All Tools
All 407 tools in one list, grouped by what they do. Search by the job you are trying to finish rather than by what the document happens to be called — nothing here is hidden behind the box.
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Describe the job in your own words — the search reads that, not just the document’s name.
Compliance & safety
Emergency plans, drills, training, permits and the records a surveyor asks for
- Incident reportThe report, and — where the state is one we have read — who has to be told.
- Near missThe same record as an incident, without the duties an injury would trigger.
- CertificatesEvery license, permit and certificate in one list, soonest first.
- Ladder logEvery ladder checked against the same ten questions, with the finding written down.
- Forklift checkEach truck its own record — hour meter, condition checks, and what came out of use.
- JHASteps, hazards, controls and PPE on one printable sheet.
- Safety roundsYour areas, your questions, one dated sheet per round.
- Dryer ventsThe contractor’s cleaning and your own round, kept as two records.
- ShutoffsWhere it is, which one it is, and who to call — on one printed page.
- Water programYour building's own program — systems, diagram, controls and review — ready to print.
- Elopement drillA dated drill record with the scenario, the response and what changed.
- Lead rule checkDoes the lead rule apply to this job? A straight answer.
- Compliance calendarA dated 12-month fire & life-safety calendar with overdue flags.
- Hot work permitThe form your authorized person signs — checks, window, fire watch, closeout.
- Survey readinessWhat a surveyor will ask for — and what you can't yet produce.
- Fire drill logThe drill record, carrying your state's own frequency rule.
- Fire drill scheduleTwelve months of drills, across every shift, at times that vary.
- NSPIRE scoreAn estimated score out of 100, and which defects cost you most.
- Training recordTrained on time — or how many days past the deadline.
- Resident emergency sheetOne sheet per resident — how they get out, and who gets them out.
- AED logEvery unit walked, pads and battery dated, printed for the file.
- First aid kit logEvery kit inspected, counted, and a restock list to take to the cupboard.
- Pool test logEvery reading, per body of water, on a printable monthly log.
- Boiler logOne chronological monthly log per boiler, printed for the file.
- Disaster drill logWhat you tested, who took part, what failed and what you are fixing.
- Backflow logEvery test reading against the assembly it was taken on, with the tester and the gauge.
- Tower treatmentReadings and treatment per tower, flagged against a range you set yourself.
- Training matrixWhich training each person needs, and where each of them has got to.
- PPE issueWhat was issued, to whom, when — and whether it came back.
- CAP trackerEvery finding, its owner, what is being done, and what came back.
- Extinguisher logEvery unit walked, every finding written down, dated for the file.
- Generator logEvery run, its duration, its load and its faults — one log per set.
- Emergency lighting logEvery fixture tested, and the duration you actually held.
- Water temp logThe temperature you measured, fixture by fixture, dated.
- Fridge temp logEvery unit, every reading, on one printable sheet.
- Eyewash logEvery station activated, checked and dated.
- Alarm test logEvery device, where it is, and what happened when you tested it.
- Fire door logEvery door, every failed item named, dated for the file.
- Log bookThe log sheets your systems require, at the right frequency.
- Toolbox talkFive minutes, one hazard, everyone signs — and something changes.
- OSHA 300 logIs it recordable? Then the log, then the 300A you post.
- COI trackerWhich vendor certificates have lapsed — and the chase letter written.
- Emergency planUses the state rules CompliMaint has verified for your facility type and location, and says where it could not verify one.
- Policy sign-offWhich policy, which version, who was asked, and who said they had read it.
- FilingsWhat you sent, to which office, when, and what came back.
- Safety observationsWhat was seen on site, where, and what was done about it — conditions, not people.
- Excavation checkDepth, protection, access and water — what somebody saw, on a date, with a name on it.
- Emergency contactWho to call and on what number. Nothing medical, ever.
- Training doneAn internal record that a session took place. Not a certificate.
- CompetencyWhat was observed, by whom, and what they saw.
- Injury reportWhat happened, where, who was there and what was done.
- GrievancesThat it was raised, that it was dealt with, and where the file is.
- CredentialsThe cards each person holds and the dates written on them.
- Conflict logWhat was searched, by whom, when, and the outcome in your own words.
- TransfersWhich item moved, between which labels, when — and where the real custody record is.
- StatementsWhose statement you are waiting on, how far it got, and where the signed one is.
- HoldsWhat is being preserved, who was told, and whether it has been released.
- DestructionWhat the batch was, who authorized it, the date and the method you recorded.
- ClaimsClaims you reported, who is handling each, and what you were last told.
- VisitorsWho signed in, who they are seeing, and the times — with earlier entries hidden.
- Doc controlWhich controlled document is at which revision, who owns it, and what changed.
- PoliciesThe policies you have, who owns each, and when you said you would review it.
- Customer complaintsWhat was reported in their words, who is handling it, and what you did.
- Sprinkler logA dated walk-by record for each sprinkler system, and what you found.
- Fire pump logThe numbers somebody read off the pump and its controller, kept per pump.
- Standpipe logThe condition of each hose connection, dated and kept per location.
- Egress logWhat you saw on each exit route, on the day you walked it.
- Alarm serviceWho attended your alarm system, when, and what they told you.
- LOTO locksWhich lock or tag exists, who has it, and what your inspection found.
- Attendant logWho went in, who came back out, and when.
- ChemicalsWhat you keep, where it is, and where the real SDS is filed.
- Storm logYour checks before, during and after, and what you found.
- Outage logWho you told a system was down, who told them, and when.
- InductionsWho was inducted, when, and what the person giving it says was covered.
- Permit indexAn index of the permits issued under your own system, and where each one stands.
- ScaffoldsWhat was observed at each scaffold, and what the tag said.
- Fall protectionWhat each item looked like, and what you took out of service.
- Lifting gearWhat was found on each sling, shackle or hoist, and what came out of use.
- LocatesThe ticket, who responded, and what was actually marked on the ground.
- Waste outEach load, the carrier, where they said it went, and the docket number.
- DewateringPump hours, volume, what treatment was used, and where it went.
- Erosion controlWhat each silt fence, trap or inlet looked like on the day.
- ApprenticesWhat they were seen doing, over time, and who signed each element off.
- WelfareWhat state the toilets, washing and rest facilities were in.
- NoiseThe readings, where and when, with the instrument and what was going on.
- Info assetsWhat information exists, where it lives, and who owns it — described, never copied.
- Privacy incidentsThat an incident was logged, who is handling it, and what was done — with the dates.
- Box indexEvery box, what is in it, where it is, and when you said you would review it.
- RetrievalsWhat was pulled from the archive, by whom, and whether it came back.
- Confidential wasteDate, carrier, containers and reference — one sheet per period.
- MessagesWho called, who it is for, and what they asked you to pass on.
- Accessibility walkThe places you chose to look at, and what you observed at each one.
- NDAsWhich confidentiality agreements exist, with whom, and where the signed one is.
- Client commsThat a call, letter or meeting happened, and what has to happen next.
- InstructionsWho was instructed, when, what category of material went, and where the bundle is.
- UndertakingsThe undertakings you say were given, and where each has got to.
- ExecutionWhat was signed, by whom as you label them, when, and where the original is kept.
- VerificationThat your own verification was completed, and where the evidence is stored.
- Water samplingWhere a sample was taken, when, by whom, and what came back.
- Damper logWhich damper, where its access is, and what it did when operated.
- Hood suppressionWhat was looked at on the suppression system, as observed facts.
- Lightning protectionWhat you saw on the system, and what the instrument showed.
- Hazmat locationsWhere your own records say something is, and which document says so.
- BadgesWho has which badge, from when, and whether it came back.
Maintenance & work
Dispatching, doing and proving the physical work
- Work orderA numbered, prioritized job ticket with sign-off.
- Equipment recordEverything ever done to one piece of equipment, on one page.
- Elevator logEvery callback, repair and service visit on one sheet, per building.
- HVAC logPM visits, filters, coils, belts and repairs against the unit they happened to.
- Pest control logWhat was found and treated, area by area, and what still needs doing.
- Hood cleaning logHood, filters, duct and fan — what was reached and what was flagged.
- Key logWho has which key right now, and who had it before.
- Vendor logEvery visit, building and machine — and whether their insurance is current.
- WarrantiesWhat is still in term, against the equipment it belongs to.
- Meter logEach meter its own record — the number as it read, the date, and who read it.
- Parts inventoryA count that is added up from what moved, not typed over.
- Corrective actionsEvery finding on one list, with an owner and a date, until it is closed.
- Maintenance requestThe request, triaged, and the work order it becomes.
- Work logPhoto-documented proof of work, from your phone.
- Property inspectionRun a walkthrough, get a scored condition report.
- PM checklistA facility-specific preventive-maintenance checklist.
- Generator fuelHow long the set has run, and whether there is fuel to run it again.
- Grease trap logWhat was opened, pumped and cleaned, per unit, with the hauler ticket.
- Vehicle logOdometer and fuel per vehicle, with the driver and the trip, on a dated sheet.
- Roof walkYour roof areas, the same eleven questions, one dated sheet per walk.
- Boiler serviceEvery engineer's visit on the boiler it happened to.
- Water heater logFlushes, anodes, valves and repairs against the heater they happened to.
- Lubrication logWhat was greased, with what, and how the bearings were found.
- Drain logWhat was cleared, where, and what the line was blocked with.
- Cleaning logWhat was cleaned, how it was found, and what could not be reached.
- Landscaping logEvery crew visit, what they did, and what they noticed.
- Snow & ice logWho attended, when they arrived and left, and what they treated.
- Waste logWhat the hauler took, what they left, and why.
- Grounds logLots, walks, fences and lighting — done and found on one entry.
- Chiller logOne record per machine — temperatures, pressures, current, hours.
- Cooling checkTen honest questions per unit, one dated sheet per walk.
- Fixture checkFlow, drainage, leaks and condition — fixture by fixture.
- Exterior walkTwelve questions per elevation, one dated sheet per walk.
- Interior walkFloors, walls, ceilings, doors and exits — area by area.
- Lighting checkWhat is out, what flickers, what is missing a diffuser.
- Door checkCloses, latches, locks — door by door, with what was found.
- Roof leaksEvery reported leak, from the day it was found to the day it was fixed.
- Material requestWhat was asked for, by whom, and where the request got to.
- Follow-upsThe part on order, the return trip, the quote that never came.
- DowntimeWhen it went down, what it affected, and when it came back.
- Pre-pour checkThe walk before the trucks, written down with a name against each check.
- Plant checkEach machine on site with its meter reading and what the person who looked at it found.
- WaterproofingStage by stage, what was seen before the work disappeared under everything else.
- Utility accountsEvery utility account at a property, on one page.
- HandoverWhat the next shift needs to know, and where each item stands.
- CheckoutWhat went out, to whom, when it is due back, and what state it returned in.
- IT assetsEvery device, who it is assigned to, and where it actually is.
- DisposalsWhat was disposed of or transferred, where it went, and on whose authority.
- SuppliesWhat is in the stationery cupboard, counted from what came in and went out.
- CombustionThe figures your analyzer printed, kept against the appliance they came from.
- RefrigerantWhat went in, what came out, on what date, against which machine.
- Panel scheduleWhich way feeds what, printed for the inside of the door.
- HousekeepingYour areas, what is done in each, and how often you decided.
- Route sheetA day's stops, in your order, on one page they can carry.
- CallbacksThe return visits on a job, in one place.
- DVIRThe vehicle, the day, and what the driver found.
- Van stockWhat is on the van, counted from what went on and what came off.
- Concrete resultsWhat the laboratory returned, placement by placement, at each age.
- CompactionThe percentage reported at each location, with the reference beside it.
- Temporary worksWhat is in place, who is responsible, and what checks were recorded.
- Setting outThe points, the values you set out, and what the check read.
- CalibrationWhen it was done, against what reference, and by whom.
- Temp powerEach supply, what it serves, what you observed and what was done.
- Vehicle bookingWho had it, where they went, mileage out and in, and what state it came back in.
- Internal requestsWhat was asked for, who is doing it, and whether it got done.
- Appliance repairWhat was reported, what you found, what you installed — on one page.
- Pool routeEach stop on the route: when you arrived, what you tested, what you added.
- Chimney reportComponent by component: what you saw, and how you looked at it.
- Septic logWhat was inspected, what was measured, what was pumped and by whom.
- Duct airflowThe figures the instrument reported, against the points they came from.
- Static pressureThe pressures you measured, where you measured them, and their sum.
- Startup recordThe readings and settings when the machine first went into service.
- Gas serviceWhat was serviced, what the readings were, what was observed.
- Customer kitWhat you look after at a customer's site, before somebody climbs the ladder.
- Vehicle defectsWhat was reported, who has it, and what was done about it.
- Water tankWhat was inspected, cleaned, disinfected and flushed — and by whom.
- Sump pumpsSomebody lifted the float and wrote down what happened.
- Thermal imagingThe temperatures somebody read off a camera, kept per point.
- Steam trapsThe traps you have, what the last check said, and what was replaced.
- Compressed airThe readings somebody took off a compressor and its dryer.
Job paperwork
Winning, pricing, billing and closing out a job
- InvoiceNumbered PDF invoice, next month in one tap.
- EstimateWin the job with an itemized PDF estimate.
- Daily reportThe work, the hours and the photos — plus crew, weather, delays and visitors.
- Purchase orderWhat was ordered, at what price, with a spending cap — on one page.
- Vendor billsEvery bill you entered, soonest due first, with what it was for.
- ExpensesWhat was spent, where, by whom and on which job.
- StatementEvery invoice and payment for one customer, in date order, with the difference.
- Change orderWhat the contract is worth now — not what you bid.
- Progress billingSchedule of values in, payment application out.
- Job profitDid this job make money? The answer, and where it went.
- Punch listThe list standing between you and your retainage.
- Manpower logWho was on site, what plant was there, and what held the job up.
- Pour recordEvery ticket, quantity and measurement, recorded exactly as taken.
- Delivery logWhat came, from whom, in what condition, and who took it in.
- RFI registerEvery question asked, who owes the answer, and what came back.
- Submittal logWhat was sent, who has it, and what came back.
- Scope checklistWhat each package includes, item by item, and where each one stands.
- Hours logWho worked, when, for how long, on which job.
- Invoice approvalWhich bills somebody has signed off, and which are still sitting there.
- Snow contractA balanced snow contract — trigger depth, response window, who carries what.
- Landscaping contractA balanced grounds contract — scope, season, and what needs approval first.
- Service callReported, found, done, fitted — signed at the customer's door.
- Site visitsWho went, when, what was looked at and what was agreed.
- Materials usedWhat went into the job, line by line, against the job it went into.
- Tech day logEvery job one technician got through, with what is left on each.
- CoordinationThe clashes and hand-offs between trades, with a name and a date until each is closed.
- Inspection requestsWhen you asked, who you asked, the reference they gave you, and what you were told.
- NCR logWhat was found, who it sits with, what was agreed, and whether it is closed.
- ProtectionWhat was covered, when it came off, and the condition of the finish underneath.
- CommissioningWhich of three hundred steps across six contractors are actually done.
- Owner trainingWhat was demonstrated, by whom, to whom, and on what date.
- Final cleanArea by area, who cleaned it, who checked it, and what has to be done again.
- CloseoutEverything still owed at the end, who owes it, and what has actually arrived.
- Job warrantiesWhat was handed over, what the paperwork says, and who to call.
- As-builtsWhich sheets have been marked up, by whom, and which are still with a subcontractor.
- O&M manualsWhich manuals are owed, which arrived, and what has to come back.
- Delay logWhat stopped, who was standing, when it started and ended, and what came of it.
- Weather logConditions you observed, the activity they stopped, and the hours you count as lost.
- ProductivityHours and quantity installed, with hours per unit worked out from your own two numbers.
- Site instructionsWho gave the instruction, to whom, when, what was said, and what happened.
- Markup & marginYour cost and your price, with the markup AND the margin worked out.
- Break-evenFixed costs over the contribution each sale makes — and what that takes.
- Labor rateA base wage plus the burden percentage you entered — your true hourly cost.
- Payment termsWhat a settlement discount comes to in money, and what would be paid.
- Cost per mileYour vehicle costs over your miles, carried to thousandths of a cent.
- Lease or buyTwo columns of cash, added up, and the difference between them.
- Credit referencesWho you asked, when, and whether anything came back.
- Collections logWho you spoke to about an overdue account, when, and what was said.
- Payment planInstallments and payments against a plan, with the balance in exact cents.
- Credit reviewsWhen an account was reviewed, by whom, and what you decided.
- DisputesWhat is disputed, what each side says, and how it ended.
- Petty cashWhat went in, what came out, and the balance in exact cents.
- Deposit sheetNotes, coin and checks listed and totaled, with a second signature.
- Card logEvery card purchase written down, so a statement can be checked.
- Fuel cardEvery fill written down against the card it went on.
- W-9 requestsWho you asked for a W-9, when, and whether it arrived.
- 1099 vendorsThe vendors you are considering, with a status you mark.
- Schedule of valuesEvery line, its percentage complete, its balance — and whether it foots.
- RetainageWhat is held back across your contracts, work and stored materials apart.
- AR agingYour unpaid invoices, aged, grouped and totaled as of a date you pick.
- Spend reportEvery bill, receipt and card transaction, grouped and totaled.
- TimesheetA week of hours per person, totaled, with a line to sign.
- Time offWho asked for what days, what was decided, and who is covering.
- ReviewWhat was reviewed, what was observed, and what you both agreed.
- DisciplinaryWhat happened, what was expected, what they said, and what happens next.
- Improvement planObjectives, how you will both know, and the support behind it.
- Employment letterDates and position, confirmed in writing. Deliberately nothing else.
- Exit interviewWhat you asked and what they said, in their words.
- Pay changesWhat changed, who agreed it and from what date — with no figure in it.
- AttendanceWho was in and when, with no reasons and no points.
- One-to-onesWhat was discussed and agreed, conversation by conversation.
- Modified dutyThe duties and the dates. It never records why.
- ReferralsWho referred whom, for what role, and where it got to.
- SuggestionsIdeas raised, and what was actually done about each.
- Volunteer hoursWho volunteered, when, on what, and for how long.
- Time sheetDated entries on one matter, totaled in hours and nothing else.
- Cost advancesCosts you paid from your own account, and whether they were billed on and recovered.
- Filing feesFees you paid, to which office, in the amounts your receipt says.
- Price bookYour own tasks, times, costs and prices, in one list you keep.
- Bank reconciliationLine by line against the statement in your hand, with the difference shown.
- Customer depositsDeposits taken against work, and what is still unapplied.
- Supplier pricesWhat each supplier quoted you, when, and how long it stands.
- Goods receivedWhat arrived against the order, counted, with shortages noted.
- Quote follow-upQuotes you sent, when to chase, and what the customer said.
- Write-offsWhat was written off or credited, by whom, and why.
- Supplier statementTheir statement against your bills, with the difference shown.
- Billing scheduleWhich customers are billed on a cycle, how much, and what is next.
- PrequalificationWhat you asked each subcontractor for, and what actually arrived.
- Cost codesCommitted and actual against each of your codes, with both columns summed.
- AgenciesWho supplies what, on what terms, and who owns the relationship.
- Shift swapsWhich shift, who took it, and who said yes to the swap.
- HireWhat is on hire, from whom, and between which dates.
- Scope changesWhat was added or removed, when, who agreed it, and how it was confirmed.
- Costs estimateLines, the rate and hours behind each, and what the estimate comes to.
- Matter budgetWork and costs recorded, what has been billed, and the balance against your budget.
- Warranty claimsWhat you claimed for, who it is with, and what came back.
- Work acceptanceWhat was done, what was shown, and what is still outstanding.
- Response timesWhen the call came in, when you got there, when it was done.
Property & tenancy
Rent, deposits, condition reports and turns
- Make-readyEvery line marked OK, needs work or N/A — and the work on your punch list.
- Rent receiptA numbered rent receipt in 30 seconds, emailed.
- Late rent noticeWork out the fee, then send the notice.
- Deposit demand letterSays whether they're late, and by how many days.
- Deposit return letterItemized, with your state's deadline cited.
- Deposit interestInterest on the balance actually held, with the working shown.
- Deposit deductionsDeductions prorated by useful life, in a defensible statement.
- Move-in reportTimestamped move-in / move-out walkthrough.
- Prorated rentExact mid-month rent, both methods compared.
- Unit turn costItemized make-ready cost, timeline, and a crew checklist.
- Rent ledgerEvery charge and payment, a running balance, and how much of it is rent.
- Pay or quitThe notice period counted exactly, in both of the ways it can be counted.
- Window checkGlazing, seals, operation and restrictors — window by window.
- Lease expiryEvery tenancy with an end date coming up, what you offered, and what came back.
- ParkingWhich space is whose, which vehicle is on it, and whether the permit came back.
- StorageWhich locker or cage is assigned to whom, from when, and for how much.
- PackagesWhat arrived, for whom, where it is, and who collected it.
- ComplaintsWhat was reported, what you looked into, and what you did — with the dates.
- Tenant commsWho you spoke to, when, how, and what came out of it — in a few lines.
- Move-in listKeys, utilities, contacts and how to report a repair — as a working list.
- ARC logWhat was proposed, who reviewed it, what was decided, and whether it got closed out.
- EstoppelsWho asked, about which tenancy, by when, for what fee, and what went back.
- Tax appealsAssessment notices, the deadline printed on them, your evidence and the outcome.
- ShowingsWho came to see a unit, when, how it went, and what you owe them next.
- Lead sourcesWhere each inquiry came from, what that listing cost, and what became of it.
- Case timelineWhat was served, filed and scheduled — as you recorded it, with the references.
- ApplicationResidence, employment and references on one printed form — and no SSN field.
- Lease abstractPremises, parties, dates, rent and the clauses that matter, with clause references.
- Rent rollUnit by unit — who is in it, on what dates, at what rent, as of a date you choose.
- Rent increaseNew rent, effective date and renewal terms, with the period you stated on the page.
- Notice to enterPurpose, date and time window — with the notice period you stated.
- Violation noticeThe provision, what was observed, and what would fix it — with your cure period.
- Vacate noticeWhich tenancy, the date, keys and forwarding — with the notice period you stated.
- Damage chargeWhat was damaged, the evidence, the amount, and how you arrived at it.
- HOA violationThe rule, what was observed, the correction asked for, and how to respond.
- Dues ledgerCharges, payments and credits for one owner, with the balance in exact cents.
- CAMAllocable expenses, this tenant's share, and the under or over-billing that falls out.
- Deposit registerWhich deposit belongs to which tenancy, when it was taken and what happened to it.
- Lease documentsYour own list of what a tenancy needs, worked through one document at a time.
- Utility transfersWhich service moved to whom, from what date, with the reading you took.
- Rent collectedCharged, paid and outstanding across your tenancies for a period you pick.
- Vacancy reportWhich units are empty, since when, and what your turn estimates came to.
- Inspection scheduleYour own program of inspections, with what actually happened against it.
- Rent changesWhat it was, what it became, when it took effect and why.
- Owner registerWhich owner each property is managed for, and the agreement dates you entered.
- Owner statementWhat came in, what went out, and the balance — from lines you entered.
- Renters insuranceWhich tenancies carry a policy, the carrier label and the expiry you were given.
- Pet agreementsWhich units have a permission you agreed, on what terms, from when.
- Renewal offersEvery renewal offer, the figure you put, and the answer you got.
- Notice deliveryHow and when it was delivered, by whom, to whom — as you observed it.
- Property handoverYour own tasks when a whole property changes managing agent.
- Tenant surveyA short printable survey, and somewhere to type the answers back in.
Planning & assessment
What a building will need, what it will cost, and who should do it
- OnboardingFirst-day and first-week tasks, owned by name, with dates.
- OffboardingEquipment back, access off, handovers done — each with a name against it.
- CandidatesEveryone you are considering, and their stage — without a spreadsheet nobody trusts.
- ScorecardRatings with the evidence beside them — and no number pretending to be a decision.
- RequisitionsWhich positions somebody asked for, and where each request has got to.
- Offer letterA clean, consistent offer letter draft — yours to review before it goes.
- Decision logWhat was decided, by whom — and the reasoning nobody remembers later.
- MinutesMinutes, and actions that go somewhere real instead of into a second list.
- Bid comparisonWhich bid is actually cheapest once the scopes match.
- Condition assessmentImmediate repairs and the replacement reserve, from one walk-through.
- Capital planA 20-year replacement forecast you can hand to an owner or a board.
- 30/60/90 planWhat a new starter will have done by thirty, sixty and ninety days — and how it went.
- Job descriptionA clean, printable description of the role — in words you wrote.
- Role changeAccess, equipment, systems and who to tell when somebody changes role.
- Document checklistWhich documents are on file for somebody, where they are kept, and what is missing.
- Hiring processThe steps you follow to fill a position, owned and dated.
- Interview scheduleEvery interview session for a candidate: when, who, and whether it happened.
- Interview questionsOne question set, agreed before you meet anybody, printed for the panel.
- Candidate contactEvery time you contacted somebody about a role, and what came back.
- IntakeWhat the role actually needs, agreed with the manager before you start looking.
- RequisitionA clean request — items, quantities and unit prices — for whoever approves it.
- PO logOrders placed, what they were for, and what has actually turned up.
- Expense claimA legible claim — date, what for, amount, receipt held — for whoever approves it.
- Capital requestWhat is being asked for, why now, and where every figure came from.
- Budget requestsWhat has been asked for against a project, and what was decided.
- Expense approvalsClaims waiting on a decision, who owes the answer, and what they decided.
- Status reportOne period, one project, written by a person who put their name to it.
- Issue logWhat is affecting the project now, who owns it, and how it was resolved.
- Risk registerWhat might go wrong, who carries it, and what you are doing about it.
- Change requestsWhat somebody asked to change, who decides, and what they said.
- MattersThe files you have open, who is responsible, and where each has got to.
- Matter datesThe dates you were given on a file, and who gave you each one.
- Document requestsWhat was asked for on a file, who is collecting it, and what went out.
- Contract reviewWhich documents are with which reviewer, and where each got to.
- PreconstructionEverything you want in hand before day one, and who it is sitting with.
- MobilizationFencing, power, water, trailer and access — what is in place and who is bringing the rest.
- LookaheadThe next ten working days on one page, with what each activity is waiting on.
- Long leadsThe four items whose delivery date sets the finish, and what the supplier last said.
- TakeoffQuantities measured off a named drawing set, with a line cost only if you have one.
- Reserve fundingComponent by component — cost, what is set aside, life left, and the annual figure.
- Month-end closeYour own close tasks, with an owner, a date and a status.
- Vendor onboardingYour own steps for taking on a supplier, with an owner and a status.
- Budget vs actualBudget, actual and the variance — with nothing judged for you.
- Away calendarWho is away over a period, and who is picking the work up.
- RosterWho is working, in what role, on which days and at what times.
- SuccessionWho holds each position, who covers it, and where the gaps are.
- Staffing planThe roles you intend to have and by when. It names nobody.
- Intake listThe opening steps, who is doing each, and which are actually done.
- RetentionYour record classes, the period you set for each, and the basis you recorded.
- ResolutionsDecisions you state were made, by which body, and where the signed record is.
- Entity filingsThe filings you know about, on the dates you entered, and where each got to.
- LicensesWhat you subscribe to, how many seats, what it costs and when it renews.
- SOPPurpose, scope, numbered steps, who does each, and a revision history.
- AgendaTopics, who leads each, how long you are giving it, and what to read first.
- AuthoritiesWhat each role may decide, the limit you set, and the conditions on it.
- AgreementsWhich agreements exist, who they are with, and when each runs out.
- InsuranceYour own policies and when each one runs out.
- Plan renewalsWhich plans you sold, and which one is about to run out.
- Root causeA structure for your own reasoning, printed for a group to work through.
- EscalationYour levels and contacts, on one page somebody can read at 2am.
- Fleet PMThe services you decided each vehicle needs, and when they are due.
- Project budgetThe budget you set against what has been committed and spent, line by line.
- Cash flowExpected money in and out, week by week, with the running position.
- Training needsWhat you want covered, for which roles, and roughly when.
- Talk scheduleThe topics you chose, the dates you set, and what happened on each.
- TravelWho is traveling, where, when, and what you expect it to cost.
- Project closureWhat was delivered, what is left over, and what you learned — on one sheet.
- Office moveTen ordinary coordination tasks to start from, and everything you add.
- ObligationsThe obligations and dates you extracted from a contract, and who is watching each.
- File closureThe closing steps, who is doing each, and which are actually done.
- PrecedentsYour own precedents, which version is current, and what you said about when each fits.
- Matter referralsWhere a matter came from, or where work was sent, and what came of it.
- On-call rotaWho is on call when, and how to reach them — on one printed page.
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