Workflows

Ready-to-use procedures and SOPs for construction companies. Customize these for your team, distribute by department, and use as training material.

Field Operations

Daily field operations, reporting, and logistics.

Daily Reporting Procedure — What to document and when
Material Receiving Procedure — Receiving, inspecting, and tracking deliveries
Photo Documentation Standards — Standards for jobsite photo records
Equipment Management Procedure — Tracking, maintenance, and utilization
Pre-Task Planning Procedure — Daily crew planning and hazard review
Weather Protocols — Procedures for weather delays and protection
Crew Management Procedures — Scheduling, coordination, and productivity
Mobile Field Operations Guide — Using mobile tools in the field
Site Logistics Planning — Staging, access, and site layout
Concrete Placement Procedures — Pour planning, inspection, and documentation

Project Management

Project planning, execution, and control workflows.

Project Startup Procedure — Starting a project right
Change Order Management — Processing, pricing, and tracking changes
RFI Process — Writing, tracking, and responding to RFIs
Submittal Process — Submittal workflow and tracking
Schedule Management — CPM, look-aheads, and delay tracking
Document Control — File naming, version control, and distribution
Claims Procedures — Construction claims documentation and process
Termination Procedures — Contract termination protocols
Force Majeure Procedures — Handling force majeure events
Dispute Resolution — Dispute escalation and resolution procedures
Project Risk Management — Risk identification and mitigation
Schedule Delay Analysis — Delay analysis methods and documentation
Productivity Loss Claims — Documenting and recovering lost productivity
Contract Risk Analysis — Analyzing contract risk before signing
Project Controls & KPIs — Key performance indicators and project controls
Owner Communication — Communicating with project owners
Meeting Management — OAC meetings, coordination, and minutes
BIM/VDC Coordination — BIM coordination and clash detection

Compliance & Lien

Lien rights, notices, waivers, and regulatory compliance.

Preliminary Notice Procedure — Protecting lien rights from day one
Lien Waiver Management — Conditional vs unconditional waivers
Mechanics Lien Filing — Filing deadlines and requirements
Stop Notice Procedure — Public works payment remedies
Payment Bond Claims — Claiming against payment bonds
Prevailing Wage Compliance — Davis-Bacon and state prevailing wage
Notice Requirements Guide — Notice deadlines and requirements by state
Insurance Requirements — COIs, additional insured, and compliance
Bonding Guide — Bonding requirements and surety relationships
California Compliance Guide — California-specific compliance requirements
Contract Risk Assessment — Assessing and mitigating contract risks
Bonding Capacity Management — Managing and growing your bonding capacity
Insurance Claims — Filing and managing insurance claims
Insurance Renewal — Insurance renewal procedures
Credit Risk Assessment — Assessing customer and project credit risk

Safety Programs

Safety procedures, programs, and compliance documentation.

Safety Orientation — Company safety program and orientation
Toolbox Talk Procedure — Running effective toolbox talks
Incident Reporting — Reporting, investigation, and corrective action
Fall Protection Program — Written fall protection procedures
JHA Procedure — Job hazard analysis process
Emergency Action Plan — Emergency response procedures
PPE Requirements — Personal protective equipment standards
Excavation & Trenching Safety — Excavation safety procedures
Hot Work Permit — Hot work permitting process
Confined Space Entry — Confined space entry procedures
Scaffold Safety — Erection, inspection, and use
Electrical Safety — Lockout/tagout and electrical work
Lockout/Tagout — Energy control procedures
Environmental Compliance — Environmental protection procedures
Safety Metrics & Leadership — Safety KPIs and leadership
Safety Meeting Program — Structured safety meeting program
Silica Compliance — Respirable crystalline silica compliance
Crane & Lift Planning — Lift plans and crane operations

Accounts Receivable

Billing, collections, financial reporting, and cash management.

Pay Application Process — AIA billing, schedule of values, and submission
Collections Procedure — Escalation steps before filing a lien
Schedule of Values Setup — Creating and managing SOV
Retention Tracking — Tracking and releasing retention
WIP Reporting — Work-in-progress reporting
Advanced WIP Analysis — Deep-dive WIP analysis
Job Costing Procedures — Job cost tracking and analysis
Cash Flow Management — Managing construction cash flow
Banking Relationships — Building banking partnerships
Financial Reporting — Construction financial reporting
Month-End Close — Month-end closing procedures
Audit Preparation — Preparing for financial audits
Financial Statement Analysis — Analyzing financial statements
Banking Covenant Compliance — Meeting bank covenant requirements
Cash Flow Forecasting — Projecting future cash flow
Internal Audit Procedures — Internal audit processes
Cash Management — Daily cash management procedures
Equipment Cost Analysis — Equipment cost tracking and analysis
Credit Management — Managing credit and receivables
Working Capital Management — Optimizing working capital
Variance Analysis — Cost variance analysis and reporting
Line of Credit Management — Managing lines of credit
Labor Productivity Analysis — Analyzing labor productivity

Accounts Payable

Purchasing, vendor payments, and financial operations.

Purchase Order Process — PO creation, approval, and tracking
Subcontractor Payment Process — Sub pay apps, retention, and compliance
Invoice Processing — Invoice review, coding, and approval
Vendor Setup — New vendor onboarding and W-9 collection
Expense Management — Expense tracking and approval
Month-End Close — AP month-end closing procedures
Tax Planning for Construction — Construction-specific tax strategies
Budget Preparation — Annual budget creation process
Check Request Process — Check request procedures
Overhead Allocation — Allocating overhead to jobs
Bank Reconciliation — Bank reconciliation procedures
Cost Control — Job cost control procedures

HR & Employee

Onboarding, policies, training, and labor management.

Timesheet Procedure — Time tracking, submission, and approval
Hiring Process — Recruiting, interviewing, and offer management
Onboarding Checklist — New hire first-day and first-week procedures
Performance Management — Reviews, feedback, and improvement plans
Disciplinary Procedure — Progressive discipline process
Training Requirements — Required training and certifications
Certified Payroll Compliance — Certified payroll procedures
Employee Retention — Retention strategies and programs
Labor Relations — Union and labor relations procedures

Quality Control

QA/QC procedures, inspections, and standards.

Inspection Procedures — Pre-work, in-progress, and final inspections
Quality Plan — Written quality management plan
Mockup Procedures — Mockup and sample requirements
Deficiency Management — Tracking and resolving deficiencies
Commissioning Support — Supporting the commissioning process

Estimating & Bidding

Bid process, estimating standards, and business development.

Bid Pursuit Process — Opportunity evaluation and pursuit
Estimating Standards — Quantity takeoff and pricing standards
Bid Submission — Final review, packaging, and delivery
Lead Management — Tracking and managing bid leads
Proposal Management — Proposal creation and tracking
Win Rate Analytics — Analyzing bid win rates
Value Engineering — VE process and documentation
Go/No-Go Decision — Evaluating which projects to pursue
Networking Strategy — Business development networking
Client Relationship Management — Managing client relationships
Proposal Writing — Writing winning proposals
Proposal Templates — Standard proposal templates
Client Satisfaction — Measuring client satisfaction
Post-Bid Analysis — Analyzing bid results
Lost Client Analysis — Understanding lost opportunities
Industry Associations — Leveraging industry associations
Proposal Pricing — Pricing strategies for proposals
Competitive Analysis — Analyzing competitive landscape
Market Analysis — Market research and analysis

Subcontractor Management

Subcontractor coordination, contracts, and oversight.

Prequalification — Vetting and approving subcontractors
Subcontract Execution — Contract requirements and process
Coordination Procedures — Daily and weekly sub coordination
Backcharge Procedure — Processing and documenting backcharges
Performance Evaluation — Tracking and rating sub performance
Sub Default Procedures — Handling subcontractor default

Project Closeout

Closeout documentation, warranties, and retention release.

Punch List Management — Creating, tracking, and completing punch lists
Final Documentation — O&M manuals, as-builts, and warranties
Substantial Completion — Certificate and milestone procedures
Financial Closeout — Job cost reconciliation and retention release
Lessons Learned — Project debrief and documentation
Warranty Administration — Warranty tracking and resolution
Post-Project Review — Comprehensive project review

Company Overview

Company-level standards, orientation, and strategic planning.

Company Orientation — New employee orientation program
Communication Standards — Company communication policies
Documentation Standards — File naming, templates, and version control
Code of Conduct — Professional conduct expectations
Construction Glossary — Common construction terms and definitions
Business Planning — Annual business planning process
Succession Planning — Leadership succession procedures
Banking Relationships — Managing banking relationships
Technology Strategy — Construction technology adoption
Company Metrics Dashboard — KPI dashboards and reporting
Buy-Sell Agreements — Partner buy-sell agreements
Key Person Risk — Key person risk mitigation
Growth vs Profitability — Balancing growth and profitability
Strategic Planning Template — Strategic planning process
SWOT Analysis — SWOT analysis framework
Acquisition Evaluation — Evaluating acquisition targets
Valuation Methods — Construction company valuation
Capacity Planning — Workforce and project capacity planning
Market Expansion — Expanding into new markets
Organizational Structure — Designing org structures
Technology Investment — Evaluating technology investments
Facility Planning — Office and yard facility planning

Field Operations​

Project Management​

Compliance & Lien​

Safety Programs​

Accounts Receivable​

Accounts Payable​

HR & Employee​

Quality Control​

Estimating & Bidding​

Subcontractor Management​

Project Closeout​

Company Overview​