Make clear which move details are current and approved.

Keep requested information identifiable.

Record what the customer supplied and what still needs office review. Your business decides which inventory and access details affect its assessment. Avoid presenting unreviewed form answers as final crew instructions.

Identify the approved job plan.

Decide where staff find the current scope, schedule and documents. If multiple tools hold copies, choose which one is authoritative and explain how a correction reaches the others.

Handle a changed arrangement explicitly.

A changed date, additional item or access restriction may require office review. Identify who can approve the change, which record is updated and how the crew learns that an older plan has been replaced.

Test the handoff using fictional jobs.

• The office receives incomplete estimate information.
• The customer adds a detail after the plan is prepared.
• A schedule change affects already assigned crew members.
• A document update is delayed or arrives twice.

Check what each employee sees and how unresolved changes remain visible. Do not send simulated job updates to real customers.

Start with a useful staff view.

A list of estimate requests awaiting review or jobs with unconfirmed changes may solve the immediate problem. Agree on the meaning of each status and the person responsible for resolving it.