CONTRACTOR ONBOARDING

Tell us how
your work gets done.

Start with one workflow. Complete the required contact details and share what you know. We will identify any remaining questions before agreeing on scope and a one-time fee.

Do not include passwords, payment details, customer personal information, or confidential bid documents. Redacted samples can be arranged later.

1. Your business

Business name *Main contact *Business email *Phone (optional)Trade and service area *Team sizeWho handles estimating, office work, and field supervision?

2. The first workflow

What should we improve first?Describe how this task works today, from start to finish.Where does work get repeated, delayed, or missed?How often does this happen, and roughly how much time does it take?What would a useful result look like?

3. Tools and information

Which tools do you use today? Include spreadsheets, accounting, email, or project apps.What information starts the workflow? Where does it come from?What should the tool produce? Who needs the result?Which fields, calculations, templates, or reports must be included?What exceptions or unusual situations must it handle?What sample documents can you provide later? Use redacted copies.

4. People and approvals

Who will use the workflow? List roles and approximate user counts.Who checks information and approves final decisions?Does anyone need different access or restricted information?Where will people use it?Does it need to work with poor internet access? Any other constraints?

5. Scope and ownership

Desired start date or deadlineComfortable one-time budget range (optional)What must be included in the first version? What can wait?Who should receive the workflow files and walkthrough?

You own the delivered workflow. The one-time fee and scope are agreed before work starts. No recurring FieldOps Foundry fees. Optional future changes are quoted separately. Any third-party costs are identified in advance.

I understand this intake prepares a brief; it does not place an order or agree to a fee.

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