Sales-to-production handoff checklist for contractors

Reusable contractor workflow template

Approved scope: ______________________________
Measurement context: ______________________________
Materials: ______________________________
Schedule: ______________________________
Documentation: ______________________________
Expenses: ______________________________
Closeout: ______________________________

Checklist
[ ] Identify the approved proposal and selected package.
[ ] Attach measurements, estimate assumptions and selections.
[ ] List exclusions, changes and unresolved questions.
[ ] Assign material and scheduling owners.
[ ] Confirm customer access and coordination details.
[ ] Review the agreed payment checkpoint.
[ ] Prepare Before / Progress / After documentation.
[ ] Define punch-list and closeout responsibilities.

Guide: https://homevisions.ai/resources/sales-to-production-handoff-checklist