Document Changes in Scope
If, during a project, the client realises a mistake in the scope or specs or one is pointed out to the client and the client authorizes or instructs a change …
Client
Confirmation of Transmittals
Get confirmation from the client or contractors that they received transmittals. Make sure this is in writing (preferably a signed transmittal form).
Copy Minutes of Meetings to Attendees
Copy notes or minutes of meetings with the client to the client. Don’t just keep them in the project file. This is important for legal reasons, as you can then …
Don’t Do Blanket Approvals
Don’t get blanket approvals on drawings or designs without each one being marked as approved by the client. A client may send documentation stating that the designs or drawings are …
Always Act Professionally
Always act professionally in dealing with everyone involved with the project, even people just visiting or on site. Many people on construction sites may act in what is often expected …
Get Instructions in Writing
If a client representative asks or instructs you to do something on site (of any value or lasting effect) get it in writing before doing it. For example, if the …
Agree With the Contract Before Signing It
Make sure that you and your company agree with the contract, if you don’t, change it. Even if you have worked with the client before or know them well and …