Paving companies
Driveway resurfacing project: planning checklist
Plan driveways, paving and resurfacing with the scope, schedule and client in one place. 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
Which measured areas, edges and drainage concerns are in scope?
- 2
Who coordinates vehicle removal, access closures and weather changes?
- 3
What curing/access instructions and final measurements will be handed over?
Job management
Record the project area, access constraints and requested finish with the client’s photos. Keep the estimate scope clear about preparation and exclusions. Capture questions that require a site visit before treating the estimate as final.
Explore this toolScheduling
Schedule site review and work visits as separate appointments where needed. Confirm access arrangements and communicate changes to the property contact. Review the plan when weather, materials or another trade affects the work.
Explore this toolQuotes, invoices & payments
Keep approved scope changes with the quote before issuing the invoice. Record payment balances and the client handoff instructions together. Note any remaining work explicitly rather than letting an invoice imply the entire project is complete.
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.
