Client project pack template

A blank template in seven stages, from design to after-sales. ELS staff fill it in and send it to the client; nothing on this site shows live project progress.

Sample document pack

ELS

Client project pack

Blank template

Project

Client

Prepared by

Issued

Revision

Design“Latest drawings, specifications and decisions awaiting approval”
Updated by
Date
Quotation“Agreed scope, exclusions, payment stages and validity”
Updated by
Date
Production“Approved version, progress and expected dates”
Updated by
Date
Installation“Site-readiness checklist, schedule and responsible contact”
Updated by
Date
Changes“Description, cost and time impact before approval”
Updated by
Date
Handover“QC record, outstanding items, care instructions and warranties”
Updated by
Date
After-sales“Service request and status”
Updated by
Date

A blank template: ELS staff fill it in and send it. Leave a stage blank until someone is responsible for keeping it up to date.

Client project pack template

01Design“Latest drawings, specifications and decisions awaiting approval”

02Quotation“Agreed scope, exclusions, payment stages and validity”

03Production“Approved version, progress and expected dates”

04Installation“Site-readiness checklist, schedule and responsible contact”

05Changes“Description, cost and time impact before approval”

06Handover“QC record, outstanding items, care instructions and warranties”

07After-sales“Service request and status”

Design“Latest drawings, specifications and decisions awaiting approval”

Quotation“Agreed scope, exclusions, payment stages and validity”

Production“Approved version, progress and expected dates”

Installation“Site-readiness checklist, schedule and responsible contact”

Changes“Description, cost and time impact before approval”

Handover“QC record, outstanding items, care instructions and warranties”

After-sales“Service request and status”