Materials
- List by job, with quantities from the sold scope rather than from memory.
- Flag long-lead items at the moment the job is created, not the week before.
- Decide the route to site: picked up, delivered, or staged from stock.
- Name who receives the delivery and where it goes, especially on occupied properties.
- Record what was actually consumed, so costing and the next estimate improve.
Equipment
Equipment problems are calendar problems. The lift is not missing; it is on another job. Tracking equipment against dates the same way you track crews prevents the conflict from being discovered at 7am.
Rented equipment adds a second dimension: the rental period is a cost that runs whether the job does or not, so rental start dates should follow readiness rather than optimism.
Documents
- The agreement executed by all required signers.
- Permits obtained and inspection timing understood.
- Customer selections finalised where they affect ordering.
- Specifications, drawings and safety documentation accessible to the crew on site.
- Any access authorisation the property requires.
Why these three sit together
They share a failure pattern: each is knowable in advance, each is invisible until the day, and each costs a full crew day when missed. Reviewing them as one block at the readiness gate catches the majority of return trips a business would otherwise absorb as the cost of doing business.