SOP Templates > Landscaping > Bidding & Estimating > Estimating to Production Handoff

Estimating to Production Handoff for Landscaping

The Estimating to Production Handoff workflow supports landscaping contractors by creating a structured process for transitioning estimates into field operations. It includes reviewing scope documents, budgets, labor hours, and vendor information. Managers confirm accuracy, distribute documentation, and align crews during kickoff meetings. By using this workflow, landscaping companies reduce errors, protect profitability, and improve efficiency. Clients benefit from smoother project starts and confidence in execution. Teams gain accountability through documented handoffs. With this workflow in place, landscaping contractors can strengthen professionalism, improve efficiency, and deliver projects more reliably with well-coordinated estimating practices.

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

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