Trades & Contractors Small Business Operations

Prompts

• Job Quote Template With Assumptions and Exclusions

  Quote clearly to prevent disputes.

  Create Small Business Operations / Trades & Contractors

• Site Visit Checklist for Estimating

  Gather the right information before quoting.

  Create Small Business Operations / Trades & Contractors

• Change Order Process for Small Jobs

  Handle extras without arguments.

  Create Small Business Operations / Trades & Contractors

• Client Update Messages During a Project

  Keep customers informed and calm.

  Create Small Business Operations / Trades & Contractors

• Subcontractor Onboarding Packet

  Set expectations before work starts.

  Create Small Business Operations / Trades & Contractors

• Toolbox Talk Planner

  Plan short safety talks for a small crew.

  Create Small Business Operations / Trades & Contractors

• Snag List and Handover Pack

  Close out a job professionally.

  Create Small Business Operations / Trades & Contractors

• Material Ordering and Waste Tracking Sheet

  Order accurately and reduce waste.

  Create Small Business Operations / Trades & Contractors

• Scheduling Multiple Jobs and Travel

  Plan the week to reduce wasted time.

  Create Small Business Operations / Trades & Contractors

• Deposits and Payment Schedule Plan

  Set payments that protect both sides.

  Create Small Business Operations / Trades & Contractors

• Warranty Statement Draft

  Explain workmanship guarantees plainly.

  Create Small Business Operations / Trades & Contractors

• Dealing With a Difficult Client

  Stay professional when a client is hard to work with.

  Create Small Business Operations / Trades & Contractors

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