Estimating to Production Handoff for Carpentry

The Estimating to Production Handoff workflow helps carpentry contractors ensure accurate project launches after bids are awarded. It includes reviewing approved estimates, confirming scopes, sharing budgets, and transferring subcontractor information. Managers validate documentation and host kickoff meetings to align crews. By following this workflow, carpentry companies reduce costly mistakes, prevent scheduling delays, and protect profitability. Clients benefit from projects that start smoothly with clear expectations. Teams gain accountability with documented handoffs. With this workflow in place, carpentry contractors can strengthen professionalism, improve efficiency, and deliver projects more reliably with accurate coordination between estimating and production.

Confirm signed contract or notice of award has been received

Schedule internal handoff meeting with estimator, project manager, and field lead

Review full scope of work and contract inclusions/exclusions

Walk through the final estimate, including labor hours, material budgets, and sub costs

Highlight key supplier and subcontractor quotes used in pricing

Discuss approved change orders, allowances, and unit pricing (if applicable)

Share site-specific notes, logistics considerations, and access requirements

Review proposed schedule, milestone dates, and client expectations

Transfer all estimating documents into project management system or shared folder

Assign responsibilities for procurement, subcontracts, and scheduling tasks

Identify open items or unknowns needing resolution before mobilization

Introduce production team to point of contact on client or GC side

Document meeting outcomes and confirm readiness to proceed