📄️ RFI Process Playbook
Complete playbook for the Request for Information workflow. Write clear RFIs, track responses, and avoid delays from unanswered questions.
📄️ Change Order Workflow Playbook
Complete playbook for documenting scope changes, preparing pricing, obtaining approvals, and tracking cost and schedule impacts. Protect your right to payment for extra work.
📄️ Submittal Management Playbook
Complete playbook for tracking shop drawings, product data, and samples through the approval cycle. Includes submittal scheduling, preparation, review tracking, and resubmittal workflow.
📄️ Document Control Playbook
Organize contracts, submittals, RFIs, drawings, and closeout documents so nothing gets lost. Includes folder structure, naming conventions, and version control.
📄️ Subcontractor Management Playbook
From prequalification to final payment — manage your subcontractor relationships systematically. Covers bidding, contracting, coordination, payment tracking, and closeout.
📄️ Project Closeout Playbook
Systematic approach to final inspections, punch items, warranty documents, and client handoff. Get your final payment and protect your reputation.
📄️ Running a Surety Program
The standard operating procedure for the person who owns bonding: daily, monthly, quarterly and annual duties, the records to keep, and how to hand it over.