Contractor Ops Master Pack cover

Checklist

If three or more of these are missing, the admin layer is already leaking margin. Quietly, like every expensive problem does at first.

1

Estimate / quote

Is the scope clear enough that a client cannot quietly imagine extra work for free?

2

Change approval

Is every price or scope change documented before the work starts?

3

Invoice

Does the invoice show line items, payment terms, totals, and who should pay what?

4

Daily site log

Can you prove who was on site, what happened, what delayed work, and what was delivered?

5

Materials

Can you see what was ordered, from whom, when it should arrive, and what is still missing?

6

Job cost

Can you compare estimated cost versus actual cost before the margin is already dead?

7

Subcontractors

Can you see approved amounts, paid amounts, balances, and pending invoices?

8

Punch list

Does every closeout item have an owner, due date, status, and sign-off path?

9

Handover

Are keys, manuals, warranties, certificates, and client sign-off tracked in one place?

10

Backup

Are final files stored somewhere safer than one tired person’s WhatsApp thread?

Want editable files instead of a checklist? Start with the Contractor Ops Master Pack or browse all templates on the homepage.