1. Size Up
3 workflows2. Lock
2 workflows3. Plan
8 workflowsSequence the trades
Who works when? (Sequence the trades)
5 steps
How many do you need?
How many crew do you need? (Crew sizing)
5 steps
Pull the permits
What permits do you need? (Permit checklist)
5 steps
Get sub quotes
Compare sub bids. (Bid analysis)
6 steps
Rent or buy gear
Rent or buy equipment? (Equipment costs)
5 steps
Order materials● broker-powered
Order the materials. (Supply ordering)
5 steps
Services & utilities
Schedule utilities and services. (Services to-do)
5 steps
Hire your crew
Find and hire crew. (Hiring)
6 steps
4. Build
6 workflowsWork around the weather
Plan around the weather. (Weather scheduling)
5 steps
Daily logbook
What happened today? (Daily log)
6 steps
Weekly toolbox talk
Safety topic for the week. (Toolbox talk)
5 steps
Expense report
Track spending on the job. (Expense report)
5 steps
Touch base with vendors
Reach out to vendors. (Vendor outreach)
5 steps
Compass check-in
Where are you now? (Project compass)
5 steps
5. Adapt
1 workflow6. Collect
4 workflowsRequest payment draws
Request your payment draw. (Draw requests)
5 steps
Collect lien waivers
Collect lien waivers. (Lien waiver tracker)
6 steps
Payroll check
Are workers classified right? (Payroll check)
5 steps
Final walk-through
Walk the job — punch list. (Final walk-through)
5 steps