Trades guide

Prepare a trades job-start worklist

Organise approved job scope, business details and schedule assumptions into a practical trades-team hand-off.

Bring the approved scope

Use supplied site notes and job details. Keep the original wording and distinguish open questions from agreed work.

Make date assumptions explicit

A working-day tool can help with a weekday count, but not individual roster, site access, weather or customer commitments. Include the dates you excluded and why.

Keep commercial and safety checks in your process

A workflow can organise preparation. Your business owns quoting, job commitments, safety decisions and customer approvals.

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Start with a task you can inspect.

Connect a compatible client, choose a workflow and review the source fields that come back.