Estimating to Production Handoff for Electrical

The Estimating to Production Handoff workflow provides electrical contractors with a reliable system for moving projects from estimating to field execution. It covers reviewing estimates, confirming scopes, sharing budgets, and distributing vendor details. Managers ensure documentation accuracy and align production teams through kickoff meetings. By standardizing this process, electrical companies reduce errors, avoid delays, and protect profitability. Clients benefit from smoother project starts and transparent communication. Teams gain accountability with structured handoffs. With this workflow in place, electrical contractors can strengthen professionalism, improve efficiency, and deliver projects more reliably while maintaining financial accuracy.

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