Estimating to Production Handoff for Site Preparation
The Estimating to Production Handoff workflow provides site preparation contractors with a dependable method for transferring estimates to production. It includes reviewing scope details, budgets, subcontractor agreements, and equipment requirements. Managers confirm accuracy, share documentation, and align teams through kickoff meetings. By standardizing this process, site prep companies reduce miscommunication, protect profitability, and improve efficiency. Clients benefit from seamless project starts with fewer disruptions. Teams gain accountability with documented handoffs. With this workflow in place, site preparation contractors can strengthen professionalism, improve efficiency, and deliver projects more reliably by bridging estimating and production effectively.
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
👈 Use this SOP template inside Subtrak
Edit with AI. Customize in seconds. Store and share all your SOPs and checklists in one place.