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WS EST Handover Checklist

by Phil Conroy, from the Community

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This WS EST handover checklist supports a smooth transition from estimating to production. Capture CRM number, client or site, item details, representative and preparer. Assess tiled chute or box requirements, confirm measurements and cuts, and account for tiling complexity and bevels. Complete quote checks: create the job folder, review previous supply and the master cost report, and specify inclusions and exclusions. Record MDR, ITP, NDT, and hydrotesting needs. Double-check costings, lead times, material availability, and supplier quotes. Update CRM, note drawing changes, and finalize with a handover email and attached report.

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Digitize any process, procedure or policy
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Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy
Eliminate mistakes made by paper-based processes
Create and share professional reports instantly
Confirm accountability and compliance with a digital log

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This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.