Home-based Project Coordinator
2 hours ago
Job Intake
Receive approved quote, job drawings, working sheet, and confirmation of material orders from the salesperson.
- Create a Xero Project for each job (client name, address, job reference).
Link all purchase orders to the Xero Project.
Communication Setup
Create a WhatsApp group for each job including the client, salesperson, and project manager.
Use the group for all job-related communication and updates.
Installer Coordination
Confirm installer availability and lock in dates.
- Provide drawings, scope details, and notes.
- Issue purchase orders including job address, reference, scope, price, dates, and drawings.
Confirm installer acceptance and scheduled dates.
Labourer / Driver Scheduling
Prepare a daily labour and delivery schedule with arrival times, client address, contact details, tasks, materials, and relevant notes.
- Coordinate carpet take-up/removal where required and schedule labour accordingly.
- Notify labourer/driver of all incoming warehouse deliveries for labelling and recording.
Ensure all daily tasks and delivery timelines are communicated clearly.
Project Scheduling
Prepare a detailed project schedule for each job including levelling, curing periods, installation dates, deliveries, carpet removal, clean-up, and final walkthrough.
- Provide the client with a WhatsApp-friendly written schedule and a simplified visual/Gantt-style version.
Update the schedule when changes occur.
Invoicing Process
Apply the invoice structure: 10% on acceptance, 80% before delivery, 10% upon completion.
- Generate, send, and track all invoices.
Follow up on outstanding payments.
Client Communication
Confirm access, power, parking, and readiness before works commence.
- Provide ongoing updates regarding installers, labour, deliveries, and schedule changes.
Obtain written confirmation for all variations or additional works.
Variations & Level Checks
Arrange level checks or site inspections as required.
- Document findings and prepare variations for additional works when necessary.
Ensure written client approval is received before proceeding.
Material Delivery Tracking
Confirm ETAs with suppliers.
- Ensure deliveries align with scheduled works.
- Confirm access for delivery and verify accuracy of delivered goods.
Report discrepancies immediately.
Contractor Compliance
Maintain current records for all subcontractors: insurance, ABN, banking, and contact details.
Request updated insurance documents prior to expiry.
Job Folder Management
Maintain a complete folder for each job containing quote, drawings, working sheet, schedule, POs, invoices, variations, photos, signed terms, written approvals, and delivery/labour schedules.
Site Management Issues
Document any site issues (access, moisture, uneven floors, material shortages, delays, structural issues) with photos.
Notify relevant parties immediately.
Walkthrough & Completion
Schedule final walkthrough with the client and salesperson.
- Record defects or touch-ups and organise rectification.
Send final invoice and close out the Xero Project once the job is fully completed.
Weekly Operational Tasks
Review upcoming installations and labour requirements.
- Monitor unpaid invoices.
- Confirm installer and labourer availability.
- Track insurance expiry dates.
Update job tracking sheets and scheduling tools.
Standards & Expectations
All approvals must be written.
- All changes must be documented.
- No work proceeds without signed terms and conditions.
- Schedules must be current and accurate.
- Job folders must remain fully organised.
- Labour and delivery schedules must be detailed and updated daily.
- All issues must be documented and escalated.
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