C02.04
What the office is holding
The job file, the logs, the COI, the invoice. So the field can install and the company can get paid.
- Respect the file as the product
- Know what to send the office vs what to dump in a group text
- Use the same names, numbers, and folders as everyone else
The four things office owns
1) A recoverable job file. 2) A current picture of money. 3) A current picture of risk. 4) A professional client experience. Crew photos, sales notes, and field dailies only count if they land in the job file the same day.
Send the office this — not a novel at 9 p.m.
| Same day | Not useful |
|---|---|
| Dailies, dew point, lots, extras encountered | 'We worked' in a group text |
| Gate issues, visitor names, stop-work | A story with no times |
| Signed tickets, photos of readings | Screenshots with no job number |
| First furnishing date | We'll remember |
- Not this
Office will figure it out from the chat.
ThisIf it mattered, it is in the job file with a date.
- Not this
I'll tell them Monday.
ThisSame day. Claims are won on timestamps.
Takeaways
- If a stranger cannot run the job from the file, the file is not done.
- Group texts are not a system of record.
- Office is not 'the people who print.' Office is why we collect.
SOPSOP Section 4 — Administrative StaffSOP Section 2 — Document control