SubbieTRAC guides

Practical checklists your team can use before the software is implemented.

Create a stronger operating rhythm around opportunity selection, handover, change control and project forecasting.

Map these guides to your workflow Read the articles

Field guides

Turn commercial discipline into repeatable team behaviour.

Bid/no-bid review guide

Use before estimating resources are committed.

10-minute team review

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Confirm the client and payment profile
Check package fit and competitive position
Review design completeness and contract risk
Test likely programme and mobilisation dates
Check estimating and delivery capacity
Define the reason the business can win
Estimate the likely return relative to risk
Record the decision, owner and conditions

Tender handover guide

Use after award and before project commitments are made.

45-minute handover

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Confirm accepted tender and contract document set
Transfer quantities, labour, materials and supplier allowances
Review inclusions, exclusions and clarifications
Identify provisional assumptions and interface risks
Set procurement and approval actions
Record contract notices, claim dates and obligations
Assign risk owners and first actions
Schedule the first forecast review

Variation control guide

Use whenever scope, access, sequence or information changes.

Field-to-commercial workflow

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Capture the event source, date and affected work
Confirm whether written instruction exists
Issue the required notice before waiting for final price
Measure labour, material, plant and programme effect
Link photos, diary, drawings and correspondence
Set work status and approval condition
Submit and follow up the valuation
Update claim and forecast exposure

Weekly commercial project review

Use to turn project information into decisions.

30-minute review

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Compare progress with tender allowances
Review labour and material performance
Check unpriced and unapproved changes
Review notices, RFIs and client responses due
Confirm purchasing commitments and delivery risk
Assess the remaining cost to complete
Review claim, certificate, payment and retention status
Assign actions that can change the outcome this week

From tender to final claim

See your workflow in SubbieTRAC.

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