Conversion
- Work is genuinely sold — accepted estimate, executed contract, or recorded direct sale.
- The existing customer record is reused, not duplicated.
- Scope, line items, total and payment terms carried forward as agreed.
- Agreement and attachments linked to the job.
- Job owner named.
Readiness
- Scope and exclusions clear enough for someone who was not on the sales call.
- Materials identified; long-lead items ordered.
- Equipment identified and free for the intended dates.
- Access, permits and inspections resolved.
- Skills required and realistic duration recorded.
Scheduling and assignment
- Placed on the calendar only after readiness passes.
- Crew and any subcontractors assigned with roles.
- Subcontractor access scoped to their portion.
- Day-of sequence and travel reviewed the day before.
- Customer knows the date and the arrival window.
Production
- Stage kept current; tasks owned and dated.
- Dependencies respected — no covering work before inspection.
- Field notes and photos captured on site, not written up later.
- Materials consumed and field purchases recorded to the job.
- Any scope movement stopped, priced and approved in writing before proceeding.
Close-out
- Sold scope plus approved changes verified as performed.
- Punch list emptied with each item owned and dated.
- Completion documentation and signatures captured.
- Costs reconciled to the job.
- Final invoice issued promptly against scope plus approved changes.
- Warranty terms and start date recorded.
- Job archived with documents intact.
How to make it stick
A checklist that lives beside the work gets used; one that lives in a binder does not. Encode the blocks as stages and tasks on the job so the list executes itself, and reserve human attention for the judgement calls the list cannot make.