Manifestly: A Checklist App for Teams

Change Order Request Checklist

Project Information

Name of Project

Project Number

Project Manager

Change Order Request

Change Order Number

Description of the Change Order

Initiator of the Change Order

Reason for the Change Order

Impact of the Change Order (cost, timeline, scope of work)

Approvals

Approval of Change Order Request by Project Manager

Approval of Change Order Request by Owner

Approval of Change Order Request by Contractor

Approval of Change Order Request by Architect/Engineer

Review and Execution

Review of Change Order Request by Project Team

Execution of Change Order Request

Completion of Change Order Request

View Workflow Use Workflow

Daily Log Checklist

Safety

Check for any safety hazards

Ensure all staff are wearing appropriate safety gear

Check for hazardous materials

Equipment

Confirm all necessary tools and machines are in working order

Check for any damaged or defective equipment

Verify that all necessary parts and materials are available

Workers

Ensure all personnel have the necessary skills and qualifications

Make sure all workers have the appropriate attire and protective equipment

Check for any workers that are absent or late

Projects

Review project plans and timelines

Check progress on ongoing projects

Verify that all tasks are completed on time

Materials

Check inventory levels of necessary materials

Verify accuracy of material orders

Confirm that materials are delivered on time

Documentation

Check for any required paperwork

Ensure that all documentation is up to date

Verify that all documents are properly filed and stored

View Workflow Use Workflow

Equipment Maintenance Checklist

General Equipment Maintenance

Check for any loose or broken parts

Inspect for any signs of damage

Ensure all safety features are in working order

Check for any signs of wear and tear

Fluid/Oil Checks

Check all fluid levels

Check for any leaks

Change oil and filter as recommended

Functionality Tests

Test the equipment's basic functions

Test the operations of any additional equipment or attachments

Cleaning

Clean the equipment

Clean any oil and grease buildup

Battery Check

Check the battery for any signs of damage

Check for proper connection and voltage level

Clean and tighten battery connections

Tire Check

Inspect the tires for any signs of wear

Check the tire pressure

Check the tread depth

Check the wheel alignment

View Workflow Use Workflow

Job Cost Tracking Checklist

Job Cost Tracking

Establish budget and cost codes

Set up tracking spreadsheet

Track labor hours and costs

Track material costs

Track subcontractor costs

Track equipment and rental costs

Track overhead and administrative costs

Track actual costs against budget

Monitor project costs for overruns and underruns

Analyze cost trends and identify potential cost savings

View Workflow Use Workflow

Payment Request Checklist

Request form filled out completely

Requestor's signature

Requestor's contact information

Supporting documents

Invoice

Quote

Receipts

Relevant contracts

Authorization from management

Final approval from finance

Bank details for payment

View Workflow Use Workflow

Pre-Construction Checklist

Pre-Construction Phase

Research project potential

Develop project budget

Evaluate qualification of subcontractors

Perform an environmental impact assessment

Select and hire general contractor

Create construction schedule

Identify sources for materials and equipment

Design Phase

Develop preliminary designs

Evaluate design alternatives

Finalize design plans

Obtain necessary permits and approvals

Review drawings with contractors

Construction Phase

Order materials and equipment

Establish project site

Secure necessary insurance coverage

Conduct pre-construction meetings

Begin construction work

Monitor work progress

Perform quality control checks

Address any safety issues

Post-Construction Phase

Conduct final inspections

Address any construction punch lists

Finalize project budget

Complete closeout documents

Release final payments

Review project performance

View Workflow Use Workflow

Project Bid Checklist

General Information

Project Name

Bid Deadline

Project Location

Project Description

Scope of Work

Special Requirements

Estimate Deadline

Project Team

Project Manager

Supervisors

Construction Crew

Subcontractors

Suppliers

Budget

Estimated Cost

Available Funds

Cost-Saving Strategies

Additional Fees

Payment Terms

Safety

Safety Policies

Safety Equipment

Emergency Plans

Risk Assessments

Training Requirements

Schedule

Project Timeline

Milestones

Critical Path Analysis

Work Hours

Scheduling Strategies

View Workflow Use Workflow

Project Closeout Checklist

Complete punch list items

Final inspection

Finalize financial reports

Collect contractor payments

Secure final lien waivers

Submit final payment to contractor

Obtain final occupancy certificate

Submit final project report

Close out project file

Archive as-built drawings

Secure all warranties

Update project database

Notify stakeholders of project completion

Send thank you notes to contractors and stakeholders

View Workflow Use Workflow

Project Quality Control Checklist

Project Overview

Project name

Project budget

Project timeline

Project scope

Project Documents

Project plan

Project drawings

Project specs

Project contracts

Project Team

Project manager

Project supervisor

Project engineers

Project architects

Project consultants

Project Resources

Materials

Equipment

Tools

Subcontractors

Project Quality Control

Project inspections

Testing of materials

Testing of equipment

Testing of tools

Testing of subcontractors

Testing of workmanship

Testing of final product

Project Deliverables

Final product

Operational documentation

Training materials

Maintenance plans

Warranties

Insurance certificates

Project Closure

Final report

Receipt of payment

Client feedback survey

Post-project analysis

Lessons learned document

Final project archive

View Workflow Use Workflow

Punch List Checklist

Materials

Verify the delivery of the correct materials

Check the materials for any defects

Ensure that all materials are properly stored and protected

Installation

Check the installation for any discrepancies

Ensure that all electrical wiring and connections are secure

Verify that all connections are properly sealed to prevent water intrusion

Testing

Test the system to ensure proper operation

Check for any signs of water leakage

Verify that the system meets all safety codes and regulations

Documentation

Check the documentation for accuracy

Verify that the warranty information is correct

Ensure that all necessary permits are in place

Cleaning

Clean the area of any debris

Verify that the area is free of any hazardous materials

Check for any signs of mold or mildew

View Workflow Use Workflow

Safety Checklist

Personal Protective Equipment

Hard hat

Safety Glasses

Hearing Protection

High Visibility Clothing

Respiratory Protection

Gloves

Tools & Equipment

Inspect for Proper Operation

Check for Proper Maintenance

Check for Proper Storage

Site Conditions

Inspect for Hazards

Check for Adequate Lighting

Check for Adequate Ventilation

Check for Adequate Access/Egress

Housekeeping

Check for Clutter/Debris

Check for Spills

Check for Fire Extinguishers

Emergency Procedures

Identify Emergency Exits

Identify First Aid Kit Locations

Identify Person in Charge of Evacuation

Identify Emergency Contact Numbers

View Workflow Use Workflow

Site Clean Up Checklist

Safety

Maintain safe working environment

Ensure all safety equipment is up to date

Ensure safety protocols are followed

Waste Management

Separate and remove all types of waste

Dispose of hazardous materials in accordance with regulations

Ensure all waste is disposed of responsibly

Equipment

Pack up and remove all equipment and tools

Clean and store all tools and equipment

Ensure all equipment is properly stored and secured

Site Area

Sweep, vacuum and mop all areas

Remove all debris, dirt and rubbish

Clean windows, walls and floors

Landscaping

Remove all weeds and debris from surrounding areas

Mow grass and trim hedges

Replant any areas that have been disturbed

Inspections

Perform final site inspections

Check for any hazards or damage

Ensure all safety standards are met

View Workflow Use Workflow

Subcontractor Performance Checklist

Safety

Are subcontractor personnel properly trained in the safe use of tools, equipment, and materials?

Are subcontractor employees trained in the safety requirements of the job site?

Are subcontractor employees in compliance with OSHA regulations?

Does the subcontractor have a comprehensive safety program in place?

Quality

Are the subcontractor’s craftsmanship and materials up to industry standards?

Are quality control measures in place to ensure quality standards are met?

Are the subcontractor’s work plans and schedules in alignment with the project timeline?

Are the subcontractor’s records up to date and complete?

Schedule

Are the subcontractor’s work plans and schedules in alignment with the project timeline?

Does the subcontractor have a system in place to track progress and ensure deadlines are met?

Is the subcontractor regularly communicating progress updates to the project team?

Are subcontractor personnel showing up to work on time and ready to work?

Cost

Are the subcontractor’s bids and estimates accurate and realistic?

Does the subcontractor have a system in place to track costs accurately and report them in a timely manner?

Are subcontractor personnel following the agreed upon budget and timeline?

Are the subcontractor’s invoices accurate and up to date?

View Workflow Use Workflow

Free Checklist Templates for Construction

Change Order Request Checklist

Project Information

Change Order Request

Approvals

Review and Execution

Daily Log Checklist

Safety

Equipment

Workers

Projects

Materials

Documentation

Equipment Maintenance Checklist

General Equipment Maintenance

Fluid/Oil Checks

Functionality Tests

Cleaning

Battery Check

Tire Check

Job Cost Tracking Checklist

Job Cost Tracking

Payment Request Checklist

Payment Request Checklist

Pre-Construction Checklist

Pre-Construction Phase

Design Phase

Construction Phase

Post-Construction Phase

Project Bid Checklist

General Information

Project Team

Budget

Safety

Schedule

Project Closeout Checklist

Project Closeout Checklist

Project Quality Control Checklist

Project Overview

Project Documents

Project Team

Project Resources

Project Quality Control

Project Deliverables

Project Closure

Punch List Checklist

Materials

Installation

Testing

Documentation

Cleaning

Safety Checklist

Personal Protective Equipment

Tools & Equipment

Site Conditions

Housekeeping

Emergency Procedures

Site Clean Up Checklist

Safety

Waste Management

Equipment

Site Area

Landscaping

Inspections

Subcontractor Performance Checklist

Safety

Quality

Schedule

Cost

Ready to take control of your recurring tasks?