Contractors
Renovation with several trades: planning checklist
Connect the scope, trades and client decisions from estimate to handover. 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.
On this page
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
Which inclusions, exclusions and allowances are agreed in writing?
- 2
Which trades, inspections and client decisions block the next milestone?
- 3
Who approves a change order before the budget or schedule changes?
Job management
Keep the agreed scope, site address and client decisions in one job. Record dependencies before setting the next visit, such as materials or another trade’s work. A clear next action helps the team distinguish active work from a job waiting on approval.
Explore this toolTeam access & permissions
Assign visits and responsibilities to the appropriate teammates. Choose permissions that match each person’s role and confirm who can approve changes. Keep the client-facing contact clear even when several people contribute to the project.
Explore this toolQuotes, invoices & payments
Prepare itemized quotes and record approval of scope changes before invoicing. Keep invoice balances and payment records connected to the job. Confirm remaining work at handover so an outstanding item is not confused with a completed milestone.
Explore this toolBefore you hand off the work
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.
