01Capture the request
Record the project address, builder or decision-maker, plan set and revision, framing scope, stories, foundation status, openings, roof or floor components, material responsibility, site access, equipment, schedule milestone, and permit context. List exclusions and unresolved plan questions before estimating so structural scope is not inferred from a short lead description.
02Price and get approval
Prepare the estimate around the reviewed plans and stated responsibility for labor, lumber, hardware, equipment, delivery, cleanup, supervision, and inspections. Identify allowances, alternates, and change-order boundaries. Keep the approved revision and scope attached to the project so later updates do not silently replace the basis of the original price.
03Deliver and follow through
Schedule mobilization and stages with plan revision, material, access, equipment, inspection, and dependency notes visible. Record field questions, approved changes, progress photos, completed areas, delays, inspections, payment milestones, and punch work. Follow up on corrected items, backordered material, next phase, or builder closeout using the same project history.