Welcome To:
Onboarding Your Construction Company into a Smarter, More Organized System
🎯 Class Objective
To help established construction companies assess their current operations, confirm all foundational systems are correctly set up, and transition into a fully organized, high-tech workflow using modern digital tools for project management, communication, and documentation.
📘 Lesson Summary
Even established contractors can lose efficiency through disorganized systems, outdated tools, or inconsistent documentation. This class provides a guided onboarding experience for your company — ensuring every critical system (licensing, finances, communication, project tracking, and safety) is properly aligned. Then, it walks you through how to elevate operations with digital solutions that save time, improve accuracy, and build long-term scalability.
Video Explanation
Action Items:
Gather all company documentation: business license, bond, insurance, W-9s, subcontractor agreements, employee records, and permits.
Review your financial setup: verify bookkeeping, payroll, and job costing are accurate and current.
Audit communication: determine how your team, subs, and clients exchange information (text, email, app, or calls).
List all software and manual tools currently in use — mark which are outdated or duplicated.
Create standardized templates for contracts, estimates, purchase orders, and change orders.
Centralize all files in Google Drive or Microsoft 365, with clear folder naming conventions.
Implement a weekly operations checklist covering scheduling, finances, and compliance.
Set up internal SOPs (Standard Operating Procedures) for job start-up, safety, and billing.
Set up your company dashboard inside the Contractor Checklist System to track projects and tasks.
Connect accounting (QuickBooks Online), project management (Buildertrend, CoConstruct, or GoHighLevel), and document storage (Google Drive).
Use AI tools for office tasks:
Otter.ai for meeting notes
ChatGPT for proposal writing and SOP drafting
Zapier to connect apps and eliminate duplicate entry
Schedule staff training on how to use each new digital tool efficiently.
Use GoHighLevel Pipelines or Buildertrend dashboards for tracking project status in real time.
Automate client updates and internal reminders through AI or CRM triggers.
Assign digital task boards for each project — keep progress visible to the whole team.
Set up cloud-based photo logs and daily reports for jobsite accountability.
Schedule quarterly “System Review” meetings to evaluate what’s working and what’s not.
Gather team feedback on usability and bottlenecks.
Update SOPs and templates based on real project experiences.
Track productivity metrics (hours saved, fewer errors, faster approvals) to measure ROI.
Thank you for completing this Session!
Home Building Master Class | The Contractor Checklist
Audit all business systems for accuracy and consistency.
Centralize documentation and standardize workflows.
Integrate digital tools for accounting, communication, and project management.
Build real-time visibility across jobs and departments.
Commit to ongoing training and quarterly system improvement reviews.
Start Next Session @
www.thecontractorchecklist.com
