Production Resources

EPA & OSHA Information: Website Links

Review this document for links to the most important EPA and OSHA resources.

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Field Ladder of Opportunity

Thanks to Greg Harth for sharing this!

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Guidelines for Conducting a Job Close Out Review

Use this document to help you conduct a productive Job Close Out Review Meeting.

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Installation Procedures: Siding

Use this document to set standards for the proper installation of siding…
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Labor Efficiency Calculator Worksheet

Learning where your inefficiencies lie is big step towards Earning More and…
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Production Staff Definitions

Production Manager or Project Manager or Lead Carpenter????
What’s the difference?

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Sample Change Order Form 1

Use this form to document agreed-upon change orders and avoid misunderstandings…
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Sample Contract Clause: Trade Contractor Indemnification

Include this paragraph in any Trade Contractor Agreements. Please review…
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Sample Daily Job Log Form

Distribute this to your production team and ask them to complete it at the…
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Sample Daily Job Log Form 2

Have all production employees complete this form at the end of each day….
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Sample Electrical Needs Worksheet

Use this worksheet to help you estimate, manage and track the various electrical…
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Sample Final Customer Approval and Punch List

Use this form to document your client’s agreement on the final stages of…
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Sample Final Inspection Checklist

Use this checklist to confirm your job quality before the final client walk…
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Sample Flatwork/Masonry Checklist

Use this spreadsheet to help you identify, track, manage and estimate the…
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Sample Flowchart For Special Order Materials

Use this document to organize, manage and track special orders.

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Sample Inspection Tracking Checklist

Use this checklist to track and manage the array of necessary project inspections.

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Sample Interior Quality Control Checklist

Use this checklist to make sure your quality standards are being met.

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Sample Job Completion Checklist

This documents the steps that your staff needs to accomplish while nearing…
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Sample Job Site Rules Notice

Print out this form and post it at every job site to communicate your company’s…
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Sample Lien Release and Affidavit

Use this document for lien releases from your trade contractors.

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Sample Lien Release and Affidavit 2

Use this form to receive Lien Releases from your trade contractors.

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Sample Pre-Completion Letter

Use this sample to create your own Pre-Completion letter, alerting your clients…
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Sample Pre-Construction Conference Agenda 2

Use this document to help you communicate an array of important issues to…
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Sample Pre-Construction Conference Agenda 3

Use this form to prepare the job to begin. This will help you communicate…
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Sample Pre-Construction Conference Agenda: For Internal Team

Get organized before the job starts with a thorough Pre-construction conference…
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Sample Pre-Construction Information for Client

Use this document to set expectations with clients prior to the start of…
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Sample Pre-Construction Information for Client

Review this document with your client prior to the start of the job. It contains…
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Sample Pre-Drywall Checklist

Use this checklist to make sure that everything on the project is in order…
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Sample Pre-Drywall Signoff Form

Ask your clients to sign this form before you install drywall. This helps…
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Sample Production Meeting Agenda

Use this sample agenda as a guide to running your weekly Production Meeting.

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Sample Production Meeting Agenda 2

Use this agenda to help you run productive, efficient weekly production meetings.

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Sample Production Process Checklist

Use this checklist to make sure that the project is set up to move forward…
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Sample Project File Cover Sheet

Use this document to organize all of the documents needed by your production…
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Sample Project Start Checklist

Use this checklist to start any project smoothly and well organized.

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Sample Sales-To-Production Handoff: A Checklist

Use this checklist to make the handoff from Sales to Production flow smoothly….
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Sample Selections Checklist: Kitchens

Use this checklist to help you manage the selection process, both internally…
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Sample Selections Checklist: Master Bath

Fasttrack and manage the selection process with this Master Bath Selections…
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Sample Selections Checklist: Natural Stone

Use this handy checklist to help you speed up, organize and manage client…
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Sample Selections Checklist: Plumbing

Use this checklist to help you organize and manage the selection process.

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Sample Service Work Order

Use this form to document and manage client-requested service work — small…
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Sample Site Information Form

Use this form to compile all of the important information you and your production…
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Sample Substantial Completion Form

Use this form to document your client’s agreement that the project is substantially…
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Sample Tool & Equipment Policy

Avoid misunderstandings with your production team by distributing your Tool…
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Sample Tool Checklist

Use this checklist to make sure that all production employees have the tools…
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Sample Trade Contractor Agreement

Set expectations with your Trade Contractors and document their agreement…
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Sample Trade Contractor Draw Request

Use this document to track and manage requests for payment/draws from your…
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Sample Trade Contractor Expectations Document

Set expectations by sharing this document with your Trade Contractors. This…
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Sample Trade Contractor Information Form

Collect this information from all trade contractors to protect your company.

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Sample Trade Contractor Insurance t Letter

Use this letter template to compile and track insurance information for all…
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Sample Trade Contractors Agreement 2

Use this document to set expectations with your Trade Contractors — a group…
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Sample Weekly Activity Report

Provide this form to your production team to help document progress, issues…
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Sample Weekly Project Report

Distribute this form to your production employees to capture critical project…
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Samples Of Substantial Completion Clauses

Use this document to clarify Substantial Completion in all client communications.

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Tool Sign Out Form

Use this form to keep track of your valuable tools.

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What to Include in a Safety Bucket?

Every job site should have a standard set of safety items. Use this checklist…
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