Monday
Made-up business
Morning,
Sam
You're owed
$47.1k
.
$9.7k
of it isn't signed for yet.
At a glance
Quotes to price
3
1 tender closes Thursday
Unsigned variations
$9.7k
Work done, not yet approved
Overdue
$31.2k
3 invoices past 30 days
Retention held
$18.4k
$6.2k you can claim now
Today's jobs
3 of 3 clocked on
On site now
Dan · Harbour St fit-out
Meeting room fit-off, level 1 · Harlow Constructions
On site
6:52am
Jordan · Harbour St fit-out
Site induction, then with Dan
On site
6:48am
Mel · Banksia Ave units
Rough-in, units 5 and 6 · Coastline Builders
On site
6:58am
Nobody yet · Ocean Dr call-out
Power out to the site sheds · Northpoint Group
Needs a name
Logged from site yesterday
Dan · Six extra foyer downlights
Note and 2 photos from site · variation drafted, $1,280
4:12pm
Mel · Wrong hot water unit, unit 5
Photo · logged against the job, email to Coastline drafted
3:40pm
Job margins
Quoted against actual
Harbour St fit-out
Harlow Constructions
Labour used
70%
Work done
45%
Running over
Banksia Ave units
Coastline Builders
Labour used
52%
Work done
55%
On track
Ocean Dr fit-out · finished
Northpoint Group · quoted 22% margin, made 18%
Closed 6 Oct
This week
Priorities
Submit the childcare tender (Thu 2pm)
Get the 5 variations signed
Chase Harlow's $19.8k
Waiting on others
Harlow Constructions
Sign-off on two variations
Southside Electrical Supplies
Delivery date for Banksia fit-off
Insurance broker
New certificate of currency
Mel
Licence renewal done
Important things
Job files
Drive
→
Rates and price list
Sheet
→
Tender portals
Builders
→
Supplier account
Ordering
→
Job app
Clock-ons
→
Accounts
Xero
→
Safety docs
SWMS
→
Licences and insurance
Compliance
→
Quotes
Won 4 of the last 11
To price
3
Follow up
3
Childcare centre fit-out
Northpoint Group · tender
Closes Thu
Six townhouses, Wattle Rise
Coastline Builders
Due Fri
Office lighting upgrade
Harlow Constructions
Due next Tue
Medical suites, level 2
Harlow Constructions · $42,800
Sent 9 days ago
Warehouse switchboard upgrade
Northpoint Group · $18,500
Sent 12 days ago
Shopfront renovation
Coastline Builders · $9,200
Sent 15 days ago
Money
Claims due
1
Variations
5
Overdue
3
Retention
5
Banksia Ave units, stage 2
Coastline Builders · $26,400
Due Fri
Six extra foyer downlights
Harbour St · from Dan's site note yesterday
$1,280
Extra power points, unit 4
Banksia Ave · Coastline Builders
$1,650
Switchboard moved to east wall
Harbour St · Harlow Constructions
$3,900
Data cabling, meeting rooms
Harbour St · Harlow Constructions
$2,100
Return visit, kitchen redesign
Banksia Ave · Coastline Builders
$750
INV-1182 · Harbour St, stage 1
Harlow Constructions
$19,800
45 days
INV-1176 · Fit-out, Ocean Dr
Northpoint Group
$8,600
38 days
INV-1190 · Service call
Coastline Builders
$2,800
32 days
Ocean Dr fit-out
Northpoint · claim now, practical completion reached
$4,100
Eastgate medical suites
Harlow · claim now, defects period over
$2,100
Banksia Ave units
Coastline · held till completion
$5,300
Harbour St fit-out
Harlow · held till completion
$4,600
Lake St shopfront
Coastline · defects period ends March
$2,300
Email
Sorted 6:40am
Reply
3
Check
3
Noise
14
Coastline wants a new start date
Harlow question on the switchboard
Northpoint after-hours call-out
Childcare tender, addendum 2
Northpoint Group
6:12am
Price rise from 1 December
Southside Electrical Supplies
Sun
Remittance, INV-1171
Coastline Builders
Fri
14 emails filed away
Newsletters, supplier promos, notifications
Compliance
Lodge certificate, Banksia unit 3
Mel's licence renews in 21 days
Test and tag, site leads
Public liability renews 30 Nov
Closes
Thursday 2pm, through the builder's tender portal
Ready for you
Takeoff from the drawings, priced against your rates and supplier price list. Three items flagged where the drawings and the spec disagree.
Your record with Northpoint
Won 1 of the last 6 tenders.
Your call
The three flagged items, your margin, and whether this one is worth pricing at all.
Due
Friday
Ready for you
Priced from the last townhouse job you did for Coastline, adjusted for six units. Site walk booked Wednesday.
Your record with Coastline
Won 3 of the last 4 quotes.
Your call
Anything you see on the site walk, and the final number.
Due
Next Tuesday
Ready for you
Fitting count from the reflected ceiling plan. Two fitting options priced side by side.
Your call
Which option to put forward.
Sent
9 days ago, $42,800. No reply.
Ready for you
A short follow-up email in your words, asking where the job is up to.
Your call
Send it, change it, or ring them instead.
Sent
12 days ago, $18,500. Opened twice, no reply.
Ready for you
A follow-up email draft.
Your call
Send it, change it, or let it go.
Sent
15 days ago, $9,200. Second follow-up.
Ready for you
A last check-in email draft.
Your call
Send it or mark it lost.
Due
Friday. Miss it and payment slips to next month's cycle.
Ready for you
Claim drafted from the stage 2 schedule, $26,400, with the site photos from last week attached.
Your call
Check the percentages complete, then submit.
Amount
$1,650
Status
Done 3 weeks ago on a verbal OK from the site supervisor. Not signed.
Ready for you
Variation form filled in from the job notes, ready to send for signature.
Your call
Send it.
Amount
$3,900
Status
Sent 10 days ago. No signature.
Ready for you
A reminder to the project manager.
Your call
Send it or raise it at Thursday's site meeting.
Amount
$2,100
Status
Work starts Thursday. Not approved yet.
Your call
Whether to start before it is signed.
Amount
$750
Status
Done last week. Not sent.
Ready for you
Variation form drafted from Mel's job notes.
Your call
Send it.
Amount
$19,800, 45 days
History
Two reminders sent. Their accounts team said it was approved on the 14th.
Your call
Ring their accounts team, or raise it with the project manager on site.
Amount
$8,600, 38 days
History
One reminder sent.
Ready for you
Second reminder drafted.
Your call
Send it.
Amount
$2,800, 32 days
History
No reminder yet.
Ready for you
First reminder drafted.
Your call
Send it.
Closes
Thursday 2pm, through the builder's portal
Ready for you
Takeoff priced, addendum 2 added. Three items flagged.
Your call
The flagged items and the margin. Time is blocked Monday 4:30pm.
Where they are
Three with Harlow, two with Coastline. Forms and reminders are drafted, see Money.
Your call
Send them, and raise Harlow's at Thursday's site meeting.
Where it is
45 days. Two reminders sent. Their accounts team said it was approved on the 14th.
Your call
Ring accounts, or raise it on site Thursday.
What for
Sign-off on the switchboard move ($3,900) and the data cabling ($2,100)
Since
10 days
Next nudge
Thursday's site meeting
What for
A delivery date for the Banksia fit-off materials, once the order goes Wednesday
Needed by
Friday 7am
What for
The new certificate of currency, once public liability renews on 30 November
Who needs it
Harlow, Coastline and Northpoint
What for
Her electrical licence renewal. Reminder sent with the link.
Due
In 21 days
What's in it
One folder per job. Drawings, quote, variations, photos, test results.
On the real build
Opens the folder in a new tab.
What's in it
Labour rates, after-hours rates, margins, and the supplier prices quotes are built from.
On the real build
Opens the sheet. Quotes read from it, so a price change flows through.
What's in it
The login pages for each builder's tender portal.
On the real build
One link per builder.
What's in it
Orders, deliveries and account pricing at the wholesaler.
On the real build
Opens the supplier's trade login.
What's in it
Where the crew clock on, log hours and take job photos. Today's jobs reads from here.
On the real build
Opens whichever app the firm already uses.
What's in it
Invoices, bills and payments. Money reads from here.
On the real build
Opens Xero.
What's in it
Safe work method statements, toolbox talk notes and site inductions.
On the real build
Opens the safety folder.
What's in it
Every licence, ticket and policy with its expiry date. Compliance reads from here.
On the real build
Opens the register.
What Dan said
"Site super wants six more downlights in the foyer, same as the others. About a day with Jordan."
Photos
2, foyer ceiling
Ready for you
Variation drafted from your rates, $1,280, with the photos attached.
Your call
Send it to Harlow for signature before the work starts.
What Mel logged
Wrong size hot water unit delivered to unit 5. Can't finish that rough-in until it's swapped.
Ready for you
Logged against the job with the photo and time, and an email to Coastline drafted, so it's on record before it holds you up.
Your call
Send the email.
Amount
$1,280
Status
Logged by Dan from site yesterday. Not sent.
Ready for you
Variation form with Dan's photos attached.
Your call
Send it before the work starts.
Labour
Quoted 320 hours. 224 used, about 45% of the work done. At this pace it finishes near 500 hours.
Where it went
38 hours on the switchboard move and the data cabling. Both are unsigned variations.
Your call
Get those two signed, which covers most of the gap. Then go through the rest with Dan.
Labour
Quoted 410 hours. 213 used, about 55% of the work done.
Watch
The hot water unit delay at unit 5.
Result
Quoted at 22% margin, made 18%.
Where it went
Two return visits for damage by other trades, not charged.
Your call
Whether to price return visits into the next Northpoint quote.
Held
$4,100
Why you can claim it
Practical completion was 6 October. Your contract releases it at completion.
Ready for you
Claim letter drafted, quoting the contract clause and the completion date.
Your call
Send it.
Held
$2,100
Why you can claim it
The defects period ended 20 October with no defects raised.
Ready for you
Claim letter drafted.
Your call
Send it.
Held
$5,300 so far
When
Half at practical completion, expected March. It comes back here when it's due.
Held
$4,600 so far
When
At practical completion, expected December.
Held
$2,300
When
The defects period ends 14 March. It comes back here then.
Clocked on
6:52am, from the job app on his phone
On the job
Meeting room fit-off, level 1. Booked till Thursday.
Materials
On site
Site contact
Harlow site supervisor
Clocked on
6:48am
On the job
Site induction at 7am, then working with Dan.
Heads up
First day on this site. Induction form is on his phone.
Clocked on
6:58am
On the job
Rough-in, units 5 and 6. Finishes tomorrow.
Materials
On site. Friday's fit-off materials not ordered yet.
The job
Power out to the site sheds. Northpoint asked for someone tonight.
Ready for you
Mel finishes closest, 15 minutes away, and is free after 3:30pm. Your after-hours rate is on the reply draft in Email.
Your call
Who goes, or whether it waits till morning.
What they asked
Can you start Wattle Rise a week earlier, on the 17th?
Ready for you
Your crew's bookings that week, and a reply drafted both ways.
Your call
Yes or no.
What they asked
Can the main switchboard sit on the east wall instead of the north?
Ready for you
The drawing marked up, and a reply that says it is a variation.
Your call
The price, and whether the reply goes as drafted.
What they asked
Power out to the site sheds at Ocean Dr. Can someone go tonight?
Ready for you
Who is closest and free after 4pm, and your after-hours rate.
Your call
Who goes, or whether it waits till morning.
What changed
Two extra EV chargers in the car park, and the closing time stays Thursday 2pm.
Ready for you
The chargers added to the takeoff and priced. Flagged on the quote too.
Your call
Check the charger price before Thursday.
What it says
Cable and switchgear up 4% from 1 December.
Ready for you
Your rates sheet with the new prices marked, and the two open quotes it affects.
Your call
Whether to update the quotes before they go out.
What it says
$14,200 paid Friday, less 5% retention.
Ready for you
Matched against the invoice. Retention of $710 logged to chase at practical completion.
Your call
Nothing. It is here so you know.
What they were
Supplier promos, newsletters and software notifications.
Your call
Open the folder if you want to look. Nothing in it needs you.
Due
Within the regulator's timeframe after testing, finished Friday
Ready for you
Form filled in from Mel's test results.
Your call
Check it and sign.
Renews
In 21 days
Ready for you
Reminder sent to Mel with the renewal link.
Your call
Nothing yet. It comes back here if it is not done in a fortnight.
Due
14 November, all leads and tools on both vans
Your call
Which day, and who does it.
Why it matters
Builders ask for the new certificate of currency before you can go back on site.
Ready for you
Renewal notice from your broker, and a list of the three builders who need the new certificate.
Your call
Renew, then send the certificate.