Office handoff checklist for trade business owners
Many small shops are run by an owner in the field and one person in the office. A clear handoff keeps both sane.
- List every office task. Write down calls, quotes, invoices, payroll hours, taxes and renewals.
- Mark who owns each one. One name per task, so nothing is assumed.
- Set what needs the owner's approval. For example quotes over a set amount or refunds.
- Share the passwords safely. Use a password manager, not a sticky note.
- Review weekly for 15 minutes. Go through open quotes, unpaid invoices and tomorrow's schedule.
Common questions
What should the owner always approve?
Prices, refunds and anything legal. Decide the limits in advance.
How long does a handoff take?
Plan a few weeks of overlap.
See also the contractor guides and free tools.
General information, not legal or financial advice. Verify with your attorney or accountant.
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