Estimate-to-crew handoff
Review how requested details become an approved working plan and what happens when the plan changes.
Read the handoff guidePlanning guides
Prepare the information that travels with the move.
Use these guides to describe the job handoff that needs improvement before choosing software or requesting development.
Project preparation checklist
Gather current tools, example changes and staff responsibilities for a useful first conversation.
Use the project checklistCan an existing moving platform remain?
The first review checks existing features and supported connections. A website change or smaller workflow improvement may be sufficient. Replacement needs a clear reason grounded in the business task.
Does a request form produce a binding estimate?
That is a business decision to define in the project. Keep request collection, staff review and any accepted agreement distinct in the user flow. Your company supplies and approves the terms and pricing rules.
What belongs in the first inquiry?
Describe the repeated task, tools and intended result. Keep customer addresses, inventories, documents and credentials out of the public project form.