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Worksheet

Job stage and handover checklist

A table you can build in a spreadsheet. Rows are the stages from quotation to sign-off. Columns hold the person who marks the stage, the record they need, the photo or note required and what the next person receives. Use it to set stages.

Name: ______________________   Business: ______________________   Date: ______________

ItemPerson who marks the stageRecord

Cross out or rewrite any heading that does not fit your business. From the guide “How Do Signage Companies Track Quotations, Fabrication Stages and Installation?”, www.gullysystem.com/blog/signage-quotations-fabrication-stages-and-installation-guide