Guide pillar ยท Projects and delivery
Projects and job delivery: keep the next step clear.
Carry accepted scope through project stages, site records, variations and completion. These guides connect delivery decisions to the evidence needed for the invoice.
- How to cost a project with labour and materials
- What should a job completion checklist include?
- How to manage a landscaping project from quote to invoice
- How to hand a project from the office to the site crew
- Project vs one-off job vs recurring visit
- How to stop approved extra work disappearing before invoicing
- How to keep multi-visit work visible until it is finished
- Signs a small project is going off budget
Most useful first
How to cost a project with labour and materials
Cost a project before delivery by building a budget from defined labour, material and other direct inputs.
Read the guideWhat do you need to sort?
How to manage a landscaping project from quote to invoice
A practical checklist, example or decision framework.
How to manage a landscaping project from quote to invoiceProject vs one-off job vs recurring visit
A practical checklist, example or decision framework.
Project vs one-off job vs recurring visitHow to stop approved extra work disappearing before invoicing
A practical checklist, example or decision framework.
How to stop approved extra work disappearing before invoicing
All projects and delivery guides
- How to cost a project with labour and materialsCost a project before delivery by building a budget from defined labour, material and other direct inputs.
- What should a job completion checklist include?A job completion checklist should establish what was finished, what remains and what information the office needs to invoice accurately.
- How to manage a landscaping project from quote to invoiceManage a landscaping project through one traceable customer and work record: enquiry, survey, agreed quote, project stages, field evidence, invoice and...
- How to hand a project from the office to the site crewHand a project to the crew with the accepted scope, current site instructions, required resources and a clear route for exceptions.
- Project vs one-off job vs recurring visitUse a one-off job for a defined piece of work, a project for work that needs an ongoing delivery record, and a recurring visit for a service that repeats.
- How to stop approved extra work disappearing before invoicingPrevent extras disappearing by giving each requested change a record, decision, work reference and billing outcome.
- How to keep multi-visit work visible until it is finishedKeep multi-visit work open until its completion criteria are satisfied, even if today's visit is finished.
- Signs a small project is going off budgetA project may be going off budget when actual labour, material usage or unpriced changes no longer match the estimate.
Keep these steps connected in the business.
JobDiary brings leads, quotes, customers, jobs, projects, crews, invoices, payments and job profit into one operational record. Check the product tour and trial against your own work.
See how it works| Time | Job | Status |
|---|---|---|
| 08:30 | 7 The GreenMow, edge, hedge | Done |
| 09:15 | 23 Seabury DriveMow, weed | Done |
| 10:00 | 9 Brookfield LawnMow, feed | In progress |
| 11:05 | 12 Castle ParkMow, hedge rear | Next |
| 12:00 | 31 Church RoadMow | Scheduled |
| 13:15 | 18 The RiseMow, edge, bins out | Scheduled |
Product screens use demonstration data.
The problem usually starts earlier
Getting paid
Reminders, invoices and part-payments.
See getting paid guidesRunning the round
Recurring jobs, weather and routes.
See running the round guidesPricing the work
Rates, quotes and price books.
See pricing the work guidesPaper to phone
Switching without losing jobs.
See paper to phone guidesSmall crews
Vans, hours and handovers.
See small crews guidesChoosing software
Fit, costs, alternatives and the limits.
See choosing software guidesLeads and customers
Enquiries, follow-up and customer history.
See leads and customers guidesScheduling
Crew capacity, dispatch and changed plans.
See scheduling guidesJob costs and profit
Labour, materials, margins and unbilled work.
See job costs and profit guidesBusiness records
Access, offline work, equipment and data.
See business records guidesBy trade
Practical records for different kinds of work.
See by trade guides
