Open a job file (award day)

1. 01
   Number

   Issue job number. Flip the Zoho Deal to Closed Won / Active Project.

2. 02
   Create the folders

   Run /new-project — it builds the standard job subfolders (RFIs, Change-Orders, Submittals, QC-Checklists, Photos, and the rest). Copy the frozen bid set into the job file. Do not keep building in the estimate folder.

3. 03
   Header sheet

   Client, site, vertical, contract type, values, retainage, contacts, insurance reqs.

4. 04
   Logs

   Blank RFI, submittal, CO, COI, SDS, lien/notice logs.

5. 05
   Ask for paper

   Contract/PO, insurance exhibit, billing instructions, portal logins.

Lessons: M04.01M07.02