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

Estimating to Production Handoff for Masonry

The Estimating to Production Handoff workflow supports masonry contractors by providing a structured transition from bids to execution. It includes reviewing estimates, confirming scope, sharing budgets, and transferring subcontractor information. Managers ensure documentation accuracy and align crews through kickoff meetings. By using this workflow, masonry companies reduce miscommunication, protect profitability, and improve efficiency. Clients benefit from smoother project starts and transparent communication. Teams gain accountability with documented handoffs. With this workflow in place, masonry contractors can strengthen professionalism, improve efficiency, and deliver projects more reliably with accurate estimating-to-field coordination.

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