completed work. Use this guide before a new assignment, then return to it when the scope or schedule changes. Confirm the details with your client and record who owns the next step.

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Build a useful job brief

Use these questions during intake. Record the answers, the person responsible and any unresolved decision in the job record before confirming the next step.

1
What site plan, access limits and utility-location documentation are available?
2
Who confirms permits, disposal arrangements and affected neighbours?
3
How will quantities, site conditions and scope changes be recorded before approval?

Job management

Record the site address, agreed boundaries and access constraints with the request. Keep the status of required permits, utility locates and client approvals visible in the job record. Do not infer that uploading a document means a required approval is complete.

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Route planning & dispatch

Review assigned site visits together when planning a mobile team’s day. Confirm that the route order fits appointment commitments and equipment access. Driving directions help coordinate visits; site suitability and machinery movement still need the team’s judgment.

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Quotes, invoices & payments

Build the quote around the agreed scope and record approved changes as the site conditions become clearer. Keep progress notes and invoices attached to the job. Reconcile payments and identify remaining work before closing the client handoff.

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Before you hand off the work

Confirm the agreed deliverable and the person authorized to accept it.
Separate completed work from remaining questions or a follow-up visit.
Check document versions and recipients before sharing.
Record the next responsible person and date, then confirm the client knows what happens next.

Adapt this operational checklist to your agreed scope and professional requirements.

Put the plan into practice

Start with one client record and one clearly scoped job. Link the service address, relevant files and agreed next action. Review the plan with the assigned teammate before the first visit, and update the record when the client approves a change.

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