Construction - New Build Project Setup and Mobilisation

Create the job from the accepted quote or tender, recording contract value, start on site date, practical completion target, and contract type. Attach the executed contract and current scope of works.

Set up programme milestones - start on site, phase completions, practical completion, and DLP end. These become the reference points for progress reporting and payment triggers.

Issue RFQs to subcontractors and suppliers needed for the first phase. Confirm pricing and availability for those already priced at tender. Allow programme lead time for new enquiries.

Raise a works order for each confirmed subcontractor and labour team before they start on site, referencing the scope section, agreed price or rate, and programme dates.

Set up and issue the pre-start site induction eForm and H&S documentation. Confirm all operatives are registered and inducted before day one work begins.

Confirm first-week deliveries against purchase orders. Flag long-lead items requiring advance ordering and update confirmed delivery dates in the job record.

Confirm all mobilisation milestones met before moving the job to the live construction phase. Log any outstanding items as actions with owners before site work progresses.

Contract documents, drawings, and tender correspondence are scattered across emails and personal drives, so the project team starts on site without a single agreed baseline for scope or cost.

Subcontractor appointments are made verbally or via email and no works order is issued until weeks into the project, leaving the business without a signed document when scope or pricing is disputed.

Site induction and H&S onboarding are done on paper, and when a principal contractor or HSE auditor requests records during the project, nobody can locate them quickly.