Your deliverables
- Agreed project and package structure
- Pricework records and inspection forms
- User responsibilities and reporting routes
- Pilot, team training and handover record
Project Setup / Core service
Pricework and packages.
Configured for your project.
We work with you on scope, individual pricework rates, client-agreed package values and commercial flow, then configure your project in Site Manager Pro (SMP). The agreed service includes a pilot, training and handover checks.
Illustrative construction image
What you receive. What we need. How we hand over.
Your inputs
- Approved scope, drawings and prices
- Technical criteria and nominated approvers
- People to review and pilot the setup
- Required software licences and modules
Acceptance
We follow a representative package through the agreed process, record open actions and check the setup against the proposal before handover.
Your team then operates the project.
What PreciseCarpentry brings to your project
Agree how work is allocated,
checked and claimed.
Choose individual pricework, packages for teams and small subcontractors, or a combination. We work through package boundaries, booking stages, completion evidence and approval responsibilities with your team.
01 / INDIVIDUAL OPERATIVES
Structure individual pricework.
Give individual operatives clearly defined work and an agreed basis for claiming it.
- Scope and pricework schedule setup
- Guidance on practical pricework values
- Allocation by location and work stage
- Partial and completed work bookings
- QA evidence and claim review
02 / TEAMS & SMALL SUBCONTRACTORS
Structure priced packages.
Organise larger sections of work into packages with clear ownership and completion requirements.
- Defined package scope and boundaries
- Package values and payment stages agreed with the client
- Allocation to the responsible team or business
- Progress and inspection records by stage
- Changes, completion and payment evidence
Workflows across carpentry packages
Defined packages.
One structured approach.
We configure workflows around first-fix carpentry, door sets, second fix and joinery, using your agreed scope, schedules and approved completion criteria. Work stages, evidence and review responsibilities are agreed before the setup is built.
| Package scope | Illustrative workflow structure |
|---|---|
| First fix | Studwork, grounds, linings and first-fix timber work allocated by plot, floor or work area. |
| Door sets | Frames, leaves, ironmongery and completion records against the approved door schedule. |
| Second fix | Skirting, architraves, window boards and finishing carpentry with room-by-room checks. |
| Joinery packages | Kitchens, wardrobes and fitted joinery with agreed scope, installation stages and snag close-out. |
Illustrative scope structures. The client validates technical requirements and inspection criteria. Design, physical testing, certification and technical acceptance remain with the appointed competent parties.
Illustrative carpentry record
Door set installation
- Scope
- Frames, leaves and ironmongery included in the agreed door schedule.
- Progress
- Installation recorded by door reference, plot and agreed work stage.
- Quality evidence
- Installation photographs and checks against the approved project requirements.
- Claim review
- Incomplete items, missing records and variations identified for the authorised reviewer.
Demonstration structure, not a live client record or an SMP screenshot. Technical questions and evidence requirements are approved for the project.
From site record to claim review
Clear scope.
Linked evidence.
A defined decision.
This carpentry example shows the information your team needs to record and review. We agree the fields, checks and responsibilities with you, then configure the process in SMP.
The client team completes the inspections and retains technical acceptance and claim approval.
View the trade-specific example (PDF) ↗Explore the functions we can configure
Products & Orders, Billing & Clearing and Commissioning Certificates require the relevant SMP add-ons. Functions are agreed within the setup scope.
View the package-build decisions
| Question to resolve | What PreciseCarpentry structures |
|---|---|
| Where does each team's scope start and finish? | Separate work stages and locations, with clear inclusions and responsible teams. |
| What counts as completed work? | Agreed completion criteria, part-booking rules and supporting evidence for each stage. |
| Who checks the work and authorises a claim? | Client-approved inspection and claim responsibilities, with configured controls where supported. |
| What happens to defects or changed scope? | A defined route for issue records, remedial actions and authorised variations. |
| How does it reach the commercial team? | The agreed record and reporting flow for approved progress, wages and applications. |
Illustrative package decisions. Scope boundaries, values and approval requirements are agreed with the client.
Illustrative workflow / Not a live project
See what a connected
package workflow means.
Choose a carpentry package and explore five stages. This illustrates the process PreciseCarpentry can configure in SMP.
EXAMPLE PACKAGE
IllustrationDoor sets · Level 03
Specific controls depend on the agreed setup and enabled SMP modules. Payroll is processed by the client's appointed payment provider; applications require the relevant billing module.
What you receive at handover
Your configured project.
Checked before handover.
Your agreed outputs include the configured project, pricework and package records, QA forms, approval responsibilities and reporting workflows. The proposal defines the scope, pilot, training and acceptance checks.
| Setup output | What is agreed and configured | Handover check |
|---|---|---|
| Project structure | Locations, coding, work stages and package boundaries. | Client reviews the structure against the agreed project scope. |
| Pricework & packages | Individual pricework items, client-agreed package values and booking stages. | Sample items and bookings are checked against the approved schedule. |
| QA & evidence | Forms, photo requirements and inspection records using client-approved technical requirements. | Sample inspections are completed and reviewed by the appointed client team. |
| Responsibilities & approvals | Who books, inspects, reviews claims and approves each relevant stage. | Agreed user access and approval arrangements are checked in the pilot. |
| Commercial record flow | Variation records, wage reporting and application workflows within the enabled modules. | A sample record is followed through the agreed reporting route. |
| Training & handover | Agreed training, pilot, operating responsibilities and outstanding actions. | Client reviews the pilot and confirms acceptance against the proposal. |
Inclusions depend on the agreed scope, SMP capabilities and enabled modules. The proposal confirms the acceptance process and any remaining actions.
See example client deliverables
A one-page illustration of workflow records, pilot checks and handover outputs, using demonstration data.
View the carpentry project example (PDF) ↗Working with your team and systems
Agree the information flow.
Before building the workflow.
We review where your project information comes from, who owns it and where approved records need to go. Your existing systems and approval procedures inform the setup.
View the information and system-fit checks
Inputs & document control
Identify approved scope, drawings, price schedules and technical criteria. Agree which records are held in SMP and how revisions are supplied by the client.
Commercial & payroll outputs
Agree required reports and available export formats with the client's commercial team, accountant, agency or payroll provider. Validate the reporting route during the pilot.
Access & confidentiality
Define users, responsibilities and price visibility within SMP's available controls. Review the proposed access arrangements with the client before live use.
Platform assurance
Questions about hosting, security, data processing, retention, backups and account access are referred to SMP for confirmation. Any required integration is assessed before it is included in the proposal.
Available exports and reporting routes are agreed for the project. Automatic synchronisation with existing systems is only included where the capability has been confirmed.
Responsibilities & handover
Clear ownership
at every stage.
View responsibilities and handover arrangements
| PreciseCarpentry | Client and appointed teams | Site Manager Pro |
|---|---|---|
| Works through requirements and configures the agreed project workflow. | Provides approved scope, values, technical requirements and nominated approvers. | Provides the software platform and enabled modules under its own agreement. |
| Supports the agreed pilot, training and handover checks. | Reviews the setup, participates in the pilot and accepts the agreed build. | Confirms platform capabilities, licence options and software assurance information. |
| Provides any separately commissioned ongoing support. | Runs delivery, checks and commercial approvals after handover, with agreed support where appointed. | Handles platform-level service matters under its support arrangements. |
Setup corrections
Any identified mismatch with the agreed build requirements is reviewed against the proposal and recorded for resolution. The proposal defines the correction and acceptance arrangements.
Later changes & support
New locations, altered scope, new forms or changes to the commercial process are assessed as additional work unless included in the original agreement. Continued support has a separate scope and fee.
Fees & software
A scoped setup.
A tailored quotation.
PreciseCarpentry assesses the locations, work stages, packages, forms and reporting required. Your proposal confirms the deliverables, fee, pilot, training and handover arrangements.
The setup fee is payable before work starts, unless otherwise agreed in writing. Additional scope and any continued support are agreed separately.
Start with your project
Bring us the scope.
We’ll configure your project.
Discuss the project, your pricework and package approach, and the setup your team needs in SMP.
Define the right service.
Agree your project setup first. Commission continued operational or commercial support separately if you need it.
Discuss your project ↗