Audit Checks

Common things to audit:

• What is the hold up?
• What is the date of the ETA?
  1. Is the date/time in AEST? If you don’t specify the time zone, I will get a call asking: “where are the drawings”

• You’ve sent an email? Where is it? I need a link or a prolox link.

• Where is are the IFA approvals for these drawings?
• Please show me the variation approval document.
• Get me latest drawing: on the job.

Drawing Discipline

• Get me any Part Mark. Show me the isometric view. We should see an isometric view on it.
• Where are the check dimensions?

General Requirements:

• Learn Western English. At the very least, use a spell checker. e.g. “I can’t able to” is really painful to listen to. Clients don’t want to deal with bad english, but they’ll tolerate it so long as you give them no headaches.
• Delight your client:
  • Speak your client’s language: e.g. Many of you say: “COB” so clients call me at 4:30 pm AEST and ask me where are the promised drawings? I have to tell them, COB means 9pm. Speak your client’s language and time zone.
• Post status updates.
  • What is the ETA in Australian time? Is the project being delayed somewhere?
• Move the project along: you have a phone – call people, call architects / engineers.
• Don’t inflate your hours. If you do, the client won’t come back.
• Post regular blogs about your projects, with useful information on there: a lot of these blog posts read like a student in an exam who is trying to expand his word count.
• When you’re done: mark it as IFC / IFA.
• Read the standards: learn the standards properly.
• Audit the work regularly.

Weekly Checks

1. Items to be IFA / IFC to be marked as such so they can be invoiced.
2. Items to be partially invoiced to be raised.
3. All client statuses to be updated.
   • If jobs are complete, they should be marked on the status as “JOB Completed”…..and I will close it.
4. Jobs that are “marked as completed” need to be marketed in some form via blog post.

Material Take Off Checks

Clients need to know when their take off reports are coming. Most are pressured for time. If there is a delay in the quoting process, then you’re basically handicapping the client on their bids. We don’t want that. Status updates to be provided on the following:

1. MTO ETA date.
2. MTO started.
3. MTO draft finished and sent for review.
4. MTO sent to Koshy (with the link). (Sushil to complete)