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New Job Checklist

Customer name / address:

Manager review:

Job sale date:

Job #:

Salesperson:

Job superintendent:

Contract amount:

Allowance amounts:

Contract & job # Down payment Allowances Selections Estimate Layout sheet Specialty items Thank you letter (Manager OK)

Bookkeeping:

Check all math Check pay schedule Job set up (Bookkeeping OK)

Job Superintendent:

Read contract Check estimate Check allowances Check selections Check special orders Check layout sheet Confirm subs at layout Schedule permit appointment Schedule plans Confirm start date (Superintendent OK)

Salesperson:

Thank you note Confirm layout date w/owner Check all forms complete (Sales OK)

Projected job start date: _____ / _____ / ______ Projected job completion date: _____ / _____ / ______