Job handover notes
Fewer calls from the driveway. Every crew starts the job knowing what the estimator knew.
Hours back
3
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
Everything about the job gathered
The quote, the job notes, site photos and the email or text thread with the customer, collected when the job is booked.
- 02
Site photos pulled in
The photos from the estimate are attached so the crew can see what they're walking into.
- 03
A one-page handover drafted
Scope, materials, access and parking, anything the customer asked for and anything that was promised. Unclear points are listed as questions instead of being filled in.
- 04
Checked and added to the job
The estimator or office confirms the draft in a minute or two, and it's saved to the job so the crew sees it on their phone.
- 05
Shift and end-of-day handovers
For work that runs over several days, the crew's end-of-day notes and photos become a short note for whoever picks it up next.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
The estimator or office confirms each handover before it's attached to the job. Nothing about price or scope changes without a person.
What it's worth
What those hours add up to.
3 hours a week, over 46 working weeks, is 138 hours a year. At $50 an hour, that’s
$6,900
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
The estimator agrees the details with the customer, and some of it ends up in the job notes. The rest is in a text thread, a photo on someone's phone, or nobody's memory. The crew rings the office from the driveway or, worse, finds out the hard way.
What we build
- Everything about the job gathered
- Site photos pulled in
- A one-page handover drafted
- Checked and added to the job
- Shift and end-of-day handovers
A month in
The crew turns up knowing about the dog, the driveway and the promise to keep the side gate shut. Return visits for things that were agreed and forgotten drop off, and a new starter can pick up a job without a long briefing.
FAQ
Our estimators hate paperwork. Do they have to fill anything in?
No new forms. The job handover note is drafted from what estimators already produce: the quote, the photos and their messages with the customer. Their part is a quick read and a tap to confirm.
Does it work for multi-day jobs and different shifts?
Yes. End-of-day notes and photos from one crew become the start-of-day handover note for the next, so a multi-day job doesn't restart from scratch every morning.
More for operations
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Bring this one to a free live build.
Thirty minutes on job handover notes. We build its elf with you, live, and you keep it.