An organized packet
Collect supplied notes, photographs and checklist records in the agreed handover format.
Get the job record together before invoicing.
The crew has finished, but photographs, notes and sign-offs may still be in different places. We organize the agreed job records into a handover packet and make it clear which facts still need someone to check or supply.
Discuss this serviceIllustrative example
The job is finished. Is the record complete?
A fictional job packet. No invoice or customer message is created.
The office can see what still needs to be supplied before preparing the handover or invoice.
Still needed
- Crew completion note received
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What do you have to chase?
Bring a recent completed job and the documents you needed afterward. We'll check whether a clearer checklist, shared folder or existing job software can handle the work before proposing a custom process.
What we set up
A missing-item list
Show what is absent or unclear and who needs to provide it.
A review point
Give the responsible person a complete view of the record before they release it for the next step.
How the work happens
Define a complete record
You identify the required documents and the crew lead who verifies them.
Assemble a sample job
Organize the supplied material and compare the result with your requirements.
Test missing information
Check that gaps stay visible until the responsible person resolves them.
The record starts with your crew.
Your crew supplies accurate material and your lead checks it. Optional maintenance can cover changed checklists, packet formats and connection problems. Daily document chasing needs a separate agreement.
Begin with one job type and packet.
Your quote names the source material, required checks and output, with software and any ongoing work shown separately.
Measure the path to invoice readiness.
Compare assembly and correction time, remaining gaps and when the record is ready for invoicing. An organized packet doesn't certify the fieldwork or guarantee faster payment.
- Assembly plus correction time
- Missing required items
- Time until invoice readiness