01 / Start
What starts the job?
An accepted quote, a service call, or a customer order.
Free resources
Find the gap in one real job.
Use this worksheet with the people who sell, plan, do, and bill the work. Pick one recent job and follow it together.
The handoff worksheet
Follow one job
with your team.
Write down the answers with your team. Leave with one change to test.
Job or order: __________________People involved: __________________
02 / Details
What must the next person receive?
Scope, dates, material, customer details, and any changes.
03 / Owner
Who checks that it is ready?
Name a person or role, rather than a department.
04 / Gap
Where did the last job get stuck?
Use a real example. Find the missing detail or decision.
05 / Next step
What small change can you test?
Choose one change, one owner, and one job to test it on.
Choose “Save as PDF” in your print dialog. No signup needed.