Maverick Performance Solutions

Opening training…

0

C01 The Maverick Core

C01.05

Paper that pays us

Extras, terms, COI, lots, lump sum. Every role touches money even if you never send an invoice.

  • Refuse Net 30 and Paid-if-Paid as courtesy
  • Know the extra-work path: capture → PCO → written proceed → then work
  • Name Nick Holton as the only person who issues a COI
Extra work path
  1. 01Capture the ask
  2. 02Hold extra work
  3. 03Photo + quantities
  4. 04Estimating prices
  5. 05Issue PCO
  6. 06Written proceed
  7. 07Ticket separately
  8. 08Bill on its own line

When someone asks for a little more

  1. 01
    Capture

    Who, what, where, when. Photo. Log it the same hour.

  2. 02
    Do not mobilize on it

    The original spec still governs until paper says otherwise.

  3. 03
    PCO

    Priced proposal. Not a yes.

  4. 04
    Written proceed

    Signed CO or an authorized written notice to proceed.

  5. 05
    Then work

    Separate SOV / invoice line. Do not bury it.

Locked money facts

FactRule
TermsDue Upon Completion unless Eric approved a written exception
BooksZoho Books is not built. Do not invent a step that uses it
Quotes / invoicesLump sum. No hours, kits, or unit prices on the customer PDF
DSOAdmin target ≤ 38 days
COINick Holton — Diversified Insurance Group, Inc.. 24-hour SLA. Taylor named insured.
W-9Same-day. Current legal entity. No Farmington Hills leftovers

Takeaways

  • Lump sum. Due Upon Completion. Quote Total is the only number the customer sees.
  • No written proceed, no extra work.
  • Never Photoshop a certificate. Never invent a lot number.

SOPSOP Section 2.14.4 — Paid-if-PaidSOP Section 4.9 — COISOP Section 4.12 — Invoice terms

PreviousNext lesson