What a builder
should delegate first
The constraint in most building businesses is not leads and not labour — it is how many quotes go out. Fix that first and everything else follows.
Ask a builder why they are not growing and the answer is rarely marketing. It is that quotes go out late or not at all, because the estimator is also the owner, and the owner is on site.
Hit rates are roughly fixed. If you win one in four and you can only get eight quotes out a month, your revenue is decided by that number rather than by demand. Doubling quote volume without doubling the estimator is the highest-leverage change available.
Which is why estimating preparation is the first handover, ahead of the paperwork that annoys you more. Then progress claims, because that is where the cash is sitting.
Who this is for
✓Worth your time if
- Quotes go out late, or you decline to quote because there is no time
- Variations are being done and not invoiced
- Progress claims go in late and settlement drags
- Your PM spends more time on paperwork than on site
✕Probably not if
- You need someone on site — nothing here replaces presence
- Your estimating has no rate library or templates to work from
- You want building or compliance advice
- You are not willing to set up a channel for site information
What comes off the desk, and when
Ordered by return, not by irritation. The first two usually pay for the role by themselves.
Measured from your drawings in your take-off software, suppliers chased for rates, and everything tabulated for comparison. The estimator prices; they prepare.
Your pricing dropped into your template with standard inclusions and exclusions applied, formatted and ready for your review.
Claims prepared to the contract's timing and format with backup attached, and every approved variation invoiced — the most commonly forgotten money in construction.
What is held, on which job, due when — and chased when it is due.
Raised, logged, chased and closed out, so nothing waits three weeks unnoticed.
Progress captured from site, programme updated, slippage flagged before the next client meeting.
Attendance confirmed, scope issued, insurances and licences chased before anyone starts.
Inductions, insurances, licences and training tracked with rolling expiry lists. Last, because it needs standing with your subbies.
What stays on site and with your licensed people
Preparation and coordination travel. Anything requiring presence, a licence or a commercial judgement does not.
- Margin, risk and methodWhat you load for risk, what margin the job carries, and how it gets built are your decisions.
- Site safetySWMS approval, safety judgements, incident decisions and stop-work authority require a competent person on site.
- Construction directionsInstructing a subbie on method, or approving work as compliant, stays with your site staff.
- Certification and licensed adviceAnything requiring a licensed builder or certifier stays with them.
- Security of payment responsesTiming and content carry legal consequence — prepared for you, decided by you.
The first three months
Quote volume first. The paperwork that annoys you most comes later.
Weeks 1–2: take-offs on jobs you have already priced
Have them measure jobs where you know the answer. You find out fast whether they can read your drawings, and they learn your conventions on work that carries no risk.
Weeks 3–4: live take-offs and supplier chasing
Now on real jobs, with your estimator checking early measurements. Assumptions get written down rather than assumed.
Month 2: quote assembly, then progress claims
Assembly is mechanical once they know your template. Claims come next because that is where the unbilled money is.
Month 2–3: variations and RFIs
Both need context to be useful. By now they know your jobs and your subbies well enough for the chasing to land.
Month 3+: compliance registers
Last deliberately. Chasing a subbie for an expired certificate requires standing, and standing takes a couple of months and your explicit backing.
No channel for site information
This is the one that kills construction handovers, and it is not about the hire at all. A coordinator or claims administrator needs information that only exists on site — progress, photos, dockets, confirmed variations. If the arrangement depends on them chasing a site supervisor who does not answer the phone, nothing works and it will look like the offshore person is not proactive. Agree the channel in week one and make it almost effortless: a dated folder for photos and dockets, a two-minute voice note at the end of the day, a standing five-minute call. Builders who set this up get the full value. Builders who skip it conclude construction admin cannot be delegated.