COLORADO SPRINGS REVENUE | CONTRACTOR FIELD GUIDE
HAND A SOLD JOB TO THE FIELD

Turn a sold estimate into a first-day brief. A line in a proposal is not always an instruction a crew can use.

BLANK WORKSHEET — duplicate this for each job

Accepted scope and version
Which dated proposal is the crew working from?
_______________________________________________________

Included / excluded
Name one detail that would change the work.
_______________________________________________________

Getting the crew on site
What has to be ready before the crew arrives?
_______________________________________________________

Decision still needed / who decides
What is still unknown, who can resolve it and by when?
_______________________________________________________

Crew lead and first check
Who confirms the handoff is complete?
_______________________________________________________

WORKED EXAMPLE — fictional
Example: The signed scope includes tile installation but excludes moving plumbing. The owner selects grout by Thursday; the field lead checks delivery Friday before assigning the tile crew.

Worksheet for your own process. No information is sent to CSR.
CSR JobTrack is in development; this worksheet works independently of the app.