Point of need
Playbooks
One-page job aids. When the phone rings, open one of these — not a 345-page binder.
First 15 minutes of every morning
Before anything else. Before Slack. Before 'real work.'
Open a job file (award day)
The moment we have a verbal award or a PO — same day.
Assemble a resinous submittal
After award, before procurement.
Write an RFI
Two documents disagree, or the documents are silent and we would have to invent.
Extra work / PCO in one page
Anyone asks for something that is not in the signed scope.
Billing packet
Billing day, or when a milestone hits.
Office staff on a jobsite
Any time you leave the office for a plant, hospital, school, or warehouse.
Client email voice
Every outbound sentence.
Moisture / dew-point red flags
Any failed reading, sweating slab, or 'just primer it.'
Michigan notice / lien tickler
At award, at first furnishing, at last furnishing, at any aging receivable.
Closeout packet
Start at award. Finish to collect retainage.
When to escalate (decision tree)
Any time your stomach says this is bigger than a log entry.
COI in 24 hours
Any GC, owner, or portal asks for a certificate.
W-9 same day
Inbound W-9 / vendor setup request before 16:00 ET.
Collections 30 / 60 / 90
Every Monday on the AR aging tracker.
Progress invoice (house method)
SOV percent-complete in by the 25th; issue last business day of month.
Verbal extra on the slab
GC, owner, or super asks for 'a little more' while you are already there.
Stop work
Safety, dew point, spec conflict, visitor in the mix, wrong product, missing SDS.
Text / radio from the floor
Any message off the job that could be read in a deposition.
Visitor in the mix
Owner, GC, salesperson, or inspector walks toward the wet edge or the mix.
Sample / chip handoff
Sales shows a board, crew is asked to 'match this,' or a mockup becomes the standard.
Strap-down — before the key turns
Every time the trailer or box moves. Highway, dirt, two blocks, next dock.
Leave-behind / dock image
End of shift, punch walk, or any unload at a plant, hospital, hangar, or school.