Sales to Production Handoff for Plumbing
The Sales to Production Handoff workflow helps plumbing contractors transition projects seamlessly from sales to operations. It includes documenting scope, materials, timelines, and client expectations, then passing them to production teams. By standardizing this process, plumbing companies reduce errors, improve scheduling, and strengthen communication. Clients benefit from confidence in the contractor’s professionalism, while teams gain accountability. With this workflow in place, plumbing contractors can protect profitability, increase efficiency, and deliver smoother, on-time project outcomes.
Confirm signed contract and finalized scope of work
Schedule internal handoff meeting between sales and production teams
Review project scope, client expectations, and special conditions
Go over approved proposal, pricing, and change order terms
Share client communication history and preferences
Provide site photos, drawings, and any relevant plans
Review project timeline and key milestones
Discuss material needs, lead times, and delivery status
Identify known site conditions or permitting issues
Assign project manager or superintendent
Transfer all documents to project management system
Confirm production team is clear on next steps
Notify client of project lead and next communication
Log handoff completion and kickoff readiness
👈 Use this SOP template inside Subtrak
Edit with AI. Customize in seconds. Store and share all your SOPs and checklists in one place.