Contractor Operations & Project Workflow Guide

This guide outlines practical steps to attract and qualify clients, craft clear project estimates, and formalize agreements. It covers lead sources, estimate components, and key contract terms to protect both parties while setting expectations for scope, timeline, and payment milestones. The second section focuses on managing labor and finances: hiring and supervising subcontractors, invoicing clients, collecting payments, and tracking project expenses. It describes best practices for payment schedules, vendor management, and cash flow monitoring to keep projects on time and on budget.

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