A job is always held by one person. The strip at the top of every job shows the six steps, the current one in yellow, and who holds it. Everyone sees the same job.
- Estimate (Planning). Measure the site, build the BOQ, add margin.
- Finance review (Finance & Compliance). Check the numbers, chase the client to sign and pay the deposit.
- Client deposit (Finance and the client). When the deposit lands, the job goes back to Planning.
- Program (Planning). Build the program from the approved BOQ items.
- On site (Site Manager). Run the day to day and update the program from site.
- Handover (Site Manager). Defects closed, handover pack, retention released.
Handing a job on
Press the yellow button under the strip, for example Send to finance. One box asks first and states the job, where it is now, where it goes, who receives it and that they are told in their Inbox. You can add a note for the next person. The hand-off stays in the job history for good.
Why it works this way. The old way relied on messages and memory. One holder and one confirmed hand-off means nobody wonders whose turn it is.