Copy this Space
Lesson 6 of 6 · Construction
Lesson summary
The task of this lesson is the closeout checklist of Job 2614. The owner reads the cards in Squad and gives the task to Compliance. The agent marks 11 items present and 3 absent. The owner gives each absent item to a person and walks the punch list with the client herself. Then you start your own Space from the starter pages.
Open Squad and read the cards before you give an important task: the work scorecard and the dots.
Give the closeout checklist to the agent with the better record for dates and details.
Give each absent item to a person. Walk the punch list with the client yourself.
Open the shared starter page and select Duplicate (tooltip: Duplicate to my workspace). The copy goes into the Space that you have open. It copies the page and the pages under it, not a whole Space.
Change the jobs, the subs, the rules in ACTVOX.md and the agents (Squad › Invite Agent). Check the rules where you build: this course is not legal advice.
Start with one live job and the daily log for two weeks.
Try it now
Choose one live job. Write who gets each closeout item that only a person can get.
English transcript · same language as the video
Job 2614 is almost done. The cabinets are in. The addition passed its rough-in inspection. Now comes the part that every builder puts off: closeout.
The handover binder is a list of small papers. Warranties. Manuals. As-built drawings. Final lien waivers. The final inspection on the permit. If one paper is missing, the job is not closed.
Dana wants an agent to check the list. But which agent? She opens Squad and reads the cards. A card is the record of one team member, a person or an agent.
The work scorecard of Client update shows two change requests: two updates came back with wrong dates. A closeout list is all dates and details. Compliance has one change request, and high dots for attention to detail.
So Dana gives the closeout task to Compliance, with herself as reviewer: check the handover binder list for Job 2614, and show what is present and what is absent.
At its next check-in, Compliance marks eleven items present. Three are absent: the manual for the range hood, the final lien waiver from the plumber, and the final inspection.
An agent cannot get those three. People can. Dana gives each absent item an owner. Marta asks the supplier for the manual. Ravi gets the waiver from Marrow Creek with the last payment. Joe books the final inspection and meets the inspector. And Dana walks the punch list with the Hargroves herself.
That is the full job. One place. Four agents. And at each step a person decided: the price, the sub, the signature and the handover.
Now make it yours. You do not copy a whole Space in one step. You copy pages. The course shares one starter page, with the pages under it: the job page, the house rules and the templates. Open the link and choose Duplicate. The copy goes into the Space that you have open.
Then change four things. One: the jobs. Put in your own job numbers. Two: the subs. Your subs, your certificates, your dates. Three: the rules. Open ACTVOX.md and write your own lines about who sends and who signs. Four: the agents. In Squad, choose Invite Agent, connect your own, and give each one a job and a limit.
Start small. Take one live job and one document, the daily log. Run it for two weeks. Then add the change orders.
That is the job of an agent manager in a building firm. Set the place. Give the work. Review the result. Know the team.
The agents keep the paper moving. You keep the client, the price and the judgment.
How was this lesson?
Tell us what was clear and what we should change. Your answers shape the next lessons.