Section

Site and field

Margin, scheduling, time and documents: what happens between contract signing and closeout, and what decides the result.

3 articles

Between contract signing and closeout, everything that decides the outcome happens: the hours, the purchases, the extra work agreed verbally. Real margin is settled there, and it is usually discovered at invoicing — which is too late to act.

What you need to see it in time is one fresh piece of data: daily time entry. While hours arrive a month late, a job going wrong only shows up at the end. With a same-day record, it shows up in week two.

This section also covers scheduling, documents and evidence: what to keep to hold up in a dispute, and how to record it without adding work for people who are already on site.

Site and field4 min readThe handover report: sign it on site, with photosAnything not written on the handover report counts as accepted. The method for filling it in during the walkthrough, one photo per snag, instead of rebuilding it afterwards.ByJérôme KnopsRead the article
Site and field5 min readSnagging items at handover: tracking them until they're signed offSnags noted at handover get lost between the paper form, the photos and the messages. A method to track each one until the client signs it off.ByJérôme KnopsRead the article
Site and field5 min readHow to track a job's margin without waiting for the final invoiceMargin is usually discovered at the final invoice, when nothing can be recovered. How to track it as you go, with four figures.ByJérôme KnopsRead the article

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