Workvado workflow guide
How to manage a contractor job from scope to handoff
Manage a contractor job by keeping five records aligned: the agreed scope, the people doing the work, progress evidence, customer decisions and the money record. Workvado connects these through projects, tasks, daily notes, agreements, portals, quotes and invoices.
1. Write the scope and confirm the customer
Record what is included, the job location, timing and the customer responsible for decisions. Attach relevant plans or photos. Prepare a quote that identifies the work, line items, currency and applicable commercial details. Resolve questions before treating the work as agreed.
2. Turn the agreed work into crew tasks
Create the project and break delivery into tasks that reflect the actual work. Assign responsibility and check that teammates have the appropriate company access. Financial records require finance access; teammates without it receive projects and staff without their money fields. Confirm reading, editing and sharing permissions before inviting the team.
3. Keep site evidence while the work is fresh
Use daily notes to record weather, completed work and anything affecting the next stage. Attach relevant photos and files to the project or task. A useful record explains the location and work shown, instead of leaving the office to guess from an unlabelled photograph.
4. Document changes and customer decisions
If the requested scope or price changes, record the revision through an agreement or change order and retain the customer approval. Use the private customer portal for appropriate updates and questions. Check the published view and choose password protection when needed.
5. Review the handoff, invoice and payment record
Compare the delivered work with the latest accepted scope and resolve unfinished tasks. Convert the accepted quote into an invoice, review dates and totals, then share it. Record payments when they occur and retain useful exports. Workvado does not receive or process those payments for you.