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Accepted work handover

Give the operative the work that was agreed—not the estimator's margin.

Setout Pro turns accepted quotation scope into a practical Work handover. Managers can divide the job into packages, assign people and track progress against the accepted source.

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An accepted quote becoming room-aware packages for manager and field viewer

A clear definition

What is accepted-work handover?

Accepted-work handover is the step between customer approval and delivery. It identifies the exact accepted quotation version, then organises relevant scope for the people doing the work without exposing unnecessary commercial information.

No more sending an operative a screenshot of a quote and hoping the right revision was used. The work package points back to the accepted job context.

How it works

A cleaner manager-to-field transition

Different roles need different views. An owner or manager plans the package; a field viewer sees assigned scope and can report progress without browsing company pricing.

  1. 01

    Confirm acceptance

    Use the recorded exact quotation version as the commercial source.

  2. 02

    Create packages

    Separate accepted scope into practical units for delivery.

  3. 03

    Assign

    Choose who is responsible and keep room or plan context where it exists.

  4. 04

    Work

    Let field users see assigned information without exposing internal totals and margin.

  5. 05

    Update progress

    Record progress against the package rather than an unrelated message thread.

In practice

Useful for the person who never writes the quote

  • Field viewers do not need the entire project or commercial workspace to understand their assignment.
  • Managers can update and reassign packages as delivery changes.
  • The source acceptance and assigned plan identity stay explicit.
  • Tablet views give supervisors more room to review packages alongside plan context on site.

The honest boundary

Role and scheduling boundary

  • Work packages are not a promise of a full workforce scheduling or payroll system.
  • Field viewers should not receive customer totals, internal cost or margin through the Work view.
  • A package can reference the plan only when that exact assigned plan is available to the user.
  • Safety, method statements and statutory trade records remain separate obligations unless explicitly provided.

Questions, answered plainly

Frequently asked questions

Can field staff use Setout Pro without seeing pricing?

Yes. The Work presentation is role-aware so assigned users can receive practical scope and progress controls without internal commercial detail.

Can accepted work be split between people?

Managers can divide accepted scope into work packages and assign packages to the people responsible for delivery.

Does this replace scheduling software?

No. Setout Pro focuses on the accepted-scope handover and package progress, not a complete calendar, payroll or resource-planning suite.

Keep following the job

Related Setout Pro workflows

View the full product journey
Trade quoting workflowBuild the quote from the job you already surveyed.Explore workflow →Invoice record workflowKeep the invoice tied to the job that earned it.Explore workflow →For builders and renovatorsCarry the site visit into the quote—and the accepted quote into the build.Explore workflow →For gas engineering firmsKeep appliance context, agreed scope and operative handover on one job.Explore workflow →