Time saved / Set up the next job

Start a new job from a past one: people, plans and the order list

Bring the builder’s people, your inspection plans, the order list and the builder and site across from a past job in one press, as fresh drafts.

Most of your work comes from the same few builders. Each new job, you type the same site team, the same plans and the same order list again.

94%
By hand
3 h 20 min
In Excel
2 h 15 min
In YourCA
13 min
Saved
3 h 7 min

Estimate for a 6-month electrical job with 10 people on it, each new job. Set your own job.

The risk it heads off

  • A new job starts with the last job’s signatures, dates or prices still on it.Copies come across as fresh drafts, with no signature, photo, date or price.
  • The builder’s site manager is missing from the job, so your notice is addressed to the wrong person.The builder’s people from your other jobs are one tick away.

Step by step

Set up the next job: estimated minutes for each step, each new job
StepBy handExcelYourCAWhat YourCA does
Add the builder’s people again30 min20 min2 minSame builder as before? Tick their people from your other jobs and add them.
Put your own team on the job20 min15 min1 minCopy the team from a past job, each keeping their role there, and they can sign in to it.
Copy the order list from a past job60 min30 min3 minCopies each line with its supplier and lead time, still to order, with no old price.
Set up the inspection and test plans again45 min30 min3 minBrings the plans across not started, with no signature or photo.
Fill in the builder and the site15 min10 min1 minBrings the builder and the site across from the past job.
Find the terms you had with this builder before30 min30 min3 minA blank term shows what your last job with this builder had, and its clause. One press uses it.
Total, each new job200 min135 min13 min

How to do it in YourCA

Questions subbies ask

Does a copy carry the old job’s signatures, dates or prices?
No. Plans come across not started, order lines still to order with no price, and statements with no sign-ons.
Does YourCA copy the contract or the claims?
No. The contract, claims, variations, diary and photos belong to the old job and stay there.

Get the hours back on your next job

Your first job is free. See what YourCA runs or every function’s time saved.

Start free