PM Trades

Build a trade quote that wins the job and protects the margin — materials and labor itemized, assumptions and exclusions stated, variations priced by rule, and the professional one-page layout customers trust. Use when a tradesperson says 'help me quote this job', 'I keep losing money on jobs', 'customer wants a price for X', or 'how do I quote a day rate vs fixed'. Produces a ready-to-send quote plus the internal costing sheet behind it.

Set up deposits and stage payments that protect a tradesperson from the customer who won't pay AND read as fair to the customer — stage triggers tied to visible milestones, deposit sizing by job type, the payment terms paragraph for quotes, and the scripts for late stages. Use when a tradesperson asks 'how much deposit should I take', 'customer hasn't paid the second stage', 'payment terms for my quotes', or got burned on a big job. Produces a stage-payment schedule, the terms paragraph, and firm-but-professional chase scripts.

Plan an apprentice's or new laborer's first week so they're useful by Friday and safe from hour one — day-by-day teaching order, the safety non-negotiables stated before anything else, what they're allowed to touch unsupervised, and the check-out conversation that decides week two. Use when a tradesperson says 'my apprentice starts Monday', 'how do I train the new guy', or 'the apprentice is useless and I don't have time to teach'. Produces a first-week plan, a can/can't-touch list, and the Friday review script.