A licensed contractor running the office from a truck cab
A licensed contractor is winning work but losing track of the office: certificates of insurance requested by every general contractor, bids assembled late at night, and payment deadlines slipping.
- Week 1Inventory
Licenses, insurance certificates, open bids and unpaid invoices gathered and listed.
- Week 2Tracking
License, insurance and certificate renewals calendared with reminders ahead of each date.
- Week 3Billing
Invoices and draw requests issued on schedule, with job costing kept in one spreadsheet.
- OngoingBids and paperwork
Bid packets assembled to each invitation's requirements; subcontractor W-9s and certificates kept on file.
Composite example for illustration; not a specific client. Timelines vary with each engagement.
Let's put it in writing.
Tell us what you need handled. Within one business day you will have a reply, and before any work begins, a written scope and fee.