Process
One variation,
six stages.
Every extra follows the same path, so nothing falls between the site, the office and the homeowner.
Who does what at each stage
| Stage | Site | Office | Homeowner | Accounts |
|---|---|---|---|---|
| 01Captured | Photo and note | Logs with the time | – | – |
| 02Priced | – | Drafts from rate cards, approves | – | – |
| 03Signed | Waits for signature | Locks the scope | Signs on the phone | – |
| 04Built | Works to the signed scope | Updates programme and orders | Sees the change | – |
| 05Billed | – | Moves into next payment | – | Issues the invoice |
| 06Collected | – | Monthly ledger per job | Pays | Tracks the cash |
What the homeowner sees.
Plain words, the price, the effect on the programme, and one signature.
Three rules.
- No extra work without a record.
- No price without your office approving it.
- No signature, no work. Emergencies are flagged, then recorded.